Purchases and Sales Made in Q2 2025 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q2 2025. The information is specifically focused on institutions that hold shares of Salesforce, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-685- 9.23% |
$162K - $199K
|
6.74K
$1.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-685- 11.03% |
$162K - $199K
|
5.53K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-685- 11.2% |
$162K - $199K
|
5.43K
$1.26M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-686- 5.8% |
$162K - $200K
|
11.1K
$2.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-687- 14.36% |
$162K - $200K
|
4.1K
$949K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-695- 3.9% |
$164K - $202K
|
17.1K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-698- 27.44% |
$165K - $203K
|
1.85K
$428K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-709- 1.08% |
$168K - $206K
|
64.8K
$15M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-712- 3.06% |
$168K - $207K
|
22.6K
$5.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-712- 39.49% |
$168K - $207K
|
1.09K
$253K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-732- 3.41% |
$173K - $213K
|
20.7K
$4.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-735- 30.42% |
$174K - $214K
|
1.68K
$389K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-739- 1.51% |
$175K - $215K
|
48.2K
$11.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-742- 5.06% |
$175K - $216K
|
13.9K
$3.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-744- 77.99% |
$176K - $217K
|
210
$48.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-759- 44.41% |
$179K - $221K
|
950
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-764- 17.82% |
$181K - $222K
|
3.52K
$816K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-769- 1.46% |
$182K - $224K
|
51.8K
$12M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-770- 10.6% |
$182K - $224K
|
6.5K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-780- 4.84% |
$184K - $227K
|
15.3K
$3.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-782- 5.46% |
$185K - $228K
|
13.5K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-791- 46.45% |
$187K - $230K
|
912
$211K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-796- 17.94% |
$188K - $232K
|
3.64K
$843K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-797- 2.0% |
$188K - $232K
|
39.1K
$9.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-799- 1.93% |
$189K - $233K
|
40.7K
$9.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-807- 31.61% |
$191K - $235K
|
1.75K
$404K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-811- 11.39% |
$192K - $236K
|
6.31K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-816- 0.88% |
$193K - $238K
|
92.1K
$21.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-832- 25.7% |
$197K - $242K
|
2.41K
$557K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-841- 22.41% |
$199K - $245K
|
2.91K
$675K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-847- 2.7% |
$200K - $247K
|
30.5K
$7.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-885- 8.41% |
$209K - $258K
|
9.63K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-886- 5.08% |
$209K - $258K
|
16.6K
$3.83M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-892- 7.72% |
$211K - $260K
|
10.7K
$2.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-897- 30.25% |
$212K - $261K
|
2.07K
$479K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-898- 0.71% |
$212K - $261K
|
126K
$29.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 1.75% |
$213K - $262K
|
50.6K
$11.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-911- 20.16% |
$215K - $265K
|
3.61K
$836K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-929- 2.93% |
$219K - $270K
|
30.8K
$7.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
SELL
|
- |
-932- 16.12% |
$220K - $271K
|
4.85K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-945- 98.44% |
$223K - $275K
|
15
$3.47K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-964- 22.81% |
$228K - $281K
|
3.26K
$756K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-969- 44.07% |
$229K - $282K
|
1.23K
$285K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-973- 5.61% |
$230K - $283K
|
16.4K
$3.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-996- 1.74% |
$235K - $290K
|
56.3K
$13M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-999- 4.3% |
$236K - $291K
|
22.2K
$5.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.01K- 51.01% |
$238K - $293K
|
966
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.01K- 5.22% |
$238K - $293K
|
18.3K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.01K- 0.4% |
$240K - $295K
|
254K
$58.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-1.02K- 92.61% |
$240K - $296K
|
81
$18.8K
|