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 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.02K- 14.05% |
$241K - $296K
|
6.23K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.02K- 4.08% |
$241K - $297K
|
24K
$5.55M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.03K- 5.77% |
$244K - $300K
|
16.9K
$3.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.03K- 16.9% |
$244K - $300K
|
5.07K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.04K- 19.15% |
$245K - $302K
|
4.38K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.04K- 8.05% |
$245K - $302K
|
11.9K
$2.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Windward Capital Management CO
|
SELL
|
- |
-1.04K- 0.54% |
$246K - $304K
|
191K
$44.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.06K- 19.92% |
$250K - $308K
|
4.25K
$985K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-1.06K- 22.76% |
$250K - $308K
|
3.59K
$832K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.06K- 12.16% |
$251K - $309K
|
7.68K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.06K- 2.04% |
$251K - $310K
|
51.1K
$11.8M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 30.74% |
$255K - $315K
|
2.44K
$564K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.09K- 16.37% |
$258K - $318K
|
5.58K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-1.11K- 44.16% |
$262K - $322K
|
1.4K
$324K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.11K- 1.79% |
$262K - $323K
|
61K
$14.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.11K- 7.78% |
$263K - $324K
|
13.2K
$3.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.13K- 19.82% |
$267K - $330K
|
4.58K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.14K- 2.54% |
$270K - $332K
|
43.8K
$10.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.15K- 21.11% |
$271K - $334K
|
4.29K
$993K
|
|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.16K- 48.02% |
$275K - $338K
|
1.26K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.17K- 60.54% |
$275K - $339K
|
760
$176K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.18K- 31.58% |
$278K - $343K
|
2.55K
$591K
|
|
|
Aug 12, 2025
Q2 2025
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-1.19K- 9.0% |
$281K - $346K
|
12K
$2.78M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.2K- 26.53% |
$283K - $349K
|
3.32K
$768K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 41.67% |
$284K - $349K
|
1.68K
$389K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.22K- 37.53% |
$288K - $354K
|
2.03K
$469K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.22K- 44.48% |
$289K - $356K
|
1.53K
$353K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.23K- 99.36% |
$291K - $359K
|
8
$1.85K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-1.25K- 6.61% |
$294K - $363K
|
17.6K
$4.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.25K- 22.65% |
$294K - $363K
|
4.26K
$986K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.26K- 1.09% |
$297K - $366K
|
114K
$26.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-1.28K- 39.72% |
$303K - $374K
|
1.95K
$451K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.29K- 1.95% |
$305K - $376K
|
64.8K
$15M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.3K- 97.67% |
$307K - $378K
|
31
$7.18K
|
|
|
Aug 14, 2025
Q2 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
SELL
|
- |
-1.3K- 7.68% |
$307K - $379K
|
15.6K
$3.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.32K- 12.57% |
$311K - $383K
|
9.16K
$2.12M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 1.19% |
$311K - $384K
|
110K
$25.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.34K- 2.92% |
$316K - $390K
|
44.5K
$10.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.38K- 8.59% |
$325K - $401K
|
14.7K
$3.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.38K- 1.14% |
$326K - $401K
|
120K
$27.7M
|
|
|
Aug 13, 2025
Q2 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-1.4K- 9.55% |
$330K - $406K
|
13.2K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.43K- 15.72% |
$338K - $416K
|
7.67K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-1.44K- 62.73% |
$340K - $419K
|
855
$198K
|
|
|
Aug 01, 2025
Q2 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.44K- 7.33% |
$341K - $420K
|
18.2K
$4.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.45K- 0.48% |
$342K - $422K
|
298K
$69.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.45K- 40.12% |
$342K - $422K
|
2.16K
$501K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.46K- 14.2% |
$345K - $425K
|
8.83K
$2.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.46K- 11.62% |
$345K - $426K
|
11.1K
$2.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.48K- 3.84% |
$348K - $429K
|
36.9K
$8.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-1.48K- 1.13% |
$350K - $432K
|
129K
$30M
|