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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.51K- 4.56% |
$356K - $439K
|
31.6K
$7.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.51K- 21.8% |
$356K - $439K
|
5.41K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.56K- 0.83% |
$367K - $453K
|
186K
$43.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-1.56K- 98.42% |
$368K - $453K
|
25
$5.79K
|
|
|
Aug 05, 2025
Q2 2025
|
Westwood Wealth Management
|
SELL
|
- |
-1.56K- 49.56% |
$369K - $455K
|
1.59K
$368K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.59K- 43.01% |
$375K - $462K
|
2.1K
$487K
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-1.59K- 7.23% |
$375K - $463K
|
20.4K
$4.72M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.6K- 8.8% |
$377K - $464K
|
16.5K
$3.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.63K- 7.96% |
$384K - $473K
|
18.8K
$4.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-1.65K- 8.68% |
$391K - $482K
|
17.4K
$4.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.7K- 25.85% |
$403K - $496K
|
4.89K
$1.13M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.71K- 28.98% |
$404K - $497K
|
4.19K
$970K
|
|
|
Aug 14, 2025
Q2 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-1.71K- 5.94% |
$404K - $498K
|
27.1K
$6.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.72K- 20.24% |
$406K - $500K
|
6.77K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.75K- 0.61% |
$414K - $510K
|
286K
$66.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.75K- 4.92% |
$414K - $510K
|
33.9K
$7.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.77K- 39.58% |
$418K - $515K
|
2.7K
$625K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.79K- 25.83% |
$422K - $520K
|
5.13K
$1.19M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.8K- 12.72% |
$424K - $523K
|
12.3K
$2.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.8K- 40.96% |
$425K - $524K
|
2.59K
$601K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.81K- 1.01% |
$427K - $526K
|
178K
$41.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.82K- 19.56% |
$429K - $528K
|
7.47K
$1.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.82K- 15.52% |
$430K - $529K
|
9.9K
$2.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.83K- 1.75% |
$433K - $533K
|
103K
$23.8M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.86K- 1.1% |
$439K - $541K
|
167K
$38.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-1.86K- 5.45% |
$440K - $542K
|
32.3K
$7.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.89K- 57.76% |
$446K - $549K
|
1.38K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-1.93K- 30.27% |
$455K - $561K
|
4.44K
$1.03M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.96K- 6.91% |
$462K - $569K
|
26.3K
$6.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.02K- 38.19% |
$477K - $588K
|
3.27K
$758K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.07K- 11.97% |
$488K - $602K
|
15.2K
$3.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-2.07K- 5.94% |
$489K - $602K
|
32.7K
$7.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.09K- 28.83% |
$494K - $609K
|
5.17K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.11K- 6.43% |
$499K - $614K
|
30.7K
$7.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-2.11K- 11.65% |
$499K - $614K
|
16K
$3.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.13K- 4.47% |
$502K - $619K
|
45.4K
$10.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.14K- 45.38% |
$506K - $624K
|
2.58K
$597K
|
|
|
Aug 12, 2025
Q2 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-2.15K- 1.39% |
$507K - $625K
|
152K
$35.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.15K- 3.74% |
$509K - $627K
|
55.5K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.18K- 1.69% |
$515K - $635K
|
127K
$29.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-2.19K- 15.24% |
$516K - $636K
|
12.1K
$2.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.3K- 5.7% |
$543K - $669K
|
38K
$8.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.3K- 25.27% |
$543K - $670K
|
6.8K
$1.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-2.3K- 29.01% |
$544K - $671K
|
5.64K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-2.31K- 86.56% |
$545K - $671K
|
358
$82.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-2.34K- 6.89% |
$552K - $680K
|
31.6K
$7.31M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-2.34K- 74.4% |
$553K - $681K
|
805
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.39K- 60.87% |
$565K - $696K
|
1.54K
$356K
|
|
|
Aug 05, 2025
Q2 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-2.4K- 64.48% |
$567K - $698K
|
1.32K
$306K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.46K- 13.41% |
$580K - $715K
|
15.9K
$3.67M
|