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 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-2.49K- 9.21% |
$588K - $725K
|
24.5K
$5.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2.49K- 97.77% |
$589K - $726K
|
57
$13.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.53K- 24.6% |
$598K - $737K
|
7.76K
$1.8M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.59K- 10.95% |
$611K - $753K
|
21K
$4.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.59K- 17.63% |
$612K - $754K
|
12.1K
$2.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.67K- 5.59% |
$631K - $777K
|
45.1K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.68K- 7.83% |
$633K - $780K
|
31.5K
$7.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.68K- 48.42% |
$633K - $781K
|
2.86K
$662K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.69K- 19.21% |
$635K - $783K
|
11.3K
$2.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.7K- 72.98% |
$637K - $786K
|
999
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.76K- 1.9% |
$652K - $803K
|
142K
$32.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.76K- 11.25% |
$653K - $804K
|
21.8K
$5.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.86K- 59.75% |
$676K - $833K
|
1.93K
$447K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-2.89K- 31.84% |
$684K - $843K
|
6.2K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.9K- 30.69% |
$685K - $844K
|
6.55K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-2.9K- 0.79% |
$685K - $845K
|
364K
$84.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.9K- 25.68% |
$686K - $845K
|
8.4K
$1.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-2.9K- 15.75% |
$686K - $845K
|
15.5K
$3.6M
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.94K- 0.24% |
$694K - $855K
|
1.2M
$279M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.98K- 68.95% |
$703K - $866K
|
1.34K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.99K- 31.17% |
$705K - $869K
|
6.59K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.04K- 45.2% |
$718K - $885K
|
3.69K
$854K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-3.06K- 13.06% |
$722K - $890K
|
20.3K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.23K- 62.02% |
$763K - $940K
|
1.98K
$458K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-3.26K- 47.13% |
$770K - $949K
|
3.66K
$847K
|
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-3.27K- 39.58% |
$772K - $951K
|
4.99K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
SELL
|
- |
-3.34K- 23.66% |
$789K - $972K
|
10.8K
$2.5M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.42K- 16.28% |
$808K - $995K
|
17.6K
$4.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-3.44K- 90.47% |
$812K - $1M
|
362
$83.9K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.5K- 7.2% |
$826K - $1.02M
|
45.1K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-3.5K- 12.77% |
$827K - $1.02M
|
23.9K
$5.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.51K- 73.75% |
$830K - $1.02M
|
1.25K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-3.55K- 82.02% |
$840K - $1.03M
|
779
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-3.57K- 25.39% |
$844K - $1.04M
|
10.5K
$2.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-3.61K- 8.1% |
$852K - $1.05M
|
40.9K
$9.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-3.69K- 48.25% |
$873K - $1.08M
|
3.96K
$918K
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-3.7K- 4.43% |
$874K - $1.08M
|
79.8K
$18.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-3.75K- 99.79% |
$885K - $1.09M
|
8
$1.85K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-3.8K- 4.4% |
$898K - $1.11M
|
82.5K
$19.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-3.81K- 99.63% |
$900K - $1.11M
|
14
$3.24K
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.83K- 22.8% |
$905K - $1.11M
|
13K
$3M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.84K- 17.13% |
$907K - $1.12M
|
18.6K
$4.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-3.88K- 15.57% |
$917K - $1.13M
|
21.1K
$4.88M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.9K- 1.86% |
$921K - $1.13M
|
206K
$47.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-4.04K- 28.32% |
$955K - $1.18M
|
10.2K
$2.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.1K- 92.82% |
$969K - $1.19M
|
317
$73.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.1K- 13.52% |
$969K - $1.19M
|
26.2K
$6.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.14K- 35.42% |
$978K - $1.21M
|
7.55K
$1.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-4.17K- 5.54% |
$984K - $1.21M
|
71K
$16.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4.19K- 10.53% |
$989K - $1.22M
|
35.6K
$8.24M
|