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 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
|
|
|
Aug 14, 2025
Q2 2025
|
Sora Investors LLC
Bryn Mawr, PA |
SELL
|
- |
-4.28K- 5.03% |
$1.01M - $1.25M
|
80.9K
$18.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-4.36K- 83.21% |
$1.03M - $1.27M
|
880
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-4.4K- 7.6% |
$1.04M - $1.28M
|
53.6K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-4.41K- 19.35% |
$1.04M - $1.28M
|
18.4K
$4.26M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.42K- 3.94% |
$1.04M - $1.29M
|
108K
$25M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-4.49K- 57.97% |
$1.06M - $1.31M
|
3.25K
$753K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-4.5K- 2.6% |
$1.06M - $1.31M
|
169K
$39.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Eulav Asset Management
|
SELL
|
- |
-4.5K- 8.65% |
$1.06M - $1.31M
|
47.5K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-4.51K- 2.11% |
$1.07M - $1.31M
|
209K
$48.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.55K- 2.44% |
$1.07M - $1.32M
|
182K
$42.1M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-4.64K- 15.48% |
$1.1M - $1.35M
|
25.3K
$5.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.75K- 13.81% |
$1.12M - $1.38M
|
29.6K
$6.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.82K- 1.76% |
$1.14M - $1.4M
|
269K
$62.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-5K- 76.1% |
$1.18M - $1.46M
|
1.57K
$364K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-5.06K- 41.57% |
$1.2M - $1.47M
|
7.11K
$1.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-5.07K- 75.41% |
$1.2M - $1.47M
|
1.65K
$383K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.21K- 28.52% |
$1.23M - $1.52M
|
13.1K
$3.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-5.33K- 81.61% |
$1.26M - $1.55M
|
1.2K
$278K
|
|
|
Jul 24, 2025
Q2 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-5.51K- 32.43% |
$1.3M - $1.6M
|
11.5K
$2.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.56K- 51.77% |
$1.31M - $1.62M
|
5.18K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-5.65K- 7.6% |
$1.33M - $1.64M
|
68.6K
$15.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.69K- 16.45% |
$1.34M - $1.66M
|
28.9K
$6.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-5.7K- 24.68% |
$1.35M - $1.66M
|
17.4K
$4.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.71K- 35.71% |
$1.35M - $1.66M
|
10.3K
$2.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-5.75K- 13.7% |
$1.36M - $1.67M
|
36.2K
$8.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-5.81K- 70.9% |
$1.37M - $1.69M
|
2.38K
$552K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.96K- 26.72% |
$1.41M - $1.74M
|
16.4K
$3.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-6.05K- 10.98% |
$1.43M - $1.76M
|
49K
$11.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Ten Core Partners, LP
New York, NY |
SELL
|
- |
-6.08K- 11.99% |
$1.44M - $1.77M
|
44.6K
$10.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-6.08K- 9.36% |
$1.44M - $1.77M
|
58.9K
$13.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.17K- 5.81% |
$1.46M - $1.8M
|
100K
$23.2M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-6.19K- 86.06% |
$1.46M - $1.8M
|
1K
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-6.26K- 55.92% |
$1.48M - $1.82M
|
4.93K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.3K- 87.12% |
$1.49M - $1.83M
|
931
$216K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-6.43K- 64.24% |
$1.52M - $1.87M
|
3.58K
$829K
|
|
|
Aug 14, 2025
Q2 2025
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-6.45K- 62.5% |
$1.52M - $1.88M
|
3.87K
$897K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-6.48K- 1.46% |
$1.53M - $1.89M
|
436K
$101M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
SELL
|
- |
-6.5K- 2.16% |
$1.54M - $1.89M
|
295K
$68.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-7.17K- 27.32% |
$1.69M - $2.09M
|
19.1K
$4.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.29K- 17.9% |
$1.72M - $2.12M
|
33.4K
$7.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-7.41K- 30.25% |
$1.75M - $2.16M
|
17.1K
$3.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.5K- 23.31% |
$1.77M - $2.18M
|
24.7K
$5.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-7.54K- 10.4% |
$1.78M - $2.19M
|
65K
$15.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.63K- 2.28% |
$1.8M - $2.22M
|
326K
$75.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-7.73K- 10.28% |
$1.83M - $2.25M
|
67.5K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.11K- 47.49% |
$1.92M - $2.36M
|
8.97K
$2.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-8.82K- 19.1% |
$2.08M - $2.57M
|
37.3K
$8.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-8.94K- 38.82% |
$2.11M - $2.6M
|
14.1K
$3.26M
|