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 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 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-8.31K- 2.21% |
$1.96M - $2.42M
|
368K
$85.2M
|
|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8.96K- 0.81% |
$2.12M - $2.61M
|
1.1M
$255M
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-9.12K- 3.44% |
$2.16M - $2.66M
|
256K
$59.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-9.13K- 36.54% |
$2.16M - $2.66M
|
15.9K
$3.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-9.37K- 10.12% |
$2.21M - $2.73M
|
83.2K
$19.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-9.44K- 16.05% |
$2.23M - $2.75M
|
49.4K
$11.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-9.48K- 9.12% |
$2.24M - $2.76M
|
94.4K
$21.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Ns Partners LTD
|
SELL
|
- |
-9.55K- 8.18% |
$2.26M - $2.78M
|
107K
$24.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Lynwood Price Capital Management LP
Austin, TX |
SELL
|
- |
-9.94K- 17.75% |
$2.35M - $2.89M
|
46.1K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-10K- 35.33% |
$2.36M - $2.91M
|
18.3K
$4.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-10K- 28.57% |
$2.36M - $2.91M
|
25K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-10.3K- 24.87% |
$2.44M - $3.01M
|
31.2K
$7.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-10.4K- 5.39% |
$2.45M - $3.02M
|
182K
$42.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-10.4K- 40.76% |
$2.45M - $3.02M
|
15.1K
$3.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-10.5K- 70.99% |
$2.48M - $3.06M
|
4.29K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-10.7K- 58.86% |
$2.52M - $3.1M
|
7.45K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10.7K- 91.85% |
$2.52M - $3.11M
|
947
$219K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-10.8K- 12.28% |
$2.54M - $3.13M
|
76.8K
$17.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-10.8K- 45.34% |
$2.55M - $3.15M
|
13K
$3.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-11K- 2.59% |
$2.59M - $3.19M
|
413K
$95.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-11.8K- 4.51% |
$2.79M - $3.44M
|
250K
$58M
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-11.8K- 10.93% |
$2.8M - $3.45M
|
96.6K
$22.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-12K- 98.63% |
$2.84M - $3.51M
|
167
$38.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-12.2K- 7.51% |
$2.89M - $3.56M
|
151K
$34.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-12.3K- 86.03% |
$2.92M - $3.59M
|
2K
$464K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-12.4K- 27.03% |
$2.94M - $3.62M
|
33.5K
$7.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.9K- 99.51% |
$3.04M - $3.74M
|
63
$14.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.9K- 21.4% |
$3.04M - $3.75M
|
47.3K
$11M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-13.2K- 56.11% |
$3.11M - $3.83M
|
10.3K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Nishkama Capital, LLC
Dorado, PR |
SELL
|
- |
-13.4K- 27.85% |
$3.16M - $3.9M
|
34.7K
$8.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-13.8K- 78.33% |
$3.27M - $4.03M
|
3.83K
$888K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-13.9K- 14.48% |
$3.28M - $4.04M
|
81.9K
$19M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-14.5K- 80.91% |
$3.43M - $4.23M
|
3.43K
$793K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.9K- 15.3% |
$3.51M - $4.33M
|
82.4K
$19.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15.2K- 70.27% |
$3.6M - $4.43M
|
6.44K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-15.3K- 48.1% |
$3.62M - $4.46M
|
16.5K
$3.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-15.4K- 7.4% |
$3.65M - $4.5M
|
193K
$44.8M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-16.2K- 9.19% |
$3.82M - $4.7M
|
160K
$37M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-17K- 87.32% |
$4.02M - $4.95M
|
2.47K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-17.1K- 14.8% |
$4.04M - $4.98M
|
98.5K
$22.8M
|