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 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
11.4K+ 551.09% |
$2.68M - $3.31M
|
13.4K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 673.36% |
$2.65M - $3.26M
|
12.9K
$2.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
11.1KNew |
$2.63M - $3.24M
|
11.1K
$2.58M
|
|
|
Jul 07, 2025
Q2 2025
|
M & L Capital Management LTD
London, X0 |
BUY
|
- |
11KNew |
$2.6M - $3.2M
|
11K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
11KNew |
$2.6M - $3.2M
|
11K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11KNew |
$2.59M - $3.2M
|
11K
$2.54M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
10.9K+ 10.52% |
$2.58M - $3.17M
|
115K
$26.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.8K+ 4.18% |
$2.54M - $3.13M
|
268K
$62M
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
10.7K+ 311.09% |
$2.52M - $3.1M
|
14.1K
$3.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
10.6K+ 410.57% |
$2.5M - $3.09M
|
13.2K
$3.05M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 2.62% |
$2.48M - $3.06M
|
411K
$95.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.5KNew |
$2.48M - $3.05M
|
10.5K
$2.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10.4K+ 93.09% |
$2.45M - $3.02M
|
21.5K
$4.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
10.3K+ 0.84% |
$2.44M - $3M
|
1.24M
$287M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
10.1K+ 30.26% |
$2.39M - $2.94M
|
43.5K
$10.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
10K+ 70.93% |
$2.37M - $2.92M
|
24.2K
$5.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
9.81K+ 22.19% |
$2.32M - $2.86M
|
54K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.81K+ 12.57% |
$2.32M - $2.86M
|
87.8K
$20.3M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9.79K+ 27188.89% |
$2.31M - $2.85M
|
9.82K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.54K+ 2.62% |
$2.25M - $2.78M
|
373K
$86.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
9.51K+ 3.89% |
$2.25M - $2.77M
|
254K
$58.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
9.34K+ 10.22% |
$2.21M - $2.72M
|
101K
$23.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
9.21K+ 10.43% |
$2.18M - $2.68M
|
97.5K
$22.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.21K+ 28.6% |
$2.17M - $2.68M
|
41.4K
$9.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
9.19KNew |
$2.17M - $2.68M
|
9.19K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
9.17K+ 1199.87% |
$2.17M - $2.67M
|
9.93K
$2.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
9.02K+ 6.0% |
$2.13M - $2.63M
|
159K
$36.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Valiant Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
9K+ 7.29% |
$2.13M - $2.62M
|
132K
$30.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.97K+ 35.1% |
$2.12M - $2.61M
|
34.5K
$8M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.95K+ 3.56% |
$2.11M - $2.61M
|
260K
$60.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
8.9KNew |
$2.1M - $2.59M
|
8.9K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.83K+ 85.54% |
$2.08M - $2.57M
|
19.1K
$4.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
8.66K+ 28.21% |
$2.05M - $2.52M
|
39.4K
$9.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
8.54K+ 18.3% |
$2.02M - $2.49M
|
55.2K
$12.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.48K+ 76.93% |
$2M - $2.47M
|
19.5K
$4.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
8.45KNew |
$2M - $2.46M
|
8.45K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
8.39K+ 16.55% |
$1.98M - $2.44M
|
59.1K
$13.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
8.3K+ 31.04% |
$1.96M - $2.42M
|
35K
$8.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Mig Capital, LLC
Newport Beach, CA |
BUY
|
- |
8.29K+ 7.66% |
$1.96M - $2.41M
|
116K
$27M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
8.23K+ 53.0% |
$1.94M - $2.4M
|
23.8K
$5.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
8.22KNew |
$1.94M - $2.39M
|
8.22K
$1.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.14K+ 13.38% |
$1.92M - $2.37M
|
68.9K
$16M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.06K+ 6.75% |
$1.9M - $2.35M
|
127K
$29.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.06K+ 13.3% |
$1.9M - $2.35M
|
68.7K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Siren, L.L.C.
New York, NY |
BUY
|
- |
8K+ 54.79% |
$1.89M - $2.33M
|
22.6K
$5.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.94K+ 4.34% |
$1.87M - $2.31M
|
191K
$44.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
7.89K+ 11.43% |
$1.86M - $2.3M
|
76.9K
$17.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.89K+ 11.15% |
$1.86M - $2.3M
|
78.7K
$18.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
7.81K+ 20.95% |
$1.84M - $2.27M
|
45.1K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
7.74KNew |
$1.83M - $2.25M
|
7.74K
$1.79M
|