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
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
7.7KNew |
$1.82M - $2.24M
|
7.7K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
7.68K+ 22.1% |
$1.81M - $2.24M
|
42.4K
$9.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.67K+ 6.28% |
$1.81M - $2.23M
|
130K
$30.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.61K+ 70.72% |
$1.8M - $2.22M
|
18.4K
$4.26M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
7.48K+ 0.83% |
$1.77M - $2.18M
|
908K
$210M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.44K+ 84.51% |
$1.76M - $2.16M
|
16.2K
$3.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
7.4K+ 111.69% |
$1.75M - $2.16M
|
14K
$3.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.36K+ 6.86% |
$1.74M - $2.14M
|
115K
$26.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
7.32K+ 44.62% |
$1.73M - $2.13M
|
23.7K
$5.5M
|
|
|
Aug 14, 2025
Q2 2025
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
7.27K+ 5.55% |
$1.72M - $2.12M
|
138K
$32M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
7.18K+ 5.33% |
$1.7M - $2.09M
|
142K
$32.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
7.1K+ 57.28% |
$1.68M - $2.07M
|
19.5K
$4.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
7.09K+ 6.83% |
$1.68M - $2.06M
|
111K
$25.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
7K+ 46.67% |
$1.65M - $2.04M
|
22K
$5.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
6.98K+ 27.78% |
$1.65M - $2.03M
|
32.1K
$7.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
6.98K+ 15.14% |
$1.65M - $2.03M
|
53K
$12.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.97K+ 34.92% |
$1.65M - $2.03M
|
26.9K
$6.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
6.91K+ 20.58% |
$1.63M - $2.01M
|
40.5K
$9.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
6.86K+ 12.23% |
$1.62M - $2M
|
63K
$14.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.82K+ 28.77% |
$1.61M - $1.98M
|
30.5K
$7.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
6.78K+ 91.5% |
$1.6M - $1.98M
|
14.2K
$3.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.74K+ 35.85% |
$1.59M - $1.96M
|
25.5K
$5.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.67K+ 20.28% |
$1.58M - $1.94M
|
39.6K
$9.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.65K+ 2.66% |
$1.57M - $1.94M
|
257K
$59.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
6.65K+ 9.23% |
$1.57M - $1.94M
|
78.7K
$18.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.46K+ 2.45% |
$1.53M - $1.88M
|
270K
$62.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.44K+ 781.07% |
$1.52M - $1.87M
|
7.26K
$1.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
6.43K+ 30.11% |
$1.52M - $1.87M
|
27.8K
$6.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.36K+ 56.78% |
$1.5M - $1.85M
|
17.5K
$4.07M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
6.35K+ 15.1% |
$1.5M - $1.85M
|
48.4K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
6.35K+ 0.78% |
$1.5M - $1.85M
|
819K
$190M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.34K+ 10.88% |
$1.5M - $1.85M
|
64.6K
$15M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
6.25K+ 3.3% |
$1.48M - $1.82M
|
196K
$45.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.25K+ 11.61% |
$1.48M - $1.82M
|
60.1K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.22K+ 15.93% |
$1.47M - $1.81M
|
45.3K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
6.22KNew |
$1.47M - $1.81M
|
6.22K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.2K+ 11.02% |
$1.46M - $1.8M
|
62.4K
$14.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
6.16K+ 9.08% |
$1.45M - $1.79M
|
74K
$17.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
6.14KNew |
$1.45M - $1.79M
|
6.14K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.06K+ 88.26% |
$1.43M - $1.76M
|
12.9K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
6.04K+ 178.18% |
$1.43M - $1.76M
|
9.43K
$2.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
6K+ 4.39% |
$1.42M - $1.75M
|
143K
$33.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
5.98KNew |
$1.41M - $1.74M
|
5.98K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
5.96K+ 106.96% |
$1.41M - $1.74M
|
11.5K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.95K+ 10.99% |
$1.41M - $1.73M
|
60.1K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
5.93K+ 4.1% |
$1.4M - $1.73M
|
151K
$34.9M
|
|
|
Aug 14, 2025
Q2 2025
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
5.93K+ 3.0% |
$1.4M - $1.73M
|
204K
$47.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.85K+ 4.77% |
$1.38M - $1.7M
|
129K
$29.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.81K+ 3.48% |
$1.37M - $1.69M
|
173K
$40M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.8KNew |
$1.37M - $1.69M
|
5.8K
$1.34M
|