Purchases and Sales Made in Q1 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1K+ 2.16% |
$251K - $317K
|
47.4K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
994+ 0.25% |
$250K - $315K
|
397K
$135M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
991+ 21.57% |
$249K - $314K
|
5.59K
$1.89M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
982New |
$247K - $311K
|
982
$333K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
961+ 12.61% |
$241K - $305K
|
8.58K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
960New |
$241K - $304K
|
960
$326K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
959New |
$241K - $304K
|
959
$325K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
955New |
$240K - $303K
|
955
$324K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
947+ 1.45% |
$238K - $300K
|
66.1K
$22.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
942+ 2.48% |
$237K - $299K
|
39K
$13.2M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
942+ 15.37% |
$237K - $299K
|
7.07K
$2.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
941+ 16.19% |
$236K - $298K
|
6.75K
$2.29M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
938New |
$236K - $297K
|
938
$318K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
937New |
$235K - $297K
|
937
$318K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
936+ 54.9% |
$235K - $297K
|
2.64K
$896K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
931+ 0.44% |
$234K - $295K
|
215K
$72.9M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
920+ 3.42% |
$231K - $292K
|
27.8K
$9.43M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
918New |
$231K - $291K
|
918
$311K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
913New |
$229K - $289K
|
913
$310K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
913New |
$229K - $289K
|
913
$310K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
911+ 70.57% |
$229K - $289K
|
2.2K
$747K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
910New |
$229K - $288K
|
910
$309K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
906+ 106.09% |
$228K - $287K
|
1.76K
$597K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
905New |
$227K - $287K
|
905
$307K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
903New |
$227K - $286K
|
903
$306K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
891New |
$224K - $282K
|
891
$302K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
879+ 4.07% |
$221K - $279K
|
22.5K
$7.63M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
879New |
$221K - $279K
|
879
$298K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
877+ 2.44% |
$220K - $278K
|
36.8K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
875+ 26.48% |
$220K - $277K
|
4.18K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
871+ 15.39% |
$219K - $276K
|
6.53K
$2.22M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
871+ 35.12% |
$219K - $276K
|
3.35K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
864+ 48.0% |
$217K - $274K
|
2.66K
$904K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
862+ 7.29% |
$216K - $273K
|
12.7K
$4.3M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
862+ 4.76% |
$216K - $273K
|
19K
$6.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
861New |
$216K - $273K
|
861
$292K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
859New |
$216K - $272K
|
859
$291K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
848New |
$213K - $269K
|
848
$288K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
842New |
$211K - $267K
|
842
$286K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
842New |
$211K - $267K
|
842
$286K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
837+ 10.47% |
$210K - $265K
|
8.84K
$3M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
837New |
$210K - $265K
|
837
$284K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
836+ 7.56% |
$210K - $265K
|
11.9K
$4.04M
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
835New |
$210K - $265K
|
835
$283K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
833New |
$209K - $264K
|
833
$283K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
831New |
$209K - $263K
|
831
$282K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
829+ 0.28% |
$208K - $263K
|
293K
$99.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
828New |
$208K - $262K
|
828
$281K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
826+ 51.15% |
$207K - $262K
|
2.44K
$828K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
825New |
$207K - $261K
|
825
$280K
|