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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
553+ 29.4% |
$139K - $175K
|
2.43K
$793K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
545+ 33.96% |
$137K - $173K
|
2.15K
$701K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
544New |
$137K - $172K
|
544
$177K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
544+ 10.29% |
$137K - $172K
|
5.83K
$1.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
542+ 17.52% |
$136K - $172K
|
3.64K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
540+ 11.07% |
$136K - $171K
|
5.42K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
537+ 2.87% |
$135K - $170K
|
19.2K
$6.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
536+ 37.99% |
$135K - $170K
|
1.95K
$634K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
535+ 32.04% |
$134K - $170K
|
2.21K
$719K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
531+ 2.93% |
$133K - $168K
|
18.7K
$6.09M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
530+ 1.04% |
$133K - $168K
|
51.6K
$16.8M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
530+ 14.29% |
$133K - $168K
|
4.24K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
530+ 1.52% |
$133K - $168K
|
35.4K
$11.5M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
529+ 7.73% |
$133K - $168K
|
7.37K
$2.4M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
525+ 1590.91% |
$132K - $166K
|
558
$182K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
525+ 0.82% |
$132K - $166K
|
64.4K
$21M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
525+ 167.2% |
$132K - $166K
|
839
$273K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
519+ 14.18% |
$130K - $164K
|
4.18K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
517+ 3.27% |
$130K - $164K
|
16.3K
$5.33M
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
514+ 8.68% |
$129K - $163K
|
6.44K
$2.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
512+ 3.62% |
$129K - $162K
|
14.7K
$4.78M
|
|
|
May 01, 2024
Q1 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
510+ 15.99% |
$128K - $162K
|
3.7K
$1.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
503+ 8.33% |
$126K - $159K
|
6.54K
$2.13M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
500+ 18.41% |
$126K - $158K
|
3.22K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
499+ 10.1% |
$125K - $158K
|
5.44K
$1.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
496+ 2.29% |
$125K - $157K
|
22.1K
$7.22M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
494+ 137.22% |
$124K - $157K
|
854
$278K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
493+ 11.85% |
$124K - $156K
|
4.65K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
476+ 5.8% |
$120K - $151K
|
8.69K
$2.83M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
476+ 2.43% |
$120K - $151K
|
20.1K
$6.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
470+ 4.7% |
$118K - $149K
|
10.5K
$3.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
469+ 14.73% |
$118K - $149K
|
3.65K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
468+ 59.24% |
$118K - $148K
|
1.26K
$410K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
467+ 6.05% |
$117K - $148K
|
8.19K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
467+ 26.76% |
$117K - $148K
|
2.21K
$721K
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
462+ 5.71% |
$116K - $146K
|
8.56K
$2.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
461+ 15.25% |
$116K - $146K
|
3.48K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
460+ 7.7% |
$116K - $146K
|
6.43K
$2.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
459+ 1.46% |
$115K - $145K
|
32K
$10.4M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
456+ 2.75% |
$115K - $144K
|
17K
$5.55M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
455New |
$114K - $144K
|
455
$148K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
453New |
$114K - $144K
|
453
$148K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
450+ 25.24% |
$113K - $143K
|
2.23K
$728K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
447+ 0.9% |
$112K - $142K
|
50.2K
$16.4M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
447New |
$112K - $142K
|
447
$146K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
446+ 12.86% |
$112K - $141K
|
3.92K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
441+ 25.71% |
$111K - $140K
|
2.16K
$703K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
438+ 5.54% |
$110K - $139K
|
8.34K
$2.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
436New |
$109K - $138K
|
436
$142K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
432+ 1.77% |
$108K - $137K
|
24.8K
$8.08M
|