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 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
423+ 1.09% |
$106K - $134K
|
39.3K
$13.5M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
423+ 31.36% |
$106K - $134K
|
1.77K
$610K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
423+ 11.9% |
$106K - $134K
|
3.98K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
418+ 0.58% |
$105K - $132K
|
72.1K
$24.8M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
418+ 49.23% |
$105K - $132K
|
1.27K
$436K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
411+ 1.58% |
$103K - $130K
|
26.3K
$9.07M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
410+ 4.16% |
$103K - $130K
|
10.3K
$3.54M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
409+ 20.06% |
$103K - $130K
|
2.45K
$842K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
406+ 2.16% |
$102K - $129K
|
19.2K
$6.61M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
402+ 2233.33% |
$101K - $127K
|
420
$145K
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
400+ 15.75% |
$100K - $127K
|
2.94K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
400New |
$100K - $127K
|
400
$138K
|
|
|
May 14, 2024
Q1 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
400New |
$100K - $127K
|
400
$138K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
399+ 6.92% |
$100K - $126K
|
6.16K
$2.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
397+ 7.12% |
$99.7K - $126K
|
5.97K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
397+ 39.19% |
$99.7K - $126K
|
1.41K
$485K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
396+ 3.47% |
$99.4K - $125K
|
11.8K
$4.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
392+ 31.74% |
$98.4K - $124K
|
1.63K
$560K
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
391+ 21.7% |
$98.2K - $124K
|
2.19K
$755K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
391+ 30.5% |
$98.2K - $124K
|
1.67K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
390+ 5.37% |
$97.9K - $124K
|
7.66K
$2.63M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
390+ 1.33% |
$97.9K - $124K
|
29.8K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
389+ 10.01% |
$97.7K - $123K
|
4.28K
$1.47M
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
388+ 1.06% |
$97.4K - $123K
|
37K
$12.7M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
387+ 3.77% |
$97.2K - $123K
|
10.7K
$3.67M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
387+ 11.56% |
$97.2K - $123K
|
3.74K
$1.29M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
385+ 1.14% |
$96.7K - $122K
|
34.1K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
384+ 30.05% |
$96.4K - $122K
|
1.66K
$572K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
376+ 6.61% |
$94.4K - $119K
|
6.06K
$2.09M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
375+ 1.12% |
$94.2K - $119K
|
33.9K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
375+ 2.37% |
$94.2K - $119K
|
16.2K
$5.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
374+ 33.39% |
$93.9K - $119K
|
1.49K
$514K
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
374+ 6.19% |
$93.9K - $119K
|
6.41K
$2.21M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
373New |
$93.7K - $118K
|
373
$128K
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
368+ 3.6% |
$92.4K - $117K
|
10.6K
$3.65M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
367+ 8.93% |
$92.2K - $116K
|
4.48K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
366+ 0.35% |
$91.9K - $116K
|
104K
$35.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
362New |
$90.9K - $115K
|
362
$125K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
357+ 1.66% |
$89.6K - $113K
|
21.8K
$7.51M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
357+ 0.35% |
$89.6K - $113K
|
101K
$34.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
356+ 38.36% |
$89.4K - $113K
|
1.28K
$442K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
356+ 418.82% |
$89.4K - $113K
|
441
$152K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
355+ 8.08% |
$89.1K - $112K
|
4.75K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
353+ 0.34% |
$88.6K - $112K
|
103K
$35.4M
|
|
|
May 14, 2024
Q1 2024
|
Granger Management LLC
|
BUY
|
- |
351+ 8.15% |
$88.1K - $111K
|
4.66K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
350+ 5.55% |
$87.9K - $111K
|
6.66K
$2.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
348+ 17.54% |
$87.4K - $110K
|
2.33K
$803K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
348+ 15.72% |
$87.4K - $110K
|
2.56K
$882K
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
348+ 36.36% |
$87.4K - $110K
|
1.31K
$449K
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
347+ 6.79% |
$87.1K - $110K
|
5.45K
$1.88M
|