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 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
343+ 3.15% |
$86.1K - $109K
|
11.2K
$3.86M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
342+ 0.51% |
$85.9K - $108K
|
67.2K
$23.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
340+ 2.82% |
$85.4K - $108K
|
12.4K
$4.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
340+ 33.14% |
$85.4K - $108K
|
1.37K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
338+ 1.26% |
$84.9K - $107K
|
27.2K
$9.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
336+ 4.75% |
$84.4K - $106K
|
7.41K
$2.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
335+ 13.6% |
$84.1K - $106K
|
2.8K
$963K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
329+ 11.05% |
$82.6K - $104K
|
3.31K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
327+ 32.47% |
$82.1K - $104K
|
1.33K
$459K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
327+ 21.48% |
$82.1K - $104K
|
1.85K
$636K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
326+ 7.23% |
$81.9K - $103K
|
4.84K
$1.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
326+ 4.43% |
$81.9K - $103K
|
7.68K
$2.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
323+ 872.97% |
$81.1K - $102K
|
360
$124K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
317+ 35.78% |
$79.6K - $100K
|
1.2K
$414K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
315+ 31.03% |
$79.1K - $99.8K
|
1.33K
$458K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
313+ 6.68% |
$78.6K - $99.2K
|
5K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
309+ 15.4% |
$77.6K - $97.9K
|
2.32K
$797K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
304+ 11.95% |
$76.3K - $96.3K
|
2.85K
$980K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
301+ 22.84% |
$75.6K - $95.4K
|
1.62K
$557K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
300+ 7.4% |
$75.3K - $95.1K
|
4.35K
$1.5M
|
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
297New |
$74.6K - $94.1K
|
297
$102K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
294+ 11.04% |
$73.8K - $93.2K
|
2.96K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
294+ 135.48% |
$73.8K - $93.2K
|
511
$176K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
293+ 1.23% |
$73.6K - $92.8K
|
24.1K
$8.3M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
291+ 5.83% |
$73.1K - $92.2K
|
5.29K
$1.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
290+ 24.23% |
$72.8K - $91.9K
|
1.49K
$512K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
290+ 12.25% |
$72.8K - $91.9K
|
2.66K
$914K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
289+ 4.09% |
$72.6K - $91.6K
|
7.36K
$2.53M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
288+ 0.34% |
$72.3K - $91.3K
|
85.1K
$29.3M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
283+ 18.9% |
$71.1K - $89.7K
|
1.78K
$613K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
282+ 18.07% |
$70.8K - $89.4K
|
1.84K
$634K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
281+ 7.69% |
$70.6K - $89K
|
3.94K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
279+ 5.9% |
$70.1K - $88.4K
|
5.01K
$1.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
279+ 13.82% |
$70.1K - $88.4K
|
2.3K
$791K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
279+ 6.82% |
$70.1K - $88.4K
|
4.37K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
279+ 20.14% |
$70.1K - $88.4K
|
1.66K
$573K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
275+ 0.78% |
$69.1K - $87.1K
|
35.5K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
269+ 21.32% |
$67.6K - $85.2K
|
1.53K
$527K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
265+ 16.81% |
$66.5K - $84K
|
1.84K
$634K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
263+ 4.71% |
$66K - $83.3K
|
5.85K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
263+ 4.26% |
$66K - $83.3K
|
6.43K
$2.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
262+ 21.62% |
$65.8K - $83K
|
1.47K
$507K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
261+ 4.86% |
$65.5K - $82.7K
|
5.63K
$1.94M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
261+ 13.24% |
$65.5K - $82.7K
|
2.23K
$768K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
257+ 18.45% |
$64.5K - $81.4K
|
1.65K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
257+ 2.86% |
$64.5K - $81.4K
|
9.26K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
257+ 12.62% |
$64.5K - $81.4K
|
2.29K
$789K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
255+ 10.61% |
$64K - $80.8K
|
2.66K
$915K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
255+ 1.93% |
$64K - $80.8K
|
13.5K
$4.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
253New |
$63.5K - $80.2K
|
253
$87.1K
|