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 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
152+ 5.78% |
$38.2K - $48.2K
|
2.78K
$677K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
152+ 1.05% |
$38.2K - $48.2K
|
14.6K
$3.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
151+ 0.84% |
$37.9K - $47.8K
|
18K
$4.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
147+ 6.15% |
$36.9K - $46.6K
|
2.54K
$618K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
147+ 18.56% |
$36.9K - $46.6K
|
939
$229K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
146+ 4.74% |
$36.7K - $46.3K
|
3.22K
$784K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
146+ 0.37% |
$36.7K - $46.3K
|
39.7K
$9.66M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
146+ 11.76% |
$36.7K - $46.3K
|
1.39K
$338K
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
145+ 0.73% |
$36.4K - $45.9K
|
20.1K
$4.89M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
145+ 3.1% |
$36.4K - $45.9K
|
4.82K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
145+ 1.13% |
$36.4K - $45.9K
|
13K
$3.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
142+ 2.58% |
$35.7K - $45K
|
5.64K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
141+ 9.2% |
$35.4K - $44.7K
|
1.67K
$407K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
138+ 11.76% |
$34.7K - $43.7K
|
1.31K
$319K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
137+ 7.65% |
$34.4K - $43.4K
|
1.93K
$469K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
137+ 9.92% |
$34.4K - $43.4K
|
1.52K
$369K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
136+ 10.31% |
$34.2K - $43.1K
|
1.46K
$354K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
136+ 1.25% |
$34.2K - $43.1K
|
11K
$2.67M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
135+ 1.67% |
$33.9K - $42.8K
|
8.22K
$2M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
134+ 1.11% |
$33.7K - $42.5K
|
12.3K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
134+ 7.94% |
$33.7K - $42.5K
|
1.82K
$443K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
133+ 2.31% |
$33.4K - $42.1K
|
5.89K
$1.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
133+ 6.6% |
$33.4K - $42.1K
|
2.15K
$523K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
133+ 3.2% |
$33.4K - $42.1K
|
4.3K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
133+ 1.53% |
$33.4K - $42.1K
|
8.8K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
132+ 11.12% |
$33.1K - $41.8K
|
1.32K
$321K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
131+ 16.0% |
$32.9K - $41.5K
|
950
$231K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
131+ 0.94% |
$32.9K - $41.5K
|
14.1K
$3.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
130+ 6.01% |
$32.6K - $41.2K
|
2.29K
$558K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
128+ 0.32% |
$32.1K - $40.6K
|
39.9K
$9.71M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
127+ 0.11% |
$31.9K - $40.2K
|
111K
$27.1M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
126+ 4.14% |
$31.6K - $39.9K
|
3.17K
$772K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
125+ 2.49% |
$31.4K - $39.6K
|
5.14K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
122+ 5.32% |
$30.6K - $38.7K
|
2.42K
$588K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
122+ 34.56% |
$30.6K - $38.7K
|
475
$116K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
121+ 29.66% |
$30.4K - $38.3K
|
529
$129K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
121+ 90.3% |
$30.4K - $38.3K
|
255
$62.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
120+ 2.04% |
$30.1K - $38K
|
6K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
120+ 7.28% |
$30.1K - $38K
|
1.77K
$431K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
120+ 14.0% |
$30.1K - $38K
|
977
$238K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
120+ 1.42% |
$30.1K - $38K
|
8.55K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
120+ 5.39% |
$30.1K - $38K
|
2.35K
$571K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
116+ 8.1% |
$29.1K - $36.8K
|
1.55K
$377K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
114+ 3.85% |
$28.6K - $36.1K
|
3.08K
$749K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
114+ 1.39% |
$28.6K - $36.1K
|
8.34K
$2.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
112+ 4.03% |
$28.1K - $35.5K
|
2.89K
$704K
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
112+ 4.51% |
$28.1K - $35.5K
|
2.6K
$632K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
112+ 6.37% |
$28.1K - $35.5K
|
1.87K
$455K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
112+ 6.98% |
$28.1K - $35.5K
|
1.72K
$418K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
111+ 22.42% |
$27.9K - $35.2K
|
606
$147K
|