Purchases and Sales Made in Q2 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.23KNew |
$704K - $983K
|
3.23K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.2K+ 2.13% |
$698K - $975K
|
153K
$52.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.19K+ 19.66% |
$696K - $972K
|
19.4K
$6.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
3.19KNew |
$695K - $972K
|
3.19K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.16K+ 8.59% |
$689K - $964K
|
40K
$13.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
3.14KNew |
$685K - $957K
|
3.14K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.14K+ 55.64% |
$685K - $957K
|
8.78K
$3.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3.13K+ 15.63% |
$683K - $954K
|
23.2K
$7.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.1K+ 19.06% |
$676K - $945K
|
19.4K
$6.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.1K+ 4.11% |
$675K - $943K
|
78.4K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.07K+ 537.41% |
$670K - $937K
|
3.65K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.05K+ 2.74% |
$665K - $930K
|
114K
$39.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.05K+ 106.2% |
$664K - $929K
|
5.92K
$2.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3.05K+ 1.58% |
$664K - $928K
|
196K
$67.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
3K+ 16.07% |
$653K - $913K
|
21.6K
$7.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.95K+ 20.25% |
$643K - $899K
|
17.5K
$6.03M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.92K+ 11.7% |
$635K - $888K
|
27.8K
$9.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.91K+ 22.44% |
$635K - $887K
|
15.9K
$5.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.91K+ 5.98% |
$633K - $885K
|
51.5K
$17.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.9K+ 26.11% |
$633K - $884K
|
14K
$4.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.9K+ 77.33% |
$632K - $884K
|
6.65K
$2.29M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.9K+ 0.71% |
$632K - $883K
|
410K
$141M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.88K+ 27.03% |
$628K - $878K
|
13.5K
$4.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Exane Asset Management
|
BUY
|
- |
2.79KNew |
$608K - $850K
|
2.79K
$961K
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.7K+ 18.41% |
$589K - $823K
|
17.4K
$5.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
2.68KNew |
$584K - $817K
|
2.68K
$923K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.67K+ 105.45% |
$582K - $814K
|
5.2K
$1.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
2.66K+ 5.29% |
$579K - $809K
|
52.8K
$18.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.64KNew |
$576K - $805K
|
2.64K
$910K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.59K+ 11.64% |
$564K - $789K
|
24.8K
$8.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.58K+ 15.2% |
$563K - $787K
|
19.6K
$6.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.58K+ 1.28% |
$562K - $785K
|
204K
$70.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
2.56K+ 67.41% |
$558K - $780K
|
6.36K
$2.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.55K+ 100.35% |
$555K - $776K
|
5.08K
$1.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.54K+ 1.19% |
$554K - $774K
|
216K
$74.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.53K+ 69.34% |
$551K - $770K
|
6.17K
$2.13M
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.52K+ 12.96% |
$549K - $767K
|
21.9K
$7.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
2.51KNew |
$547K - $764K
|
2.51K
$863K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.51K+ 108.02% |
$546K - $763K
|
4.82K
$1.66M
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
2.5K+ 13.95% |
$545K - $762K
|
20.4K
$7.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
2.5KNew |
$545K - $762K
|
2.5K
$861K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.45K+ 163.95% |
$534K - $747K
|
3.95K
$1.36M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.42KNew |
$528K - $738K
|
2.42K
$835K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.41K+ 93.38% |
$526K - $735K
|
5K
$1.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.39K+ 1.57% |
$521K - $728K
|
155K
$53.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.38K+ 51.18% |
$519K - $726K
|
7.04K
$2.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.38K+ 57.72% |
$518K - $724K
|
6.5K
$2.24M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.37K+ 23.42% |
$516K - $721K
|
12.5K
$4.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.33K+ 17.62% |
$509K - $711K
|
15.6K
$5.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2.3K+ 4.58% |
$502K - $702K
|
52.6K
$18.1M
|