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
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.3K+ 72.45% |
$502K - $701K
|
5.48K
$1.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Ams Capital Ltda
|
BUY
|
- |
2.28K+ 11.36% |
$497K - $695K
|
22.4K
$7.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.27K+ 7.11% |
$495K - $692K
|
34.2K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.27K+ 2.32% |
$494K - $691K
|
100K
$34.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
2.25K+ 63.03% |
$491K - $686K
|
5.82K
$2M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.24KNew |
$488K - $682K
|
2.24K
$771K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.24K+ 8.5% |
$488K - $682K
|
28.6K
$9.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
2.24K+ 11.01% |
$487K - $681K
|
22.5K
$7.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.22KNew |
$485K - $678K
|
2.22K
$766K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
2.22K+ 5.65% |
$484K - $677K
|
41.5K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ten Core Partners, LP
New York, NY |
BUY
|
- |
2.22K+ 2.15% |
$484K - $677K
|
106K
$36.4M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.22K+ 4.07% |
$483K - $675K
|
56.6K
$19.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.21KNew |
$482K - $674K
|
2.21K
$762K
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
2.19K+ 14.78% |
$477K - $666K
|
17K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.17K+ 1.1% |
$474K - $662K
|
200K
$69M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
2.16K+ 33.48% |
$470K - $658K
|
8.6K
$2.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Rdst Capital LLC
Seattle, WA |
BUY
|
- |
2.14K+ 2.24% |
$467K - $652K
|
97.8K
$33.7M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.13K+ 318.21% |
$465K - $650K
|
2.8K
$965K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.13K+ 58.23% |
$464K - $648K
|
5.78K
$1.99M
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
2.13K+ 27.13% |
$463K - $648K
|
9.96K
$3.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.12KNew |
$463K - $647K
|
2.12K
$732K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.12K+ 74.54% |
$463K - $647K
|
4.97K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.12K+ 70.19% |
$462K - $645K
|
5.13K
$1.77M
|
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.12K+ 3.56% |
$461K - $645K
|
61.6K
$21.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
2.1K+ 100.0% |
$458K - $640K
|
4.2K
$1.45M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2.1K+ 38.93% |
$458K - $640K
|
7.49K
$2.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.06K+ 202.65% |
$450K - $629K
|
3.08K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.06K+ 14.1% |
$448K - $626K
|
16.6K
$5.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
2.05K+ 5.17% |
$448K - $626K
|
41.8K
$14.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.05K+ 13.12% |
$446K - $624K
|
17.7K
$6.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.05K+ 7.54% |
$446K - $623K
|
29.2K
$10.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
2.04K+ 10.4% |
$445K - $622K
|
21.7K
$7.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Granger Management LLC
|
BUY
|
- |
2.01K+ 43.15% |
$438K - $613K
|
6.67K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Grace & Mercy Foundation, Inc.
New York, NY |
BUY
|
- |
2K+ 36.36% |
$436K - $609K
|
7.5K
$2.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.98K+ 31.95% |
$432K - $604K
|
8.19K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
1.97K+ 994.44% |
$429K - $600K
|
2.17K
$746K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.96K+ 110.0% |
$427K - $597K
|
3.74K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.96K+ 8.18% |
$426K - $596K
|
25.9K
$8.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.95K+ 11.89% |
$425K - $594K
|
18.3K
$6.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.95K+ 21.93% |
$425K - $594K
|
10.8K
$3.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.94K+ 11.8% |
$422K - $590K
|
18.4K
$6.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.92KNew |
$417K - $584K
|
1.92K
$660K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.92K+ 184.85% |
$417K - $584K
|
2.95K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
1.91K+ 9.57% |
$417K - $583K
|
21.9K
$7.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.91K+ 3.48% |
$417K - $582K
|
56.9K
$19.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.91KNew |
$415K - $581K
|
1.91K
$656K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.89K+ 15.08% |
$411K - $574K
|
14.4K
$4.96M
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.88K+ 0.87% |
$410K - $573K
|
218K
$75M
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.86K+ 2.19% |
$406K - $568K
|
87.1K
$30M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.78KNew |
$389K - $544K
|
1.78K
$614K
|