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 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
792+ 73.27% |
$173K - $241K
|
1.87K
$634K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
791+ 1.67% |
$172K - $241K
|
48.2K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
790New |
$172K - $241K
|
790
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
788+ 10.23% |
$172K - $240K
|
8.49K
$2.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
786New |
$171K - $240K
|
786
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
783+ 1.79% |
$171K - $239K
|
44.6K
$15.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
778New |
$170K - $237K
|
778
$263K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
771+ 7.64% |
$168K - $235K
|
10.9K
$3.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
770+ 17.85% |
$168K - $235K
|
5.08K
$1.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
770+ 14.44% |
$168K - $235K
|
6.1K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
768+ 2.16% |
$167K - $234K
|
36.3K
$12.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
766+ 33.33% |
$167K - $233K
|
3.06K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
765+ 26.95% |
$167K - $233K
|
3.6K
$1.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
763+ 14.02% |
$166K - $233K
|
6.21K
$2.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
755+ 15.75% |
$165K - $230K
|
5.55K
$1.88M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
754+ 101.07% |
$164K - $230K
|
1.5K
$508K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
750+ 64.16% |
$164K - $229K
|
1.92K
$649K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
745+ 8.31% |
$162K - $227K
|
9.71K
$3.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
743+ 8.9% |
$162K - $226K
|
9.09K
$3.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
741+ 3.95% |
$162K - $226K
|
19.5K
$6.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
740+ 44.21% |
$161K - $226K
|
2.41K
$817K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
739+ 29.79% |
$161K - $225K
|
3.22K
$1.09M
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
737+ 2.31% |
$161K - $225K
|
32.6K
$11M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
736+ 12.91% |
$160K - $224K
|
6.44K
$2.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
735+ 18.08% |
$160K - $224K
|
4.8K
$1.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
735+ 38.22% |
$160K - $224K
|
2.66K
$900K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
733+ 32.15% |
$160K - $223K
|
3.01K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
733+ 8.48% |
$160K - $223K
|
9.38K
$3.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
726+ 74.85% |
$158K - $221K
|
1.7K
$574K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
723+ 3.22% |
$158K - $220K
|
23.2K
$7.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
722+ 10.07% |
$157K - $220K
|
7.89K
$2.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
722New |
$157K - $220K
|
722
$244K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
716+ 12.27% |
$156K - $218K
|
6.55K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
716+ 24.84% |
$156K - $218K
|
3.6K
$1.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
712+ 0.86% |
$155K - $217K
|
83.4K
$28.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
711+ 8.3% |
$155K - $217K
|
9.27K
$3.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
710+ 1.92% |
$155K - $216K
|
37.6K
$12.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
703+ 9.89% |
$153K - $214K
|
7.81K
$2.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
703+ 3.04% |
$153K - $214K
|
23.9K
$8.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
702+ 3.36% |
$153K - $214K
|
21.6K
$7.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
699+ 3.16% |
$152K - $213K
|
22.8K
$7.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
698+ 6.94% |
$152K - $213K
|
10.8K
$3.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
684+ 90.84% |
$149K - $208K
|
1.44K
$486K
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
680+ 3.25% |
$148K - $207K
|
21.6K
$7.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
672+ 50.91% |
$147K - $205K
|
1.99K
$674K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
671+ 12.2% |
$146K - $204K
|
6.17K
$2.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
668+ 50.07% |
$146K - $204K
|
2K
$678K
|
|
|
Jul 09, 2024
Q2 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
663+ 3.31% |
$145K - $202K
|
20.7K
$7M
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
658+ 7.16% |
$143K - $201K
|
9.85K
$3.34M
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
650+ 9.51% |
$142K - $198K
|
7.49K
$2.53M
|