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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
496+ 8.02% |
$108K - $151K
|
6.68K
$2.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
493+ 2.19% |
$107K - $150K
|
23K
$7.78M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
487+ 7.57% |
$106K - $148K
|
6.92K
$2.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
487+ 114.32% |
$106K - $148K
|
913
$309K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
482+ 45.3% |
$105K - $147K
|
1.55K
$523K
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
476+ 8.56% |
$104K - $145K
|
6.04K
$2.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
476+ 1.46% |
$104K - $145K
|
33K
$11.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
474+ 7.36% |
$103K - $144K
|
6.91K
$2.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
473+ 3.36% |
$103K - $144K
|
14.6K
$4.93M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
468+ 1.36% |
$102K - $143K
|
34.8K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
461+ 4.14% |
$101K - $140K
|
11.6K
$3.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
457+ 42.47% |
$99.6K - $139K
|
1.53K
$519K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
456+ 31.06% |
$99.4K - $139K
|
1.92K
$651K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
455+ 1.4% |
$99.2K - $139K
|
33K
$11.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
453+ 10.06% |
$98.8K - $138K
|
4.96K
$1.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
450+ 3.95% |
$98.1K - $137K
|
11.8K
$4M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
449+ 26.38% |
$97.9K - $137K
|
2.15K
$728K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
448+ 32.09% |
$97.7K - $137K
|
1.84K
$624K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
443+ 2.04% |
$96.6K - $135K
|
22.2K
$7.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
443+ 1.22% |
$96.6K - $135K
|
36.8K
$12.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
439+ 0.94% |
$95.7K - $134K
|
47.3K
$16M
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
438+ 3.69% |
$95.5K - $133K
|
12.3K
$4.16M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
437+ 20.62% |
$95.3K - $133K
|
2.56K
$865K
|
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
434+ 2.9% |
$94.6K - $132K
|
15.4K
$5.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
430+ 22.13% |
$93.7K - $131K
|
2.37K
$803K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
429+ 4.33% |
$93.5K - $131K
|
10.3K
$3.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
426+ 10.85% |
$92.9K - $130K
|
4.35K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
421+ 32.86% |
$91.8K - $128K
|
1.7K
$576K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
419+ 35.51% |
$91.3K - $128K
|
1.6K
$541K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
418+ 44.52% |
$91.1K - $127K
|
1.36K
$459K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
417+ 12.61% |
$90.9K - $127K
|
3.72K
$1.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
417+ 5.6% |
$90.9K - $127K
|
7.87K
$2.66M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
412+ 22.15% |
$89.8K - $126K
|
2.27K
$769K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
411+ 6.96% |
$89.6K - $125K
|
6.32K
$2.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
408+ 19.39% |
$88.9K - $124K
|
2.51K
$850K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
403+ 34.89% |
$87.9K - $123K
|
1.56K
$527K
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
402+ 9.65% |
$87.6K - $123K
|
4.57K
$1.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
400+ 18.77% |
$87.2K - $122K
|
2.53K
$857K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
400+ 14.04% |
$87.2K - $122K
|
3.25K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
395+ 15.59% |
$86.1K - $120K
|
2.93K
$991K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
394+ 29.36% |
$85.9K - $120K
|
1.74K
$588K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
389+ 50.85% |
$84.8K - $119K
|
1.15K
$391K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
387+ 20.84% |
$84.4K - $118K
|
2.24K
$759K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
387+ 1.69% |
$84.4K - $118K
|
23.3K
$7.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
384+ 3.03% |
$83.7K - $117K
|
13.1K
$4.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
383+ 2.74% |
$83.5K - $117K
|
14.3K
$4.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
380+ 2.32% |
$82.8K - $116K
|
16.8K
$5.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
378+ 2.92% |
$82.4K - $115K
|
13.3K
$4.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
377+ 25.23% |
$82.2K - $115K
|
1.87K
$633K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
376+ 2.3% |
$82K - $115K
|
16.7K
$5.66M
|