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 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
374New |
$81.5K - $114K
|
374
$127K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
372+ 16.95% |
$81.1K - $113K
|
2.57K
$869K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
365+ 3.75% |
$79.6K - $111K
|
10.1K
$3.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
361+ 2.02% |
$78.7K - $110K
|
18.3K
$6.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
361+ 4.21% |
$78.7K - $110K
|
8.94K
$3.03M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
358+ 10.97% |
$78K - $109K
|
3.62K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
357+ 6.06% |
$77.8K - $109K
|
6.25K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
357+ 2.78% |
$77.8K - $109K
|
13.2K
$4.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
355+ 1.31% |
$77.4K - $108K
|
27.5K
$9.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
353+ 3.97% |
$77K - $108K
|
9.24K
$3.13M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
350+ 9.36% |
$76.3K - $107K
|
4.09K
$1.38M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
350+ 6.93% |
$76.3K - $107K
|
5.4K
$1.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
350+ 33.3% |
$76.3K - $107K
|
1.4K
$474K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
346+ 8.68% |
$75.4K - $105K
|
4.33K
$1.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
346+ 50.81% |
$75.4K - $105K
|
1.03K
$348K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
344+ 4.3% |
$75K - $105K
|
8.35K
$2.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
343+ 7.16% |
$74.8K - $105K
|
5.13K
$1.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
341New |
$74.3K - $104K
|
341
$115K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
340+ 1700.0% |
$74.1K - $104K
|
360
$122K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
339+ 10.27% |
$73.9K - $103K
|
3.64K
$1.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
337+ 26.81% |
$73.5K - $103K
|
1.59K
$539K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
334+ 25.48% |
$72.8K - $102K
|
1.65K
$557K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
334+ 25.44% |
$72.8K - $102K
|
1.65K
$557K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
334+ 24.13% |
$72.8K - $102K
|
1.72K
$581K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
329+ 6.52% |
$71.7K - $100K
|
5.37K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
329New |
$71.7K - $100K
|
329
$111K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
328New |
$71.5K - $100K
|
328
$111K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
327+ 2.6% |
$71.3K - $99.6K
|
12.9K
$4.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
325+ 34.65% |
$70.9K - $99K
|
1.26K
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
324+ 44.88% |
$70.6K - $98.7K
|
1.05K
$354K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
323+ 10.22% |
$70.4K - $98.4K
|
3.48K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
323+ 5.75% |
$70.4K - $98.4K
|
5.94K
$2.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
321+ 2.74% |
$70K - $97.8K
|
12K
$4.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
320+ 7.35% |
$69.8K - $97.5K
|
4.67K
$1.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
320+ 71.43% |
$69.8K - $97.5K
|
768
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
320+ 3.47% |
$69.8K - $97.5K
|
9.54K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
316+ 11.55% |
$68.9K - $96.3K
|
3.05K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
315+ 0.49% |
$68.7K - $96K
|
64K
$21.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
315+ 3.19% |
$68.7K - $96K
|
10.2K
$3.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
313+ 2.23% |
$68.2K - $95.4K
|
14.3K
$4.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
312+ 1.4% |
$68K - $95.1K
|
22.7K
$7.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
312+ 2.99% |
$68K - $95.1K
|
10.7K
$3.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
310+ 6.06% |
$67.6K - $94.5K
|
5.43K
$1.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
310+ 1.54% |
$67.6K - $94.5K
|
20.4K
$6.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
310+ 32.33% |
$67.6K - $94.5K
|
1.27K
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
309+ 4.54% |
$67.4K - $94.2K
|
7.12K
$2.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
306+ 6.71% |
$66.7K - $93.3K
|
4.86K
$1.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
306+ 26.75% |
$66.7K - $93.3K
|
1.45K
$491K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
303+ 18.89% |
$66.1K - $92.3K
|
1.91K
$645K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
302+ 10.89% |
$65.8K - $92K
|
3.08K
$1.04M
|