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 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
301+ 29.0% |
$65.6K - $91.7K
|
1.34K
$453K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
300+ 12.78% |
$65.4K - $91.4K
|
2.65K
$896K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
300+ 0.46% |
$65.4K - $91.4K
|
66.1K
$22.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
299+ 31.91% |
$65.2K - $91.1K
|
1.24K
$418K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
297+ 22.64% |
$64.7K - $90.5K
|
1.61K
$545K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
296+ 2.65% |
$64.5K - $90.2K
|
11.5K
$3.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
292+ 6.41% |
$63.7K - $89K
|
4.85K
$1.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
288+ 15.58% |
$62.8K - $87.8K
|
2.14K
$723K
|
|
|
Jul 19, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
288+ 7.63% |
$62.8K - $87.8K
|
4.07K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
284+ 3.71% |
$61.9K - $86.5K
|
7.94K
$2.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
281+ 151.89% |
$61.3K - $85.6K
|
466
$158K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
280New |
$61K - $85.3K
|
280
$94.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
277+ 1.1% |
$60.4K - $84.4K
|
25.6K
$8.65M
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
276+ 35.43% |
$60.2K - $84.1K
|
1.06K
$357K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
275+ 32.28% |
$60K - $83.8K
|
1.13K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
275+ 21.07% |
$60K - $83.8K
|
1.58K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
273+ 33.62% |
$59.5K - $83.2K
|
1.09K
$367K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
270+ 17.39% |
$58.9K - $82.3K
|
1.82K
$617K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
270+ 14.29% |
$58.9K - $82.3K
|
2.16K
$731K
|
|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
269+ 2.65% |
$58.6K - $82K
|
10.4K
$3.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
268+ 1.18% |
$58.4K - $81.7K
|
22.9K
$7.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
266+ 5.98% |
$58K - $81.1K
|
4.71K
$1.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
262+ 17.53% |
$57.1K - $79.8K
|
1.76K
$595K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
260+ 3.75% |
$56.7K - $79.2K
|
7.19K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
259+ 31.02% |
$56.5K - $78.9K
|
1.09K
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
255+ 11.86% |
$55.6K - $77.7K
|
2.41K
$814K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
252+ 0.41% |
$54.9K - $76.8K
|
62.2K
$21M
|
|
|
Jul 18, 2024
Q2 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
250+ 4.15% |
$54.5K - $76.2K
|
6.28K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
250+ 2.1% |
$54.5K - $76.2K
|
12.1K
$4.11M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
248+ 8.99% |
$54.1K - $75.6K
|
3.01K
$1.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
247+ 28.23% |
$53.8K - $75.3K
|
1.12K
$380K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
247+ 7.58% |
$53.8K - $75.3K
|
3.5K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
246+ 6.62% |
$53.6K - $75K
|
3.96K
$1.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
245+ 6.3% |
$53.4K - $74.7K
|
4.14K
$1.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
243+ 6.39% |
$53K - $74.1K
|
4.05K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
242+ 2.32% |
$52.8K - $73.7K
|
10.7K
$3.62M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
242+ 4.45% |
$52.8K - $73.7K
|
5.68K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
240+ 9.23% |
$52.3K - $73.1K
|
2.84K
$961K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
239+ 2.02% |
$52.1K - $72.8K
|
12K
$4.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
239+ 11.96% |
$52.1K - $72.8K
|
2.24K
$757K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
238+ 0.33% |
$51.9K - $72.5K
|
72.3K
$24.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
235New |
$51.2K - $71.6K
|
235
$79.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
234+ 1.14% |
$51K - $71.3K
|
20.7K
$7M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
230+ 6.37% |
$50.1K - $70.1K
|
3.84K
$1.3M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
228+ 33.04% |
$49.7K - $69.5K
|
918
$311K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
228+ 33.73% |
$49.7K - $69.5K
|
904
$306K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
225+ 30.0% |
$49.1K - $68.6K
|
975
$330K
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
224+ 1.78% |
$48.8K - $68.3K
|
12.8K
$4.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
219+ 2.66% |
$47.7K - $66.7K
|
8.44K
$2.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
219+ 7.78% |
$47.7K - $66.7K
|
3.03K
$1.03M
|