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 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
218+ 2.89% |
$47.5K - $66.4K
|
7.76K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
216+ 9.23% |
$47.1K - $65.8K
|
2.56K
$865K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
216+ 3.25% |
$47.1K - $65.8K
|
6.86K
$2.32M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
215+ 8.7% |
$46.9K - $65.5K
|
2.69K
$909K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
214+ 0.58% |
$46.7K - $65.2K
|
37K
$12.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
213+ 16.19% |
$46.4K - $64.9K
|
1.53K
$517K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
212+ 3.29% |
$46.2K - $64.6K
|
6.65K
$2.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
212+ 1.67% |
$46.2K - $64.6K
|
12.9K
$4.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
212+ 6.57% |
$46.2K - $64.6K
|
3.44K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
211+ 8.24% |
$46K - $64.3K
|
2.77K
$939K
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
211+ 1.37% |
$46K - $64.3K
|
15.6K
$5.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
210+ 4.42% |
$45.8K - $64K
|
4.96K
$1.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
209+ 14.66% |
$45.6K - $63.7K
|
1.64K
$553K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
208+ 8.56% |
$45.3K - $63.4K
|
2.64K
$893K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
208+ 5.64% |
$45.3K - $63.4K
|
3.89K
$1.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
207+ 6.87% |
$45.1K - $63.1K
|
3.22K
$1.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
203+ 1.66% |
$44.3K - $61.9K
|
12.5K
$4.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
203+ 3.8% |
$44.3K - $61.9K
|
5.54K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
203+ 21.39% |
$44.3K - $61.9K
|
1.15K
$390K
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
200+ 8.22% |
$43.6K - $60.9K
|
2.63K
$891K
|
|
|
Aug 05, 2024
Q2 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 28.61% |
$43.6K - $60.9K
|
899
$304K
|
|
|
Aug 07, 2024
Q2 2024
|
Campbell Wealth Management
|
BUY
|
- |
200+ 29.81% |
$43.6K - $60.9K
|
871
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
200+ 0.54% |
$43.6K - $60.9K
|
37.6K
$12.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
197+ 19.37% |
$42.9K - $60K
|
1.21K
$411K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
197+ 3.05% |
$42.9K - $60K
|
6.65K
$2.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
197+ 3.1% |
$42.9K - $60K
|
6.55K
$2.22M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
195+ 5.55% |
$42.5K - $59.4K
|
3.71K
$1.26M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
194+ 625.81% |
$42.3K - $59.1K
|
225
$76.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
194+ 2.59% |
$42.3K - $59.1K
|
7.67K
$2.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
193+ 0.63% |
$42.1K - $58.8K
|
30.9K
$10.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
192+ 2.94% |
$41.9K - $58.5K
|
6.72K
$2.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
191+ 5.49% |
$41.6K - $58.2K
|
3.67K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
190+ 730.77% |
$41.4K - $57.9K
|
216
$73.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
189+ 8.63% |
$41.2K - $57.6K
|
2.38K
$806K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
185+ 9.2% |
$40.3K - $56.4K
|
2.2K
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
185+ 4.25% |
$40.3K - $56.4K
|
4.54K
$1.54M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
184+ 2.88% |
$40.1K - $56.1K
|
6.56K
$2.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
184+ 11.89% |
$40.1K - $56.1K
|
1.73K
$586K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
183+ 2.16% |
$39.9K - $55.8K
|
8.67K
$2.93M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
180New |
$39.2K - $54.9K
|
180
$60.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
180+ 10.78% |
$39.2K - $54.9K
|
1.85K
$626K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
179+ 77.49% |
$39K - $54.5K
|
410
$139K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
179+ 19.1% |
$39K - $54.5K
|
1.12K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
179+ 13.57% |
$39K - $54.5K
|
1.5K
$507K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
176+ 0.8% |
$38.4K - $53.6K
|
22.1K
$7.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
176New |
$38.4K - $53.6K
|
176
$59.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
175+ 7.94% |
$38.2K - $53.3K
|
2.38K
$806K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
175+ 6.24% |
$38.2K - $53.3K
|
2.98K
$1.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
174+ 5.2% |
$37.9K - $53K
|
3.52K
$1.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
172+ 12.55% |
$37.5K - $52.4K
|
1.54K
$522K
|