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
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
63+ 5.31% |
$13.7K - $19.2K
|
1.25K
$423K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
60+ 15.35% |
$13.1K - $18.3K
|
451
$153K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
60+ 0.37% |
$13.1K - $18.3K
|
16.2K
$5.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
59+ 2.0% |
$12.9K - $18K
|
3.02K
$1.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
59+ 7.32% |
$12.9K - $18K
|
865
$293K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
59+ 5.0% |
$12.9K - $18K
|
1.24K
$419K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
58+ 4.07% |
$12.6K - $17.7K
|
1.48K
$502K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
58+ 1.34% |
$12.6K - $17.7K
|
4.39K
$1.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
58+ 5.75% |
$12.6K - $17.7K
|
1.07K
$361K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 38.26% |
$12.4K - $17.4K
|
206
$69.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
56+ 7.07% |
$12.2K - $17.1K
|
848
$287K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
56+ 2.88% |
$12.2K - $17.1K
|
2K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
56+ 1.03% |
$12.2K - $17.1K
|
5.52K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
56+ 8.33% |
$12.2K - $17.1K
|
728
$246K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
55+ 2.92% |
$12K - $16.8K
|
1.94K
$656K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 3.29% |
$12K - $16.8K
|
1.73K
$585K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.85% |
$12K - $16.8K
|
6.54K
$2.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
55+ 26.44% |
$12K - $16.8K
|
263
$89K
|
|
|
Aug 14, 2024
Q2 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
55+ 0.73% |
$12K - $16.8K
|
7.57K
$2.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
54+ 4.92% |
$11.8K - $16.5K
|
1.15K
$390K
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
53+ 2.19% |
$11.6K - $16.2K
|
2.47K
$836K
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
53+ 2.23% |
$11.6K - $16.2K
|
2.43K
$821K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
53+ 61.63% |
$11.6K - $16.2K
|
139
$47K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
53+ 5.09% |
$11.6K - $16.2K
|
1.09K
$370K
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
53+ 0.51% |
$11.6K - $16.2K
|
10.5K
$3.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
53+ 5.08% |
$11.6K - $16.2K
|
1.1K
$371K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
53+ 0.52% |
$11.6K - $16.2K
|
10.2K
$3.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
52+ 21.14% |
$11.3K - $15.8K
|
298
$101K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
BUY
|
- |
52+ 0.24% |
$11.3K - $15.8K
|
21.3K
$7.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
50+ 18.94% |
$10.9K - $15.2K
|
314
$106K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
50New |
$10.9K - $15.2K
|
50
$16.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 1.0% |
$10.9K - $15.2K
|
5.03K
$1.7M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
50+ 6.72% |
$10.9K - $15.2K
|
794
$269K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
50New |
$10.9K - $15.2K
|
50
$16.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
50+ 1.97% |
$10.9K - $15.2K
|
2.59K
$875K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
50New |
$10.9K - $15.2K
|
50
$16.9K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
50+ 5.48% |
$10.9K - $15.2K
|
963
$326K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
49+ 5.48% |
$10.7K - $14.9K
|
943
$319K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
49+ 2.55% |
$10.7K - $14.9K
|
1.97K
$668K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
48+ 1.8% |
$10.5K - $14.6K
|
2.71K
$918K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
47New |
$10.2K - $14.3K
|
47
$15.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
47+ 4.63% |
$10.2K - $14.3K
|
1.06K
$359K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
BUY
|
- |
46+ 0.13% |
$10K - $14K
|
35.1K
$11.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
46+ 3.11% |
$10K - $14K
|
1.52K
$515K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
46+ 5.69% |
$10K - $14K
|
854
$289K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
45+ 1.11% |
$9.81K - $13.7K
|
4.11K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
45+ 4.01% |
$9.81K - $13.7K
|
1.17K
$395K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
45+ 2.48% |
$9.81K - $13.7K
|
1.86K
$630K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
45+ 6.02% |
$9.81K - $13.7K
|
792
$268K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
45+ 5.7% |
$9.81K - $13.7K
|
834
$282K
|