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
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
22+ 220.0% |
$4.8K - $6.7K
|
32
$10.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
22+ 0.29% |
$4.8K - $6.7K
|
7.66K
$2.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
21+ 0.94% |
$4.58K - $6.4K
|
2.27K
$774K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
21+ 2.26% |
$4.58K - $6.4K
|
950
$325K
|
|
|
Jul 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
21+ 0.19% |
$4.58K - $6.4K
|
11.4K
$3.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21+ 18.92% |
$4.58K - $6.4K
|
132
$45.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
21+ 0.43% |
$4.58K - $6.4K
|
4.96K
$1.69M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
20+ 2.0% |
$4.36K - $6.09K
|
1.02K
$349K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
20+ 15.38% |
$4.36K - $6.09K
|
150
$51.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
20+ 2.38% |
$4.36K - $6.09K
|
859
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
20+ 1.63% |
$4.36K - $6.09K
|
1.24K
$425K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 7.52% |
$4.36K - $6.09K
|
286
$97.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
20+ 4.02% |
$4.36K - $6.09K
|
518
$177K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20+ 111.11% |
$4.36K - $6.09K
|
38
$13K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
19+ 0.9% |
$4.14K - $5.79K
|
2.14K
$730K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
19+ 1.13% |
$4.14K - $5.79K
|
1.7K
$582K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
19+ 0.24% |
$4.14K - $5.79K
|
7.92K
$2.71M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
19+ 2.12% |
$4.14K - $5.79K
|
916
$313K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18+ 0.93% |
$3.92K - $5.49K
|
1.95K
$667K
|
|
|
Jul 18, 2024
Q2 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
18+ 1.0% |
$3.92K - $5.49K
|
1.81K
$619K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18+ 0.93% |
$3.92K - $5.49K
|
1.95K
$667K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 1.79% |
$3.71K - $5.18K
|
967
$330K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
17+ 1.35% |
$3.71K - $5.18K
|
1.27K
$435K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17+ 1.11% |
$3.71K - $5.18K
|
1.54K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
16+ 0.32% |
$3.49K - $4.88K
|
5.07K
$1.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
15+ 1.21% |
$3.27K - $4.57K
|
1.25K
$428K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
15+ 0.22% |
$3.27K - $4.57K
|
6.91K
$2.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
15+ 0.44% |
$3.27K - $4.57K
|
3.45K
$1.18M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 10.77% |
$3.05K - $4.27K
|
144
$49.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
14+ 6.57% |
$3.05K - $4.27K
|
227
$77.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
14+ 0.72% |
$3.05K - $4.27K
|
1.97K
$673K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 4.53% |
$3.05K - $4.27K
|
323
$110K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
13+ 19.12% |
$2.83K - $3.96K
|
81
$27.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13+ 0.44% |
$2.83K - $3.96K
|
2.94K
$1M
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
13+ 1.49% |
$2.83K - $3.96K
|
883
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13+ 1.33% |
$2.83K - $3.96K
|
990
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13+ 10.74% |
$2.83K - $3.96K
|
134
$45.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
12+ 0.74% |
$2.62K - $3.66K
|
1.63K
$557K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12+ 1.52% |
$2.62K - $3.66K
|
803
$274K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
12+ 0.51% |
$2.62K - $3.66K
|
2.36K
$806K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
12+ 0.91% |
$2.62K - $3.66K
|
1.33K
$455K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
11+ 30.56% |
$2.4K - $3.35K
|
47
$16.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11+ 0.14% |
$2.4K - $3.35K
|
7.69K
$2.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11+ 78.57% |
$2.4K - $3.35K
|
25
$8.54K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11+ 1.14% |
$2.4K - $3.35K
|
976
$334K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
11+ 0.59% |
$2.4K - $3.35K
|
1.88K
$642K
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
10+ 0.18% |
$2.18K - $3.05K
|
5.72K
$1.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.78% |
$2.18K - $3.05K
|
1.29K
$439K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
10+ 0.72% |
$2.18K - $3.05K
|
1.4K
$478K
|
|
|
Jul 22, 2024
Q2 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
10+ 1.01% |
$2.18K - $3.05K
|
1.01K
$343K
|