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 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
44.9KNew |
$9.8M - $13.7M
|
44.9K
$14.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
43.9K+ 79.84% |
$9.56M - $13.4M
|
98.8K
$31.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Suncoast Equity Management
|
BUY
|
- |
43.6K+ 45.02% |
$9.5M - $13.3M
|
140K
$44.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
43KNew |
$9.37M - $13.1M
|
43K
$13.7M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
42K+ 29.72% |
$9.15M - $12.8M
|
183K
$58.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.6K+ 4.8% |
$9.08M - $12.7M
|
910K
$289M
|
|
|
Aug 14, 2024
Q2 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
41.2K+ 8.0% |
$8.99M - $12.6M
|
557K
$177M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
40.1K+ 15.73% |
$8.75M - $12.2M
|
295K
$93.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
40.1K+ 97.72% |
$8.73M - $12.2M
|
81K
$25.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Dnca Finance
Paris, I0 |
BUY
|
- |
40KNew |
$8.72M - $12.2M
|
40K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
40K+ 38.84% |
$8.71M - $12.2M
|
143K
$45.4M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.6K+ 11.24% |
$8.64M - $12.1M
|
392K
$125M
|
|
|
Aug 12, 2024
Q2 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
39.3K+ 2.38% |
$8.58M - $12M
|
1.69M
$538M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.7K+ 40.07% |
$8.44M - $11.8M
|
135K
$43M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.4K+ 13.35% |
$8.37M - $11.7M
|
326K
$104M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
38.4KNew |
$8.37M - $11.7M
|
38.4K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
38.3K+ 61.06% |
$8.35M - $11.7M
|
101K
$32.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
38.3K+ 55.33% |
$8.34M - $11.7M
|
107K
$34.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
37.4K+ 7.62% |
$8.16M - $11.4M
|
528K
$168M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
36.9K+ 726.14% |
$8.04M - $11.2M
|
42K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
36.6K+ 177.92% |
$7.98M - $11.2M
|
57.2K
$18.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
36.1KNew |
$7.87M - $11M
|
36.1K
$11.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
35.5K+ 13.76% |
$7.74M - $10.8M
|
293K
$93.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35.4K+ 99.79% |
$7.72M - $10.8M
|
70.9K
$22.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
35K+ 17.43% |
$7.63M - $10.7M
|
236K
$74.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
BUY
|
- |
34.4K+ 87.57% |
$7.51M - $10.5M
|
73.8K
$23.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
33.6KNew |
$7.33M - $10.2M
|
33.6K
$10.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
33.6K+ 1598.19% |
$7.32M - $10.2M
|
35.7K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
33.3K+ 714.9% |
$7.26M - $10.1M
|
38K
$12.1M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
33.1K+ 108.32% |
$7.21M - $10.1M
|
63.6K
$20.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
32.3KNew |
$7.05M - $9.85M
|
32.3K
$10.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
31.7K+ 12.38% |
$6.92M - $9.67M
|
288K
$91.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
31.5K+ 63.41% |
$6.87M - $9.6M
|
81.2K
$25.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.5K+ 3.09% |
$6.86M - $9.59M
|
1.05M
$334M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
30.5K+ 9.0% |
$6.65M - $9.29M
|
369K
$117M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
30.1KNew |
$6.55M - $9.16M
|
30.1K
$9.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
29.4K+ 506.4% |
$6.4M - $8.95M
|
35.2K
$11.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
BUY
|
- |
29K+ 31.25% |
$6.32M - $8.84M
|
122K
$38.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.9K+ 7.91% |
$6.29M - $8.79M
|
393K
$125M
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
28.4KNew |
$6.19M - $8.66M
|
28.4K
$9.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
27.6K+ 1686.81% |
$6.02M - $8.41M
|
29.3K
$9.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
27K+ 316.22% |
$5.89M - $8.24M
|
35.6K
$11.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
26.4K+ 12.52% |
$5.75M - $8.04M
|
237K
$75.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
26KNew |
$5.67M - $7.93M
|
26K
$8.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
25K+ 50.0% |
$5.45M - $7.62M
|
75K
$23.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Atomvest LTD
Hong Kong, K3 |
BUY
|
- |
25KNew |
$5.45M - $7.62M
|
25K
$7.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
24KNew |
$5.23M - $7.31M
|
24K
$7.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
24K+ 4.61% |
$5.23M - $7.31M
|
545K
$173M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
23.8K+ 8.71% |
$5.18M - $7.24M
|
296K
$94.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
23.6K+ 10.0% |
$5.14M - $7.19M
|
259K
$82.4M
|