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 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$956K - $1.34M
|
4.39K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
4.39K+ 12.6% |
$956K - $1.34M
|
39.2K
$13.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.38K+ 164.72% |
$954K - $1.33M
|
7.03K
$2.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.36K+ 37.17% |
$951K - $1.33M
|
16.1K
$5.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.34KNew |
$946K - $1.32M
|
4.34K
$1.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
4.34K+ 8.4% |
$945K - $1.32M
|
56K
$19.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.26K+ 66.09% |
$928K - $1.3M
|
10.7K
$3.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.22KNew |
$920K - $1.29M
|
4.22K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.16K+ 36.05% |
$906K - $1.27M
|
15.7K
$5.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
4.11K+ 247.47% |
$897K - $1.25M
|
5.78K
$1.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.11K+ 6.83% |
$896K - $1.25M
|
64.3K
$22.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.09K+ 113.37% |
$891K - $1.25M
|
7.69K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
4.09K+ 487.01% |
$891K - $1.25M
|
4.93K
$1.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4.08KNew |
$889K - $1.24M
|
4.08K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4K+ 36.04% |
$872K - $1.22M
|
15.1K
$5.2M
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.96K+ 0.25% |
$862K - $1.21M
|
1.56M
$537M
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
3.95K+ 23.99% |
$862K - $1.2M
|
20.4K
$7.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
3.94K+ 7.66% |
$859K - $1.2M
|
55.4K
$19.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.88K+ 8.72% |
$846K - $1.18M
|
48.4K
$16.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.88K+ 66.5% |
$846K - $1.18M
|
9.72K
$3.35M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.88KNew |
$845K - $1.18M
|
3.88K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.86K+ 16.82% |
$842K - $1.18M
|
26.8K
$9.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.81K+ 54.95% |
$830K - $1.16M
|
10.7K
$3.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.79K+ 67.84% |
$826K - $1.15M
|
9.37K
$3.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
3.79K+ 9.34% |
$825K - $1.15M
|
44.3K
$15.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
3.78K+ 21.64% |
$823K - $1.15M
|
21.2K
$7.31M
|
|
|
Aug 16, 2024
Q2 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
3.75KNew |
$818K - $1.14M
|
3.75K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
3.69K+ 28.47% |
$804K - $1.12M
|
16.7K
$5.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.62K+ 18.86% |
$790K - $1.1M
|
22.8K
$7.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.62K+ 34.37% |
$789K - $1.1M
|
14.2K
$4.88M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
3.59K+ 35.32% |
$784K - $1.1M
|
13.8K
$4.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
3.59K+ 14.47% |
$783K - $1.09M
|
28.4K
$9.79M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.58K+ 13.53% |
$780K - $1.09M
|
30K
$10.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
3.55K+ 26.31% |
$773K - $1.08M
|
17K
$5.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
3.53K+ 29.65% |
$770K - $1.08M
|
15.4K
$5.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.49K+ 338.24% |
$762K - $1.06M
|
4.53K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.47K+ 28.11% |
$757K - $1.06M
|
15.8K
$5.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.47K+ 27.37% |
$755K - $1.06M
|
16.1K
$5.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.46K+ 2.02% |
$753K - $1.05M
|
175K
$60.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
3.42K+ 1.23% |
$746K - $1.04M
|
281K
$96.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
3.42K+ 263.73% |
$745K - $1.04M
|
4.71K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.4K+ 12.58% |
$741K - $1.04M
|
30.4K
$10.5M
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
3.39KNew |
$739K - $1.03M
|
3.39K
$1.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.39KNew |
$738K - $1.03M
|
3.39K
$1.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.37K+ 16.07% |
$735K - $1.03M
|
24.4K
$8.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
3.36K+ 3.23% |
$733K - $1.02M
|
107K
$37M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3.36K+ 769.72% |
$732K - $1.02M
|
3.79K
$1.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.35K+ 49.59% |
$731K - $1.02M
|
10.1K
$3.48M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
3.27K+ 435.02% |
$712K - $996K
|
4.02K
$1.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Scharf Investments, LLC
|
BUY
|
- |
3.23K+ 51.73% |
$705K - $985K
|
9.48K
$3.27M
|