Purchases and Sales Made in Q3 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2.3KNew |
$549K - $637K
|
2.3K
$732K
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.3K+ 21.29% |
$549K - $636K
|
13.1K
$4.17M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.29KNew |
$547K - $634K
|
2.29K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.27K+ 10.51% |
$540K - $627K
|
23.8K
$7.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.25K+ 3.66% |
$537K - $623K
|
63.9K
$20.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.24K+ 8.16% |
$533K - $618K
|
29.6K
$9.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
2.23K+ 5.35% |
$532K - $617K
|
44K
$14M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.23K+ 69.16% |
$531K - $616K
|
5.45K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
2.22K+ 33.96% |
$528K - $613K
|
8.74K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.21K+ 1.94% |
$527K - $612K
|
116K
$37M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.2K+ 37.47% |
$524K - $608K
|
8.06K
$2.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.19K+ 1.17% |
$522K - $605K
|
189K
$60.2M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.18K+ 45.69% |
$519K - $601K
|
6.94K
$2.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.15K+ 6.37% |
$512K - $594K
|
35.9K
$11.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.12K+ 1.22% |
$506K - $587K
|
176K
$55.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
2.12K+ 1.53% |
$504K - $585K
|
140K
$44.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.11KNew |
$503K - $584K
|
2.11K
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.11K+ 6.39% |
$502K - $583K
|
35.1K
$11.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.09K+ 16.12% |
$499K - $579K
|
15.1K
$4.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.07KNew |
$494K - $573K
|
2.07K
$659K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.06K+ 18.97% |
$491K - $570K
|
12.9K
$4.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.05K+ 0.42% |
$489K - $567K
|
488K
$155M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 1.39% |
$485K - $563K
|
148K
$47.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.04K+ 15.23% |
$485K - $563K
|
15.4K
$4.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2KNew |
$477K - $553K
|
2K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
2K+ 11.11% |
$477K - $553K
|
20K
$6.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2K+ 111.31% |
$476K - $553K
|
3.79K
$1.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.98K+ 3.04% |
$472K - $548K
|
67.2K
$21.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.97KNew |
$469K - $544K
|
1.97K
$625K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.96KNew |
$468K - $543K
|
1.96K
$624K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.96K+ 8.89% |
$468K - $543K
|
24K
$7.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.96K+ 4.27% |
$468K - $543K
|
47.9K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.95K+ 39.31% |
$466K - $540K
|
6.93K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.95K+ 19.12% |
$465K - $539K
|
12.1K
$3.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.94K+ 183.92% |
$463K - $538K
|
3K
$954K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.91KNew |
$455K - $528K
|
1.91K
$607K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1.91K+ 6.8% |
$455K - $528K
|
30K
$9.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.9K+ 189.71% |
$453K - $525K
|
2.9K
$922K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.9K+ 3.37% |
$452K - $525K
|
58.2K
$18.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.87K+ 48.26% |
$446K - $517K
|
5.75K
$1.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 3.73% |
$440K - $510K
|
51.3K
$16.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.84K+ 5.07% |
$438K - $508K
|
38.1K
$12.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.83K+ 16.05% |
$437K - $507K
|
13.3K
$4.21M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.82K+ 27.44% |
$434K - $504K
|
8.46K
$2.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.82K+ 50.74% |
$434K - $504K
|
5.41K
$1.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.81K+ 76.22% |
$432K - $502K
|
4.19K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
1.8K+ 1.52% |
$428K - $497K
|
120K
$38.2M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.75K+ 1.79% |
$417K - $483K
|
99.2K
$31.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.74K+ 35.06% |
$416K - $482K
|
6.72K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.74K+ 33.2% |
$416K - $482K
|
6.99K
$2.22M
|