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 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
68+ 6.59% |
$14.8K - $20.7K
|
1.1K
$286K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
66+ 17.55% |
$14.4K - $20.1K
|
442
$115K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
66+ 1.54% |
$14.4K - $20.1K
|
4.34K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
66+ 16.58% |
$14.4K - $20.1K
|
464
$121K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
66+ 6.67% |
$14.4K - $20.1K
|
1.06K
$274K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
65+ 5.44% |
$14.2K - $19.8K
|
1.26K
$327K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
65+ 0.51% |
$14.2K - $19.8K
|
12.7K
$3.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
65+ 0.07% |
$14.2K - $19.8K
|
89.4K
$23.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
64+ 6.92% |
$14K - $19.5K
|
989
$257K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
64New |
$14K - $19.5K
|
64
$16.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
64+ 1.97% |
$14K - $19.5K
|
3.31K
$861K
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
63+ 0.53% |
$13.7K - $19.2K
|
11.9K
$3.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
63New |
$13.7K - $19.2K
|
63
$16.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
63+ 5.31% |
$13.7K - $19.2K
|
1.25K
$325K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
60+ 15.35% |
$13.1K - $18.3K
|
451
$117K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
60+ 0.37% |
$13.1K - $18.3K
|
16.2K
$4.22M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
59+ 2.0% |
$12.9K - $18K
|
3.02K
$784K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
59+ 7.32% |
$12.9K - $18K
|
865
$225K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
59+ 5.0% |
$12.9K - $18K
|
1.24K
$322K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
58+ 4.07% |
$12.6K - $17.7K
|
1.48K
$385K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
58+ 1.34% |
$12.6K - $17.7K
|
4.39K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
58+ 5.75% |
$12.6K - $17.7K
|
1.07K
$277K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 38.26% |
$12.4K - $17.4K
|
206
$53.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
56+ 7.07% |
$12.2K - $17.1K
|
848
$220K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
56+ 2.88% |
$12.2K - $17.1K
|
2K
$521K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
56+ 1.03% |
$12.2K - $17.1K
|
5.52K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
56+ 8.33% |
$12.2K - $17.1K
|
728
$189K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
55+ 2.92% |
$12K - $16.8K
|
1.94K
$504K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 3.29% |
$12K - $16.8K
|
1.73K
$449K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.85% |
$12K - $16.8K
|
6.54K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
55+ 26.44% |
$12K - $16.8K
|
263
$68.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
55+ 0.73% |
$12K - $16.8K
|
7.57K
$1.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
54+ 4.92% |
$11.8K - $16.5K
|
1.15K
$299K
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
53+ 2.19% |
$11.6K - $16.2K
|
2.47K
$642K
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
53+ 2.23% |
$11.6K - $16.2K
|
2.43K
$631K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
53+ 61.63% |
$11.6K - $16.2K
|
139
$36.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
53+ 5.09% |
$11.6K - $16.2K
|
1.09K
$284K
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
53+ 0.51% |
$11.6K - $16.2K
|
10.5K
$2.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
53+ 5.08% |
$11.6K - $16.2K
|
1.1K
$285K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
53+ 0.52% |
$11.6K - $16.2K
|
10.2K
$2.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
52+ 21.14% |
$11.3K - $15.8K
|
298
$77.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
BUY
|
- |
52+ 0.24% |
$11.3K - $15.8K
|
21.3K
$5.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
50+ 18.94% |
$10.9K - $15.2K
|
314
$81.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
50New |
$10.9K - $15.2K
|
50
$13K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 1.0% |
$10.9K - $15.2K
|
5.03K
$1.31M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
50+ 6.72% |
$10.9K - $15.2K
|
794
$206K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
50New |
$10.9K - $15.2K
|
50
$13K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
50+ 1.97% |
$10.9K - $15.2K
|
2.59K
$672K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
50New |
$10.9K - $15.2K
|
50
$13K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
50+ 5.48% |
$10.9K - $15.2K
|
963
$250K
|