Purchases and Sales Made in Q1 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.67K+ 7.49% |
$671K - $847K
|
38.4K
$13.2M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
2.67K+ 60.3% |
$670K - $846K
|
7.1K
$2.44M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.66K+ 2.61% |
$668K - $844K
|
104K
$36M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.64K+ 18.1% |
$662K - $836K
|
17.2K
$5.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.63KNew |
$661K - $835K
|
2.63K
$907K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.63K+ 19.84% |
$661K - $834K
|
15.9K
$5.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.61K+ 85.53% |
$656K - $828K
|
5.67K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
2.61K+ 1.34% |
$656K - $828K
|
198K
$68.3M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.61K+ 9.33% |
$655K - $826K
|
30.6K
$10.5M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.61K+ 18.54% |
$654K - $826K
|
16.7K
$5.74M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.6K+ 12.69% |
$653K - $824K
|
23.1K
$7.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.6K+ 59.98% |
$653K - $824K
|
6.93K
$2.39M
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
2.59K+ 36.25% |
$650K - $820K
|
9.73K
$3.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Scharf Investments, LLC
|
BUY
|
- |
2.57K+ 69.87% |
$645K - $814K
|
6.25K
$2.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.56K+ 313.88% |
$642K - $810K
|
3.37K
$1.16M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.55KNew |
$641K - $809K
|
2.55K
$879K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.54K+ 17.75% |
$639K - $806K
|
16.9K
$5.81M
|
|
|
May 15, 2024
Q1 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
2.54K+ 15.81% |
$639K - $806K
|
18.6K
$6.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2.5K+ 84.55% |
$628K - $792K
|
5.46K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2.5K+ 125.0% |
$628K - $792K
|
4.5K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.46K+ 21.41% |
$618K - $780K
|
14K
$4.81M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.46K+ 7.45% |
$618K - $780K
|
35.5K
$12.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.45K+ 8.04% |
$614K - $775K
|
32.9K
$11.3M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.44K+ 13.17% |
$613K - $774K
|
21K
$7.23M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.44K+ 289.45% |
$613K - $774K
|
3.29K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.43KNew |
$609K - $768K
|
2.43K
$835K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.4K+ 38.4% |
$602K - $760K
|
8.64K
$2.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
2.39KNew |
$600K - $757K
|
2.39K
$823K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.34KNew |
$588K - $742K
|
2.34K
$806K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.34K+ 6.98% |
$587K - $741K
|
35.8K
$12.3M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.34KNew |
$587K - $741K
|
2.34K
$805K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.3K+ 141.95% |
$578K - $729K
|
3.92K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.26KNew |
$567K - $715K
|
2.26K
$777K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.25K+ 8.71% |
$564K - $712K
|
28.1K
$9.66M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.24K+ 2.39% |
$563K - $710K
|
96.1K
$33.1M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.2K+ 31.24% |
$553K - $698K
|
9.25K
$3.19M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
2.18K+ 4.22% |
$547K - $690K
|
53.8K
$18.5M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
2.17K+ 191.71% |
$546K - $689K
|
3.31K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.16K+ 0.14% |
$542K - $684K
|
1.56M
$536M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.15K+ 64.4% |
$540K - $682K
|
5.49K
$1.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
2.14K+ 4.35% |
$538K - $679K
|
51.4K
$17.7M
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.14K+ 4.75% |
$537K - $678K
|
47.2K
$16.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.13K+ 19.85% |
$534K - $674K
|
12.8K
$4.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.1KNew |
$528K - $666K
|
2.1K
$724K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.1K+ 5.18% |
$527K - $665K
|
42.6K
$14.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.1K+ 135.38% |
$527K - $664K
|
3.65K
$1.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.09K+ 44.45% |
$524K - $662K
|
6.79K
$2.34M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.09K+ 26.1% |
$524K - $662K
|
10.1K
$3.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
2.09K+ 2.74% |
$524K - $661K
|
78.2K
$26.9M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.09KNew |
$524K - $661K
|
2.09K
$718K
|