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 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.07K+ 4.61% |
$519K - $655K
|
46.9K
$16.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
2.06K+ 2.46% |
$517K - $652K
|
85.8K
$29.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.05KNew |
$516K - $651K
|
2.05K
$707K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.04K+ 28.4% |
$512K - $646K
|
9.21K
$3.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.02K+ 11.44% |
$507K - $640K
|
19.7K
$6.77M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.01K+ 17.66% |
$506K - $638K
|
13.4K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.01K+ 155.62% |
$505K - $637K
|
3.3K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2KNew |
$502K - $634K
|
2K
$689K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2KNew |
$502K - $633K
|
2K
$689K
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$501K - $632K
|
2K
$687K
|
|
|
Apr 29, 2024
Q1 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
1.99KNew |
$500K - $632K
|
1.99K
$686K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.99KNew |
$500K - $631K
|
1.99K
$686K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.99KNew |
$500K - $631K
|
1.99K
$686K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.99KNew |
$498K - $629K
|
1.99K
$684K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.97K+ 14.08% |
$495K - $625K
|
16K
$5.5M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.96K+ 13.69% |
$492K - $621K
|
16.3K
$5.6M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.94K+ 87.37% |
$488K - $616K
|
4.17K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.93KNew |
$484K - $611K
|
1.93K
$664K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.92KNew |
$483K - $609K
|
1.92K
$662K
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Cayman LP
|
BUY
|
- |
1.89KNew |
$475K - $600K
|
1.89K
$652K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.89K+ 43.85% |
$475K - $599K
|
6.2K
$2.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.88K+ 4.2% |
$472K - $596K
|
46.6K
$16.1M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.87K+ 0.22% |
$470K - $593K
|
846K
$291M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.87KNew |
$470K - $593K
|
1.87K
$644K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.85KNew |
$464K - $585K
|
1.85K
$636K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
1.84K+ 9.73% |
$461K - $582K
|
20.7K
$7.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.81K+ 18.0% |
$455K - $574K
|
11.9K
$4.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.81K+ 128.52% |
$454K - $573K
|
3.21K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.8KNew |
$452K - $570K
|
1.8K
$620K
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.8KNew |
$451K - $569K
|
1.8K
$618K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.79K+ 0.44% |
$450K - $568K
|
407K
$140M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.77KNew |
$443K - $559K
|
1.77K
$608K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.76KNew |
$442K - $557K
|
1.76K
$606K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.76K+ 15.62% |
$441K - $556K
|
13K
$4.48M
|
|
|
May 14, 2024
Q1 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1.75KNew |
$439K - $555K
|
1.75K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.71K+ 36.2% |
$430K - $543K
|
6.45K
$2.22M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.7K+ 1.56% |
$426K - $538K
|
110K
$37.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.69K+ 4.21% |
$425K - $536K
|
41.9K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.67K+ 32.32% |
$418K - $528K
|
6.82K
$2.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.66K+ 34.69% |
$417K - $526K
|
6.45K
$2.22M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.63K+ 8.41% |
$410K - $517K
|
21K
$7.24M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.63K+ 5.66% |
$409K - $517K
|
30.4K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.63K+ 201.11% |
$408K - $515K
|
2.43K
$838K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.62K+ 4.11% |
$407K - $513K
|
41K
$14.1M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.62KNew |
$406K - $513K
|
1.62K
$557K
|
|
|
May 13, 2024
Q1 2024
|
Mirova
Paris, I0 |
BUY
|
- |
1.62K+ 12.0% |
$406K - $512K
|
15.1K
$5.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.61K+ 0.64% |
$403K - $509K
|
252K
$86.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.6KNew |
$403K - $508K
|
1.6K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.59K+ 19.45% |
$400K - $505K
|
9.78K
$3.37M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 96.59% |
$398K - $502K
|
3.23K
$1.11M
|