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 13, 2024
Q1 2024
|
Mirova
Paris, I0 |
BUY
|
- |
1.62K+ 12.0% |
$406K - $512K
|
15.1K
$4.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.61K+ 0.64% |
$403K - $509K
|
252K
$67.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.6KNew |
$403K - $508K
|
1.6K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.59K+ 19.45% |
$400K - $505K
|
9.78K
$2.63M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 96.59% |
$398K - $502K
|
3.23K
$866K
|
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
1.58KNew |
$398K - $502K
|
1.58K
$425K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.58K+ 272.49% |
$396K - $499K
|
2.15K
$578K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.57K+ 29.11% |
$395K - $499K
|
6.98K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
1.57K+ 783.0% |
$393K - $496K
|
1.77K
$474K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.56K+ 145.53% |
$393K - $495K
|
2.64K
$708K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.54K+ 41.35% |
$386K - $487K
|
5.25K
$1.41M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.52K+ 19.31% |
$381K - $481K
|
9.39K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.5K+ 19.74% |
$377K - $476K
|
9.11K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.5K+ 2.45% |
$377K - $475K
|
62.8K
$16.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
1.49K+ 3.52% |
$374K - $472K
|
43.8K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.49K+ 2.11% |
$374K - $472K
|
72.1K
$19.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.48K+ 40.87% |
$373K - $470K
|
5.12K
$1.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.48K+ 9.92% |
$370K - $467K
|
16.3K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.47K+ 38.66% |
$368K - $465K
|
5.26K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.45K+ 6.08% |
$364K - $459K
|
25.3K
$6.79M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.44K+ 14.88% |
$362K - $457K
|
11.1K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.44K+ 22.43% |
$360K - $455K
|
7.83K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.41KNew |
$353K - $445K
|
1.41K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.39K+ 4.14% |
$350K - $441K
|
35K
$9.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.39KNew |
$349K - $440K
|
1.39K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 26.28% |
$348K - $439K
|
6.66K
$1.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.38K+ 37.29% |
$347K - $437K
|
5.08K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
1.37K+ 14.39% |
$343K - $433K
|
10.9K
$2.91M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.36K+ 4.09% |
$342K - $431K
|
34.6K
$9.29M
|
|
|
May 15, 2024
Q1 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
1.36K+ 0.26% |
$342K - $431K
|
515K
$138M
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
1.35K+ 19.29% |
$340K - $428K
|
8.36K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
1.34K+ 1.35% |
$337K - $426K
|
101K
$27.1M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.34K+ 3.33% |
$337K - $425K
|
41.6K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.34KNew |
$336K - $424K
|
1.34K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.33K+ 0.57% |
$334K - $421K
|
234K
$62.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.32K+ 15.93% |
$331K - $417K
|
9.58K
$2.57M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.32K+ 43.11% |
$331K - $417K
|
4.37K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.32KNew |
$330K - $417K
|
1.32K
$353K
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.32K+ 6.71% |
$330K - $417K
|
20.9K
$5.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.31K+ 54.75% |
$330K - $416K
|
3.71K
$997K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.31KNew |
$329K - $416K
|
1.31K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.29KNew |
$324K - $409K
|
1.29K
$347K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.29KNew |
$324K - $409K
|
1.29K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.29KNew |
$323K - $408K
|
1.29K
$345K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.28KNew |
$322K - $406K
|
1.28K
$344K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.27K+ 27.15% |
$320K - $404K
|
5.97K
$1.6M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.27KNew |
$319K - $403K
|
1.27K
$341K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.27K+ 50.04% |
$318K - $401K
|
3.8K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.27K+ 38.46% |
$318K - $401K
|
4.56K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.27K+ 6.93% |
$318K - $401K
|
19.5K
$5.24M
|