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
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.28KNew |
$322K - $406K
|
1.28K
$334K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.27K+ 27.15% |
$320K - $404K
|
5.97K
$1.55M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.27KNew |
$319K - $403K
|
1.27K
$332K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.27K+ 50.04% |
$318K - $401K
|
3.8K
$990K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.27K+ 38.46% |
$318K - $401K
|
4.56K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.27K+ 6.93% |
$318K - $401K
|
19.5K
$5.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.26K+ 6.09% |
$317K - $400K
|
22K
$5.73M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.26K+ 53.51% |
$316K - $399K
|
3.61K
$941K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.26KNew |
$316K - $398K
|
1.26K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.24K+ 1.35% |
$312K - $394K
|
93.2K
$24.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.24K+ 41.29% |
$312K - $394K
|
4.25K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.24K+ 12.36% |
$311K - $392K
|
11.2K
$2.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.23KNew |
$310K - $391K
|
1.23K
$321K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.22K+ 23.24% |
$307K - $388K
|
6.49K
$1.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.22K+ 23.38% |
$306K - $387K
|
6.44K
$1.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.21K+ 23.78% |
$304K - $383K
|
6.3K
$1.64M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.2K+ 13.21% |
$302K - $381K
|
10.3K
$2.68M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.19K+ 89.53% |
$298K - $376K
|
2.52K
$655K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$296K - $374K
|
1.18K
$308K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.17K+ 53.42% |
$294K - $371K
|
3.36K
$876K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.16KNew |
$292K - $369K
|
1.16K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.14KNew |
$287K - $363K
|
1.14K
$298K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.14K+ 19.27% |
$287K - $362K
|
7.08K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.14KNew |
$287K - $362K
|
1.14K
$298K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.14K+ 5.39% |
$286K - $361K
|
22.2K
$5.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.14KNew |
$285K - $360K
|
1.14K
$296K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.13K+ 3.35% |
$284K - $358K
|
34.8K
$9.08M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.12K+ 7.26% |
$282K - $356K
|
16.6K
$4.33M
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.12K+ 14.67% |
$282K - $356K
|
8.77K
$2.29M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.12K+ 4.97% |
$280K - $354K
|
23.6K
$6.14M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 10.5% |
$280K - $353K
|
11.7K
$3.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.11K+ 6.88% |
$279K - $353K
|
17.3K
$4.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.11K+ 53.43% |
$278K - $350K
|
3.18K
$828K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.1K+ 18.58% |
$276K - $349K
|
7.02K
$1.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.1KNew |
$276K - $348K
|
1.1K
$286K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.1K+ 14.22% |
$275K - $347K
|
8.79K
$2.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.09K+ 2.44% |
$274K - $346K
|
45.8K
$11.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.09K+ 24.17% |
$273K - $345K
|
5.59K
$1.46M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.09KNew |
$273K - $345K
|
1.09K
$284K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
1.08KNew |
$271K - $342K
|
1.08K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.08KNew |
$270K - $341K
|
1.08K
$280K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.07K+ 11.25% |
$269K - $339K
|
10.6K
$2.76M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.07K+ 19.16% |
$269K - $339K
|
6.66K
$1.73M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.06KNew |
$267K - $337K
|
1.06K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 3.27% |
$266K - $335K
|
33.4K
$8.7M
|
|
|
May 01, 2024
Q1 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
1.05K+ 100.0% |
$264K - $333K
|
2.1K
$547K
|
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.05KNew |
$263K - $332K
|
1.05K
$273K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.05K+ 39.57% |
$262K - $331K
|
3.69K
$961K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.04K+ 7.17% |
$262K - $331K
|
15.6K
$4.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
1.04K+ 4.28% |
$262K - $331K
|
25.5K
$6.64M
|