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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
749New |
$188K - $237K
|
749
$185K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
747New |
$188K - $237K
|
747
$185K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
746New |
$187K - $236K
|
746
$184K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
744New |
$187K - $236K
|
744
$184K
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
740New |
$186K - $234K
|
740
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
739+ 35.19% |
$186K - $234K
|
2.84K
$702K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
735New |
$185K - $233K
|
735
$182K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
732+ 57.55% |
$184K - $232K
|
2K
$496K
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
731New |
$184K - $232K
|
731
$181K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
730New |
$183K - $231K
|
730
$180K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
730+ 11.26% |
$183K - $231K
|
7.21K
$1.78M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
729New |
$183K - $231K
|
729
$180K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
729New |
$183K - $231K
|
729
$180K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
725New |
$182K - $230K
|
725
$179K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
724New |
$182K - $229K
|
724
$179K
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
722New |
$181K - $229K
|
722
$179K
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
722New |
$181K - $229K
|
722
$179K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
722+ 75.76% |
$181K - $229K
|
1.68K
$414K
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
716New |
$180K - $227K
|
716
$177K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
716New |
$180K - $227K
|
716
$177K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
716New |
$180K - $227K
|
716
$177K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
713New |
$179K - $226K
|
713
$176K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
713+ 6.47% |
$179K - $226K
|
11.7K
$2.9M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
709New |
$178K - $225K
|
709
$175K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
708New |
$178K - $224K
|
708
$175K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
708New |
$178K - $224K
|
708
$175K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
705New |
$177K - $223K
|
705
$174K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
705New |
$177K - $223K
|
705
$174K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
704New |
$177K - $223K
|
704
$174K
|
|
|
May 15, 2024
Q1 2024
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
704+ 35.01% |
$177K - $223K
|
2.72K
$671K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
702New |
$176K - $222K
|
702
$174K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
701+ 6.62% |
$176K - $222K
|
11.3K
$2.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
700New |
$176K - $222K
|
700
$173K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
698New |
$175K - $221K
|
698
$173K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
697New |
$175K - $221K
|
697
$172K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
696New |
$175K - $221K
|
696
$172K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
695New |
$175K - $220K
|
695
$172K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
694New |
$174K - $220K
|
694
$172K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
694+ 6.61% |
$174K - $220K
|
11.2K
$2.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
691New |
$174K - $219K
|
691
$171K
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
691+ 4.31% |
$174K - $219K
|
16.7K
$4.14M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
690+ 4.56% |
$173K - $219K
|
15.8K
$3.91M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
689New |
$173K - $218K
|
689
$170K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
687New |
$173K - $218K
|
687
$170K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
686New |
$172K - $217K
|
686
$170K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
686New |
$172K - $217K
|
686
$170K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
685+ 5.59% |
$172K - $217K
|
12.9K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
685New |
$172K - $217K
|
685
$169K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
684New |
$172K - $217K
|
684
$169K
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
683New |
$172K - $216K
|
683
$169K
|