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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
251+ 44.5% |
$63K - $79.5K
|
815
$276K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
249+ 18.19% |
$62.5K - $78.9K
|
1.62K
$548K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
247+ 17.51% |
$62K - $78.3K
|
1.66K
$561K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
246New |
$61.8K - $78K
|
246
$83.3K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
246+ 6.11% |
$61.8K - $78K
|
4.27K
$1.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
244+ 0.96% |
$61.3K - $77.3K
|
25.8K
$8.72M
|
|
|
May 13, 2024
Q1 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
244+ 4.0% |
$61.3K - $77.3K
|
6.35K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
242+ 26.19% |
$60.8K - $76.7K
|
1.17K
$395K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
240+ 14.28% |
$60.3K - $76.1K
|
1.92K
$650K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
239+ 1.76% |
$60K - $75.7K
|
13.8K
$4.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
237+ 11.87% |
$59.5K - $75.1K
|
2.23K
$756K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
235+ 27.2% |
$59K - $74.5K
|
1.1K
$372K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
234+ 3.56% |
$58.8K - $74.1K
|
6.81K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
234+ 27.18% |
$58.8K - $74.1K
|
1.1K
$371K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
232+ 14.25% |
$58.3K - $73.5K
|
1.86K
$630K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
231+ 5.81% |
$58K - $73.2K
|
4.21K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
230+ 13.11% |
$57.8K - $72.9K
|
1.99K
$672K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
230+ 10.64% |
$57.8K - $72.9K
|
2.39K
$810K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
229+ 4.05% |
$57.5K - $72.6K
|
5.89K
$1.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
228+ 3.49% |
$57.3K - $72.2K
|
6.76K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
228+ 4.07% |
$57.3K - $72.2K
|
5.83K
$1.97M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
228+ 38.0% |
$57.3K - $72.2K
|
828
$280K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
221+ 19.96% |
$55.5K - $70K
|
1.33K
$449K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
220+ 0.89% |
$55.2K - $69.7K
|
25K
$8.45M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
220+ 10.99% |
$55.2K - $69.7K
|
2.22K
$752K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
219+ 1.39% |
$55K - $69.4K
|
16K
$5.42M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
218+ 3.91% |
$54.7K - $69.1K
|
5.79K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
217+ 0.39% |
$54.5K - $68.8K
|
55.2K
$18.7M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
216+ 4.72% |
$54.2K - $68.4K
|
4.79K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
216+ 1.39% |
$54.2K - $68.4K
|
15.8K
$5.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
215+ 0.19% |
$54K - $68.1K
|
114K
$38.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
214+ 2.95% |
$53.7K - $67.8K
|
7.47K
$2.53M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
214+ 48.09% |
$53.7K - $67.8K
|
659
$223K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
213+ 8.36% |
$53.5K - $67.5K
|
2.76K
$934K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
213+ 2.57% |
$53.5K - $67.5K
|
8.49K
$2.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
211+ 7.98% |
$53K - $66.9K
|
2.86K
$967K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
210+ 7.12% |
$52.7K - $66.5K
|
3.16K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
210+ 13.68% |
$52.7K - $66.5K
|
1.75K
$591K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
209+ 10.82% |
$52.5K - $66.2K
|
2.14K
$724K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
208+ 9.97% |
$52.2K - $65.9K
|
2.3K
$777K
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
207+ 13.06% |
$52K - $65.6K
|
1.79K
$607K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
206+ 3.15% |
$51.7K - $65.3K
|
6.75K
$2.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
203+ 16.44% |
$51K - $64.3K
|
1.44K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
201+ 23.48% |
$50.5K - $63.7K
|
1.06K
$358K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
201+ 0.96% |
$50.5K - $63.7K
|
21.2K
$7.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
200+ 0.63% |
$50.2K - $63.4K
|
31.9K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
200+ 17.86% |
$50.2K - $63.4K
|
1.32K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
200+ 2.65% |
$50.2K - $63.4K
|
7.75K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
200+ 15.54% |
$50.2K - $63.4K
|
1.49K
$503K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
200New |
$50.2K - $63.4K
|
200
$67.7K
|