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 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
197+ 1.35% |
$49.5K - $62.4K
|
14.8K
$5.02M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
196+ 6.39% |
$49.2K - $62.1K
|
3.26K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
195+ 3.1% |
$49K - $61.8K
|
6.49K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
195New |
$49K - $61.8K
|
195
$66K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
194+ 0.21% |
$48.7K - $61.5K
|
91.4K
$30.9M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
193+ 0.57% |
$48.5K - $61.2K
|
34.3K
$11.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
192+ 4.92% |
$48.2K - $60.8K
|
4.09K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
188+ 5.44% |
$47.2K - $59.6K
|
3.64K
$1.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
187+ 5.05% |
$47K - $59.3K
|
3.89K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
184+ 0.31% |
$46.2K - $58.3K
|
58.7K
$19.9M
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
182+ 2.04% |
$45.7K - $57.7K
|
9.08K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
181+ 0.59% |
$45.5K - $57.4K
|
30.7K
$10.4M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
180+ 13.11% |
$45.2K - $57K
|
1.55K
$526K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
180+ 3.94% |
$45.2K - $57K
|
4.75K
$1.61M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
178+ 0.84% |
$44.7K - $56.4K
|
21.3K
$7.2M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
178+ 3.87% |
$44.7K - $56.4K
|
4.77K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
177+ 7.95% |
$44.4K - $56.1K
|
2.4K
$813K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
177+ 10.39% |
$44.4K - $56.1K
|
1.88K
$637K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
175+ 159.09% |
$43.9K - $55.5K
|
285
$96.5K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
174+ 3.76% |
$43.7K - $55.1K
|
4.8K
$1.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
172+ 5.08% |
$43.2K - $54.5K
|
3.56K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
172+ 7.29% |
$43.2K - $54.5K
|
2.53K
$857K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
171+ 18.92% |
$42.9K - $54.2K
|
1.08K
$364K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
170+ 5666.67% |
$42.7K - $53.9K
|
173
$58.6K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
170+ 22.08% |
$42.7K - $53.9K
|
940
$318K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
170+ 8.06% |
$42.7K - $53.9K
|
2.28K
$772K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
169+ 8.73% |
$42.4K - $53.6K
|
2.1K
$712K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
169+ 7.53% |
$42.4K - $53.6K
|
2.41K
$817K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
168+ 21.85% |
$42.2K - $53.2K
|
937
$317K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
167+ 16.9% |
$41.9K - $52.9K
|
1.16K
$391K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
166+ 9.96% |
$41.7K - $52.6K
|
1.83K
$620K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
166+ 5.55% |
$41.7K - $52.6K
|
3.16K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
163+ 3.63% |
$40.9K - $51.7K
|
4.66K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
158+ 8.01% |
$39.7K - $50.1K
|
2.13K
$721K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
155New |
$38.9K - $49.1K
|
155
$52.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
152+ 0.45% |
$38.2K - $48.2K
|
33.7K
$11.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
152+ 8.43% |
$38.2K - $48.2K
|
1.96K
$662K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
152+ 19.69% |
$38.2K - $48.2K
|
924
$313K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
152+ 5.78% |
$38.2K - $48.2K
|
2.78K
$941K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
152+ 1.05% |
$38.2K - $48.2K
|
14.6K
$4.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
151+ 0.84% |
$37.9K - $47.8K
|
18K
$6.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
147+ 6.15% |
$36.9K - $46.6K
|
2.54K
$859K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
147+ 18.56% |
$36.9K - $46.6K
|
939
$318K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
146+ 4.74% |
$36.7K - $46.3K
|
3.22K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
146+ 0.37% |
$36.7K - $46.3K
|
39.7K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
146+ 11.76% |
$36.7K - $46.3K
|
1.39K
$470K
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
145+ 0.73% |
$36.4K - $45.9K
|
20.1K
$6.81M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
145+ 3.1% |
$36.4K - $45.9K
|
4.82K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
145+ 1.13% |
$36.4K - $45.9K
|
13K
$4.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
142+ 2.58% |
$35.7K - $45K
|
5.64K
$1.91M
|