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 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
101+ 5.42% |
$25.4K - $32K
|
1.97K
$665K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
101+ 9.77% |
$25.4K - $32K
|
1.14K
$384K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
100+ 4.36% |
$25.1K - $31.7K
|
2.39K
$810K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100+ 13.74% |
$25.1K - $31.7K
|
828
$280K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
100+ 10.37% |
$25.1K - $31.7K
|
1.06K
$360K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
100+ 10.7% |
$25.1K - $31.7K
|
1.04K
$350K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
99+ 1.55% |
$24.9K - $31.4K
|
6.49K
$2.2M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
99+ 1.15% |
$24.9K - $31.4K
|
8.73K
$2.95M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
99+ 12.84% |
$24.9K - $31.4K
|
870
$294K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
99+ 4.02% |
$24.9K - $31.4K
|
2.56K
$867K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
97+ 12.13% |
$24.4K - $30.7K
|
897
$304K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
97+ 96.04% |
$24.4K - $30.7K
|
198
$67K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
97+ 2.84% |
$24.4K - $30.7K
|
3.51K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
95+ 2.92% |
$23.9K - $30.1K
|
3.34K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
94+ 7.83% |
$23.6K - $29.8K
|
1.29K
$438K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
94+ 11.93% |
$23.6K - $29.8K
|
882
$299K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
92+ 5.09% |
$23.1K - $29.2K
|
1.9K
$642K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
92+ 1.65% |
$23.1K - $29.2K
|
5.68K
$1.92M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
91+ 3.26% |
$22.9K - $28.8K
|
2.88K
$976K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
91+ 5.09% |
$22.9K - $28.8K
|
1.88K
$636K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
90+ 1.6% |
$22.6K - $28.5K
|
5.71K
$1.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
90+ 2.86% |
$22.6K - $28.5K
|
3.24K
$1.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
90+ 3.98% |
$22.6K - $28.5K
|
2.35K
$796K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
90+ 6.36% |
$22.6K - $28.5K
|
1.51K
$510K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
89+ 7.44% |
$22.3K - $28.2K
|
1.29K
$435K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
89+ 7.73% |
$22.3K - $28.2K
|
1.24K
$420K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
89+ 9.23% |
$22.3K - $28.2K
|
1.05K
$356K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
89+ 2.9% |
$22.3K - $28.2K
|
3.16K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
88+ 5.71% |
$22.1K - $27.9K
|
1.63K
$551K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
87+ 5.25% |
$21.8K - $27.6K
|
1.74K
$590K
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
85+ 1.02% |
$21.3K - $26.9K
|
8.4K
$2.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
84+ 127.27% |
$21.1K - $26.6K
|
150
$50.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
84+ 2.69% |
$21.1K - $26.6K
|
3.21K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
84+ 1.36% |
$21.1K - $26.6K
|
6.27K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
84+ 7.63% |
$21.1K - $26.6K
|
1.19K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
84+ 4.54% |
$21.1K - $26.6K
|
1.93K
$655K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
84+ 1.22% |
$21.1K - $26.6K
|
6.96K
$2.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
81+ 7.51% |
$20.3K - $25.7K
|
1.16K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
81+ 2.68% |
$20.3K - $25.7K
|
3.1K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
80+ 9.42% |
$20.1K - $25.4K
|
929
$314K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
80+ 5.0% |
$20.1K - $25.4K
|
1.68K
$569K
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
79+ 0.43% |
$19.8K - $25K
|
18.3K
$6.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
76+ 4.43% |
$19.1K - $24.1K
|
1.79K
$607K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
74+ 6.62% |
$18.6K - $23.4K
|
1.19K
$403K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
74+ 0.46% |
$18.6K - $23.4K
|
16.2K
$5.47M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
74+ 0.51% |
$18.6K - $23.4K
|
14.6K
$4.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
BUY
|
- |
72+ 8.21% |
$18.1K - $22.8K
|
949
$321K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
72+ 4.19% |
$18.1K - $22.8K
|
1.79K
$606K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
71+ 2.08% |
$17.8K - $22.5K
|
3.48K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.61% |
$17.6K - $22.2K
|
11.5K
$3.9M
|