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 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
112+ 4.51% |
$28.1K - $35.5K
|
2.6K
$677K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
112+ 6.37% |
$28.1K - $35.5K
|
1.87K
$487K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
112+ 6.98% |
$28.1K - $35.5K
|
1.72K
$448K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
111+ 22.42% |
$27.9K - $35.2K
|
606
$158K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
110+ 0.6% |
$27.6K - $34.9K
|
18.6K
$4.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
108New |
$27.1K - $34.2K
|
108
$28.1K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
108+ 43.2% |
$27.1K - $34.2K
|
358
$93.3K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
107+ 0.93% |
$26.9K - $33.9K
|
11.7K
$3.04M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
106+ 10.77% |
$26.6K - $33.6K
|
1.09K
$284K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
106+ 13.55% |
$26.6K - $33.6K
|
888
$231K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
105+ 35.84% |
$26.4K - $33.3K
|
398
$104K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
104+ 1.57% |
$26.1K - $33K
|
6.75K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
104+ 5.85% |
$26.1K - $33K
|
1.88K
$491K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
103+ 9.02% |
$25.9K - $32.6K
|
1.25K
$324K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
102+ 8.54% |
$25.6K - $32.3K
|
1.3K
$338K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
101+ 7.64% |
$25.4K - $32K
|
1.42K
$371K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
101+ 11.46% |
$25.4K - $32K
|
982
$256K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
101+ 5.42% |
$25.4K - $32K
|
1.97K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
101+ 9.77% |
$25.4K - $32K
|
1.14K
$296K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
100+ 4.36% |
$25.1K - $31.7K
|
2.39K
$624K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100+ 13.74% |
$25.1K - $31.7K
|
828
$216K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
100+ 10.37% |
$25.1K - $31.7K
|
1.06K
$277K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
100+ 10.7% |
$25.1K - $31.7K
|
1.04K
$270K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
99+ 1.55% |
$24.9K - $31.4K
|
6.49K
$1.69M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
99+ 1.15% |
$24.9K - $31.4K
|
8.73K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
99+ 12.84% |
$24.9K - $31.4K
|
870
$227K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
99+ 4.02% |
$24.9K - $31.4K
|
2.56K
$668K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
97+ 12.13% |
$24.4K - $30.7K
|
897
$234K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
97+ 96.04% |
$24.4K - $30.7K
|
198
$51.6K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
97+ 2.84% |
$24.4K - $30.7K
|
3.51K
$916K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
95+ 2.92% |
$23.9K - $30.1K
|
3.34K
$872K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
94+ 7.83% |
$23.6K - $29.8K
|
1.29K
$337K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
94+ 11.93% |
$23.6K - $29.8K
|
882
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
92+ 5.09% |
$23.1K - $29.2K
|
1.9K
$495K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
92+ 1.65% |
$23.1K - $29.2K
|
5.68K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
91+ 3.26% |
$22.9K - $28.8K
|
2.88K
$751K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
91+ 5.09% |
$22.9K - $28.8K
|
1.88K
$490K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
90+ 1.6% |
$22.6K - $28.5K
|
5.71K
$1.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
90+ 2.86% |
$22.6K - $28.5K
|
3.24K
$845K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
90+ 3.98% |
$22.6K - $28.5K
|
2.35K
$613K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
90+ 6.36% |
$22.6K - $28.5K
|
1.51K
$393K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
89+ 7.44% |
$22.3K - $28.2K
|
1.29K
$335K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
89+ 7.73% |
$22.3K - $28.2K
|
1.24K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
89+ 9.23% |
$22.3K - $28.2K
|
1.05K
$274K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
89+ 2.9% |
$22.3K - $28.2K
|
3.16K
$823K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
88+ 5.71% |
$22.1K - $27.9K
|
1.63K
$425K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
88+ 131.34% |
$22.1K - $27.9K
|
155
$40.4K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
87+ 5.25% |
$21.8K - $27.6K
|
1.74K
$455K
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
85+ 1.02% |
$21.3K - $26.9K
|
8.4K
$2.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
84+ 127.27% |
$21.1K - $26.6K
|
150
$39.1K
|