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 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
70+ 3.74% |
$17.6K - $22.2K
|
1.94K
$657K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
70+ 2.39% |
$17.6K - $22.2K
|
3K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
70+ 0.1% |
$17.6K - $22.2K
|
71.2K
$24.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
68+ 0.76% |
$17.1K - $21.5K
|
8.97K
$3.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
68+ 7.59% |
$17.1K - $21.5K
|
964
$326K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
68+ 8.82% |
$17.1K - $21.5K
|
839
$284K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
67+ 4.59% |
$16.8K - $21.2K
|
1.53K
$516K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
67+ 1.53% |
$16.8K - $21.2K
|
4.43K
$1.5M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
67+ 0.9% |
$16.8K - $21.2K
|
7.48K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
67+ 34.72% |
$16.8K - $21.2K
|
260
$88K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
67+ 6.86% |
$16.8K - $21.2K
|
1.04K
$353K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
65New |
$16.3K - $20.6K
|
65
$22K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
65+ 8.28% |
$16.3K - $20.6K
|
850
$288K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
65+ 2166.67% |
$16.3K - $20.6K
|
68
$23K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
64+ 3.11% |
$16.1K - $20.3K
|
2.12K
$717K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
63+ 4.48% |
$15.8K - $20K
|
1.47K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
62+ 2.51% |
$15.6K - $19.6K
|
2.54K
$858K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
61+ 18.71% |
$15.3K - $19.3K
|
387
$131K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
61New |
$15.3K - $19.3K
|
61
$20.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
60+ 1.88% |
$15.1K - $19K
|
3.26K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
60+ 4.93% |
$15.1K - $19K
|
1.28K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
60+ 6.28% |
$15.1K - $19K
|
1.02K
$344K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
59+ 0.23% |
$14.8K - $18.7K
|
25.5K
$8.62M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
59+ 6.34% |
$14.8K - $18.7K
|
989
$335K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
59+ 32.42% |
$14.8K - $18.7K
|
241
$81.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
57+ 5.23% |
$14.3K - $18.1K
|
1.15K
$388K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
57+ 2.67% |
$14.3K - $18.1K
|
2.2K
$743K
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
56+ 0.4% |
$14.1K - $17.7K
|
14K
$4.75M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
56+ 186.67% |
$14.1K - $17.7K
|
86
$29.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
55+ 0.8% |
$13.8K - $17.4K
|
6.9K
$2.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
54+ 0.61% |
$13.6K - $17.1K
|
8.9K
$3.01M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
53+ 530.0% |
$13.3K - $16.8K
|
63
$21.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
53+ 0.62% |
$13.3K - $16.8K
|
8.65K
$2.93M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
53+ 0.7% |
$13.3K - $16.8K
|
7.57K
$2.56M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
52New |
$13.1K - $16.5K
|
52
$17.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
51+ 2.03% |
$12.8K - $16.2K
|
2.57K
$868K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
50+ 8.33% |
$12.6K - $15.8K
|
650
$220K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
50+ 2.63% |
$12.6K - $15.8K
|
1.95K
$661K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
50+ 1.4% |
$12.6K - $15.8K
|
3.61K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
50New |
$12.6K - $15.8K
|
50
$16.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
50+ 2.77% |
$12.6K - $15.8K
|
1.86K
$629K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
50+ 5.64% |
$12.6K - $15.8K
|
937
$317K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
50+ 3.83% |
$12.6K - $15.8K
|
1.36K
$459K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
50+ 0.66% |
$12.6K - $15.8K
|
7.63K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50+ 42.02% |
$12.6K - $15.8K
|
169
$57.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
49+ 6.4% |
$12.3K - $15.5K
|
815
$276K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
48+ 4.09% |
$12.1K - $15.2K
|
1.22K
$414K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
48+ 1.92% |
$12.1K - $15.2K
|
2.55K
$863K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
48+ 5.94% |
$12.1K - $15.2K
|
856
$290K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
47+ 6.55% |
$11.8K - $14.9K
|
765
$259K
|