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 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
47+ 0.63% |
$11.8K - $14.9K
|
7.54K
$2.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
46+ 1.23% |
$11.6K - $14.6K
|
3.78K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
46+ 0.64% |
$11.6K - $14.6K
|
7.19K
$2.43M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
46+ 25.0% |
$11.6K - $14.6K
|
230
$77.8K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
45+ 2.3% |
$11.3K - $14.3K
|
2K
$678K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
44+ 3.22% |
$11K - $13.9K
|
1.41K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
43+ 3.59% |
$10.8K - $13.6K
|
1.24K
$420K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
42+ 2.36% |
$10.5K - $13.3K
|
1.82K
$616K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
42+ 13.77% |
$10.5K - $13.3K
|
347
$117K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
41New |
$10.3K - $13K
|
41
$13.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
41+ 1.05% |
$10.3K - $13K
|
3.95K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
41+ 0.84% |
$10.3K - $13K
|
4.94K
$1.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
40+ 1.1% |
$10K - $12.7K
|
3.69K
$1.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
40+ 1.79% |
$10K - $12.7K
|
2.28K
$771K
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
40+ 17.86% |
$10K - $12.7K
|
264
$89.4K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
40+ 2.09% |
$10K - $12.7K
|
1.95K
$661K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
40+ 0.5% |
$10K - $12.7K
|
8.1K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
40+ 0.09% |
$10K - $12.7K
|
45.2K
$15.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
39+ 0.79% |
$9.79K - $12.4K
|
4.99K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
39+ 1.8% |
$9.79K - $12.4K
|
2.21K
$747K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
39+ 0.47% |
$9.79K - $12.4K
|
8.26K
$2.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
38+ 4.01% |
$9.54K - $12K
|
985
$333K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
38+ 0.77% |
$9.54K - $12K
|
4.95K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
38+ 2.61% |
$9.54K - $12K
|
1.5K
$506K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
36New |
$9.04K - $11.4K
|
36
$12.2K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
36+ 18.46% |
$9.04K - $11.4K
|
231
$78.2K
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
36+ 0.69% |
$9.04K - $11.4K
|
5.22K
$1.77M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
36+ 0.03% |
$9.04K - $11.4K
|
121K
$40.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
35+ 0.7% |
$8.79K - $11.1K
|
5.04K
$1.71M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
35+ 4.3% |
$8.79K - $11.1K
|
849
$287K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
35+ 3.62% |
$8.79K - $11.1K
|
1K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
35+ 0.8% |
$8.79K - $11.1K
|
4.43K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
34+ 1.97% |
$8.54K - $10.8K
|
1.76K
$596K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
33+ 75.0% |
$8.29K - $10.5K
|
77
$26.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 5.96% |
$8.29K - $10.5K
|
587
$199K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
32+ 1.94% |
$8.04K - $10.1K
|
1.68K
$570K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
32New |
$8.04K - $10.1K
|
32
$10.8K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
32+ 1.09% |
$8.04K - $10.1K
|
2.97K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
32+ 2.82% |
$8.04K - $10.1K
|
1.17K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
32+ 168.42% |
$8.04K - $10.1K
|
51
$17.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31+ 72.09% |
$7.78K - $9.82K
|
74
$25K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
31New |
$7.78K - $9.82K
|
31
$10.5K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
31+ 1.0% |
$7.78K - $9.82K
|
3.14K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
31+ 1.32% |
$7.78K - $9.82K
|
2.38K
$806K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
30+ 2.11% |
$7.53K - $9.51K
|
1.45K
$492K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
29+ 0.7% |
$7.28K - $9.19K
|
4.16K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
29+ 0.05% |
$7.28K - $9.19K
|
55K
$18.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
28+ 2.83% |
$7.03K - $8.87K
|
1.02K
$344K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
27+ 2.57% |
$6.78K - $8.56K
|
1.08K
$365K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
27+ 3.32% |
$6.78K - $8.56K
|
840
$284K
|