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 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
53+ 0.62% |
$13.3K - $16.8K
|
8.65K
$2.25M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
53+ 0.7% |
$13.3K - $16.8K
|
7.57K
$1.97M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
52New |
$13.1K - $16.5K
|
52
$13.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
51+ 2.03% |
$12.8K - $16.2K
|
2.57K
$669K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
50+ 8.33% |
$12.6K - $15.8K
|
650
$169K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
50+ 2.63% |
$12.6K - $15.8K
|
1.95K
$509K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
50+ 1.4% |
$12.6K - $15.8K
|
3.61K
$941K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
50New |
$12.6K - $15.8K
|
50
$13K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
50+ 2.77% |
$12.6K - $15.8K
|
1.86K
$484K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
50+ 5.64% |
$12.6K - $15.8K
|
937
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
50+ 3.83% |
$12.6K - $15.8K
|
1.36K
$353K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
50+ 0.66% |
$12.6K - $15.8K
|
7.63K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50+ 42.02% |
$12.6K - $15.8K
|
169
$44K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
49+ 6.4% |
$12.3K - $15.5K
|
815
$212K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
48+ 4.09% |
$12.1K - $15.2K
|
1.22K
$318K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
48+ 1.92% |
$12.1K - $15.2K
|
2.55K
$664K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
48+ 5.94% |
$12.1K - $15.2K
|
856
$223K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
47+ 6.55% |
$11.8K - $14.9K
|
765
$199K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
47+ 0.63% |
$11.8K - $14.9K
|
7.54K
$1.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
46+ 1.23% |
$11.6K - $14.6K
|
3.78K
$984K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
46+ 0.64% |
$11.6K - $14.6K
|
7.19K
$1.87M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
46+ 25.0% |
$11.6K - $14.6K
|
230
$59.9K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
45+ 2.3% |
$11.3K - $14.3K
|
2K
$522K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
44+ 3.22% |
$11K - $13.9K
|
1.41K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
43+ 3.59% |
$10.8K - $13.6K
|
1.24K
$323K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
42+ 2.36% |
$10.5K - $13.3K
|
1.82K
$475K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
42+ 13.77% |
$10.5K - $13.3K
|
347
$90.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
41New |
$10.3K - $13K
|
41
$10.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
41+ 1.05% |
$10.3K - $13K
|
3.95K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
41+ 0.84% |
$10.3K - $13K
|
4.94K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
40+ 1.1% |
$10K - $12.7K
|
3.69K
$962K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
40+ 1.79% |
$10K - $12.7K
|
2.28K
$594K
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
40+ 17.86% |
$10K - $12.7K
|
264
$68.8K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
40+ 2.09% |
$10K - $12.7K
|
1.95K
$509K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
40+ 0.5% |
$10K - $12.7K
|
8.1K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
40+ 0.09% |
$10K - $12.7K
|
45.2K
$11.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
39+ 0.79% |
$9.79K - $12.4K
|
4.99K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
39+ 1.8% |
$9.79K - $12.4K
|
2.21K
$575K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
39+ 0.47% |
$9.79K - $12.4K
|
8.26K
$2.15M
|
|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
39+ 4.39% |
$9.79K - $12.4K
|
928
$242K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
38+ 4.01% |
$9.54K - $12K
|
985
$257K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
38+ 0.77% |
$9.54K - $12K
|
4.95K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
38+ 2.61% |
$9.54K - $12K
|
1.5K
$390K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
36New |
$9.04K - $11.4K
|
36
$9.38K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
36+ 18.46% |
$9.04K - $11.4K
|
231
$60.2K
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
36+ 0.69% |
$9.04K - $11.4K
|
5.22K
$1.36M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
36+ 0.03% |
$9.04K - $11.4K
|
121K
$31.5M
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
36+ 0.81% |
$9.04K - $11.4K
|
4.48K
$1.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
35+ 0.7% |
$8.79K - $11.1K
|
5.04K
$1.31M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
35+ 4.3% |
$8.79K - $11.1K
|
849
$221K
|