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 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
27+ 1.55% |
$6.78K - $8.56K
|
1.76K
$597K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
27+ 3.54% |
$6.78K - $8.56K
|
789
$267K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
27+ 0.9% |
$6.78K - $8.56K
|
3.02K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
26+ 3.58% |
$6.53K - $8.24K
|
753
$255K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
26+ 1.91% |
$6.53K - $8.24K
|
1.39K
$469K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
26+ 0.42% |
$6.53K - $8.24K
|
6.28K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
26New |
$6.53K - $8.24K
|
26
$8.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
25+ 2.5% |
$6.28K - $7.92K
|
1.03K
$347K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
25+ 2.51% |
$6.28K - $7.92K
|
1.02K
$346K
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
25+ 1.72% |
$6.28K - $7.92K
|
1.48K
$500K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25New |
$6.28K - $7.92K
|
25
$8.46K
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
BUY
|
- |
25+ 0.53% |
$6.28K - $7.92K
|
4.72K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
25+ 3.18% |
$6.28K - $7.92K
|
812
$275K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
24New |
$6.03K - $7.61K
|
24
$8.12K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
24+ 2.34% |
$6.03K - $7.61K
|
1.05K
$355K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
23+ 1.5% |
$5.78K - $7.29K
|
1.56K
$526K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
23+ 0.42% |
$5.78K - $7.29K
|
5.54K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
23+ 0.49% |
$5.78K - $7.29K
|
4.72K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
23+ 0.14% |
$5.78K - $7.29K
|
15.9K
$5.38M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
22+ 0.23% |
$5.52K - $6.97K
|
9.49K
$3.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22+ 2.4% |
$5.52K - $6.97K
|
937
$317K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
21+ 2.68% |
$5.27K - $6.65K
|
806
$273K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
21+ 0.87% |
$5.27K - $6.65K
|
2.43K
$822K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
21+ 0.43% |
$5.27K - $6.65K
|
4.95K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
21New |
$5.27K - $6.65K
|
21
$7.11K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
20+ 0.11% |
$5.02K - $6.34K
|
17.9K
$6.06M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
20New |
$5.02K - $6.34K
|
20
$6.77K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
20+ 0.09% |
$5.02K - $6.34K
|
21.5K
$7.27M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
20+ 10.64% |
$5.02K - $6.34K
|
208
$70.4K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
20+ 0.04% |
$5.02K - $6.34K
|
56.4K
$19.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
19+ 3.96% |
$4.77K - $6.02K
|
499
$169K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19New |
$4.77K - $6.02K
|
19
$6.43K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
19+ 0.52% |
$4.77K - $6.02K
|
3.67K
$1.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
18+ 2.1% |
$4.52K - $5.7K
|
875
$296K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18+ 0.67% |
$4.52K - $5.7K
|
2.69K
$910K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18+ 0.2% |
$4.52K - $5.7K
|
9.01K
$3.05M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
18+ 0.31% |
$4.52K - $5.7K
|
5.86K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
18+ 1.05% |
$4.52K - $5.7K
|
1.74K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
18+ 2.75% |
$4.52K - $5.7K
|
673
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
17+ 1.99% |
$4.27K - $5.39K
|
870
$294K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17+ 0.23% |
$4.27K - $5.39K
|
7.49K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
16+ 0.13% |
$4.02K - $5.07K
|
12.6K
$4.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
15+ 0.04% |
$3.77K - $4.75K
|
35K
$11.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
15+ 0.15% |
$3.77K - $4.75K
|
9.91K
$3.35M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
15New |
$3.77K - $4.75K
|
15
$5.08K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
14+ 1.72% |
$3.52K - $4.44K
|
829
$281K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
14+ 1.15% |
$3.52K - $4.44K
|
1.23K
$416K
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
14+ 1.82% |
$3.52K - $4.44K
|
785
$266K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
14+ 0.42% |
$3.52K - $4.44K
|
3.35K
$1.13M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
14+ 15.73% |
$3.52K - $4.44K
|
103
$34.9K
|