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 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
35+ 3.62% |
$8.79K - $11.1K
|
1K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
35+ 0.8% |
$8.79K - $11.1K
|
4.43K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
34+ 1.97% |
$8.54K - $10.8K
|
1.76K
$459K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
33+ 75.0% |
$8.29K - $10.5K
|
77
$20.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 5.96% |
$8.29K - $10.5K
|
587
$153K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
32+ 1.94% |
$8.04K - $10.1K
|
1.68K
$439K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
32New |
$8.04K - $10.1K
|
32
$8.34K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
32+ 1.09% |
$8.04K - $10.1K
|
2.97K
$775K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
32+ 2.82% |
$8.04K - $10.1K
|
1.17K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
32+ 168.42% |
$8.04K - $10.1K
|
51
$13.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31+ 72.09% |
$7.78K - $9.82K
|
74
$19.3K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
31New |
$7.78K - $9.82K
|
31
$8.08K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
31+ 1.0% |
$7.78K - $9.82K
|
3.14K
$819K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
31+ 1.32% |
$7.78K - $9.82K
|
2.38K
$621K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
30+ 2.11% |
$7.53K - $9.51K
|
1.45K
$379K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
29+ 0.7% |
$7.28K - $9.19K
|
4.16K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
29+ 0.05% |
$7.28K - $9.19K
|
55K
$14.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
28+ 2.83% |
$7.03K - $8.87K
|
1.02K
$265K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
27+ 2.57% |
$6.78K - $8.56K
|
1.08K
$281K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
27+ 3.32% |
$6.78K - $8.56K
|
840
$219K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
27+ 1.55% |
$6.78K - $8.56K
|
1.76K
$460K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
27+ 3.54% |
$6.78K - $8.56K
|
789
$206K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
27+ 0.9% |
$6.78K - $8.56K
|
3.02K
$786K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
26+ 3.58% |
$6.53K - $8.24K
|
753
$196K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
26+ 1.91% |
$6.53K - $8.24K
|
1.39K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
26+ 0.42% |
$6.53K - $8.24K
|
6.28K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
26New |
$6.53K - $8.24K
|
26
$6.78K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
25+ 2.5% |
$6.28K - $7.92K
|
1.03K
$267K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
25+ 2.51% |
$6.28K - $7.92K
|
1.02K
$266K
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
25+ 1.72% |
$6.28K - $7.92K
|
1.48K
$385K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25New |
$6.28K - $7.92K
|
25
$6.52K
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
BUY
|
- |
25+ 0.53% |
$6.28K - $7.92K
|
4.72K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
25+ 3.18% |
$6.28K - $7.92K
|
812
$212K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
24New |
$6.03K - $7.61K
|
24
$6.26K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
24+ 2.34% |
$6.03K - $7.61K
|
1.05K
$273K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
23+ 1.5% |
$5.78K - $7.29K
|
1.56K
$405K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
23+ 0.42% |
$5.78K - $7.29K
|
5.54K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
23+ 0.49% |
$5.78K - $7.29K
|
4.72K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
23+ 0.14% |
$5.78K - $7.29K
|
15.9K
$4.15M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
22+ 0.23% |
$5.52K - $6.97K
|
9.49K
$2.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22+ 2.4% |
$5.52K - $6.97K
|
937
$244K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
21+ 2.68% |
$5.27K - $6.65K
|
806
$210K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
21+ 0.87% |
$5.27K - $6.65K
|
2.43K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
21+ 0.43% |
$5.27K - $6.65K
|
4.95K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
21New |
$5.27K - $6.65K
|
21
$5.47K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
21+ 2.02% |
$5.27K - $6.65K
|
1.06K
$276K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
20+ 0.11% |
$5.02K - $6.34K
|
17.9K
$4.66M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
20New |
$5.02K - $6.34K
|
20
$5.21K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
20+ 0.09% |
$5.02K - $6.34K
|
21.5K
$5.6M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
20+ 10.64% |
$5.02K - $6.34K
|
208
$54.2K
|