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 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 1.44% |
$3.26K - $4.12K
|
915
$310K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13+ 0.68% |
$3.26K - $4.12K
|
1.94K
$655K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
13+ 1.19% |
$3.26K - $4.12K
|
1.11K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13+ 0.5% |
$3.26K - $4.12K
|
2.6K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
13+ 0.07% |
$3.26K - $4.12K
|
17.9K
$6.06M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
13+ 0.67% |
$3.26K - $4.12K
|
1.95K
$660K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13+ 0.68% |
$3.26K - $4.12K
|
1.94K
$655K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
12+ 1.49% |
$3.01K - $3.8K
|
816
$276K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12+ 4.72% |
$3.01K - $3.8K
|
266
$90K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
12+ 15.0% |
$3.01K - $3.8K
|
92
$31.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
11+ 0.26% |
$2.76K - $3.49K
|
4.17K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 21.15% |
$2.76K - $3.49K
|
63
$21.3K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
11New |
$2.76K - $3.49K
|
11
$3.72K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
10+ 1.26% |
$2.51K - $3.17K
|
804
$272K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10+ 0.14% |
$2.51K - $3.17K
|
7.11K
$2.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
10+ 0.94% |
$2.51K - $3.17K
|
1.08K
$365K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
10+ 0.22% |
$2.51K - $3.17K
|
4.53K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.77% |
$2.51K - $3.17K
|
1.31K
$442K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
10+ 1.01% |
$2.51K - $3.17K
|
1K
$339K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10+ 0.11% |
$2.51K - $3.17K
|
9.22K
$3.12M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
10+ 0.84% |
$2.51K - $3.17K
|
1.21K
$408K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
10New |
$2.51K - $3.17K
|
10
$3.38K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10+ 0.24% |
$2.51K - $3.17K
|
4.2K
$1.42M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 0.51% |
$2.51K - $3.17K
|
1.95K
$661K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9New |
$2.26K - $2.85K
|
9
$3.05K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
9+ 0.51% |
$2.26K - $2.85K
|
1.77K
$600K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.74% |
$2.26K - $2.85K
|
1.22K
$414K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
8+ 0.3% |
$2.01K - $2.54K
|
2.64K
$892K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
8+ 0.9% |
$2.01K - $2.54K
|
894
$303K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8+ 7.08% |
$2.01K - $2.54K
|
121
$41K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
8+ 44.44% |
$2.01K - $2.54K
|
26
$8.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7+ 0.59% |
$1.76K - $2.22K
|
1.2K
$404K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7+ 0.17% |
$1.76K - $2.22K
|
4.03K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
7+ 0.48% |
$1.76K - $2.22K
|
1.47K
$498K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
7+ 0.14% |
$1.76K - $2.22K
|
5.12K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 1.56% |
$1.76K - $2.22K
|
457
$155K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7+ 116.67% |
$1.76K - $2.22K
|
13
$4.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.31% |
$1.51K - $1.9K
|
1.92K
$649K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.41% |
$1.51K - $1.9K
|
1.48K
$502K
|
|
|
May 02, 2024
Q1 2024
|
Belfer Management LLC
|
BUY
|
- |
6+ 0.55% |
$1.51K - $1.9K
|
1.1K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.64% |
$1.51K - $1.9K
|
371
$126K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 85.71% |
$1.51K - $1.9K
|
13
$4.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.35% |
$1.26K - $1.58K
|
1.42K
$482K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5+ 0.46% |
$1.26K - $1.58K
|
1.1K
$371K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 2.87% |
$1.26K - $1.58K
|
179
$60.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
5+ 0.12% |
$1.26K - $1.58K
|
4.21K
$1.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
5+ 0.33% |
$1.26K - $1.58K
|
1.54K
$521K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5+ 0.06% |
$1.26K - $1.58K
|
7.89K
$2.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.57% |
$1.26K - $1.58K
|
880
$298K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5+ 0.36% |
$1.26K - $1.58K
|
1.4K
$475K
|