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 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
20+ 0.04% |
$5.02K - $6.34K
|
56.4K
$14.7M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
20+ 2.14% |
$5.02K - $6.34K
|
955
$249K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
19+ 3.96% |
$4.77K - $6.02K
|
499
$130K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19New |
$4.77K - $6.02K
|
19
$4.95K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
19+ 0.52% |
$4.77K - $6.02K
|
3.67K
$956K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
18+ 2.1% |
$4.52K - $5.7K
|
875
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18+ 0.67% |
$4.52K - $5.7K
|
2.69K
$701K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18+ 0.2% |
$4.52K - $5.7K
|
9.01K
$2.35M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
18+ 0.31% |
$4.52K - $5.7K
|
5.86K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
18+ 1.05% |
$4.52K - $5.7K
|
1.74K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
18+ 2.75% |
$4.52K - $5.7K
|
673
$175K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
17+ 1.99% |
$4.27K - $5.39K
|
870
$227K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17+ 0.23% |
$4.27K - $5.39K
|
7.49K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
16+ 0.13% |
$4.02K - $5.07K
|
12.6K
$3.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
15+ 0.04% |
$3.77K - $4.75K
|
35K
$9.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
15+ 0.15% |
$3.77K - $4.75K
|
9.91K
$2.58M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
15New |
$3.77K - $4.75K
|
15
$3.91K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
14+ 1.72% |
$3.52K - $4.44K
|
829
$216K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
14+ 1.15% |
$3.52K - $4.44K
|
1.23K
$320K
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
14+ 1.82% |
$3.52K - $4.44K
|
785
$205K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
14+ 0.42% |
$3.52K - $4.44K
|
3.35K
$873K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
14+ 15.73% |
$3.52K - $4.44K
|
103
$26.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 1.44% |
$3.26K - $4.12K
|
915
$238K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13+ 0.68% |
$3.26K - $4.12K
|
1.94K
$504K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
13+ 1.19% |
$3.26K - $4.12K
|
1.11K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13+ 0.5% |
$3.26K - $4.12K
|
2.6K
$677K
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
13+ 0.07% |
$3.26K - $4.12K
|
17.9K
$4.66M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
13+ 0.67% |
$3.26K - $4.12K
|
1.95K
$508K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13+ 0.68% |
$3.26K - $4.12K
|
1.94K
$504K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
12+ 1.49% |
$3.01K - $3.8K
|
816
$213K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12+ 4.72% |
$3.01K - $3.8K
|
266
$69.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
12+ 15.0% |
$3.01K - $3.8K
|
92
$24K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
11+ 0.26% |
$2.76K - $3.49K
|
4.17K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 21.15% |
$2.76K - $3.49K
|
63
$16.4K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
11New |
$2.76K - $3.49K
|
11
$2.87K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
10+ 1.26% |
$2.51K - $3.17K
|
804
$210K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10+ 0.14% |
$2.51K - $3.17K
|
7.11K
$1.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
10+ 0.94% |
$2.51K - $3.17K
|
1.08K
$281K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
10+ 0.22% |
$2.51K - $3.17K
|
4.53K
$1.18M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.77% |
$2.51K - $3.17K
|
1.31K
$340K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
10+ 1.01% |
$2.51K - $3.17K
|
1K
$261K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10+ 0.11% |
$2.51K - $3.17K
|
9.22K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
10+ 0.84% |
$2.51K - $3.17K
|
1.21K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
10New |
$2.51K - $3.17K
|
10
$2.61K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10+ 0.24% |
$2.51K - $3.17K
|
4.2K
$1.09M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 0.51% |
$2.51K - $3.17K
|
1.95K
$509K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9New |
$2.26K - $2.85K
|
9
$2.35K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
9+ 0.51% |
$2.26K - $2.85K
|
1.77K
$462K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.74% |
$2.26K - $2.85K
|
1.22K
$319K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
8+ 0.3% |
$2.01K - $2.54K
|
2.64K
$687K
|