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 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
5+ 0.05% |
$1.26K - $1.58K
|
10.2K
$3.44M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4+ 0.04% |
$1K - $1.27K
|
9.11K
$3.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$1K - $1.27K
|
1.62K
$547K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
4New |
$1K - $1.27K
|
4
$1.35K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4+ 1.43% |
$1K - $1.27K
|
283
$95.8K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.31% |
$1K - $1.27K
|
1.31K
$444K
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
3+ 0.34% |
$753 - $951
|
897
$304K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.21% |
$753 - $951
|
1.41K
$479K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3+ 0.06% |
$753 - $951
|
5.05K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3+ 0.15% |
$753 - $951
|
2.06K
$698K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.12% |
$753 - $951
|
2.52K
$851K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.07% |
$502 - $634
|
2.93K
$990K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 2.3% |
$502 - $634
|
89
$30.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.31% |
$251 - $317
|
325
$110K
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1+ 0.09% |
$251 - $317
|
1.08K
$364K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1- 0.12% |
$251 - $317
|
838
$284K
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-1- 0.01% |
$251 - $317
|
14.8K
$5.01M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 0.27% |
$251 - $317
|
376
$127K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-1- 0.01% |
$251 - $317
|
18.6K
$6.3M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1- 0.05% |
$251 - $317
|
1.97K
$666K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-2- 0.11% |
$502 - $634
|
1.74K
$589K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2- 2.6% |
$502 - $634
|
75
$25.4K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-2- 0.02% |
$502 - $634
|
11.8K
$4.01M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2- 0.02% |
$502 - $634
|
11.9K
$4.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3- 2.16% |
$753 - $951
|
136
$46K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-3- 0.34% |
$753 - $951
|
883
$299K
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-3- 0.37% |
$753 - $951
|
803
$272K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-3- 0.14% |
$753 - $951
|
2.19K
$742K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-3- 0.01% |
$753 - $951
|
32.3K
$10.9M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3- 2.44% |
$753 - $951
|
120
$40.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4- 0.05% |
$1K - $1.27K
|
7.9K
$2.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4- 0.43% |
$1K - $1.27K
|
917
$310K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-4- 0.06% |
$1K - $1.27K
|
6.72K
$2.28M
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-4- 0.11% |
$1K - $1.27K
|
3.8K
$1.29M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-5- 0.99% |
$1.26K - $1.58K
|
500
$169K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 26.32% |
$1.26K - $1.58K
|
14
$4.74K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.07% |
$1.26K - $1.58K
|
7.17K
$2.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5- 0.26% |
$1.26K - $1.58K
|
1.92K
$650K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-5- 0.59% |
$1.26K - $1.58K
|
841
$285K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 1.58% |
$1.26K - $1.58K
|
311
$105K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-5- 9.09% |
$1.26K - $1.58K
|
50
$16.9K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5- 5.32% |
$1.26K - $1.58K
|
89
$30.1K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-5- 0.54% |
$1.26K - $1.58K
|
929
$314K
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-7- 0.31% |
$1.76K - $2.22K
|
2.24K
$759K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7- 0.71% |
$1.76K - $2.22K
|
977
$331K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-8- 4.15% |
$2.01K - $2.54K
|
185
$62.6K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8- 0.15% |
$2.01K - $2.54K
|
5.42K
$1.84M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-8- 0.07% |
$2.01K - $2.54K
|
12.1K
$4.09M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-9- 0.41% |
$2.26K - $2.85K
|
2.2K
$744K
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-9- 0.45% |
$2.26K - $2.85K
|
1.98K
$671K
|