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
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
18.5K+ 3.37% |
$4.64M - $5.85M
|
566K
$195M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
18.5K+ 2.34% |
$4.64M - $5.85M
|
808K
$278M
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
BUY
|
- |
18.4KNew |
$4.62M - $5.83M
|
18.4K
$6.33M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
18.3K+ 6.3% |
$4.6M - $5.8M
|
309K
$106M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.3K+ 56.23% |
$4.59M - $5.79M
|
50.8K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
18.1K+ 186.38% |
$4.54M - $5.73M
|
27.8K
$9.57M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18K+ 895.08% |
$4.52M - $5.7M
|
20K
$6.89M
|
|
|
May 15, 2024
Q1 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
18KNew |
$4.52M - $5.7M
|
18K
$6.19M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
17.9K+ 4.71% |
$4.49M - $5.66M
|
397K
$137M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
17.5K+ 386.82% |
$4.38M - $5.53M
|
22K
$7.57M
|
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
BUY
|
- |
17.4K+ 12.52% |
$4.37M - $5.51M
|
156K
$53.8M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.3K+ 16.33% |
$4.36M - $5.5M
|
124K
$42.6M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.7K+ 144.27% |
$4.19M - $5.28M
|
28.2K
$9.72M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.5K+ 6.1% |
$4.15M - $5.24M
|
288K
$99.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
16.5KNew |
$4.14M - $5.22M
|
16.5K
$5.68M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16.3K+ 8.68% |
$4.09M - $5.16M
|
204K
$70.2M
|
|
|
May 08, 2024
Q1 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
16K+ 7.23% |
$4.01M - $5.06M
|
237K
$81.6M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
15.9K+ 0.51% |
$3.99M - $5.04M
|
3.14M
$1.08B
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15.9K+ 485.15% |
$3.98M - $5.02M
|
19.1K
$6.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.7K+ 5.35% |
$3.95M - $4.99M
|
310K
$107M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
15.3K+ 274.14% |
$3.84M - $4.84M
|
20.9K
$7.18M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
15K+ 39.87% |
$3.76M - $4.75M
|
52.6K
$18.1M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
14.9KNew |
$3.74M - $4.72M
|
14.9K
$5.13M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
14.2K+ 55.82% |
$3.56M - $4.49M
|
39.5K
$13.6M
|
|
|
May 01, 2024
Q1 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
14.2KNew |
$3.55M - $4.48M
|
14.2K
$4.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
14.1K+ 237.17% |
$3.53M - $4.46M
|
20K
$6.89M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
14K+ 91.56% |
$3.5M - $4.42M
|
29.2K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
13.4K+ 151.05% |
$3.35M - $4.23M
|
22.2K
$7.64M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.2K+ 0.89% |
$3.32M - $4.19M
|
1.5M
$517M
|
|
|
May 15, 2024
Q1 2024
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
13.2K+ 23.34% |
$3.32M - $4.19M
|
69.8K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Jericho Capital Asset Management L.P.
New York, NY |
BUY
|
- |
13K+ 3.83% |
$3.26M - $4.12M
|
352K
$121M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.9KNew |
$3.25M - $4.1M
|
12.9K
$4.45M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
12.9KNew |
$3.25M - $4.1M
|
12.9K
$4.45M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$3.24M - $4.09M
|
12.9K
$4.44M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
12.4K+ 249.87% |
$3.12M - $3.94M
|
17.4K
$6M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
12.4K+ 259.68% |
$3.11M - $3.92M
|
17.1K
$5.9M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3K+ 6.09% |
$3.09M - $3.89M
|
214K
$73.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
12K+ 172.81% |
$3.02M - $3.81M
|
19K
$6.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6K+ 1.15% |
$2.92M - $3.69M
|
1.02M
$351M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 10.35% |
$2.92M - $3.68M
|
124K
$42.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
11.6K+ 9.22% |
$2.92M - $3.68M
|
138K
$47.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
11.6K+ 22.88% |
$2.9M - $3.66M
|
62.1K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
11.4KNew |
$2.87M - $3.62M
|
11.4K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
11.4KNew |
$2.86M - $3.61M
|
11.4K
$3.92M
|
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
11.3KNew |
$2.85M - $3.59M
|
11.3K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
11.2K+ 6.82% |
$2.81M - $3.54M
|
175K
$60.3M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.1K+ 18.52% |
$2.8M - $3.53M
|
71.3K
$24.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
11K+ 1454.55% |
$2.77M - $3.5M
|
11.8K
$4.06M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10.9K+ 4.43% |
$2.75M - $3.47M
|
258K
$88.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
10.8K+ 96.08% |
$2.72M - $3.43M
|
22.1K
$7.61M
|