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 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.7K+ 1.53% |
$2.69M - $3.4M
|
711K
$245M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
10.7K+ 29.8% |
$2.69M - $3.4M
|
46.7K
$16.1M
|
|
|
May 15, 2024
Q1 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
10.5K+ 93.35% |
$2.64M - $3.34M
|
21.8K
$7.51M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
10.5KNew |
$2.63M - $3.32M
|
10.5K
$3.61M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
10.5K+ 36.26% |
$2.63M - $3.31M
|
39.3K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
10.4KNew |
$2.62M - $3.3M
|
10.4K
$3.59M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
10.3K+ 101.49% |
$2.58M - $3.26M
|
20.4K
$7.03M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.2K+ 10.96% |
$2.55M - $3.22M
|
103K
$35.4M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.2K+ 2.03% |
$2.55M - $3.22M
|
511K
$176M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.96K+ 9.41% |
$2.5M - $3.16M
|
116K
$39.9M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.94K+ 21.67% |
$2.5M - $3.15M
|
55.8K
$19.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
9.94K+ 2.07% |
$2.49M - $3.15M
|
491K
$169M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.82K+ 10.32% |
$2.47M - $3.11M
|
105K
$36.2M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.79K+ 80.68% |
$2.46M - $3.1M
|
21.9K
$7.55M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
9.75K+ 33.97% |
$2.45M - $3.09M
|
38.4K
$13.2M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
9.67K+ 1.99% |
$2.43M - $3.06M
|
496K
$171M
|
|
|
May 15, 2024
Q1 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
9.59KNew |
$2.41M - $3.04M
|
9.59K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
9.51K+ 5.75% |
$2.39M - $3.01M
|
175K
$60.3M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
9.37K+ 2.38% |
$2.35M - $2.97M
|
403K
$139M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.35K+ 18.71% |
$2.35M - $2.96M
|
59.3K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
9.31KNew |
$2.34M - $2.95M
|
9.31K
$3.21M
|
|
|
May 10, 2024
Q1 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
9.28KNew |
$2.33M - $2.94M
|
9.28K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
9.25K+ 1.95% |
$2.32M - $2.93M
|
484K
$167M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.16K+ 7.97% |
$2.3M - $2.9M
|
124K
$42.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8.97KNew |
$2.25M - $2.84M
|
8.97K
$3.09M
|
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
8.89KNew |
$2.23M - $2.82M
|
8.89K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.89K+ 7.26% |
$2.23M - $2.82M
|
131K
$45.2M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.79K+ 15.86% |
$2.21M - $2.79M
|
64.2K
$22.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.74K+ 190.29% |
$2.2M - $2.77M
|
13.3K
$4.59M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.73K+ 7.08% |
$2.19M - $2.77M
|
132K
$45.5M
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
8.64K+ 27.53% |
$2.17M - $2.74M
|
40K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
8.61KNew |
$2.16M - $2.73M
|
8.61K
$2.97M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.6K+ 1126.05% |
$2.16M - $2.73M
|
9.37K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.56KNew |
$2.15M - $2.71M
|
8.56K
$2.95M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.47K+ 10.0% |
$2.13M - $2.68M
|
93.2K
$32.1M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
8.35K+ 75890.91% |
$2.1M - $2.65M
|
8.36K
$2.88M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.33K+ 11.73% |
$2.09M - $2.64M
|
79.4K
$27.3M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.19K+ 107.24% |
$2.06M - $2.59M
|
15.8K
$5.45M
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
8.05K+ 28746.43% |
$2.02M - $2.55M
|
8.08K
$2.78M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
8.04K+ 569.12% |
$2.02M - $2.55M
|
9.45K
$3.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
8.02K+ 393.13% |
$2.01M - $2.54M
|
10.1K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
7.94K+ 180.36% |
$1.99M - $2.52M
|
12.3K
$4.25M
|
|
|
May 15, 2024
Q1 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
7.84KNew |
$1.97M - $2.48M
|
7.84K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.73K+ 663.69% |
$1.94M - $2.45M
|
8.9K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
7.68KNew |
$1.93M - $2.43M
|
7.68K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
7.63K+ 3.07% |
$1.92M - $2.42M
|
256K
$88.3M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
7.55K+ 80.05% |
$1.9M - $2.39M
|
17K
$5.85M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.53K+ 93.51% |
$1.89M - $2.39M
|
15.6K
$5.37M
|
|
|
May 15, 2024
Q1 2024
|
Bwcp, LP
Dallas, TX |
BUY
|
- |
7.52K+ 14.71% |
$1.89M - $2.38M
|
58.7K
$20.2M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
7.48KNew |
$1.88M - $2.37M
|
7.48K
$2.58M
|