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 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
7.43K+ 710.53% |
$1.86M - $2.35M
|
8.47K
$2.92M
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
7.41K+ 1.63% |
$1.86M - $2.35M
|
463K
$159M
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
7.29K+ 57.67% |
$1.83M - $2.31M
|
19.9K
$6.86M
|
|
May 14, 2024
Q1 2024
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
7.26K+ 19.99% |
$1.82M - $2.3M
|
43.6K
$15M
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.19KNew |
$1.81M - $2.28M
|
7.19K
$2.48M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.16K+ 17.85% |
$1.8M - $2.27M
|
47.3K
$16.3M
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
6.95K+ 83.39% |
$1.75M - $2.2M
|
15.3K
$5.27M
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
6.93KNew |
$1.74M - $2.2M
|
6.93K
$2.39M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.87K+ 175.85% |
$1.72M - $2.18M
|
10.8K
$3.71M
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.77KNew |
$1.7M - $2.14M
|
6.77K
$2.33M
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
6.73K+ 8.85% |
$1.69M - $2.13M
|
82.7K
$28.5M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.69K+ 37.5% |
$1.68M - $2.12M
|
24.5K
$8.45M
|
|
May 13, 2024
Q1 2024
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
6.54K+ 2.17% |
$1.64M - $2.07M
|
308K
$106M
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
BUY
|
- |
6.53K+ 2.75% |
$1.64M - $2.07M
|
244K
$84.1M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.49K+ 30.19% |
$1.63M - $2.06M
|
28K
$9.64M
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.38K+ 7.8% |
$1.6M - $2.02M
|
88.2K
$30.4M
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
6.3K+ 12.36% |
$1.58M - $2M
|
57.3K
$19.7M
|
|
May 15, 2024
Q1 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
6.26KNew |
$1.57M - $1.98M
|
6.26K
$2.16M
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
6.21KNew |
$1.56M - $1.97M
|
6.21K
$2.14M
|
|
May 14, 2024
Q1 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6.2K+ 25.64% |
$1.56M - $1.96M
|
30.4K
$10.5M
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
6.17K+ 144.25% |
$1.55M - $1.95M
|
10.4K
$3.6M
|
|
May 07, 2024
Q1 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
6.14K+ 106.54% |
$1.54M - $1.95M
|
11.9K
$4.1M
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6.11K+ 0.04% |
$1.53M - $1.93M
|
13.7M
$4.72B
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
6.06K+ 2.96% |
$1.52M - $1.92M
|
211K
$72.6M
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
6.03KNew |
$1.51M - $1.91M
|
6.03K
$2.08M
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.02KNew |
$1.51M - $1.91M
|
6.02K
$2.07M
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.96K+ 7.68% |
$1.5M - $1.89M
|
83.6K
$28.8M
|
|
May 07, 2024
Q1 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
5.93K+ 3.11% |
$1.49M - $1.88M
|
197K
$67.8M
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.92K+ 35.26% |
$1.49M - $1.88M
|
22.7K
$7.82M
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
5.88K+ 32.59% |
$1.48M - $1.86M
|
23.9K
$8.23M
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
5.86K+ 13.39% |
$1.47M - $1.86M
|
49.7K
$17.1M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.85K+ 27.58% |
$1.47M - $1.85M
|
27.1K
$9.33M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.53K+ 134.03% |
$1.39M - $1.75M
|
9.66K
$3.33M
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.53K+ 2063.43% |
$1.39M - $1.75M
|
5.8K
$2M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.47K+ 79.31% |
$1.37M - $1.73M
|
12.4K
$4.26M
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.38K+ 17.14% |
$1.35M - $1.7M
|
36.7K
$12.7M
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.37KNew |
$1.35M - $1.7M
|
5.37K
$1.85M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.36K+ 7.76% |
$1.35M - $1.7M
|
74.5K
$25.6M
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
5.34KNew |
$1.34M - $1.69M
|
5.34K
$1.84M
|
|
May 10, 2024
Q1 2024
|
Barrier Capital Management, LLC
San Francisco, CA |
BUY
|
- |
5.34K+ 20.6% |
$1.34M - $1.69M
|
31.3K
$10.8M
|
|
Apr 22, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
5.34KNew |
$1.34M - $1.69M
|
5.34K
$1.84M
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
5.32K+ 2.31% |
$1.34M - $1.68M
|
236K
$81.2M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.3K+ 12.06% |
$1.33M - $1.68M
|
49.3K
$17M
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.26K+ 88.59% |
$1.32M - $1.67M
|
11.2K
$3.85M
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5.25K+ 130.27% |
$1.32M - $1.66M
|
9.28K
$3.2M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.2K+ 544.35% |
$1.31M - $1.65M
|
6.16K
$2.12M
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.14K+ 1605.62% |
$1.29M - $1.63M
|
5.46K
$1.88M
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
5.13KNew |
$1.29M - $1.62M
|
5.13K
$1.77M
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
5.1K+ 2.09% |
$1.28M - $1.62M
|
249K
$85.7M
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
5.09KNew |
$1.28M - $1.61M
|
5.09K
$1.75M
|