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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.05KNew |
$1.27M - $1.6M
|
5.05K
$1.74M
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
4.97K+ 2.51% |
$1.25M - $1.57M
|
203K
$69.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.91K+ 59.02% |
$1.23M - $1.56M
|
13.2K
$4.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.91K+ 35.68% |
$1.23M - $1.56M
|
18.7K
$6.43M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.85K+ 5.7% |
$1.22M - $1.54M
|
89.9K
$31M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
4.85K+ 15.13% |
$1.22M - $1.54M
|
36.9K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.84K+ 180.6% |
$1.22M - $1.53M
|
7.52K
$2.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
4.84K+ 86.65% |
$1.21M - $1.53M
|
10.4K
$3.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4.83K+ 31.81% |
$1.21M - $1.53M
|
20K
$6.9M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.78K+ 2.37% |
$1.2M - $1.51M
|
206K
$71.1M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.65K+ 0.9% |
$1.17M - $1.47M
|
524K
$180M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.62K+ 1.88% |
$1.16M - $1.47M
|
251K
$86.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.56KNew |
$1.14M - $1.44M
|
4.56K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.55K+ 20.79% |
$1.14M - $1.44M
|
26.5K
$9.11M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.5K+ 2.17% |
$1.13M - $1.43M
|
212K
$73.2M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4.45K+ 222700.0% |
$1.12M - $1.41M
|
4.46K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4.43KNew |
$1.11M - $1.4M
|
4.43K
$1.53M
|
|
|
May 09, 2024
Q1 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
4.42KNew |
$1.11M - $1.4M
|
4.42K
$1.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.34K+ 24.69% |
$1.09M - $1.38M
|
21.9K
$7.56M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4.33K+ 11.49% |
$1.09M - $1.37M
|
42.1K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
4.32K+ 2.93% |
$1.08M - $1.37M
|
152K
$52.3M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.3K+ 1.07% |
$1.08M - $1.36M
|
408K
$141M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
4.25KNew |
$1.07M - $1.35M
|
4.25K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
4.25K+ 20.65% |
$1.07M - $1.35M
|
24.8K
$8.55M
|
|
|
May 15, 2024
Q1 2024
|
Alta Park Capital, LP
San Francisco, CA |
BUY
|
- |
4.22K+ 4.7% |
$1.06M - $1.34M
|
94K
$32.4M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
4.1KNew |
$1.03M - $1.3M
|
4.1K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.09K+ 3.05% |
$1.03M - $1.29M
|
138K
$47.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
BUY
|
- |
4.07K+ 100.57% |
$1.02M - $1.29M
|
8.12K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.07K+ 0.8% |
$1.02M - $1.29M
|
511K
$176M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
4.06KNew |
$1.02M - $1.29M
|
4.06K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.05K+ 194.38% |
$1.02M - $1.28M
|
6.13K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
4.04KNew |
$1.01M - $1.28M
|
4.04K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
BUY
|
- |
4KNew |
$1M - $1.27M
|
4K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4K+ 4.47% |
$1M - $1.27M
|
93.5K
$32.2M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
3.95K+ 3.53% |
$993K - $1.25M
|
116K
$39.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.94K+ 16.82% |
$990K - $1.25M
|
27.4K
$9.43M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.93K+ 98.82% |
$987K - $1.25M
|
7.91K
$2.72M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
3.93K+ 8.19% |
$986K - $1.24M
|
51.9K
$17.9M
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.92K+ 23.77% |
$984K - $1.24M
|
20.4K
$7.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
3.9K+ 2.63% |
$979K - $1.24M
|
152K
$52.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.89KNew |
$976K - $1.23M
|
3.89K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
3.86KNew |
$970K - $1.22M
|
3.86K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
3.78K+ 38.92% |
$948K - $1.2M
|
13.5K
$4.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.76K+ 51.06% |
$943K - $1.19M
|
11.1K
$3.83M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.71K+ 1.11% |
$932K - $1.18M
|
339K
$117M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.7K+ 39.94% |
$930K - $1.17M
|
13K
$4.47M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.7KNew |
$929K - $1.17M
|
3.7K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.69KNew |
$925K - $1.17M
|
3.69K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.65KNew |
$917K - $1.16M
|
3.65K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.65K+ 21.03% |
$917K - $1.16M
|
21K
$7.24M
|