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 13, 2024
Q1 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
3.86KNew |
$970K - $1.22M
|
3.86K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
3.78K+ 38.92% |
$948K - $1.2M
|
13.5K
$3.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.76K+ 51.06% |
$943K - $1.19M
|
11.1K
$2.9M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.71K+ 1.11% |
$932K - $1.18M
|
339K
$88.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.7K+ 39.94% |
$930K - $1.17M
|
13K
$3.38M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.7KNew |
$929K - $1.17M
|
3.7K
$964K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.69KNew |
$925K - $1.17M
|
3.69K
$960K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.65KNew |
$917K - $1.16M
|
3.65K
$952K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.65K+ 21.03% |
$917K - $1.16M
|
21K
$5.48M
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3.65K+ 131.74% |
$916K - $1.16M
|
6.42K
$1.67M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.63KNew |
$911K - $1.15M
|
3.63K
$946K
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
3.61K+ 16.99% |
$906K - $1.14M
|
24.8K
$6.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.54K+ 61.58% |
$889K - $1.12M
|
9.29K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.54K+ 0.1% |
$888K - $1.12M
|
3.48M
$907M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
3.52K+ 17.59% |
$884K - $1.12M
|
23.5K
$6.14M
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.52K+ 14.43% |
$884K - $1.12M
|
27.9K
$7.27M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.51KNew |
$882K - $1.11M
|
3.51K
$916K
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.51KNew |
$882K - $1.11M
|
3.51K
$916K
|
|
|
May 15, 2024
Q1 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
3.5K+ 30.43% |
$879K - $1.11M
|
15K
$3.91M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.5K+ 4.12% |
$879K - $1.11M
|
88.4K
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.5K+ 59.67% |
$878K - $1.11M
|
9.36K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.49KNew |
$876K - $1.1M
|
3.49K
$909K
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.48K+ 3.34% |
$875K - $1.1M
|
108K
$28.1M
|
|
|
May 14, 2024
Q1 2024
|
Rdst Capital LLC
Seattle, WA |
BUY
|
- |
3.47K+ 3.76% |
$870K - $1.1M
|
95.6K
$24.9M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.45K+ 51.94% |
$865K - $1.09M
|
10.1K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.4K+ 2.32% |
$855K - $1.08M
|
150K
$39.1M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.38KNew |
$848K - $1.07M
|
3.38K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.36K+ 36.06% |
$843K - $1.06M
|
12.7K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.33K+ 25.79% |
$835K - $1.05M
|
16.2K
$4.23M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.31K+ 13.97% |
$832K - $1.05M
|
27K
$7.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.3K+ 2.21% |
$828K - $1.05M
|
152K
$39.7M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.29K+ 8.17% |
$825K - $1.04M
|
43.5K
$11.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3.26K+ 12.87% |
$818K - $1.03M
|
28.6K
$7.45M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.22KNew |
$808K - $1.02M
|
3.22K
$838K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.19K+ 15.41% |
$800K - $1.01M
|
23.9K
$6.22M
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.15KNew |
$792K - $999K
|
3.15K
$822K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.11K+ 381.6% |
$781K - $985K
|
3.93K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.11K+ 10.55% |
$781K - $985K
|
32.6K
$8.49M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
3.1K+ 23.3% |
$779K - $983K
|
16.4K
$4.28M
|
|
|
May 03, 2024
Q1 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
3.09K+ 4.8% |
$777K - $980K
|
67.5K
$17.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.06K+ 51.26% |
$769K - $970K
|
9.04K
$2.36M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.04K+ 5.1% |
$762K - $962K
|
62.5K
$16.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.02K+ 196.61% |
$758K - $957K
|
4.56K
$1.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.02K+ 229.28% |
$757K - $955K
|
4.33K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3K+ 30.0% |
$753K - $951K
|
13K
$3.39M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3KNew |
$753K - $951K
|
3K
$782K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2.99KNew |
$751K - $947K
|
2.99K
$779K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.99K+ 10.12% |
$751K - $947K
|
32.5K
$8.48M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
2.98K+ 18.25% |
$749K - $946K
|
19.3K
$5.04M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.96K+ 36.98% |
$742K - $936K
|
10.9K
$2.85M
|