Purchases and Sales Made in Q2 2023 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q2 2023. 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 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
2.04K+ 14.02% |
$385K - $456K
|
16.6K
$5.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.01K+ 19.02% |
$379K - $449K
|
12.6K
$4.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2K+ 88.69% |
$378K - $447K
|
4.25K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
2KNew |
$377K - $446K
|
2K
$687K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1.99K+ 44.19% |
$377K - $445K
|
6.51K
$2.24M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.98K+ 65.4% |
$374K - $443K
|
5.01K
$1.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.98K+ 16.43% |
$373K - $442K
|
14K
$4.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.98K+ 121.17% |
$373K - $441K
|
3.61K
$1.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.97K+ 14.55% |
$371K - $439K
|
15.5K
$5.33M
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.95KNew |
$368K - $435K
|
1.95K
$671K
|
|
|
Jul 14, 2023
Q2 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
1.94K+ 25.66% |
$366K - $433K
|
9.49K
$3.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.93KNew |
$365K - $432K
|
1.93K
$666K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.93K+ 16.71% |
$365K - $431K
|
13.5K
$4.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.93K+ 18.19% |
$364K - $430K
|
12.5K
$4.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.92KNew |
$362K - $428K
|
1.92K
$660K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.91KNew |
$361K - $427K
|
1.91K
$659K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.91KNew |
$361K - $427K
|
1.91K
$659K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.91K+ 7.02% |
$361K - $427K
|
29.1K
$10M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.91KNew |
$360K - $426K
|
1.91K
$656K
|
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
BUY
|
- |
1.9K+ 31.99% |
$359K - $424K
|
7.84K
$2.7M
|
|
|
Jul 21, 2023
Q2 2023
|
West End Advisors, LLC
|
BUY
|
- |
1.89K+ 1.05% |
$356K - $421K
|
182K
$62.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.88K+ 89.31% |
$355K - $420K
|
3.99K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.88K+ 9.27% |
$355K - $420K
|
22.1K
$7.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.88KNew |
$354K - $419K
|
1.88K
$646K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.85K+ 1.59% |
$349K - $413K
|
118K
$40.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.84K+ 1.93% |
$347K - $411K
|
97.1K
$33.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.83K+ 36.9% |
$345K - $408K
|
6.78K
$2.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.82K+ 39.9% |
$343K - $406K
|
6.37K
$2.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1.81K+ 3.13% |
$342K - $404K
|
59.6K
$20.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.78K+ 9.15% |
$337K - $398K
|
21.3K
$7.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.77KNew |
$334K - $395K
|
1.77K
$609K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.77K+ 6.95% |
$334K - $394K
|
27.2K
$9.36M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.77KNew |
$333K - $394K
|
1.77K
$608K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
1.75KNew |
$331K - $392K
|
1.75K
$604K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.74KNew |
$329K - $389K
|
1.74K
$600K
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.74K+ 1.1% |
$329K - $389K
|
161K
$55.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.73K+ 105.23% |
$327K - $386K
|
3.37K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.72KNew |
$325K - $385K
|
1.72K
$593K
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
1.71K+ 18.11% |
$323K - $382K
|
11.2K
$3.84M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
1.69K+ 19.5% |
$320K - $378K
|
10.4K
$3.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
1.68K+ 1.26% |
$318K - $376K
|
135K
$46.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
1.67KNew |
$315K - $373K
|
1.67K
$575K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.66K+ 62.1% |
$314K - $371K
|
4.33K
$1.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.65KNew |
$312K - $369K
|
1.65K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Xn LP
New York, NY |
BUY
|
- |
1.65K+ 0.4% |
$312K - $369K
|
412K
$142M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
1.61KNew |
$305K - $360K
|
1.61K
$556K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.61K+ 3.68% |
$304K - $359K
|
45.4K
$15.6M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.59K+ 89.33% |
$301K - $355K
|
3.37K
$1.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
1.59K+ 19.24% |
$300K - $355K
|
9.83K
$3.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.57K+ 7.77% |
$297K - $351K
|
21.8K
$7.51M
|