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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.55K+ 15.03% |
$293K - $346K
|
11.9K
$4.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.51KNew |
$286K - $338K
|
1.51K
$521K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.5K+ 31.25% |
$283K - $335K
|
6.3K
$2.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.49KNew |
$281K - $332K
|
1.49K
$513K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.48K+ 12.1% |
$280K - $331K
|
13.7K
$4.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
1.48K+ 34.74% |
$279K - $330K
|
5.74K
$1.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 244.94% |
$279K - $330K
|
2.08K
$716K
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.47KNew |
$278K - $329K
|
1.47K
$507K
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.47K+ 22.92% |
$278K - $329K
|
7.89K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
1.47KNew |
$277K - $328K
|
1.47K
$506K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.46KNew |
$276K - $327K
|
1.46K
$504K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.43KNew |
$270K - $320K
|
1.43K
$493K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.43K+ 45.51% |
$270K - $319K
|
4.57K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
1.42KNew |
$267K - $316K
|
1.42K
$488K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 4.34% |
$267K - $316K
|
34K
$11.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1.41KNew |
$266K - $315K
|
1.41K
$485K
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.4KNew |
$265K - $313K
|
1.4K
$483K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.4K+ 11.1% |
$265K - $313K
|
14K
$4.83M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
1.4KNew |
$264K - $312K
|
1.4K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$264K - $312K
|
1.4K
$480K
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.38KNew |
$261K - $308K
|
1.38K
$476K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
1.35KNew |
$254K - $300K
|
1.35K
$463K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.33K+ 2.73% |
$252K - $298K
|
50.1K
$17.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.33KNew |
$251K - $296K
|
1.33K
$457K
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.31K+ 76.47% |
$248K - $293K
|
3.03K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.31K+ 581.33% |
$247K - $292K
|
1.53K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.31K+ 10.59% |
$247K - $292K
|
13.6K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 8.52% |
$246K - $291K
|
16.6K
$5.71M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.28K+ 112.87% |
$242K - $286K
|
2.41K
$831K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.26KNew |
$239K - $282K
|
1.26K
$435K
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.26KNew |
$238K - $282K
|
1.26K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.26K+ 33.97% |
$238K - $281K
|
4.97K
$1.71M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.25KNew |
$237K - $280K
|
1.25K
$432K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.25K+ 6.97% |
$236K - $280K
|
19.2K
$6.62M
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.25KNew |
$236K - $279K
|
1.25K
$430K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.25K+ 6.46% |
$235K - $278K
|
20.5K
$7.08M
|
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.22KNew |
$231K - $273K
|
1.22K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.22K+ 370.0% |
$231K - $273K
|
1.55K
$534K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.22KNew |
$230K - $273K
|
1.22K
$420K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.22K+ 0.72% |
$230K - $273K
|
171K
$58.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.22K+ 4.9% |
$230K - $271K
|
26K
$8.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.21K+ 45.65% |
$228K - $270K
|
3.85K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.2K+ 21.97% |
$226K - $267K
|
6.63K
$2.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.17K+ 3.66% |
$220K - $261K
|
33.1K
$11.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.16K+ 10.57% |
$220K - $260K
|
12.2K
$4.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 2.39% |
$219K - $260K
|
49.7K
$17.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.15K+ 30.09% |
$217K - $257K
|
4.97K
$1.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.14KNew |
$216K - $255K
|
1.14K
$393K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.14KNew |
$215K - $255K
|
1.14K
$393K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.14KNew |
$215K - $254K
|
1.14K
$392K
|