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
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
963+ 34.48% |
$182K - $215K
|
3.76K
$994K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
962New |
$182K - $215K
|
962
$255K
|
|
|
Jul 28, 2023
Q2 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
960+ 4.6% |
$181K - $214K
|
21.8K
$5.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
957New |
$181K - $214K
|
957
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
957New |
$181K - $214K
|
957
$253K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
953New |
$180K - $213K
|
953
$252K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
949+ 3.05% |
$179K - $212K
|
32.1K
$8.49M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
949+ 2.45% |
$179K - $212K
|
39.7K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
948New |
$179K - $212K
|
948
$251K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
943+ 2.52% |
$178K - $211K
|
38.3K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
943+ 1.05% |
$178K - $211K
|
90.4K
$23.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
918+ 46.27% |
$173K - $205K
|
2.9K
$768K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
917+ 0.9% |
$173K - $205K
|
103K
$27.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
914+ 8.29% |
$173K - $204K
|
11.9K
$3.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
908+ 11.39% |
$172K - $203K
|
8.88K
$2.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
908New |
$172K - $203K
|
908
$240K
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
900+ 2.01% |
$170K - $201K
|
45.8K
$12.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
897+ 4.44% |
$169K - $200K
|
21.1K
$5.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
885+ 73.69% |
$167K - $198K
|
2.09K
$552K
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
878New |
$166K - $196K
|
878
$232K
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
864+ 2.51% |
$163K - $193K
|
35.3K
$9.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
859+ 20.93% |
$162K - $192K
|
4.96K
$1.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
851+ 4.85% |
$161K - $190K
|
18.4K
$4.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
850+ 0.84% |
$161K - $190K
|
102K
$26.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
840+ 52.3% |
$159K - $188K
|
2.45K
$647K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
840New |
$159K - $188K
|
840
$222K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
838+ 5.67% |
$158K - $187K
|
15.6K
$4.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
834+ 3.1% |
$158K - $186K
|
27.7K
$7.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
832+ 1.21% |
$157K - $186K
|
69.9K
$18.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
831+ 7.19% |
$157K - $186K
|
12.4K
$3.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
829+ 112.18% |
$157K - $185K
|
1.57K
$415K
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
810+ 12.24% |
$153K - $181K
|
7.43K
$1.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
783+ 1.91% |
$148K - $175K
|
41.9K
$11.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
766+ 2.08% |
$145K - $171K
|
37.6K
$9.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
760+ 5.45% |
$144K - $170K
|
14.7K
$3.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
758+ 12.26% |
$143K - $169K
|
6.94K
$1.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
749+ 1.81% |
$141K - $167K
|
42.1K
$11.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
736+ 17.58% |
$139K - $164K
|
4.92K
$1.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
731+ 62.37% |
$138K - $163K
|
1.9K
$504K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
728+ 1.78% |
$138K - $163K
|
41.7K
$11M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
726New |
$137K - $162K
|
726
$192K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
722+ 50.03% |
$136K - $161K
|
2.17K
$573K
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
720+ 40.86% |
$136K - $161K
|
2.48K
$657K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
712+ 5.64% |
$134K - $159K
|
13.3K
$3.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
699+ 20.82% |
$132K - $156K
|
4.06K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
691+ 40.22% |
$131K - $154K
|
2.41K
$638K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
688+ 1.47% |
$130K - $154K
|
47.3K
$12.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
676+ 16.12% |
$128K - $151K
|
4.87K
$1.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
671+ 4.3% |
$127K - $150K
|
16.3K
$4.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
668+ 25.69% |
$126K - $149K
|
3.27K
$865K
|