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 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
652+ 13.1% |
$123K - $146K
|
5.63K
$1.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
651+ 12.68% |
$123K - $145K
|
5.79K
$1.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
651+ 27.82% |
$123K - $145K
|
2.99K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
645+ 3.31% |
$122K - $144K
|
20.1K
$6.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
641+ 3.85% |
$121K - $143K
|
17.3K
$5.91M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
629+ 3.9% |
$119K - $141K
|
16.7K
$5.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
622+ 740.48% |
$117K - $139K
|
706
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
617+ 3.74% |
$117K - $138K
|
17.1K
$5.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
616+ 22.38% |
$116K - $138K
|
3.37K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
616+ 5.08% |
$116K - $138K
|
12.7K
$4.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
615+ 114.95% |
$116K - $137K
|
1.15K
$393K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
614+ 8.98% |
$116K - $137K
|
7.46K
$2.55M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
608+ 8.96% |
$115K - $136K
|
7.39K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
605+ 3.08% |
$114K - $135K
|
20.2K
$6.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
601+ 36.18% |
$114K - $134K
|
2.26K
$773K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
600New |
$113K - $134K
|
600
$205K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
594+ 54.25% |
$112K - $133K
|
1.69K
$577K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
593+ 3.24% |
$112K - $132K
|
18.9K
$6.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
590+ 2269.23% |
$111K - $132K
|
616
$210K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
588New |
$111K - $131K
|
588
$201K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
583+ 2.27% |
$110K - $130K
|
26.3K
$8.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
581+ 4.8% |
$110K - $130K
|
12.7K
$4.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
578+ 10.86% |
$109K - $129K
|
5.9K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
578+ 2.34% |
$109K - $129K
|
25.3K
$8.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
578+ 862.69% |
$109K - $129K
|
645
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
576+ 5.24% |
$109K - $129K
|
11.6K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
573+ 9.66% |
$108K - $128K
|
6.5K
$2.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
567+ 211.57% |
$107K - $127K
|
835
$285K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
563+ 1.47% |
$106K - $126K
|
38.9K
$13.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
557+ 45.58% |
$105K - $124K
|
1.78K
$608K
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
556+ 1.21% |
$105K - $124K
|
46.5K
$15.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
540+ 288.77% |
$102K - $121K
|
727
$248K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
522+ 5.67% |
$98.6K - $117K
|
9.72K
$3.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
515+ 10.2% |
$97.3K - $115K
|
5.57K
$1.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
514+ 1.73% |
$97.1K - $115K
|
30.3K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
514+ 0.23% |
$97.1K - $115K
|
226K
$77.1M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
512+ 16.06% |
$96.7K - $114K
|
3.7K
$1.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
501+ 5.02% |
$94.6K - $112K
|
10.5K
$3.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Harvest Management LLC
New York, NY |
BUY
|
- |
500+ 38.46% |
$94.4K - $112K
|
1.8K
$615K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
499+ 45.12% |
$94.3K - $111K
|
1.61K
$548K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
496+ 5.3% |
$93.7K - $111K
|
9.85K
$3.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
495+ 1.85% |
$93.5K - $111K
|
27.3K
$9.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
BUY
|
- |
493+ 34.09% |
$93.1K - $110K
|
1.94K
$663K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
493+ 21.1% |
$93.1K - $110K
|
2.83K
$967K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
492New |
$92.9K - $110K
|
492
$168K
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
488+ 2.65% |
$92.2K - $109K
|
18.9K
$6.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
481+ 7.57% |
$90.9K - $107K
|
6.83K
$2.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
479+ 1.55% |
$90.5K - $107K
|
31.3K
$10.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
475+ 17.37% |
$89.7K - $106K
|
3.21K
$1.1M
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
472+ 33.64% |
$89.2K - $105K
|
1.88K
$641K
|