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 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
336+ 5.3% |
$63.5K - $75.1K
|
6.68K
$2.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
336+ 5.92% |
$63.5K - $75.1K
|
6.01K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
335+ 128.35% |
$63.3K - $74.8K
|
596
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
332+ 24.89% |
$62.7K - $74.2K
|
1.67K
$569K
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
329+ 3.31% |
$62.1K - $73.5K
|
10.3K
$3.51M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
329+ 5.34% |
$62.1K - $73.5K
|
6.49K
$2.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
328+ 0.68% |
$62K - $73.3K
|
48.5K
$16.6M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
325+ 96.73% |
$61.4K - $72.6K
|
661
$226K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
324+ 16200.0% |
$61.2K - $72.4K
|
326
$111K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
324+ 9.05% |
$61.2K - $72.4K
|
3.91K
$1.33M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
324+ 9.05% |
$61.2K - $72.4K
|
3.91K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
323+ 4.93% |
$61K - $72.2K
|
6.88K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
322+ 6.0% |
$60.8K - $71.9K
|
5.69K
$1.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
321+ 17.14% |
$60.6K - $71.7K
|
2.19K
$750K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
319+ 4.78% |
$60.3K - $71.3K
|
6.99K
$2.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
316+ 1.27% |
$59.7K - $70.6K
|
25.2K
$8.61M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
314New |
$59.3K - $70.1K
|
314
$107K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
314+ 24.34% |
$59.3K - $70.1K
|
1.6K
$548K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
309+ 26.55% |
$58.4K - $69K
|
1.47K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
309+ 8.92% |
$58.4K - $69K
|
3.77K
$1.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
308+ 0.65% |
$58.2K - $68.8K
|
47.5K
$16.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
306+ 14.04% |
$57.8K - $68.4K
|
2.49K
$849K
|
|
|
Jul 18, 2023
Q2 2023
|
Wd Rutherford LLC
|
BUY
|
- |
305+ 3.27% |
$57.6K - $68.1K
|
9.62K
$3.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
304+ 0.55% |
$57.4K - $67.9K
|
55.5K
$18.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
304+ 27.36% |
$57.4K - $67.9K
|
1.42K
$484K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
302+ 7.76% |
$57K - $67.5K
|
4.19K
$1.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
300+ 0.18% |
$56.7K - $67K
|
170K
$58.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
300New |
$56.7K - $67K
|
300
$103K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
295+ 2.25% |
$55.7K - $65.9K
|
13.4K
$4.58M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
288+ 1.0% |
$54.4K - $64.3K
|
29.2K
$9.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
282+ 0.69% |
$53.3K - $63K
|
41.2K
$14.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
273+ 5.1% |
$51.6K - $61K
|
5.63K
$1.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
273+ 10.51% |
$51.6K - $61K
|
2.87K
$981K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
272New |
$51.4K - $60.8K
|
272
$92.9K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
271+ 1.84% |
$51.2K - $60.5K
|
15K
$5.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
261New |
$49.3K - $58.3K
|
261
$89.2K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
255+ 1.08% |
$48.2K - $57K
|
23.9K
$8.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
254+ 9.28% |
$48K - $56.7K
|
2.99K
$1.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
252+ 1680.0% |
$47.6K - $56.3K
|
267
$91.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
251+ 7.95% |
$47.4K - $56.1K
|
3.41K
$1.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
249+ 5.03% |
$47K - $55.6K
|
5.2K
$1.78M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
244+ 1161.9% |
$46.1K - $54.5K
|
265
$90.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
244+ 10.62% |
$46.1K - $54.5K
|
2.54K
$869K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
241+ 0.87% |
$45.5K - $53.8K
|
27.8K
$9.51M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
239+ 16.66% |
$45.1K - $53.4K
|
1.67K
$572K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
237+ 44.89% |
$44.8K - $52.9K
|
765
$261K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
236New |
$44.6K - $52.7K
|
236
$80.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
231+ 2.01% |
$43.6K - $51.6K
|
11.7K
$4.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
230+ 18.05% |
$43.4K - $51.4K
|
1.5K
$514K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
229+ 10.07% |
$43.3K - $51.2K
|
2.5K
$856K
|