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 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
229+ 10.07% |
$43.3K - $51.2K
|
2.5K
$663K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
227+ 2.41% |
$42.9K - $50.7K
|
9.66K
$2.56M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
227+ 9.87% |
$42.9K - $50.7K
|
2.53K
$669K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
226+ 1.83% |
$42.7K - $50.5K
|
12.5K
$3.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
223+ 10.82% |
$42.1K - $49.8K
|
2.28K
$605K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
223New |
$42.1K - $49.8K
|
223
$59K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
216+ 3.35% |
$40.8K - $48.3K
|
6.66K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
215+ 4.52% |
$40.6K - $48K
|
4.97K
$1.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
212+ 2.77% |
$40K - $47.4K
|
7.86K
$2.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
212+ 9.7% |
$40K - $47.4K
|
2.4K
$635K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
211+ 8.82% |
$39.9K - $47.1K
|
2.6K
$689K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
211+ 8.44% |
$39.9K - $47.1K
|
2.71K
$718K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
207+ 0.41% |
$39.1K - $46.2K
|
50.3K
$13.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
207+ 14.87% |
$39.1K - $46.2K
|
1.6K
$423K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
204+ 2.75% |
$38.5K - $45.6K
|
7.63K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
202+ 2.73% |
$38.2K - $45.1K
|
7.6K
$2.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
200+ 0.77% |
$37.8K - $44.7K
|
26.3K
$6.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
200+ 14.29% |
$37.8K - $44.7K
|
1.6K
$424K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
198+ 5.73% |
$37.4K - $44.2K
|
3.65K
$966K
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
198+ 8.6% |
$37.4K - $44.2K
|
2.5K
$661K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
198+ 37.36% |
$37.4K - $44.2K
|
728
$193K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
196+ 30.06% |
$37K - $43.8K
|
848
$224K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
195+ 6.33% |
$36.8K - $43.6K
|
3.28K
$867K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
195+ 2.0% |
$36.8K - $43.6K
|
9.96K
$2.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
193+ 14.24% |
$36.5K - $43.1K
|
1.55K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
193New |
$36.5K - $43.1K
|
193
$51.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
190+ 14.38% |
$35.9K - $42.4K
|
1.51K
$400K
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
187New |
$35.3K - $41.8K
|
187
$49.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
187+ 3.75% |
$35.3K - $41.8K
|
5.18K
$1.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
183+ 9.65% |
$34.6K - $40.9K
|
2.08K
$550K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
181+ 1.69% |
$34.2K - $40.4K
|
10.9K
$2.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
180+ 3.42% |
$34K - $40.2K
|
5.45K
$1.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
179+ 13.37% |
$33.8K - $40K
|
1.52K
$402K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
178+ 1.52% |
$33.6K - $39.8K
|
11.9K
$3.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
177+ 12.87% |
$33.4K - $39.5K
|
1.55K
$411K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
176+ 14.13% |
$33.2K - $39.3K
|
1.42K
$376K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
174+ 3.49% |
$32.9K - $38.9K
|
5.16K
$1.37M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
174+ 3.49% |
$32.9K - $38.9K
|
5.16K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
173+ 3.14% |
$32.7K - $38.6K
|
5.68K
$1.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
172+ 3.26% |
$32.5K - $38.4K
|
5.45K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
171+ 5.56% |
$32.3K - $38.2K
|
3.25K
$860K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
169+ 10.62% |
$31.9K - $37.8K
|
1.76K
$466K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
167+ 0.02% |
$31.5K - $37.3K
|
901K
$239M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
167+ 3.88% |
$31.5K - $37.3K
|
4.47K
$1.18M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
165+ 3.62% |
$31.2K - $36.9K
|
4.72K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
160+ 8.46% |
$30.2K - $35.7K
|
2.05K
$543K
|
|
|
Aug 14, 2023
Q2 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
160+ 2.76% |
$30.2K - $35.7K
|
5.96K
$1.58M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
157+ 10.83% |
$29.7K - $35.1K
|
1.61K
$425K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
150+ 53.57% |
$28.3K - $33.5K
|
430
$114K
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
150+ 1.39% |
$28.3K - $33.5K
|
10.9K
$2.89M
|