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 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
111+ 9.77% |
$21K - $24.8K
|
1.25K
$426K
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
110+ 3.27% |
$20.8K - $24.6K
|
3.47K
$1.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
109+ 5.12% |
$20.6K - $24.3K
|
2.24K
$765K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
107New |
$20.2K - $23.9K
|
107
$36.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
107+ 4.88% |
$20.2K - $23.9K
|
2.3K
$786K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
105New |
$19.8K - $23.5K
|
105
$35.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
104+ 3.88% |
$19.6K - $23.2K
|
2.79K
$952K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
102+ 3.33% |
$19.3K - $22.8K
|
3.17K
$1.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
101+ 374.07% |
$19.1K - $22.6K
|
128
$43.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
101+ 5.25% |
$19.1K - $22.6K
|
2.02K
$692K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
101New |
$19.1K - $22.6K
|
101
$34.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
100+ 2.45% |
$18.9K - $22.3K
|
4.18K
$1.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
100+ 7.57% |
$18.9K - $22.3K
|
1.42K
$486K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
99+ 5.84% |
$18.7K - $22.1K
|
1.8K
$613K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
98New |
$18.5K - $21.9K
|
98
$33.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
98+ 6.16% |
$18.5K - $21.9K
|
1.69K
$577K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
98+ 4.7% |
$18.5K - $21.9K
|
2.19K
$747K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
96+ 2.32% |
$18.1K - $21.4K
|
4.24K
$1.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
96+ 1.01% |
$18.1K - $21.4K
|
9.56K
$3.27M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
95+ 9.03% |
$17.9K - $21.2K
|
1.15K
$392K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
95+ 7.12% |
$17.9K - $21.2K
|
1.43K
$488K
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
95+ 5.69% |
$17.9K - $21.2K
|
1.77K
$603K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
95+ 1.33% |
$17.9K - $21.2K
|
7.23K
$2.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
93+ 0.34% |
$17.6K - $20.8K
|
27.5K
$9.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
92+ 1.9% |
$17.4K - $20.6K
|
4.92K
$1.68M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
92+ 0.51% |
$17.4K - $20.6K
|
18.2K
$6.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
92+ 3.06% |
$17.4K - $20.6K
|
3.1K
$1.06M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
92+ 16.14% |
$17.4K - $20.6K
|
662
$226K
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
90+ 2.3% |
$17K - $20.1K
|
4K
$1.37M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
88+ 7.39% |
$16.6K - $19.7K
|
1.28K
$437K
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
88+ 0.64% |
$16.6K - $19.7K
|
13.8K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
87+ 6.74% |
$16.4K - $19.4K
|
1.38K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
87+ 3.97% |
$16.4K - $19.4K
|
2.28K
$779K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
86+ 3.58% |
$16.2K - $19.2K
|
2.49K
$850K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
86+ 1.49% |
$16.2K - $19.2K
|
5.87K
$2M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
85+ 1.31% |
$16.1K - $19K
|
6.57K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
85+ 340.0% |
$16.1K - $19K
|
110
$37.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
84+ 0.5% |
$15.9K - $18.8K
|
16.8K
$5.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
84+ 0.52% |
$15.9K - $18.8K
|
16.3K
$5.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
84New |
$15.9K - $18.8K
|
84
$28.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
82+ 1.48% |
$15.5K - $18.3K
|
5.62K
$1.92M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
81+ 3.35% |
$15.3K - $18.1K
|
2.5K
$855K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
81+ 1.31% |
$15.3K - $18.1K
|
6.28K
$2.15M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
81+ 3.36% |
$15.3K - $18.1K
|
2.49K
$852K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
81+ 3.35% |
$15.3K - $18.1K
|
2.5K
$855K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
80+ 0.44% |
$15.1K - $17.9K
|
18.3K
$6.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
79+ 7.1% |
$14.9K - $17.6K
|
1.19K
$407K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
79+ 1.06% |
$14.9K - $17.6K
|
7.55K
$2.58M
|
|
|
Aug 16, 2023
Q2 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
79+ 4.12% |
$14.9K - $17.6K
|
2K
$682K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
78+ 0.72% |
$14.7K - $17.4K
|
10.9K
$3.73M
|