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 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
41+ 0.7% |
$7.74K - $9.16K
|
5.86K
$1.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
41+ 3.43% |
$7.74K - $9.16K
|
1.24K
$418K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
40+ 2.15% |
$7.56K - $8.94K
|
1.9K
$644K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.69% |
$7.56K - $8.94K
|
1.53K
$517K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
40+ 1.27% |
$7.56K - $8.94K
|
3.2K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
40+ 1.52% |
$7.56K - $8.94K
|
2.67K
$904K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
39+ 557.14% |
$7.37K - $8.71K
|
46
$15.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
39+ 3.53% |
$7.37K - $8.71K
|
1.14K
$387K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
39+ 1.94% |
$7.37K - $8.71K
|
2.05K
$692K
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
38+ 1.79% |
$7.18K - $8.49K
|
2.16K
$730K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
38+ 2.21% |
$7.18K - $8.49K
|
1.76K
$594K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
38+ 2.58% |
$7.18K - $8.49K
|
1.51K
$512K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
37+ 0.65% |
$6.99K - $8.27K
|
5.73K
$1.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
36+ 2.68% |
$6.8K - $8.04K
|
1.38K
$467K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
36+ 2.49% |
$6.8K - $8.04K
|
1.48K
$502K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
36+ 3.63% |
$6.8K - $8.04K
|
1.03K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
36New |
$6.8K - $8.04K
|
36
$12.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
35+ 0.77% |
$6.61K - $7.82K
|
4.6K
$1.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
35+ 2.73% |
$6.61K - $7.82K
|
1.32K
$446K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
35+ 8.86% |
$6.61K - $7.82K
|
430
$146K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
34+ 0.84% |
$6.42K - $7.59K
|
4.08K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
33+ 0.53% |
$6.23K - $7.37K
|
6.23K
$2.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
32+ 2.3% |
$6.04K - $7.15K
|
1.42K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
32+ 0.07% |
$6.04K - $7.15K
|
43.8K
$14.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
31+ 0.29% |
$5.86K - $6.92K
|
10.7K
$3.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
31+ 0.58% |
$5.86K - $6.92K
|
5.37K
$1.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
31+ 0.81% |
$5.86K - $6.92K
|
3.84K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
31+ 9.28% |
$5.86K - $6.92K
|
365
$124K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
30+ 0.35% |
$5.67K - $6.7K
|
8.63K
$2.92M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
30+ 7.25% |
$5.67K - $6.7K
|
444
$150K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
30+ 1.06% |
$5.67K - $6.7K
|
2.87K
$972K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
30+ 0.48% |
$5.67K - $6.7K
|
6.25K
$2.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
30+ 25.0% |
$5.67K - $6.7K
|
150
$50.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
28+ 0.48% |
$5.29K - $6.25K
|
5.86K
$1.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
28+ 1.86% |
$5.29K - $6.25K
|
1.53K
$518K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
28+ 1.84% |
$5.29K - $6.25K
|
1.55K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 2.53% |
$4.91K - $5.81K
|
1.05K
$357K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
25+ 4.17% |
$4.72K - $5.58K
|
625
$212K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
25+ 8.53% |
$4.72K - $5.58K
|
318
$108K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
25New |
$4.72K - $5.58K
|
25
$8.46K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
25+ 25.0% |
$4.72K - $5.58K
|
125
$42.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
25+ 0.12% |
$4.72K - $5.58K
|
20.8K
$7.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25+ 24.75% |
$4.72K - $5.58K
|
126
$42.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
25+ 2.13% |
$4.72K - $5.58K
|
1.2K
$405K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
25+ 2.29% |
$4.72K - $5.58K
|
1.12K
$378K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
25+ 4.17% |
$4.72K - $5.58K
|
625
$212K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
24+ 0.79% |
$4.53K - $5.36K
|
3.07K
$1.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
23+ 0.12% |
$4.34K - $5.14K
|
18.5K
$6.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
23+ 3.35% |
$4.34K - $5.14K
|
709
$240K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
22+ 0.39% |
$4.16K - $4.91K
|
5.7K
$1.93M
|