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 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
9.83KNew |
$1.86M - $2.2M
|
9.83K
$3.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.7K+ 43.31% |
$1.83M - $2.17M
|
32.1K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bwcp, LP
Dallas, TX |
BUY
|
- |
9.65K+ 20.73% |
$1.82M - $2.16M
|
56.2K
$19.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
9.65KNew |
$1.82M - $2.16M
|
9.65K
$3.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.6K+ 35.06% |
$1.81M - $2.14M
|
37K
$12.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
9.35K+ 4.19% |
$1.77M - $2.09M
|
232K
$80.1M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.35K+ 4.19% |
$1.77M - $2.09M
|
232K
$80.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
9.33K+ 7.73% |
$1.76M - $2.08M
|
130K
$44.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.31KNew |
$1.76M - $2.08M
|
9.31K
$3.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
9.27K+ 8.03% |
$1.75M - $2.07M
|
125K
$42.9M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.13KNew |
$1.72M - $2.04M
|
9.13K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
9.05KNew |
$1.71M - $2.02M
|
9.05K
$3.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
9K+ 2.11% |
$1.7M - $2.01M
|
436K
$150M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
8.92KNew |
$1.68M - $1.99M
|
8.92K
$3.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
8.83K+ 229.74% |
$1.67M - $1.97M
|
12.7K
$4.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
8.76K+ 417.53% |
$1.66M - $1.96M
|
10.9K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
8.76K+ 11.2% |
$1.65M - $1.96M
|
86.9K
$29.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
8.65K+ 40.06% |
$1.63M - $1.93M
|
30.2K
$10.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
8.58K+ 32.58% |
$1.62M - $1.92M
|
34.9K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
8.47K+ 150.96% |
$1.6M - $1.89M
|
14.1K
$4.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
8.41KNew |
$1.59M - $1.88M
|
8.41K
$2.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.41K+ 9.59% |
$1.59M - $1.88M
|
96K
$33.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.4K+ 15.19% |
$1.59M - $1.88M
|
63.7K
$21.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
8.36K+ 46.58% |
$1.58M - $1.87M
|
26.3K
$9.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
8.32KNew |
$1.57M - $1.86M
|
8.32K
$2.86M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
8.25K+ 59.18% |
$1.56M - $1.84M
|
22.2K
$7.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8.22KNew |
$1.55M - $1.84M
|
8.22K
$2.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
8.18KNew |
$1.54M - $1.83M
|
8.18K
$2.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
8.12K+ 90.36% |
$1.53M - $1.81M
|
17.1K
$5.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
8.12KNew |
$1.53M - $1.81M
|
8.12K
$2.8M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
7.99K+ 266266.66% |
$1.51M - $1.78M
|
7.99K
$2.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
7.94K+ 26.25% |
$1.5M - $1.77M
|
38.2K
$13.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
7.93K+ 20.81% |
$1.5M - $1.77M
|
46K
$15.8M
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
7.9KNew |
$1.49M - $1.76M
|
7.9K
$2.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
BUY
|
- |
7.9KNew |
$1.49M - $1.76M
|
7.9K
$2.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
7.82K+ 7.09% |
$1.48M - $1.75M
|
118K
$40.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
7.77K+ 89.14% |
$1.47M - $1.73M
|
16.5K
$5.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7.67K+ 100.46% |
$1.45M - $1.71M
|
15.3K
$5.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.65K+ 410.08% |
$1.44M - $1.71M
|
9.51K
$3.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
7.59K+ 215.86% |
$1.43M - $1.7M
|
11.1K
$3.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
7.54K+ 59.11% |
$1.42M - $1.68M
|
20.3K
$6.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7.42KNew |
$1.4M - $1.66M
|
7.42K
$2.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.35K+ 8.29% |
$1.39M - $1.64M
|
96K
$33M
|
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
7.32KNew |
$1.38M - $1.63M
|
7.32K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
7.21K+ 17.89% |
$1.36M - $1.61M
|
47.5K
$16.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
7.21K+ 16.71% |
$1.36M - $1.61M
|
50.3K
$17.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
7.12KNew |
$1.35M - $1.59M
|
7.12K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.02K+ 30.72% |
$1.33M - $1.57M
|
29.9K
$10.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7K+ 12.33% |
$1.32M - $1.56M
|
63.7K
$21.9M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
6.95K+ 6.05% |
$1.31M - $1.55M
|
122K
$41.9M
|