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 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.85K+ 6.24% |
$1.29M - $1.53M
|
117K
$40.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6.83KNew |
$1.29M - $1.53M
|
6.83K
$2.35M
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
6.57KNew |
$1.24M - $1.47M
|
6.57K
$2.26M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.43K+ 67.49% |
$1.21M - $1.44M
|
16K
$5.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
6.41K+ 85.55% |
$1.21M - $1.43M
|
13.9K
$4.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
6.38KNew |
$1.2M - $1.42M
|
6.38K
$2.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.31K+ 5.2% |
$1.19M - $1.41M
|
128K
$44M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
6.28K+ 350.42% |
$1.19M - $1.4M
|
8.08K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6.22KNew |
$1.17M - $1.39M
|
6.22K
$2.14M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
6.07KNew |
$1.15M - $1.36M
|
6.07K
$2.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
6.06KNew |
$1.14M - $1.35M
|
6.06K
$2.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
6KNew |
$1.13M - $1.34M
|
6K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
5.93K+ 261.86% |
$1.12M - $1.32M
|
8.19K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
5.9KNew |
$1.11M - $1.32M
|
5.9K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.86K+ 6.65% |
$1.11M - $1.31M
|
94K
$32.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.73K+ 10.93% |
$1.08M - $1.28M
|
58.2K
$20M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.67KNew |
$1.07M - $1.27M
|
5.67K
$1.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.63K+ 92.62% |
$1.06M - $1.26M
|
11.7K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.6K+ 10.78% |
$1.06M - $1.25M
|
57.6K
$19.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5.59K+ 2.6% |
$1.06M - $1.25M
|
220K
$75.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
5.58KNew |
$1.05M - $1.25M
|
5.58K
$1.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.57K+ 75.49% |
$1.05M - $1.24M
|
12.9K
$4.46M
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
5.48KNew |
$1.04M - $1.22M
|
5.48K
$1.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.4KNew |
$1.02M - $1.21M
|
5.4K
$1.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
5.38KNew |
$1.02M - $1.2M
|
5.38K
$1.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
5.34K+ 67.91% |
$1.01M - $1.19M
|
13.2K
$4.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
5.32K+ 77.65% |
$1.01M - $1.19M
|
12.2K
$4.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5.22K+ 5.59% |
$986K - $1.17M
|
98.7K
$34M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.19K+ 43.95% |
$980K - $1.16M
|
17K
$5.85M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.17K+ 33.21% |
$976K - $1.15M
|
20.7K
$7.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
5.15KNew |
$974K - $1.15M
|
5.15K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.02KNew |
$948K - $1.12M
|
5.02K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
5K+ 6.25% |
$944K - $1.12M
|
85K
$29.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.98K+ 301.82% |
$941K - $1.11M
|
6.63K
$2.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.95K+ 69.5% |
$936K - $1.11M
|
12.1K
$4.16M
|
|
|
Nov 14, 2023
Q2 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.94K+ 355.07% |
$933K - $1.1M
|
6.33K
$2.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
4.9K+ 335.66% |
$926K - $1.1M
|
6.37K
$2.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.89K+ 27.48% |
$923K - $1.09M
|
22.7K
$7.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.87K+ 7.94% |
$921K - $1.09M
|
66.3K
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.75K+ 6.14% |
$898K - $1.06M
|
82.2K
$28.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.72K+ 13.02% |
$892K - $1.06M
|
41K
$14.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.7K+ 7.77% |
$888K - $1.05M
|
65.3K
$22.5M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.7K+ 7.77% |
$888K - $1.05M
|
65.3K
$22.5M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
4.69KNew |
$886K - $1.05M
|
4.69K
$1.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.66K+ 3.03% |
$881K - $1.04M
|
158K
$54.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.66KNew |
$880K - $1.04M
|
4.66K
$1.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.6K+ 20.7% |
$869K - $1.03M
|
26.8K
$9.24M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4.57K+ 12.27% |
$862K - $1.02M
|
41.8K
$14.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.54K+ 29.65% |
$857K - $1.01M
|
19.8K
$6.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.52K+ 36.46% |
$854K - $1.01M
|
16.9K
$5.83M
|