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 |
|---|---|---|---|---|---|---|---|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.51K+ 2.5% |
$851K - $1.01M
|
184K
$63.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
4.5K+ 1000.0% |
$850K - $1.01M
|
4.95K
$1.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.49K+ 15.61% |
$848K - $1M
|
33.3K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.49K+ 2.59% |
$848K - $1M
|
178K
$61.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
4.45KNew |
$840K - $994K
|
4.45K
$1.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.36K+ 15.98% |
$824K - $974K
|
31.6K
$10.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
4.34K+ 4.81% |
$819K - $969K
|
94.5K
$32.6M
|
|
|
Aug 08, 2023
Q2 2023
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
4.29K+ 1.73% |
$811K - $959K
|
252K
$86.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.29K+ 43.97% |
$810K - $958K
|
14K
$4.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4.25K+ 103.66% |
$803K - $949K
|
8.35K
$2.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
4.17K+ 11.77% |
$787K - $930K
|
39.6K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.12KNew |
$779K - $921K
|
4.12K
$1.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4.1K+ 1.21% |
$775K - $917K
|
345K
$119M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.09K+ 96.78% |
$772K - $913K
|
8.31K
$2.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.02K+ 6.67% |
$759K - $897K
|
64.3K
$22.1M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4K+ 12.11% |
$756K - $894K
|
37K
$12.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.99KNew |
$753K - $891K
|
3.99K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.97K+ 4.1% |
$750K - $887K
|
101K
$34.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.92KNew |
$740K - $875K
|
3.92K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.92KNew |
$740K - $875K
|
3.92K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.91K+ 28.67% |
$738K - $873K
|
17.5K
$6.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
3.9K+ 6.19% |
$737K - $872K
|
66.9K
$23.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
3.89K+ 30.41% |
$734K - $868K
|
16.7K
$5.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.87KNew |
$730K - $864K
|
3.87K
$1.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
3.7K+ 1.67% |
$699K - $827K
|
225K
$77.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3.66K+ 47.21% |
$691K - $818K
|
11.4K
$3.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3.58K+ 1.84% |
$676K - $800K
|
198K
$68.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
3.58KNew |
$676K - $799K
|
3.58K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.57K+ 41.96% |
$675K - $798K
|
12.1K
$4.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
3.56K+ 7.72% |
$672K - $795K
|
49.7K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
3.5KNew |
$661K - $782K
|
3.5K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.48K+ 190.1% |
$657K - $777K
|
5.31K
$1.83M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.45K+ 43.8% |
$651K - $770K
|
11.3K
$3.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
3.4K+ 47.04% |
$642K - $759K
|
10.6K
$3.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.32K+ 3.45% |
$626K - $741K
|
99.4K
$34.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.31K+ 34.3% |
$626K - $740K
|
13K
$4.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
3.3K+ 28.34% |
$623K - $737K
|
14.9K
$5.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
3.28KNew |
$620K - $733K
|
3.28K
$1.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
3.22K+ 12.12% |
$608K - $720K
|
29.8K
$10.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.22K+ 7.32% |
$608K - $719K
|
47.2K
$16.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.17K+ 9.46% |
$598K - $707K
|
36.6K
$12.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.15K+ 175.6% |
$595K - $704K
|
4.95K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.15K+ 30.96% |
$595K - $703K
|
13.3K
$4.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
3.14K+ 2.69% |
$594K - $702K
|
120K
$41.3M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.14K+ 6.64% |
$593K - $702K
|
50.5K
$17.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.13KNew |
$591K - $699K
|
3.13K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.12K+ 8.87% |
$588K - $696K
|
38.2K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.05K+ 4.67% |
$576K - $681K
|
68.3K
$23.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
3.03K+ 12.89% |
$573K - $677K
|
26.5K
$9.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.02K+ 197.13% |
$571K - $675K
|
4.56K
$1.57M
|