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 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
3.01KNew |
$569K - $673K
|
3.01K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.99K+ 274.5% |
$565K - $668K
|
4.08K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.99K+ 4.82% |
$564K - $667K
|
65K
$22.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.94KNew |
$555K - $656K
|
2.94K
$1.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
2.94KNew |
$555K - $656K
|
2.94K
$1.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.92KNew |
$552K - $652K
|
2.92K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.9KNew |
$548K - $648K
|
2.9K
$999K
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.87KNew |
$542K - $641K
|
2.87K
$988K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.86KNew |
$541K - $639K
|
2.86K
$986K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.83KNew |
$535K - $633K
|
2.83K
$976K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.82K+ 13.68% |
$533K - $630K
|
23.5K
$8.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.79KNew |
$527K - $624K
|
2.79K
$962K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2.75KNew |
$519K - $614K
|
2.75K
$947K
|
|
|
Jul 17, 2023
Q2 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
2.72K+ 4.28% |
$513K - $607K
|
66.1K
$22.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.71K+ 3.03% |
$511K - $605K
|
92K
$31.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.7K+ 463.12% |
$510K - $603K
|
3.28K
$1.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.68K+ 13.85% |
$506K - $598K
|
22K
$7.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.67K+ 16.63% |
$505K - $597K
|
18.8K
$6.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
2.66K+ 77.9% |
$503K - $595K
|
6.08K
$2.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.65K+ 9.94% |
$500K - $591K
|
29.3K
$10.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.64K+ 1319.0% |
$498K - $589K
|
2.84K
$977K
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$491K - $581K
|
2.6K
$896K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.57K+ 25.26% |
$485K - $573K
|
12.7K
$4.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Rdst Capital LLC
Seattle, WA |
BUY
|
- |
2.55K+ 3.13% |
$482K - $570K
|
84K
$28.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
2.5K+ 168.92% |
$472K - $558K
|
3.98K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
2.5KNew |
$472K - $558K
|
2.5K
$861K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.49K+ 89.18% |
$470K - $556K
|
5.28K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.49KNew |
$470K - $556K
|
2.49K
$857K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.48K+ 67.49% |
$468K - $553K
|
6.15K
$2.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.46K+ 50.7% |
$464K - $549K
|
7.31K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.42KNew |
$457K - $541K
|
2.42K
$834K
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
2.4KNew |
$453K - $536K
|
2.4K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.35K+ 160.64% |
$443K - $524K
|
3.81K
$1.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.34KNew |
$442K - $523K
|
2.34K
$806K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
2.32KNew |
$439K - $519K
|
2.32K
$800K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.32KNew |
$437K - $517K
|
2.32K
$797K
|
|
|
Aug 14, 2023
Q2 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.31K+ 1.49% |
$437K - $517K
|
158K
$54.4M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.3K+ 4.97% |
$434K - $514K
|
48.6K
$16.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.26KNew |
$426K - $504K
|
2.26K
$777K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.26KNew |
$426K - $504K
|
2.26K
$777K
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
2.25KNew |
$424K - $502K
|
2.25K
$774K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.19K+ 2.06% |
$413K - $489K
|
109K
$37.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.19K+ 6.55% |
$413K - $488K
|
35.5K
$12.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
2.18K+ 185.75% |
$411K - $486K
|
3.35K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.17K+ 3.57% |
$410K - $485K
|
63K
$21.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.17K+ 34.56% |
$409K - $484K
|
8.43K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
2.14KNew |
$405K - $479K
|
2.14K
$738K
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.14K+ 31.55% |
$404K - $478K
|
8.91K
$3.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
2.12K+ 10.28% |
$400K - $473K
|
22.7K
$7.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
2.07K+ 4.48% |
$391K - $462K
|
48.3K
$16.6M
|