Purchases and Sales Made in Q2 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q2 2024. 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 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.89K+ 15.08% |
$411K - $574K
|
14.4K
$3.86M
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.88K+ 0.87% |
$410K - $573K
|
218K
$58.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.86K+ 2.19% |
$406K - $568K
|
87.1K
$23.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.78KNew |
$389K - $544K
|
1.78K
$479K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.78K+ 8.46% |
$388K - $542K
|
22.8K
$6.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.78K+ 26.04% |
$387K - $541K
|
8.6K
$2.31M
|
|
|
Aug 08, 2024
Q2 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
1.77K+ 1.75% |
$386K - $540K
|
103K
$27.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.77K+ 6.37% |
$386K - $539K
|
29.6K
$7.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.77K+ 8.64% |
$385K - $538K
|
22.2K
$5.96M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.77KNew |
$385K - $538K
|
1.77K
$474K
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.76K+ 0.95% |
$383K - $536K
|
187K
$50.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
1.75K+ 36.84% |
$382K - $533K
|
6.5K
$1.74M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.75K+ 6.24% |
$381K - $532K
|
29.7K
$7.98M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.73K+ 8.14% |
$378K - $528K
|
23K
$6.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.72K+ 0.36% |
$375K - $524K
|
485K
$130M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.71K+ 8.28% |
$374K - $522K
|
22.4K
$6.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.7K+ 4.36% |
$371K - $518K
|
40.7K
$10.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.68KNew |
$366K - $512K
|
1.68K
$451K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.67KNew |
$363K - $507K
|
1.67K
$447K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.65KNew |
$359K - $502K
|
1.65K
$442K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.64K+ 37.61% |
$358K - $501K
|
6.01K
$1.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.64K+ 6.37% |
$358K - $500K
|
27.4K
$7.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.63KNew |
$355K - $496K
|
1.63K
$437K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.63K+ 1.09% |
$355K - $496K
|
151K
$40.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.61KNew |
$351K - $491K
|
1.61K
$432K
|
|
|
Aug 12, 2024
Q2 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.61K+ 59.14% |
$350K - $489K
|
4.32K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
1.59KNew |
$346K - $484K
|
1.59K
$426K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
1.59K+ 10.04% |
$346K - $484K
|
17.4K
$4.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.59K+ 2.9% |
$346K - $484K
|
56.3K
$15.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.58K+ 179.25% |
$345K - $482K
|
2.46K
$661K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.56K+ 22.4% |
$341K - $477K
|
8.55K
$2.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.56K+ 103.1% |
$341K - $476K
|
3.08K
$826K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.56K+ 22.47% |
$341K - $476K
|
8.52K
$2.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.55KNew |
$338K - $472K
|
1.55K
$416K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.53K+ 10.83% |
$334K - $466K
|
15.7K
$4.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.53K+ 4.57% |
$333K - $465K
|
34.9K
$9.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
1.52KNew |
$332K - $464K
|
1.52K
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.52K+ 100.0% |
$331K - $463K
|
3.04K
$815K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.5K+ 19.01% |
$328K - $458K
|
9.41K
$2.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.5KNew |
$328K - $458K
|
1.5K
$403K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.5K+ 30.06% |
$327K - $458K
|
6.5K
$1.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Harbor Advisors LLC
|
BUY
|
- |
1.5KNew |
$327K - $457K
|
1.5K
$403K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
1.5K+ 36.73% |
$326K - $456K
|
5.57K
$1.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.49K+ 56.04% |
$325K - $454K
|
4.15K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.49K+ 2.82% |
$324K - $453K
|
54.3K
$14.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.48KNew |
$323K - $452K
|
1.48K
$398K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.48K+ 34.06% |
$322K - $449K
|
5.81K
$1.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.47K+ 81.98% |
$320K - $448K
|
3.26K
$875K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.47K+ 6.68% |
$319K - $446K
|
23.4K
$6.28M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.46K+ 11.55% |
$317K - $443K
|
14.1K
$3.77M
|