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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.42K+ 5.62% |
$310K - $433K
|
26.7K
$8.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
1.42K+ 25.46% |
$310K - $433K
|
7K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.42K+ 6.93% |
$308K - $431K
|
21.8K
$7.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
1.41K+ 22.17% |
$307K - $429K
|
7.76K
$2.58M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.39K+ 93.14% |
$302K - $422K
|
2.87K
$956K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.37K+ 2.07% |
$299K - $418K
|
67.5K
$22.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.37K+ 15.07% |
$299K - $418K
|
10.5K
$3.49M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.37K+ 2.07% |
$299K - $418K
|
67.5K
$22.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.36K+ 18.16% |
$296K - $414K
|
8.85K
$2.95M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.35K+ 125.49% |
$295K - $413K
|
2.43K
$810K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.35K+ 2.09% |
$294K - $410K
|
65.7K
$21.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.33K+ 67.8% |
$291K - $406K
|
3.3K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.33K+ 82.39% |
$291K - $406K
|
2.95K
$982K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.33K+ 25.89% |
$290K - $406K
|
6.48K
$2.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.33K+ 0.79% |
$290K - $405K
|
170K
$56.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.33K+ 188.09% |
$289K - $404K
|
2.03K
$676K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.32KNew |
$288K - $402K
|
1.32K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 14.22% |
$287K - $401K
|
10.6K
$3.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 151.15% |
$287K - $401K
|
2.19K
$727K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.31KNew |
$285K - $399K
|
1.31K
$435K
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.31K+ 7.15% |
$285K - $398K
|
19.6K
$6.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.3K+ 19.62% |
$284K - $396K
|
7.93K
$2.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.3KNew |
$284K - $396K
|
1.3K
$433K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.29KNew |
$282K - $394K
|
1.29K
$430K
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.29K+ 2.73% |
$281K - $393K
|
48.5K
$16.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Dillon & Associates Inc
|
BUY
|
- |
1.28K+ 5.04% |
$280K - $391K
|
26.7K
$8.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.28K+ 92.07% |
$279K - $389K
|
2.67K
$888K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.27KNew |
$277K - $388K
|
1.27K
$423K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.27KNew |
$277K - $387K
|
1.27K
$423K
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.27K+ 20.92% |
$277K - $387K
|
7.34K
$2.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.26K+ 29.4% |
$274K - $383K
|
5.53K
$1.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.25K+ 5.25% |
$273K - $382K
|
25.1K
$8.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.25KNew |
$273K - $381K
|
1.25K
$416K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.25K+ 10.65% |
$272K - $381K
|
13K
$4.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.25KNew |
$272K - $380K
|
1.25K
$415K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.24K+ 3.16% |
$269K - $377K
|
40.4K
$13.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.23KNew |
$268K - $375K
|
1.23K
$409K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.23K+ 18.46% |
$268K - $375K
|
7.89K
$2.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
1.22K+ 3.83% |
$265K - $370K
|
33K
$11M
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.21K+ 31.13% |
$264K - $368K
|
5.09K
$1.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.2KNew |
$261K - $365K
|
1.2K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 12.3% |
$259K - $362K
|
10.9K
$3.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.18KNew |
$258K - $360K
|
1.18K
$393K
|
|
|
Aug 14, 2024
Q2 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.18K+ 16.95% |
$256K - $358K
|
8.11K
$2.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.17K+ 42.23% |
$256K - $358K
|
3.95K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.16K+ 8.29% |
$254K - $355K
|
15.2K
$5.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.14K+ 31.29% |
$249K - $348K
|
4.8K
$1.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.14K+ 4.16% |
$249K - $348K
|
28.6K
$9.52M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.14K+ 85.79% |
$249K - $348K
|
2.47K
$823K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.14K+ 5.0% |
$249K - $347K
|
23.9K
$7.96M
|