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 30, 2024
Q2 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.16K+ 8.29% |
$254K - $355K
|
15.2K
$3.87M
|
|
|
Feb 14, 2025
Q2 2024
|
Triumph Capital Management
|
BUY
|
- |
1.15KNew |
$251K - $350K
|
1.15K
$293K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.14K+ 31.29% |
$249K - $348K
|
4.8K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.14K+ 4.16% |
$249K - $348K
|
28.6K
$7.28M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.14K+ 85.79% |
$249K - $348K
|
2.47K
$629K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.14K+ 5.0% |
$249K - $347K
|
23.9K
$6.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.13K+ 6.55% |
$247K - $345K
|
18.4K
$4.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.13K+ 3.76% |
$247K - $345K
|
31.2K
$7.93M
|
|
|
Feb 20, 2025
Q2 2024
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
1.12K+ 4.11% |
$245K - $342K
|
28.5K
$7.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.12K+ 5.56% |
$244K - $341K
|
21.3K
$5.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.11K+ 11.04% |
$242K - $339K
|
11.2K
$2.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1.11K+ 4.48% |
$242K - $338K
|
25.9K
$6.59M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.11K+ 85.84% |
$242K - $338K
|
2.4K
$611K
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
BUY
|
- |
1.1K+ 1.29% |
$240K - $335K
|
86.7K
$22.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.1K+ 26.44% |
$240K - $335K
|
5.26K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.1K+ 87.95% |
$239K - $334K
|
2.34K
$596K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.09K+ 5.77% |
$239K - $333K
|
20K
$5.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.09K+ 3.02% |
$237K - $331K
|
37.1K
$9.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.08KNew |
$236K - $330K
|
1.08K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.08K+ 12.62% |
$235K - $328K
|
9.6K
$2.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.07K+ 1394.81% |
$234K - $327K
|
1.15K
$293K
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.07KNew |
$233K - $326K
|
1.07K
$272K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.06KNew |
$231K - $323K
|
1.06K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.05KNew |
$229K - $320K
|
1.05K
$267K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.05KNew |
$228K - $319K
|
1.05K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.04K+ 68.77% |
$228K - $318K
|
2.56K
$652K
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1.04KNew |
$227K - $317K
|
1.04K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.04KNew |
$227K - $317K
|
1.04K
$264K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.04K+ 544.74% |
$226K - $315K
|
1.23K
$312K
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
1.03KNew |
$225K - $315K
|
1.03K
$263K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.02K+ 11.38% |
$223K - $312K
|
10K
$2.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.02K+ 22.72% |
$222K - $310K
|
5.49K
$1.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1K+ 1.04% |
$218K - $305K
|
97.1K
$24.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
997+ 17.82% |
$217K - $304K
|
6.59K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
992New |
$216K - $302K
|
992
$253K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
992+ 63.47% |
$216K - $302K
|
2.56K
$650K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
986New |
$215K - $300K
|
986
$251K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
980+ 2.24% |
$214K - $299K
|
44.8K
$11.4M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
977New |
$213K - $298K
|
977
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
975+ 21.77% |
$213K - $297K
|
5.45K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
975+ 49.95% |
$213K - $297K
|
2.93K
$745K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
962+ 9.56% |
$210K - $293K
|
11K
$2.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
960+ 2.78% |
$209K - $293K
|
35.5K
$9.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
951+ 13.44% |
$207K - $290K
|
8.03K
$2.04M
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
950New |
$207K - $290K
|
950
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
945+ 67.26% |
$206K - $288K
|
2.35K
$598K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
941+ 0.83% |
$205K - $287K
|
115K
$29.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
939+ 10.43% |
$205K - $286K
|
9.95K
$2.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Lattice Capital Management, LLC
|
BUY
|
- |
938New |
$204K - $286K
|
938
$239K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
936+ 47.2% |
$204K - $285K
|
2.92K
$743K
|