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 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
920+ 8.06% |
$201K - $280K
|
12.3K
$4.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
918New |
$200K - $280K
|
918
$307K
|
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
907+ 0.03% |
$198K - $276K
|
3.43M
$1.15B
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
906+ 92.73% |
$198K - $276K
|
1.88K
$630K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
905+ 68.15% |
$197K - $276K
|
2.23K
$747K
|
|
|
Aug 14, 2024
Q2 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
903New |
$197K - $275K
|
903
$302K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
900+ 47.9% |
$196K - $274K
|
2.78K
$929K
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
900New |
$196K - $274K
|
900
$301K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
899+ 39.05% |
$196K - $274K
|
3.2K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
898+ 4.35% |
$196K - $274K
|
21.5K
$7.2M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
898+ 27.15% |
$196K - $274K
|
4.21K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
897+ 54.2% |
$196K - $273K
|
2.55K
$853K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
893+ 78.68% |
$195K - $272K
|
2.03K
$678K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
892+ 5.35% |
$194K - $272K
|
17.6K
$5.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
891New |
$194K - $272K
|
891
$298K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
883New |
$193K - $269K
|
883
$295K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
882New |
$192K - $269K
|
882
$295K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
880New |
$192K - $268K
|
880
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
878+ 20.08% |
$191K - $268K
|
5.25K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
877New |
$191K - $267K
|
877
$293K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
874+ 33.17% |
$191K - $266K
|
3.51K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
874+ 10.48% |
$191K - $266K
|
9.21K
$3.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
871+ 29.94% |
$190K - $265K
|
3.78K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
866+ 0.94% |
$189K - $264K
|
93.4K
$31.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
864+ 7.66% |
$188K - $263K
|
12.1K
$4.06M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
863+ 8.56% |
$188K - $263K
|
10.9K
$3.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
850+ 25.96% |
$185K - $259K
|
4.12K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
849New |
$185K - $259K
|
849
$284K
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
847+ 8.71% |
$185K - $258K
|
10.6K
$3.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
846+ 16.21% |
$184K - $258K
|
6.07K
$2.03M
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
845+ 4.24% |
$184K - $258K
|
20.8K
$6.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
837New |
$182K - $255K
|
837
$280K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
836New |
$182K - $255K
|
836
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
836New |
$182K - $255K
|
836
$279K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
835+ 59.35% |
$182K - $254K
|
2.24K
$750K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
832+ 0.39% |
$181K - $254K
|
213K
$71.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
830+ 12.23% |
$181K - $253K
|
7.62K
$2.55M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
829New |
$181K - $253K
|
829
$277K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
822+ 4.8% |
$179K - $250K
|
18K
$6M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
819+ 14.01% |
$179K - $250K
|
6.67K
$2.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
816New |
$178K - $249K
|
816
$273K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
816New |
$178K - $249K
|
816
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
813+ 1.34% |
$177K - $248K
|
61.3K
$20.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
812+ 94.86% |
$177K - $247K
|
1.67K
$558K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
804+ 10.77% |
$175K - $245K
|
8.27K
$2.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
803New |
$175K - $245K
|
803
$268K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
800+ 0.3% |
$174K - $244K
|
266K
$88.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
800+ 22.76% |
$174K - $244K
|
4.32K
$1.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
798New |
$174K - $243K
|
798
$267K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
794+ 5.92% |
$173K - $242K
|
14.2K
$4.75M
|