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 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
699+ 3.16% |
$152K - $213K
|
22.8K
$6.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
698+ 6.94% |
$152K - $213K
|
10.8K
$2.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
684+ 90.84% |
$149K - $208K
|
1.44K
$379K
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
680+ 3.25% |
$148K - $207K
|
21.6K
$5.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
672+ 50.91% |
$147K - $205K
|
1.99K
$525K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
671+ 12.2% |
$146K - $204K
|
6.17K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
668+ 50.07% |
$146K - $204K
|
2K
$528K
|
|
|
Jul 09, 2024
Q2 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
663+ 3.31% |
$145K - $202K
|
20.7K
$5.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
658+ 7.16% |
$143K - $201K
|
9.85K
$2.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
650+ 9.51% |
$142K - $198K
|
7.49K
$1.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
650+ 7.0% |
$142K - $198K
|
9.93K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
645+ 5.73% |
$141K - $197K
|
11.9K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
643+ 0.35% |
$140K - $196K
|
183K
$48.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
636+ 9.46% |
$139K - $194K
|
7.36K
$1.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
633+ 49.07% |
$138K - $193K
|
1.92K
$507K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
620+ 15.75% |
$135K - $189K
|
4.56K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
616+ 16.65% |
$134K - $188K
|
4.32K
$1.14M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
608+ 4.29% |
$133K - $185K
|
14.8K
$3.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
601+ 34.13% |
$131K - $183K
|
2.36K
$623K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
601+ 129.81% |
$131K - $183K
|
1.06K
$280K
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
599+ 23.06% |
$131K - $183K
|
3.2K
$843K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
597+ 0.28% |
$130K - $182K
|
214K
$56.5M
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
595+ 0.57% |
$130K - $181K
|
106K
$27.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
594+ 16.91% |
$129K - $181K
|
4.11K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
590+ 18.36% |
$129K - $180K
|
3.8K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
587+ 1.37% |
$128K - $179K
|
43.4K
$11.5M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
582+ 8.2% |
$127K - $177K
|
7.68K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
580+ 14.3% |
$126K - $177K
|
4.64K
$1.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Ns Partners LTD
|
BUY
|
- |
573+ 0.58% |
$125K - $175K
|
99.3K
$26.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
572+ 0.89% |
$125K - $174K
|
65.2K
$17.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
572+ 1.49% |
$125K - $174K
|
38.9K
$10.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
560+ 10.53% |
$122K - $171K
|
5.88K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
560+ 23.3% |
$122K - $171K
|
2.96K
$781K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
558+ 1.73% |
$122K - $170K
|
32.9K
$8.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
558+ 0.66% |
$122K - $170K
|
85.7K
$22.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
557+ 9.01% |
$121K - $170K
|
6.74K
$1.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
557+ 0.63% |
$121K - $170K
|
89K
$23.5M
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
551+ 3.6% |
$120K - $168K
|
15.8K
$4.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
546+ 12.12% |
$119K - $166K
|
5.05K
$1.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
538+ 58.93% |
$117K - $164K
|
1.45K
$382K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
538+ 2.18% |
$117K - $164K
|
25.3K
$6.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
538+ 8.08% |
$117K - $164K
|
7.19K
$1.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
536+ 8.27% |
$117K - $163K
|
7.02K
$1.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
534+ 6.11% |
$116K - $163K
|
9.28K
$2.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
532+ 26.72% |
$116K - $162K
|
2.52K
$665K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
532+ 3.36% |
$116K - $162K
|
16.4K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
532+ 3.21% |
$116K - $162K
|
17.1K
$4.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
529+ 58.58% |
$115K - $161K
|
1.43K
$377K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
524+ 14.03% |
$114K - $160K
|
4.26K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
523+ 0.97% |
$114K - $159K
|
54.3K
$14.3M
|