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 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
394+ 29.36% |
$85.9K - $120K
|
1.74K
$458K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
389+ 50.85% |
$84.8K - $119K
|
1.15K
$304K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
387+ 20.84% |
$84.4K - $118K
|
2.24K
$591K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
387+ 1.69% |
$84.4K - $118K
|
23.3K
$6.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
384+ 3.03% |
$83.7K - $117K
|
13.1K
$3.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
383+ 2.74% |
$83.5K - $117K
|
14.3K
$3.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
380+ 2.32% |
$82.8K - $116K
|
16.8K
$4.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
378+ 2.92% |
$82.4K - $115K
|
13.3K
$3.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
377+ 25.23% |
$82.2K - $115K
|
1.87K
$493K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
376+ 2.3% |
$82K - $115K
|
16.7K
$4.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
374New |
$81.5K - $114K
|
374
$98.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
372+ 16.95% |
$81.1K - $113K
|
2.57K
$677K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
365+ 3.75% |
$79.6K - $111K
|
10.1K
$2.66M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
361+ 2.02% |
$78.7K - $110K
|
18.3K
$4.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
361+ 4.21% |
$78.7K - $110K
|
8.94K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
358+ 10.97% |
$78K - $109K
|
3.62K
$955K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
357+ 6.06% |
$77.8K - $109K
|
6.25K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
357+ 2.78% |
$77.8K - $109K
|
13.2K
$3.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
355+ 1.31% |
$77.4K - $108K
|
27.5K
$7.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
353+ 3.97% |
$77K - $108K
|
9.24K
$2.44M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
350+ 9.36% |
$76.3K - $107K
|
4.09K
$1.08M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
350+ 6.93% |
$76.3K - $107K
|
5.4K
$1.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
350+ 33.3% |
$76.3K - $107K
|
1.4K
$369K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
346+ 8.68% |
$75.4K - $105K
|
4.33K
$1.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
346+ 50.81% |
$75.4K - $105K
|
1.03K
$271K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
344+ 4.3% |
$75K - $105K
|
8.35K
$2.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
343+ 7.16% |
$74.8K - $105K
|
5.13K
$1.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
341New |
$74.3K - $104K
|
341
$89.9K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
340+ 1700.0% |
$74.1K - $104K
|
360
$94.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
339+ 10.27% |
$73.9K - $103K
|
3.64K
$959K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
337+ 26.81% |
$73.5K - $103K
|
1.59K
$420K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
334+ 25.48% |
$72.8K - $102K
|
1.65K
$434K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
334+ 25.44% |
$72.8K - $102K
|
1.65K
$434K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
334+ 24.13% |
$72.8K - $102K
|
1.72K
$453K
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
330+ 22.74% |
$71.9K - $101K
|
1.78K
$469K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
329+ 6.52% |
$71.7K - $100K
|
5.37K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
329New |
$71.7K - $100K
|
329
$86.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
328New |
$71.5K - $100K
|
328
$86.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
327+ 2.6% |
$71.3K - $99.6K
|
12.9K
$3.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
325+ 34.65% |
$70.9K - $99K
|
1.26K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
324+ 44.88% |
$70.6K - $98.7K
|
1.05K
$276K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
323+ 10.22% |
$70.4K - $98.4K
|
3.48K
$918K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
323+ 5.75% |
$70.4K - $98.4K
|
5.94K
$1.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
321+ 2.74% |
$70K - $97.8K
|
12K
$3.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
320+ 7.35% |
$69.8K - $97.5K
|
4.67K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
320+ 71.43% |
$69.8K - $97.5K
|
768
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
320+ 3.47% |
$69.8K - $97.5K
|
9.54K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
316+ 11.55% |
$68.9K - $96.3K
|
3.05K
$804K
|
|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
315+ 0.49% |
$68.7K - $96K
|
64K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
315+ 3.19% |
$68.7K - $96K
|
10.2K
$2.69M
|