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 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
170+ 2.77% |
$37.1K - $51.8K
|
6.3K
$2.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
169+ 0.43% |
$36.8K - $51.5K
|
39.5K
$13.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
169+ 0.46% |
$36.8K - $51.5K
|
36.8K
$12.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
167+ 14.6% |
$36.4K - $50.9K
|
1.31K
$444K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
167+ 9.04% |
$36.4K - $50.9K
|
2.01K
$682K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
167+ 0.3% |
$36.4K - $50.9K
|
55.4K
$18.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
166+ 4.66% |
$36.2K - $50.6K
|
3.73K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
164+ 2.39% |
$35.8K - $50K
|
7.02K
$2.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
163+ 20.55% |
$35.5K - $49.7K
|
956
$324K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
163+ 24.08% |
$35.5K - $49.7K
|
840
$284K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
162+ 2.4% |
$35.3K - $49.4K
|
6.91K
$2.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
162+ 20.9% |
$35.3K - $49.4K
|
937
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
162+ 0.21% |
$35.3K - $49.4K
|
76.2K
$25.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
162+ 7.77% |
$35.3K - $49.4K
|
2.25K
$760K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
160+ 4.02% |
$34.9K - $48.8K
|
4.14K
$1.4M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
159New |
$34.7K - $48.5K
|
159
$53.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
159+ 16.97% |
$34.7K - $48.5K
|
1.1K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
159+ 5.04% |
$34.7K - $48.5K
|
3.31K
$1.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
158+ 4.87% |
$34.4K - $48.1K
|
3.4K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
158+ 1.33% |
$34.4K - $48.1K
|
12.1K
$4.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
158+ 1.95% |
$34.4K - $48.1K
|
8.26K
$2.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
157+ 2.62% |
$34.2K - $47.8K
|
6.16K
$2.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
156New |
$34K - $47.5K
|
156
$52.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
156+ 0.47% |
$34K - $47.5K
|
33K
$11.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
155+ 10.21% |
$33.8K - $47.2K
|
1.67K
$566K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
155+ 0.85% |
$33.8K - $47.2K
|
18.4K
$6.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
154+ 0.95% |
$33.6K - $46.9K
|
16.3K
$5.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
154+ 15.88% |
$33.6K - $46.9K
|
1.12K
$380K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
154+ 0.97% |
$33.6K - $46.9K
|
16.1K
$5.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
153+ 9.23% |
$33.4K - $46.6K
|
1.81K
$613K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
152+ 27.24% |
$33.1K - $46.3K
|
710
$240K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
152+ 15.48% |
$33.1K - $46.3K
|
1.13K
$384K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
150+ 4.03% |
$32.7K - $45.7K
|
3.87K
$1.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
150+ 0.78% |
$32.7K - $45.7K
|
19.4K
$6.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
148+ 197.33% |
$32.3K - $45.1K
|
223
$75.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
145+ 8.98% |
$31.6K - $44.2K
|
1.76K
$596K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
145+ 1.91% |
$31.6K - $44.2K
|
7.72K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
145+ 0.54% |
$31.6K - $44.2K
|
27.1K
$9.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
144+ 4.13% |
$31.4K - $43.9K
|
3.63K
$1.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
144+ 2.29% |
$31.4K - $43.9K
|
6.42K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
142+ 6.61% |
$31K - $43.3K
|
2.29K
$775K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
141+ 1.22% |
$30.7K - $43K
|
11.7K
$3.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
BUY
|
- |
141+ 12.02% |
$30.7K - $43K
|
1.31K
$445K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
141+ 11.16% |
$30.7K - $43K
|
1.41K
$476K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
140+ 3.37% |
$30.5K - $42.7K
|
4.3K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
140+ 7.78% |
$30.5K - $42.7K
|
1.94K
$656K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
139+ 1.47% |
$30.3K - $42.4K
|
9.59K
$3.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
136+ 3.48% |
$29.6K - $41.4K
|
4.05K
$1.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
135+ 11.03% |
$29.4K - $41.1K
|
1.36K
$460K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
134+ 19.53% |
$29.2K - $40.8K
|
820
$278K
|