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 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
144+ 2.29% |
$31.4K - $43.9K
|
6.42K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
142+ 6.61% |
$31K - $43.3K
|
2.29K
$604K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
141+ 1.22% |
$30.7K - $43K
|
11.7K
$3.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
BUY
|
- |
141+ 12.02% |
$30.7K - $43K
|
1.31K
$346K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
141+ 11.16% |
$30.7K - $43K
|
1.41K
$370K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
140+ 3.37% |
$30.5K - $42.7K
|
4.3K
$1.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
140+ 7.78% |
$30.5K - $42.7K
|
1.94K
$511K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
139+ 1.47% |
$30.3K - $42.4K
|
9.59K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
136+ 3.48% |
$29.6K - $41.4K
|
4.05K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
135+ 11.03% |
$29.4K - $41.1K
|
1.36K
$358K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
134+ 19.53% |
$29.2K - $40.8K
|
820
$216K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
132+ 1.67% |
$28.8K - $40.2K
|
8.04K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
130+ 0.83% |
$28.3K - $39.6K
|
15.7K
$4.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
129+ 16.08% |
$28.1K - $39.3K
|
931
$245K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
128+ 11.87% |
$27.9K - $39K
|
1.21K
$318K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
128+ 1.8% |
$27.9K - $39K
|
7.23K
$1.91M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
127+ 2.03% |
$27.7K - $38.7K
|
6.4K
$1.69M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
125+ 1.37% |
$27.3K - $38.1K
|
9.23K
$2.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
125+ 3125.0% |
$27.3K - $38.1K
|
129
$34K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
125+ 0.37% |
$27.3K - $38.1K
|
34K
$8.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
123+ 27.89% |
$26.8K - $37.5K
|
564
$149K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
122+ 17.53% |
$26.6K - $37.2K
|
818
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
122+ 10.0% |
$26.6K - $37.2K
|
1.34K
$354K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
121+ 576.19% |
$26.4K - $36.9K
|
142
$37.4K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
121+ 2.62% |
$26.4K - $36.9K
|
4.74K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
117+ 3.21% |
$25.5K - $35.7K
|
3.76K
$991K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
116+ 10.75% |
$25.3K - $35.3K
|
1.2K
$315K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
115+ 8.89% |
$25.1K - $35K
|
1.41K
$371K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
114+ 1.69% |
$24.9K - $34.7K
|
6.86K
$1.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
113+ 4.57% |
$24.6K - $34.4K
|
2.58K
$681K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
113+ 9.2% |
$24.6K - $34.4K
|
1.34K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
113+ 2.04% |
$24.6K - $34.4K
|
5.65K
$1.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
112+ 3.5% |
$24.4K - $34.1K
|
3.31K
$873K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
111+ 11.04% |
$24.2K - $33.8K
|
1.12K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
111+ 1.57% |
$24.2K - $33.8K
|
7.18K
$1.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
110New |
$24K - $33.5K
|
110
$29K
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
110+ 0.69% |
$24K - $33.5K
|
16.1K
$4.25M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
107+ 0.04% |
$23.3K - $32.6K
|
298K
$78.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
106+ 4.81% |
$23.1K - $32.3K
|
2.31K
$609K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
106+ 11.28% |
$23.1K - $32.3K
|
1.05K
$276K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
105+ 7.85% |
$22.9K - $32K
|
1.44K
$380K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
105+ 11.4% |
$22.9K - $32K
|
1.03K
$270K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
105+ 0.75% |
$22.9K - $32K
|
14.2K
$3.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
104+ 9.07% |
$22.7K - $31.7K
|
1.25K
$330K
|
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
102+ 0.96% |
$22.2K - $31.1K
|
10.7K
$2.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
101+ 3.02% |
$22K - $30.8K
|
3.45K
$908K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
100+ 2.02% |
$21.8K - $30.5K
|
5.04K
$1.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 2.12% |
$21.8K - $30.5K
|
4.81K
$1.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
100+ 86.96% |
$21.8K - $30.5K
|
215
$56.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
100+ 8.45% |
$21.8K - $30.5K
|
1.28K
$338K
|