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 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
94+ 1.34% |
$20.5K - $28.6K
|
7.13K
$2.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
94+ 1.23% |
$20.5K - $28.6K
|
7.72K
$2.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
94+ 4.21% |
$20.5K - $28.6K
|
2.33K
$788K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
92+ 3.26% |
$20.1K - $28K
|
2.91K
$986K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
92+ 11.43% |
$20.1K - $28K
|
897
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
92+ 1.56% |
$20.1K - $28K
|
5.99K
$2.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
91+ 1.07% |
$19.8K - $27.7K
|
8.56K
$2.9M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
91New |
$19.8K - $27.7K
|
91
$30.8K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
90+ 10.6% |
$19.6K - $27.4K
|
939
$318K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
90+ 0.35% |
$19.6K - $27.4K
|
25.6K
$8.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
90+ 2.84% |
$19.6K - $27.4K
|
3.26K
$1.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
89+ 5.85% |
$19.4K - $27.1K
|
1.61K
$545K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
88+ 6.98% |
$19.2K - $26.8K
|
1.35K
$457K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
88+ 144.26% |
$19.2K - $26.8K
|
149
$50.4K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
85+ 10.25% |
$18.5K - $25.9K
|
914
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
85New |
$18.5K - $25.9K
|
85
$28.8K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
83+ 1.15% |
$18.1K - $25.3K
|
7.3K
$2.47M
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
82+ 1.46% |
$17.9K - $25K
|
5.71K
$1.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
81+ 0.82% |
$17.7K - $24.7K
|
9.99K
$3.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
80+ 5.87% |
$17.4K - $24.4K
|
1.44K
$488K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
80+ 4.59% |
$17.4K - $24.4K
|
1.82K
$617K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
80New |
$17.4K - $24.4K
|
80
$27.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
79+ 0.29% |
$17.2K - $24.1K
|
27.4K
$9.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
78+ 3.1% |
$17K - $23.8K
|
2.59K
$878K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
77+ 3.38% |
$16.8K - $23.5K
|
2.36K
$797K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
75+ 26.69% |
$16.4K - $22.9K
|
356
$120K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
75+ 4.88% |
$16.4K - $22.9K
|
1.61K
$545K
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
75+ 1.98% |
$16.4K - $22.9K
|
3.87K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
74+ 3.86% |
$16.1K - $22.6K
|
1.99K
$675K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
74+ 6.05% |
$16.1K - $22.6K
|
1.3K
$439K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
73+ 4.12% |
$15.9K - $22.2K
|
1.85K
$625K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
73+ 1.48% |
$15.9K - $22.2K
|
5.01K
$1.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
73+ 10.24% |
$15.9K - $22.2K
|
786
$266K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
72+ 1.14% |
$15.7K - $21.9K
|
6.41K
$2.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
72+ 1.11% |
$15.7K - $21.9K
|
6.56K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
70+ 9.62% |
$15.3K - $21.3K
|
798
$270K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
68+ 8.77% |
$14.8K - $20.7K
|
843
$285K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
68+ 6.59% |
$14.8K - $20.7K
|
1.1K
$372K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
66+ 17.55% |
$14.4K - $20.1K
|
442
$150K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
66+ 1.54% |
$14.4K - $20.1K
|
4.34K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
66+ 16.58% |
$14.4K - $20.1K
|
464
$157K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
66+ 6.67% |
$14.4K - $20.1K
|
1.06K
$357K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
65+ 5.44% |
$14.2K - $19.8K
|
1.26K
$426K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
65+ 0.51% |
$14.2K - $19.8K
|
12.7K
$4.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
65+ 0.07% |
$14.2K - $19.8K
|
89.4K
$30.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
64+ 6.92% |
$14K - $19.5K
|
989
$335K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
64New |
$14K - $19.5K
|
64
$21.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
64+ 1.97% |
$14K - $19.5K
|
3.31K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
63+ 0.53% |
$13.7K - $19.2K
|
11.9K
$4.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
63New |
$13.7K - $19.2K
|
63
$21.3K
|