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 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
49+ 5.48% |
$10.7K - $14.9K
|
943
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
49+ 2.55% |
$10.7K - $14.9K
|
1.97K
$520K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
48+ 1.8% |
$10.5K - $14.6K
|
2.71K
$715K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
47New |
$10.2K - $14.3K
|
47
$12.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
47+ 4.63% |
$10.2K - $14.3K
|
1.06K
$280K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
BUY
|
- |
46+ 0.13% |
$10K - $14K
|
35.1K
$9.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
46+ 3.11% |
$10K - $14K
|
1.52K
$401K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
46+ 5.69% |
$10K - $14K
|
854
$225K
|
|
|
Apr 17, 2025
Q2 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
46+ 2.3% |
$10K - $14K
|
2.05K
$539K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
45+ 1.11% |
$9.81K - $13.7K
|
4.11K
$1.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
45+ 4.01% |
$9.81K - $13.7K
|
1.17K
$308K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
45+ 2.48% |
$9.81K - $13.7K
|
1.86K
$490K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
45+ 6.02% |
$9.81K - $13.7K
|
792
$209K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
45+ 5.7% |
$9.81K - $13.7K
|
834
$220K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
45+ 0.99% |
$9.81K - $13.7K
|
4.58K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
45+ 4.19% |
$9.81K - $13.7K
|
1.12K
$295K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
44+ 3.18% |
$9.59K - $13.4K
|
1.43K
$377K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
44+ 2.87% |
$9.59K - $13.4K
|
1.58K
$415K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
43+ 0.48% |
$9.37K - $13.1K
|
9.03K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
43+ 2.24% |
$9.37K - $13.1K
|
1.96K
$518K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
41+ 5.2% |
$8.94K - $12.5K
|
830
$219K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
40+ 4.76% |
$8.72K - $12.2K
|
880
$232K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
40+ 2.3% |
$8.72K - $12.2K
|
1.78K
$469K
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
40+ 1.82% |
$8.72K - $12.2K
|
2.23K
$589K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
39+ 0.81% |
$8.5K - $11.9K
|
4.88K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
39+ 0.07% |
$8.5K - $11.9K
|
56.3K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
39+ 0.81% |
$8.5K - $11.9K
|
4.85K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
39+ 3.09% |
$8.5K - $11.9K
|
1.3K
$343K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
38+ 1.68% |
$8.28K - $11.6K
|
2.3K
$607K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
38+ 4.15% |
$8.28K - $11.6K
|
953
$251K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
37+ 5.04% |
$8.07K - $11.3K
|
771
$203K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
37+ 1.68% |
$8.07K - $11.3K
|
2.23K
$589K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
37+ 0.59% |
$8.07K - $11.3K
|
6.32K
$1.67M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
35+ 0.6% |
$7.63K - $10.7K
|
5.9K
$1.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
35+ 4.67% |
$7.63K - $10.7K
|
784
$207K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
35+ 1.82% |
$7.63K - $10.7K
|
1.96K
$515K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
35+ 29.17% |
$7.63K - $10.7K
|
155
$40.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
35+ 2.48% |
$7.63K - $10.7K
|
1.45K
$381K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
34+ 0.5% |
$7.41K - $10.4K
|
6.85K
$1.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
34+ 1.85% |
$7.41K - $10.4K
|
1.88K
$494K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
33+ 3.86% |
$7.19K - $10.1K
|
889
$234K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
33+ 52.38% |
$7.19K - $10.1K
|
96
$25.3K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
33+ 0.46% |
$7.19K - $10.1K
|
7.27K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
32+ 1.61% |
$6.98K - $9.75K
|
2.02K
$531K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
31+ 0.86% |
$6.76K - $9.45K
|
3.64K
$959K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
31+ 2.57% |
$6.76K - $9.45K
|
1.24K
$327K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
31New |
$6.76K - $9.45K
|
31
$8.17K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
30+ 0.2% |
$6.54K - $9.14K
|
14.9K
$3.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
30+ 0.16% |
$6.54K - $9.14K
|
18.8K
$4.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
30+ 0.76% |
$6.54K - $9.14K
|
3.98K
$1.05M
|