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
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13+ 10.74% |
$2.83K - $3.96K
|
134
$35.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
12+ 0.74% |
$2.62K - $3.66K
|
1.63K
$437K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12+ 1.52% |
$2.62K - $3.66K
|
803
$215K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
12+ 0.51% |
$2.62K - $3.66K
|
2.36K
$632K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
12+ 0.91% |
$2.62K - $3.66K
|
1.33K
$356K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
11+ 30.56% |
$2.4K - $3.35K
|
47
$12.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11+ 0.14% |
$2.4K - $3.35K
|
7.69K
$2.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11+ 78.57% |
$2.4K - $3.35K
|
25
$6.69K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11+ 1.14% |
$2.4K - $3.35K
|
976
$261K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
11+ 0.59% |
$2.4K - $3.35K
|
1.88K
$503K
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
10+ 0.18% |
$2.18K - $3.05K
|
5.72K
$1.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.78% |
$2.18K - $3.05K
|
1.29K
$344K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
10+ 0.72% |
$2.18K - $3.05K
|
1.4K
$375K
|
|
|
Jul 22, 2024
Q2 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
10+ 1.01% |
$2.18K - $3.05K
|
1.01K
$269K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
10+ 0.9% |
$2.18K - $3.05K
|
1.12K
$298K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10+ 1.28% |
$2.18K - $3.05K
|
789
$211K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
10New |
$2.18K - $3.05K
|
10
$2.68K
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
9+ 0.55% |
$1.96K - $2.74K
|
1.66K
$444K
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.55% |
$1.96K - $2.74K
|
1.64K
$438K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9+ 0.49% |
$1.96K - $2.74K
|
1.83K
$490K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
9+ 0.51% |
$1.96K - $2.74K
|
1.78K
$477K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 1.97% |
$1.96K - $2.74K
|
466
$125K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
9+ 0.86% |
$1.96K - $2.74K
|
1.05K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
8+ 1.02% |
$1.74K - $2.44K
|
793
$212K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
8New |
$1.74K - $2.44K
|
8
$2.14K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
7+ 0.51% |
$1.53K - $2.13K
|
1.38K
$370K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
7+ 116.67% |
$1.53K - $2.13K
|
13
$3.48K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
7+ 0.6% |
$1.53K - $2.13K
|
1.17K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
7+ 0.13% |
$1.53K - $2.13K
|
5.36K
$1.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6New |
$1.31K - $1.83K
|
6
$1.61K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6+ 8.11% |
$1.31K - $1.83K
|
80
$21.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6+ 0.5% |
$1.31K - $1.83K
|
1.2K
$322K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 17.65% |
$1.31K - $1.83K
|
40
$10.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6+ 0.76% |
$1.31K - $1.83K
|
798
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
6+ 0.31% |
$1.31K - $1.83K
|
1.96K
$524K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5+ 0.06% |
$1.09K - $1.52K
|
8.9K
$2.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.09% |
$1.09K - $1.52K
|
5.46K
$1.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 2.89% |
$1.09K - $1.52K
|
178
$47.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
5+ 35.71% |
$1.09K - $1.52K
|
19
$5.09K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
5+ 0.19% |
$1.09K - $1.52K
|
2.68K
$717K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 26.32% |
$1.09K - $1.52K
|
24
$6.42K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
5+ 0.44% |
$1.09K - $1.52K
|
1.14K
$304K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
5+ 0.53% |
$1.09K - $1.52K
|
953
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
5+ 0.17% |
$1.09K - $1.52K
|
3.02K
$810K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5New |
$1.09K - $1.52K
|
5
$1.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.27% |
$1.09K - $1.52K
|
1.89K
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5+ 41.67% |
$1.09K - $1.52K
|
17
$4.55K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
4+ 0.2% |
$872 - $1.22K
|
1.99K
$532K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
4+ 0.34% |
$872 - $1.22K
|
1.18K
$316K
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.02% |
$872 - $1.22K
|
22.9K
$6.13M
|