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 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
4+ 0.41% |
$872 - $1.22K
|
986
$261K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4+ 0.07% |
$872 - $1.22K
|
6.01K
$1.59M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4+ 0.2% |
$872 - $1.22K
|
1.97K
$521K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 30.77% |
$872 - $1.22K
|
17
$4.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3+ 0.33% |
$654 - $914
|
918
$243K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 1.68% |
$654 - $914
|
182
$48.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3+ 0.06% |
$654 - $914
|
5.06K
$1.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.05% |
$436 - $609
|
3.81K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2+ 7.69% |
$436 - $609
|
28
$7.41K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1+ 0.05% |
$218 - $305
|
2K
$529K
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$218 - $305
|
2.31K
$612K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$218 - $305
|
1.78K
$470K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1+ 0.09% |
$218 - $305
|
1.17K
$309K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.1% |
$218 - $305
|
1.02K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1+ 0.0% |
$218 - $305
|
54.2K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 1.3% |
$218 - $305
|
78
$20.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 0.31% |
$218 - $305
|
324
$85.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1- 5.26% |
$218 - $305
|
18
$4.76K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1- 0.03% |
$218 - $305
|
3.46K
$915K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-2- 0.23% |
$436 - $609
|
878
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-2- 0.02% |
$436 - $609
|
8.27K
$2.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 0.34% |
$436 - $609
|
585
$155K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3- 0.22% |
$654 - $914
|
1.39K
$366K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-3- 0.34% |
$654 - $914
|
878
$232K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-3- 0.26% |
$654 - $914
|
1.13K
$300K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3- 0.07% |
$654 - $914
|
4.37K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3- 0.07% |
$654 - $914
|
4.23K
$1.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3- 0.16% |
$654 - $914
|
1.88K
$497K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3- 1.02% |
$654 - $914
|
292
$77.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-3- 23.08% |
$654 - $914
|
10
$2.64K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-3- 4.41% |
$654 - $914
|
65
$17.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4- 0.39% |
$872 - $1.22K
|
1.01K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 1.66% |
$872 - $1.22K
|
237
$62.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-4- 0.21% |
$872 - $1.22K
|
1.92K
$509K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-5- 0.22% |
$1.09K - $1.52K
|
2.29K
$605K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-5- 0.39% |
$1.09K - $1.52K
|
1.28K
$338K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5- 6.25% |
$1.09K - $1.52K
|
75
$19.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-5- 0.42% |
$1.09K - $1.52K
|
1.18K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-5- 0.02% |
$1.09K - $1.52K
|
21.6K
$5.71M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-6- 0.36% |
$1.31K - $1.83K
|
1.65K
$436K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-6- 0.54% |
$1.31K - $1.83K
|
1.1K
$292K
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-6- 0.3% |
$1.31K - $1.83K
|
2.02K
$535K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-6- 0.23% |
$1.31K - $1.83K
|
2.56K
$676K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-6- 0.68% |
$1.31K - $1.83K
|
873
$231K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-7- 0.13% |
$1.53K - $2.13K
|
5.39K
$1.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-7- 0.06% |
$1.53K - $2.13K
|
11.3K
$2.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7- 0.3% |
$1.53K - $2.13K
|
2.31K
$610K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-7- 0.38% |
$1.53K - $2.13K
|
1.83K
$483K
|