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
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
23.2K+ 3.92% |
$5.05M - $7.06M
|
614K
$171M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
22.9KNew |
$4.99M - $6.97M
|
22.9K
$6.36M
|
|
|
Jul 08, 2024
Q2 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
22.8K+ 32.6% |
$4.97M - $6.95M
|
92.8K
$25.8M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
22.6K+ 2351.72% |
$4.92M - $6.87M
|
23.5K
$6.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.5K+ 24.14% |
$4.91M - $6.86M
|
116K
$32.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22.3K+ 8.41% |
$4.86M - $6.8M
|
288K
$79.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
22K+ 17.77% |
$4.8M - $6.72M
|
146K
$40.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
22K+ 71.63% |
$4.8M - $6.71M
|
52.7K
$14.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.8K+ 90.57% |
$4.76M - $6.66M
|
46K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
21.1K+ 71.01% |
$4.59M - $6.42M
|
50.7K
$14.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
21.1K+ 85.81% |
$4.59M - $6.42M
|
45.6K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
20.9K+ 10.44% |
$4.56M - $6.38M
|
221K
$61.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
20.2K+ 9.35% |
$4.41M - $6.17M
|
237K
$65.7M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
20.1KNew |
$4.37M - $6.11M
|
20.1K
$5.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
19.8KNew |
$4.32M - $6.04M
|
19.8K
$5.51M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
19.7K+ 4263.12% |
$4.28M - $5.99M
|
20.1K
$5.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
19.3K+ 10.19% |
$4.21M - $5.88M
|
209K
$58M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
19.2K+ 28.56% |
$4.18M - $5.85M
|
86.3K
$24M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.1K+ 694.16% |
$4.17M - $5.83M
|
21.9K
$6.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
19K+ 20.37% |
$4.14M - $5.79M
|
112K
$31.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Ctc LLC
|
BUY
|
- |
18.6K+ 42.17% |
$4.07M - $5.68M
|
62.9K
$17.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
18.5K+ 461.61% |
$4.02M - $5.62M
|
22.5K
$6.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
17.2K+ 6.45% |
$3.76M - $5.26M
|
284K
$79M
|
|
|
Aug 14, 2024
Q2 2024
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
16.9K+ 76.01% |
$3.68M - $5.14M
|
39.1K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
16.3K+ 18.95% |
$3.56M - $4.98M
|
103K
$28.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
16.2K+ 8.69% |
$3.52M - $4.93M
|
202K
$56.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
15.8K+ 266.89% |
$3.45M - $4.82M
|
21.8K
$6.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
15.4K+ 74.74% |
$3.36M - $4.7M
|
36.1K
$10M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.4K+ 20.53% |
$3.36M - $4.7M
|
90.6K
$25.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
15.3K+ 3.51% |
$3.33M - $4.65M
|
451K
$125M
|
|
|
Jul 19, 2024
Q2 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
15.2KNew |
$3.32M - $4.65M
|
15.2K
$4.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
15.1K+ 22.67% |
$3.29M - $4.59M
|
81.6K
$22.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
15.1K+ 22.32% |
$3.28M - $4.59M
|
82.6K
$22.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
15KNew |
$3.28M - $4.58M
|
15K
$4.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Sora Investors LLC
Bryn Mawr, PA |
BUY
|
- |
15K+ 30.0% |
$3.27M - $4.57M
|
65K
$18.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
14.9K+ 2173.76% |
$3.25M - $4.54M
|
15.6K
$4.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
14.9K+ 79.72% |
$3.25M - $4.54M
|
33.6K
$9.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
14.8K+ 8.67% |
$3.22M - $4.5M
|
185K
$51.4M
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
14.7KNew |
$3.2M - $4.48M
|
14.7K
$4.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
14.5K+ 1000.69% |
$3.15M - $4.4M
|
15.9K
$4.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3K+ 10.86% |
$3.11M - $4.35M
|
146K
$40.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
14.2K+ 35.67% |
$3.1M - $4.34M
|
54.2K
$15M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.8K+ 63.11% |
$3.02M - $4.21M
|
35.7K
$9.93M
|
|
|
Feb 12, 2025
Q2 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
13.5K+ 48214.29% |
$2.94M - $4.11M
|
13.5K
$3.76M
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
13.5K+ 7.74% |
$2.94M - $4.11M
|
188K
$52.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
13.5K+ 150.18% |
$2.94M - $4.1M
|
22.4K
$6.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
13.2KNew |
$2.88M - $4.02M
|
13.2K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
13K+ 31.58% |
$2.84M - $3.96M
|
54.2K
$15.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
13K+ 143.39% |
$2.83M - $3.96M
|
22.1K
$6.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
13KNew |
$2.83M - $3.96M
|
13K
$3.61M
|