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 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.73K+ 1.76% |
$1.9M - $2.66M
|
505K
$140M
|
|
|
Jan 29, 2025
Q2 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
8.67K+ 43.76% |
$1.89M - $2.64M
|
28.5K
$7.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
8.56K+ 252.63% |
$1.87M - $2.61M
|
11.9K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
8.51K+ 67.09% |
$1.85M - $2.59M
|
21.2K
$5.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.49K+ 169.69% |
$1.85M - $2.59M
|
13.5K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
8.46K+ 13.2% |
$1.84M - $2.58M
|
72.6K
$20.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
8.41K+ 7.76% |
$1.83M - $2.56M
|
117K
$32.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
8.29KNew |
$1.81M - $2.53M
|
8.29K
$2.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.28K+ 301.97% |
$1.81M - $2.52M
|
11K
$3.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.25K+ 9.05% |
$1.8M - $2.52M
|
99.4K
$27.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8.2K+ 3.81% |
$1.79M - $2.5M
|
223K
$62M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.12KNew |
$1.77M - $2.48M
|
8.12K
$2.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8.07K+ 978.88% |
$1.76M - $2.46M
|
8.89K
$2.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.04K+ 61.88% |
$1.75M - $2.45M
|
21K
$5.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.93KNew |
$1.73M - $2.42M
|
7.93K
$2.2M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.86K+ 154.75% |
$1.71M - $2.4M
|
12.9K
$3.6M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
7.82K+ 27.35% |
$1.7M - $2.38M
|
36.4K
$10.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
7.79K+ 4.97% |
$1.7M - $2.37M
|
165K
$45.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
7.79K+ 10.94% |
$1.7M - $2.37M
|
79K
$21.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.49K+ 14.74% |
$1.63M - $2.28M
|
58.3K
$16.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
7.36K+ 43.97% |
$1.6M - $2.24M
|
24.1K
$6.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
7.36K+ 79.29% |
$1.6M - $2.24M
|
16.6K
$4.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.31K+ 101.68% |
$1.59M - $2.23M
|
14.5K
$4.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7.29K+ 62.58% |
$1.59M - $2.22M
|
18.9K
$5.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.15K+ 165.2% |
$1.56M - $2.18M
|
11.5K
$3.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.15K+ 359.84% |
$1.56M - $2.18M
|
9.14K
$2.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.12K+ 3.1% |
$1.55M - $2.17M
|
237K
$65.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
7.09K+ 15.19% |
$1.55M - $2.16M
|
53.8K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.09K+ 3.96% |
$1.55M - $2.16M
|
186K
$51.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
BUY
|
- |
7KNew |
$1.53M - $2.13M
|
7K
$1.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
6.95K+ 386.91% |
$1.51M - $2.12M
|
8.74K
$2.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.85K+ 592.13% |
$1.49M - $2.09M
|
8K
$2.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.77K+ 14.9% |
$1.48M - $2.06M
|
52.2K
$14.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.68K+ 54.99% |
$1.46M - $2.03M
|
18.8K
$5.23M
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
6.55K+ 0.67% |
$1.43M - $2M
|
980K
$272M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.53K+ 6.99% |
$1.42M - $1.99M
|
100K
$27.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.45K+ 2.64% |
$1.41M - $1.97M
|
251K
$69.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
6.45K+ 25.72% |
$1.41M - $1.97M
|
31.5K
$8.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.23K+ 13.18% |
$1.36M - $1.9M
|
53.5K
$14.9M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.18K+ 12.9% |
$1.35M - $1.88M
|
54.1K
$15M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
6.18KNew |
$1.35M - $1.88M
|
6.18K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.14K+ 43.98% |
$1.34M - $1.87M
|
20.1K
$5.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
BUY
|
- |
6.13K+ 7.66% |
$1.34M - $1.87M
|
86.2K
$23.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
6.12KNew |
$1.33M - $1.86M
|
6.12K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.09K+ 3.48% |
$1.33M - $1.85M
|
181K
$50.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.08K+ 2.86% |
$1.33M - $1.85M
|
218K
$60.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
BUY
|
- |
6.08K+ 200.33% |
$1.33M - $1.85M
|
9.12K
$2.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.07K+ 2673.13% |
$1.32M - $1.85M
|
6.3K
$1.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
6.05K+ 1.52% |
$1.32M - $1.84M
|
404K
$112M
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
6.03KNew |
$1.32M - $1.84M
|
6.03K
$1.68M
|