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 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.91K+ 54.9% |
$1.29M - $1.8M
|
16.7K
$5.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.87K+ 11.18% |
$1.28M - $1.79M
|
58.4K
$20M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.8K+ 27.6% |
$1.27M - $1.77M
|
26.8K
$9.21M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.79K+ 58.23% |
$1.26M - $1.76M
|
15.7K
$5.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.74K+ 13.13% |
$1.25M - $1.75M
|
49.4K
$17M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.64K+ 58.88% |
$1.23M - $1.72M
|
15.2K
$5.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.6KNew |
$1.22M - $1.71M
|
5.6K
$1.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
5.59K+ 11.01% |
$1.22M - $1.7M
|
56.3K
$19.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
5.58KNew |
$1.22M - $1.7M
|
5.58K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
5.51K+ 85.96% |
$1.2M - $1.68M
|
11.9K
$4.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.48K+ 128.3% |
$1.19M - $1.67M
|
9.74K
$3.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.47K+ 7.58% |
$1.19M - $1.67M
|
77.6K
$26.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.38K+ 175.74% |
$1.17M - $1.64M
|
8.45K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.29K+ 12.41% |
$1.15M - $1.61M
|
47.9K
$16.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.28K+ 4.37% |
$1.15M - $1.61M
|
126K
$43.2M
|
|
|
Aug 14, 2024
Q2 2024
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
5.24K+ 3.39% |
$1.14M - $1.6M
|
160K
$54.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
5.24K+ 3.8% |
$1.14M - $1.6M
|
143K
$49M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.24K+ 59.53% |
$1.14M - $1.6M
|
14K
$4.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
5.21K+ 17.86% |
$1.14M - $1.59M
|
34.4K
$11.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
BUY
|
- |
5.14K+ 82.7% |
$1.12M - $1.57M
|
11.4K
$3.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
5.13K+ 81.25% |
$1.12M - $1.56M
|
11.4K
$3.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
5.08K+ 62.88% |
$1.11M - $1.55M
|
13.2K
$4.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
5.07KNew |
$1.1M - $1.54M
|
5.07K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
5.06KNew |
$1.1M - $1.54M
|
5.06K
$1.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.03KNew |
$1.1M - $1.53M
|
5.03K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.02K+ 43.93% |
$1.09M - $1.53M
|
16.4K
$5.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
5.01K+ 30.17% |
$1.09M - $1.53M
|
21.6K
$7.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
5KNew |
$1.09M - $1.52M
|
5K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
5K+ 33.33% |
$1.09M - $1.52M
|
20K
$6.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
4.98KNew |
$1.09M - $1.52M
|
4.98K
$1.71M
|
|
|
Aug 16, 2024
Q2 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
4.97KNew |
$1.08M - $1.51M
|
4.97K
$1.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.88K+ 8.74% |
$1.06M - $1.49M
|
60.7K
$20.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
4.86K+ 2.96% |
$1.06M - $1.48M
|
169K
$58M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.84K+ 5.79% |
$1.06M - $1.48M
|
88.4K
$30.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
4.84K+ 210.89% |
$1.06M - $1.47M
|
7.14K
$2.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
4.78K+ 16.59% |
$1.04M - $1.46M
|
33.6K
$11.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
BUY
|
- |
4.77K+ 3.05% |
$1.04M - $1.45M
|
161K
$55.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
4.71K+ 4.15% |
$1.03M - $1.44M
|
118K
$40.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.69K+ 27.8% |
$1.02M - $1.43M
|
21.6K
$7.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
4.64K+ 24.88% |
$1.01M - $1.41M
|
23.3K
$7.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.63KNew |
$1.01M - $1.41M
|
4.63K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.61K+ 0.29% |
$1.01M - $1.41M
|
1.58M
$541M
|
|
|
Aug 06, 2024
Q2 2024
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
BUY
|
- |
4.6K+ 11.63% |
$1M - $1.4M
|
44.1K
$15.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.59K+ 236.41% |
$1M - $1.4M
|
6.53K
$2.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
4.54K+ 19.28% |
$989K - $1.38M
|
28.1K
$9.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.48K+ 353.28% |
$976K - $1.36M
|
5.74K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.45K+ 91.56% |
$970K - $1.36M
|
9.31K
$3.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.43K+ 4.74% |
$965K - $1.35M
|
97.8K
$33.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
4.42KNew |
$964K - $1.35M
|
4.42K
$1.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$956K - $1.34M
|
4.39K
$1.51M
|