Purchases and Sales Made in Q3 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 3.65% |
$319K - $371K
|
38.1K
$10.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
1.34K+ 83.13% |
$318K - $369K
|
2.94K
$794K
|
|
|
Nov 13, 2024
Q3 2024
|
Distillate Capital Partners LLC
|
BUY
|
- |
1.33K+ 1.02% |
$317K - $368K
|
132K
$35.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.33K+ 23.21% |
$316K - $367K
|
7.04K
$1.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.33K+ 89.53% |
$316K - $366K
|
2.81K
$757K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.32K+ 92.43% |
$314K - $364K
|
2.74K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 94.57% |
$311K - $361K
|
2.69K
$725K
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.3KNew |
$310K - $360K
|
1.3K
$351K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.3K+ 3.19% |
$309K - $359K
|
42K
$11.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.29K+ 30.69% |
$308K - $357K
|
5.49K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.26K+ 99.37% |
$301K - $350K
|
2.54K
$685K
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.26KNew |
$301K - $349K
|
1.26K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.25KNew |
$298K - $345K
|
1.25K
$337K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.25K+ 157.97% |
$298K - $345K
|
2.04K
$550K
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
1.25K+ 2.36% |
$297K - $345K
|
54.1K
$14.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.25K+ 57.05% |
$297K - $345K
|
3.43K
$926K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.24KNew |
$296K - $343K
|
1.24K
$335K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.24K+ 76.65% |
$296K - $343K
|
2.86K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
1.22K+ 76.59% |
$290K - $337K
|
2.81K
$758K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.21KNew |
$288K - $334K
|
1.21K
$326K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.2KNew |
$287K - $333K
|
1.2K
$325K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.19K+ 23.46% |
$284K - $329K
|
6.26K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.19K+ 3.05% |
$283K - $329K
|
40.1K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.19K+ 38.56% |
$283K - $329K
|
4.27K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.18KNew |
$281K - $326K
|
1.18K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.15KNew |
$275K - $319K
|
1.15K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.15KNew |
$274K - $318K
|
1.15K
$311K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.15KNew |
$274K - $317K
|
1.15K
$310K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.13KNew |
$270K - $313K
|
1.13K
$306K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.12K+ 222.95% |
$266K - $309K
|
1.62K
$437K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.12KNew |
$266K - $309K
|
1.12K
$301K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.11K+ 42.17% |
$266K - $308K
|
3.76K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.11KNew |
$265K - $308K
|
1.11K
$300K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.11K+ 2.05% |
$265K - $307K
|
55.3K
$14.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.11K+ 1.28% |
$264K - $306K
|
87.3K
$23.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.1KNew |
$262K - $304K
|
1.1K
$297K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.1K+ 6.92% |
$262K - $304K
|
17K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.09K+ 6.34% |
$261K - $303K
|
18.4K
$4.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.09KNew |
$260K - $302K
|
1.09K
$295K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.09KNew |
$259K - $300K
|
1.09K
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.08K+ 4.64% |
$257K - $298K
|
24.3K
$6.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.07K+ 0.55% |
$256K - $297K
|
197K
$53.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.07K+ 1.1% |
$256K - $296K
|
98.8K
$26.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.06KNew |
$253K - $294K
|
1.06K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.06K+ 14.48% |
$253K - $294K
|
8.4K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.05K+ 11.28% |
$250K - $290K
|
10.4K
$2.8M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.04KNew |
$248K - $288K
|
1.04K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.04K+ 28.44% |
$247K - $287K
|
4.68K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.04KNew |
$247K - $286K
|
1.04K
$279K
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.03K+ 10.19% |
$247K - $286K
|
11.2K
$3.02M
|