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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.03K+ 10.19% |
$247K - $286K
|
11.2K
$3M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.02K+ 17.44% |
$244K - $283K
|
6.89K
$1.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.02KNew |
$243K - $282K
|
1.02K
$274K
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.02K+ 26.93% |
$243K - $282K
|
4.8K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1K+ 7.07% |
$239K - $278K
|
15.2K
$4.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1K+ 48.64% |
$239K - $277K
|
3.07K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
1KNew |
$238K - $277K
|
1K
$268K
|
|
|
Mar 13, 2025
Q3 2024
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
1K+ 16.67% |
$238K - $277K
|
7K
$1.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
995+ 127.24% |
$237K - $275K
|
1.78K
$477K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
988New |
$236K - $273K
|
988
$265K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
985+ 3.9% |
$235K - $272K
|
26.2K
$7.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
985New |
$235K - $272K
|
985
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
972+ 17.75% |
$232K - $269K
|
6.45K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
970+ 29.28% |
$231K - $268K
|
4.28K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
970+ 11.28% |
$231K - $268K
|
9.57K
$2.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
968New |
$231K - $268K
|
968
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
966+ 6.28% |
$230K - $267K
|
16.3K
$4.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
962+ 102.67% |
$229K - $266K
|
1.9K
$510K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
962+ 8.09% |
$229K - $266K
|
12.9K
$3.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
959+ 1.6% |
$229K - $265K
|
61K
$16.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
953+ 15.49% |
$227K - $264K
|
7.11K
$1.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
953+ 1.17% |
$227K - $264K
|
82.5K
$22.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
950+ 54.44% |
$226K - $263K
|
2.7K
$723K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
945+ 3.2% |
$225K - $261K
|
30.5K
$8.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
936+ 111.96% |
$223K - $259K
|
1.77K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
936New |
$223K - $259K
|
936
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
929+ 54.07% |
$221K - $257K
|
2.65K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
929New |
$221K - $257K
|
929
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
929New |
$221K - $257K
|
929
$249K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
924New |
$220K - $256K
|
924
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
923+ 18.53% |
$220K - $255K
|
5.9K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
922+ 5.06% |
$220K - $255K
|
19.2K
$5.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
920New |
$219K - $254K
|
920
$247K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
919+ 13.41% |
$219K - $254K
|
7.77K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
912+ 3.53% |
$217K - $252K
|
26.8K
$7.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
909+ 5.72% |
$217K - $251K
|
16.8K
$4.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
908New |
$216K - $251K
|
908
$244K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
907+ 2.75% |
$216K - $251K
|
33.9K
$9.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
904+ 12.69% |
$216K - $250K
|
8.03K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
903+ 56.05% |
$215K - $250K
|
2.51K
$675K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
902+ 34.17% |
$215K - $249K
|
3.54K
$951K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
898New |
$214K - $248K
|
898
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
897+ 45.1% |
$214K - $248K
|
2.89K
$774K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
896+ 30.61% |
$214K - $248K
|
3.82K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
891+ 4.12% |
$212K - $246K
|
22.5K
$6.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
890+ 11.69% |
$212K - $246K
|
8.51K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
883New |
$211K - $244K
|
883
$237K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
881+ 39.3% |
$210K - $244K
|
3.12K
$838K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
877New |
$209K - $243K
|
877
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
874+ 37.19% |
$208K - $242K
|
3.22K
$865K
|