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
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
684+ 2.34% |
$163K - $189K
|
29.9K
$8.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
683+ 39.85% |
$163K - $189K
|
2.4K
$643K
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
681New |
$162K - $188K
|
681
$183K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
677+ 3.0% |
$161K - $187K
|
23.2K
$6.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
675+ 16.94% |
$161K - $187K
|
4.66K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
673+ 44.02% |
$160K - $186K
|
2.2K
$591K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
665New |
$159K - $184K
|
665
$178K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
652+ 4.28% |
$155K - $180K
|
15.9K
$4.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
651+ 11.39% |
$155K - $180K
|
6.37K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
650+ 0.71% |
$155K - $180K
|
91.6K
$24.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
642+ 10.64% |
$153K - $178K
|
6.68K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
635+ 7.77% |
$151K - $176K
|
8.8K
$2.36M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
623+ 1639.47% |
$149K - $172K
|
661
$177K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
615+ 9.38% |
$147K - $170K
|
7.18K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
615+ 10.99% |
$147K - $170K
|
6.21K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
615+ 2.41% |
$147K - $170K
|
26.2K
$7.03M
|
|
|
Feb 20, 2025
Q3 2024
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
612+ 2.15% |
$146K - $169K
|
29.1K
$7.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
606+ 26.34% |
$144K - $168K
|
2.91K
$780K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
600+ 0.94% |
$143K - $166K
|
64.2K
$17.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
600+ 66.74% |
$143K - $166K
|
1.5K
$402K
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
600+ 14.63% |
$143K - $166K
|
4.7K
$1.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
596+ 6.67% |
$142K - $165K
|
9.54K
$2.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
591+ 0.48% |
$141K - $163K
|
123K
$33.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
582New |
$139K - $161K
|
582
$156K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
582+ 4.67% |
$139K - $161K
|
13K
$3.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
582+ 18.99% |
$139K - $161K
|
3.65K
$978K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
582+ 14.11% |
$139K - $161K
|
4.71K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
582+ 1.13% |
$139K - $161K
|
52.1K
$14M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
581+ 35.54% |
$139K - $161K
|
2.22K
$595K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
581+ 15.66% |
$139K - $161K
|
4.29K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
580+ 2.69% |
$138K - $160K
|
22.2K
$5.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
575+ 8.93% |
$137K - $159K
|
7.01K
$1.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
574+ 3.68% |
$137K - $159K
|
16.2K
$4.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
569+ 5.72% |
$136K - $157K
|
10.5K
$2.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
568+ 0.73% |
$135K - $157K
|
78.3K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
568+ 0.86% |
$135K - $157K
|
66.7K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
566New |
$135K - $157K
|
566
$152K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
565+ 0.36% |
$135K - $156K
|
155K
$41.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
560+ 2.16% |
$134K - $155K
|
26.5K
$7.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
548+ 2.65% |
$131K - $152K
|
21.2K
$5.69M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
537New |
$128K - $148K
|
537
$144K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
530+ 11.6% |
$126K - $147K
|
5.1K
$1.37M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
527+ 23.2% |
$126K - $146K
|
2.8K
$751K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
525+ 31.88% |
$125K - $145K
|
2.17K
$583K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
519+ 2.36% |
$124K - $144K
|
22.5K
$6.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
518+ 7.49% |
$124K - $143K
|
7.43K
$1.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
517+ 19.39% |
$123K - $143K
|
3.18K
$854K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
511+ 36.9% |
$122K - $141K
|
1.9K
$509K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
511+ 16.12% |
$122K - $141K
|
3.68K
$988K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
506+ 7.91% |
$121K - $140K
|
6.9K
$1.85M
|