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 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
505+ 3.87% |
$120K - $140K
|
13.6K
$3.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
500+ 5.2% |
$119K - $138K
|
10.1K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
500+ 0.1% |
$119K - $138K
|
509K
$137M
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
500+ 45.96% |
$119K - $138K
|
1.59K
$426K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
496+ 9.08% |
$118K - $137K
|
5.96K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
496+ 36.61% |
$118K - $137K
|
1.85K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
494+ 3.96% |
$118K - $137K
|
13K
$3.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
492+ 3.64% |
$117K - $136K
|
14K
$3.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
490+ 7.9% |
$117K - $135K
|
6.7K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
489+ 31.63% |
$117K - $135K
|
2.04K
$546K
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
483+ 0.24% |
$115K - $134K
|
203K
$54.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
470+ 6.97% |
$112K - $130K
|
7.21K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
469+ 11.3% |
$112K - $130K
|
4.62K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
469+ 9.52% |
$112K - $130K
|
5.39K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
466+ 8.04% |
$111K - $129K
|
6.27K
$1.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
455+ 13.43% |
$108K - $126K
|
3.84K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
454+ 11.51% |
$108K - $126K
|
4.4K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
454+ 2.07% |
$108K - $126K
|
22.3K
$6M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
453+ 14.06% |
$108K - $125K
|
3.68K
$986K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
452+ 1.22% |
$108K - $125K
|
37.6K
$10.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
451+ 4.95% |
$108K - $125K
|
9.56K
$2.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
449+ 2.32% |
$107K - $124K
|
19.8K
$5.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
444+ 13.89% |
$106K - $123K
|
3.64K
$977K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
442+ 0.8% |
$105K - $122K
|
55.8K
$15M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
434+ 13.39% |
$103K - $120K
|
3.68K
$986K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
430+ 18.16% |
$103K - $119K
|
2.8K
$751K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
429+ 27.98% |
$102K - $119K
|
1.96K
$527K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
426+ 9.82% |
$102K - $118K
|
4.77K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
424+ 4.76% |
$101K - $117K
|
9.33K
$2.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
424+ 5.65% |
$101K - $117K
|
7.93K
$2.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
419+ 17.78% |
$99.9K - $116K
|
2.78K
$745K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
419New |
$99.9K - $116K
|
419
$112K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
418+ 6.04% |
$99.7K - $116K
|
7.34K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
413+ 1.5% |
$98.5K - $114K
|
28K
$7.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
412+ 8.13% |
$98.2K - $114K
|
5.48K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
411+ 3.82% |
$98K - $114K
|
11.2K
$2.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
410+ 0.87% |
$97.8K - $113K
|
47.7K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
410+ 10.09% |
$97.8K - $113K
|
4.47K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
408+ 22.13% |
$97.3K - $113K
|
2.25K
$604K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
404+ 16.35% |
$96.3K - $112K
|
2.88K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
401+ 9.3% |
$95.6K - $111K
|
4.71K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
400+ 634.92% |
$95.4K - $111K
|
463
$124K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
397+ 0.39% |
$94.7K - $110K
|
102K
$27.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
396+ 0.23% |
$94.4K - $110K
|
175K
$47M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
396+ 19.22% |
$94.4K - $110K
|
2.46K
$659K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
395+ 8.53% |
$94.2K - $109K
|
5.02K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
389+ 0.67% |
$92.7K - $108K
|
58.1K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
388+ 2.39% |
$92.5K - $107K
|
16.6K
$4.46M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
387+ 5.04% |
$92.3K - $107K
|
8.07K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
386+ 16.98% |
$92K - $107K
|
2.66K
$714K
|