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 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
383+ 10.9% |
$91.3K - $106K
|
3.9K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
380+ 1.71% |
$90.6K - $105K
|
22.6K
$6.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
377+ 14.19% |
$89.9K - $104K
|
3.03K
$814K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
375+ 0.3% |
$89.4K - $104K
|
127K
$34.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
368+ 9.16% |
$87.7K - $102K
|
4.39K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
363+ 12.4% |
$86.5K - $100K
|
3.29K
$883K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
361+ 8.73% |
$86.1K - $99.8K
|
4.5K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
359+ 3.87% |
$85.6K - $99.3K
|
9.64K
$2.59M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
352+ 3.52% |
$83.9K - $97.3K
|
10.4K
$2.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
349+ 10.13% |
$83.2K - $96.5K
|
3.8K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
349+ 18.11% |
$83.2K - $96.5K
|
2.28K
$611K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
348+ 1.85% |
$83K - $96.2K
|
19.2K
$5.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
346+ 2.4% |
$82.5K - $95.7K
|
14.7K
$3.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
346+ 17.27% |
$82.5K - $95.7K
|
2.35K
$630K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
346+ 5.07% |
$82.5K - $95.7K
|
7.17K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
344+ 29.3% |
$82K - $95.1K
|
1.52K
$407K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
BUY
|
- |
343+ 3.02% |
$81.8K - $94.8K
|
11.7K
$3.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
343+ 8.26% |
$81.8K - $94.8K
|
4.5K
$1.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
342+ 17.5% |
$81.5K - $94.6K
|
2.3K
$616K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
342+ 5.45% |
$81.5K - $94.6K
|
6.62K
$1.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
342+ 43.85% |
$81.5K - $94.6K
|
1.12K
$301K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
341+ 4.75% |
$81.3K - $94.3K
|
7.52K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
341+ 5.84% |
$81.3K - $94.3K
|
6.18K
$1.66M
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
340+ 8.89% |
$81.1K - $94K
|
4.17K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
337+ 2.61% |
$80.3K - $93.2K
|
13.3K
$3.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
336+ 9.9% |
$80.1K - $92.9K
|
3.73K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
335+ 38.15% |
$79.9K - $92.6K
|
1.21K
$326K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
332+ 6.47% |
$79.2K - $91.8K
|
5.47K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
332+ 12.39% |
$79.2K - $91.8K
|
3.01K
$808K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
332+ 1.06% |
$79.2K - $91.8K
|
31.7K
$8.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
332+ 6.53% |
$79.2K - $91.8K
|
5.42K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
332+ 1.94% |
$79.2K - $91.8K
|
17.5K
$4.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
329+ 4.05% |
$78.4K - $91K
|
8.44K
$2.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
328+ 21.05% |
$78.2K - $90.7K
|
1.89K
$506K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
325+ 21.04% |
$77.5K - $89.9K
|
1.87K
$502K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
324+ 29.45% |
$77.2K - $89.6K
|
1.42K
$382K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
322+ 1.79% |
$76.8K - $89K
|
18.3K
$4.91M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
319+ 1.15% |
$76.1K - $88.2K
|
28.1K
$7.55M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
316+ 1.03% |
$75.3K - $87.4K
|
31.1K
$8.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
313+ 1.45% |
$74.6K - $86.6K
|
21.9K
$5.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
312+ 2.92% |
$74.4K - $86.3K
|
11K
$2.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
312+ 0.5% |
$74.4K - $86.3K
|
62.6K
$16.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
312+ 3.39% |
$74.4K - $86.3K
|
9.53K
$2.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
312+ 37.68% |
$74.4K - $86.3K
|
1.14K
$306K
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
310+ 15.29% |
$73.9K - $85.7K
|
2.34K
$627K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
310+ 4.42% |
$73.9K - $85.7K
|
7.33K
$1.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
309+ 6.78% |
$73.7K - $85.4K
|
4.87K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
308+ 1.34% |
$73.4K - $85.2K
|
23.3K
$6.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
308+ 10.0% |
$73.4K - $85.2K
|
3.39K
$909K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
307+ 13.05% |
$73.2K - $84.9K
|
2.66K
$714K
|