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 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
300+ 3.36% |
$71.5K - $83K
|
9.22K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300New |
$71.5K - $83K
|
300
$80.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
300+ 28.74% |
$71.5K - $83K
|
1.34K
$361K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
298New |
$71K - $82.4K
|
298
$80K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
296+ 1.99% |
$70.6K - $81.9K
|
15.2K
$4.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
290+ 2.06% |
$69.1K - $80.2K
|
14.3K
$3.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
290+ 5.02% |
$69.1K - $80.2K
|
6.07K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
289+ 7.53% |
$68.9K - $79.9K
|
4.13K
$1.11M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
288+ 4.98% |
$68.7K - $79.6K
|
6.08K
$1.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
285+ 0.86% |
$67.9K - $78.8K
|
33.6K
$9.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
285+ 3.04% |
$67.9K - $78.8K
|
9.66K
$2.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
284New |
$67.7K - $78.5K
|
284
$76.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
283+ 2.99% |
$67.5K - $78.3K
|
9.76K
$2.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
283+ 0.81% |
$67.5K - $78.3K
|
35.2K
$9.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
283+ 1.55% |
$67.5K - $78.3K
|
18.5K
$4.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
282+ 19.69% |
$67.2K - $78K
|
1.71K
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
281+ 3.4% |
$67K - $77.7K
|
8.54K
$2.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
BUY
|
- |
278+ 2.03% |
$66.3K - $76.9K
|
14K
$3.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
278+ 19.24% |
$66.3K - $76.9K
|
1.72K
$462K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
272+ 6.47% |
$64.9K - $75.2K
|
4.48K
$1.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
271+ 4.4% |
$64.6K - $74.9K
|
6.43K
$1.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
270+ 13.49% |
$64.4K - $74.7K
|
2.27K
$610K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
268+ 0.2% |
$63.9K - $74.1K
|
132K
$35.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
268+ 67.34% |
$63.9K - $74.1K
|
666
$179K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
265+ 13.57% |
$63.2K - $73.3K
|
2.22K
$595K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
262+ 10.43% |
$62.5K - $72.5K
|
2.78K
$745K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
260+ 2.45% |
$62K - $71.9K
|
10.9K
$2.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
260+ 0.14% |
$62K - $71.9K
|
190K
$50.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
260+ 15.27% |
$62K - $71.9K
|
1.96K
$527K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
257+ 12.84% |
$61.3K - $71.1K
|
2.26K
$606K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
257+ 6.49% |
$61.3K - $71.1K
|
4.22K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
253+ 8433.33% |
$60.3K - $70K
|
256
$68.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
250+ 15.38% |
$59.6K - $69.1K
|
1.88K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
250+ 3.3% |
$59.6K - $69.1K
|
7.82K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
250+ 3.45% |
$59.6K - $69.1K
|
7.5K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
248+ 1.65% |
$59.1K - $68.6K
|
15.3K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
246+ 3.68% |
$58.7K - $68K
|
6.92K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
244+ 0.61% |
$58.2K - $67.5K
|
40.2K
$10.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
241+ 1.55% |
$57.5K - $66.6K
|
15.8K
$4.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
239+ 1.67% |
$57K - $66.1K
|
14.5K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
238+ 15.68% |
$56.7K - $65.8K
|
1.76K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
234+ 2.4% |
$55.8K - $64.7K
|
9.98K
$2.68M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
232+ 28.57% |
$55.3K - $64.2K
|
1.04K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
231+ 2.54% |
$55.1K - $63.9K
|
9.32K
$2.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
230+ 20.61% |
$54.8K - $63.6K
|
1.35K
$361K
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
229New |
$54.6K - $63.3K
|
229
$61.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
225+ 5.2% |
$53.6K - $62.2K
|
4.55K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
223+ 2.14% |
$53.2K - $61.7K
|
10.7K
$2.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
222+ 24.92% |
$52.9K - $61.4K
|
1.11K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
221+ 7.12% |
$52.7K - $61.1K
|
3.32K
$892K
|