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 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
219+ 11.2% |
$52.2K - $60.6K
|
2.17K
$583K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
219+ 37.44% |
$52.2K - $60.6K
|
804
$216K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
218New |
$52K - $60.3K
|
218
$58.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
217+ 9.72% |
$51.7K - $60K
|
2.45K
$657K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
215+ 1.3% |
$51.3K - $59.5K
|
16.7K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
214+ 1.37% |
$51K - $59.2K
|
15.8K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
213+ 9.75% |
$50.8K - $58.9K
|
2.4K
$644K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
212+ 15.14% |
$50.5K - $58.6K
|
1.61K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
212+ 26.4% |
$50.5K - $58.6K
|
1.02K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
211+ 1.1% |
$50.3K - $58.3K
|
19.4K
$5.2M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
210+ 0.41% |
$50.1K - $58.1K
|
51.2K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
209+ 4.91% |
$49.8K - $57.8K
|
4.47K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
209+ 15.83% |
$49.8K - $57.8K
|
1.53K
$410K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
207+ 18.89% |
$49.4K - $57.2K
|
1.3K
$350K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
207+ 7.86% |
$49.4K - $57.2K
|
2.84K
$762K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
205+ 19.16% |
$48.9K - $56.7K
|
1.28K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
205+ 25.09% |
$48.9K - $56.7K
|
1.02K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
204+ 3.26% |
$48.6K - $56.4K
|
6.45K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
204+ 0.89% |
$48.6K - $56.4K
|
23K
$6.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
202+ 1.19% |
$48.2K - $55.9K
|
17.2K
$4.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
201+ 1.34% |
$47.9K - $55.6K
|
15.2K
$4.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
200+ 3.05% |
$47.7K - $55.3K
|
6.75K
$1.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
199+ 14.93% |
$47.4K - $55K
|
1.53K
$411K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
198+ 17.46% |
$47.2K - $54.8K
|
1.33K
$357K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
193+ 0.88% |
$46K - $53.4K
|
22.1K
$5.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
192+ 1.56% |
$45.8K - $53.1K
|
12.5K
$3.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
191+ 0.88% |
$45.5K - $52.8K
|
21.8K
$5.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
190+ 1.69% |
$45.3K - $52.5K
|
11.5K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
190+ 0.03% |
$45.3K - $52.5K
|
571K
$153M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
188+ 7.01% |
$44.8K - $52K
|
2.87K
$770K
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
186+ 2.34% |
$44.3K - $51.4K
|
8.12K
$2.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
184+ 6.18% |
$43.9K - $50.9K
|
3.16K
$849K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
184+ 4.36% |
$43.9K - $50.9K
|
4.41K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
183+ 4.73% |
$43.6K - $50.6K
|
4.05K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
182+ 0.53% |
$43.4K - $50.3K
|
34.2K
$9.18M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
181+ 0.97% |
$43.2K - $50.1K
|
18.8K
$5.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
178+ 0.91% |
$42.4K - $49.2K
|
19.7K
$5.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
177+ 9.44% |
$42.2K - $48.9K
|
2.05K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
177+ 11.16% |
$42.2K - $48.9K
|
1.76K
$473K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
176+ 12.55% |
$42K - $48.7K
|
1.58K
$423K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
173+ 2.04% |
$41.2K - $47.8K
|
8.66K
$2.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
172+ 0.75% |
$41K - $47.6K
|
23K
$6.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
170+ 2.42% |
$40.5K - $47K
|
7.19K
$1.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
167+ 9.49% |
$39.8K - $46.2K
|
1.93K
$517K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
167+ 2.97% |
$39.8K - $46.2K
|
5.78K
$1.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
166+ 2.23% |
$39.6K - $45.9K
|
7.6K
$2.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
166+ 0.86% |
$39.6K - $45.9K
|
19.5K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
166+ 11.22% |
$39.6K - $45.9K
|
1.65K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
166+ 2.7% |
$39.6K - $45.9K
|
6.31K
$1.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
164+ 22.65% |
$39.1K - $45.4K
|
888
$238K
|