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 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
163+ 5.6% |
$38.9K - $45.1K
|
3.08K
$825K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
162+ 10.16% |
$38.6K - $44.8K
|
1.76K
$471K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
160+ 1.25% |
$38.1K - $44.2K
|
13K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
160+ 2.32% |
$38.1K - $44.2K
|
7.07K
$1.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
159+ 13.36% |
$37.9K - $44K
|
1.35K
$362K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
157+ 8.1% |
$37.4K - $43.4K
|
2.1K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
156+ 3.44% |
$37.2K - $43.1K
|
4.69K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
154+ 1.0% |
$36.7K - $42.6K
|
15.6K
$4.18M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
154+ 3.51% |
$36.7K - $42.6K
|
4.54K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
152+ 2.77% |
$36.2K - $42K
|
5.65K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
151+ 2.33% |
$36K - $41.8K
|
6.64K
$1.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
150+ 6.5% |
$35.8K - $41.5K
|
2.46K
$660K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
150+ 4.9% |
$35.8K - $41.5K
|
3.21K
$862K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
150+ 8.41% |
$35.8K - $41.5K
|
1.93K
$519K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
149+ 19.15% |
$35.5K - $41.2K
|
927
$249K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
148+ 3.66% |
$35.3K - $40.9K
|
4.2K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
148+ 13.26% |
$35.3K - $40.9K
|
1.26K
$339K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
145+ 21.9% |
$34.6K - $40.1K
|
807
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
145+ 17.73% |
$34.6K - $40.1K
|
963
$258K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
145+ 7.27% |
$34.6K - $40.1K
|
2.14K
$574K
|
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
145+ 8.14% |
$34.6K - $40.1K
|
1.93K
$517K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
144+ 12.18% |
$34.3K - $39.8K
|
1.33K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
144+ 4.11% |
$34.3K - $39.8K
|
3.65K
$979K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
143+ 7.61% |
$34.1K - $39.5K
|
2.02K
$543K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
143+ 6.39% |
$34.1K - $39.5K
|
2.38K
$639K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
141+ 62.11% |
$33.6K - $39K
|
368
$98.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
141+ 7.02% |
$33.6K - $39K
|
2.15K
$577K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
141+ 4.76% |
$33.6K - $39K
|
3.1K
$833K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
139+ 5.85% |
$33.1K - $38.4K
|
2.52K
$675K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
138+ 2.2% |
$32.9K - $38.2K
|
6.41K
$1.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
137+ 1.07% |
$32.7K - $37.9K
|
13K
$3.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
137+ 7.82% |
$32.7K - $37.9K
|
1.89K
$507K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
137+ 0.42% |
$32.7K - $37.9K
|
33K
$8.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
134+ 1.72% |
$31.9K - $37.1K
|
7.93K
$2.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
133+ 2.73% |
$31.7K - $36.8K
|
5.01K
$1.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
132+ 8.91% |
$31.5K - $36.5K
|
1.61K
$433K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
132+ 0.19% |
$31.5K - $36.5K
|
70.2K
$18.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
132+ 10.26% |
$31.5K - $36.5K
|
1.42K
$381K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
130+ 15.8% |
$31K - $35.9K
|
953
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
130+ 7.52% |
$31K - $35.9K
|
1.86K
$499K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
130+ 0.68% |
$31K - $35.9K
|
19.2K
$5.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
129+ 10.43% |
$30.8K - $35.7K
|
1.37K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
128New |
$30.5K - $35.4K
|
128
$34.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
127+ 1.6% |
$30.3K - $35.1K
|
8.05K
$2.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
126+ 4.29% |
$30K - $34.8K
|
3.07K
$823K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
126+ 3.48% |
$30K - $34.8K
|
3.75K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
125+ 2.49% |
$29.8K - $34.6K
|
5.15K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
122+ 6.79% |
$29.1K - $33.7K
|
1.92K
$515K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
121+ 40.74% |
$28.8K - $33.5K
|
418
$112K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
120+ 9.69% |
$28.6K - $33.2K
|
1.36K
$364K
|