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 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
126+ 4.29% |
$30K - $34.8K
|
3.07K
$799K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
126+ 3.48% |
$30K - $34.8K
|
3.75K
$977K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
125+ 2.49% |
$29.8K - $34.6K
|
5.15K
$1.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
122+ 6.79% |
$29.1K - $33.7K
|
1.92K
$500K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
121+ 40.74% |
$28.8K - $33.5K
|
418
$109K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
120+ 9.69% |
$28.6K - $33.2K
|
1.36K
$354K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
120+ 1.36% |
$28.6K - $33.2K
|
8.97K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
120+ 3.33% |
$28.6K - $33.2K
|
3.72K
$970K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
120+ 6.13% |
$28.6K - $33.2K
|
2.08K
$541K
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
120+ 14.49% |
$28.6K - $33.2K
|
948
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
119+ 11.28% |
$28.4K - $32.9K
|
1.17K
$306K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
118+ 12.8% |
$28.1K - $32.6K
|
1.04K
$271K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
117+ 5.73% |
$27.9K - $32.4K
|
2.16K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
116+ 5.39% |
$27.7K - $32.1K
|
2.27K
$591K
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
115+ 1.15% |
$27.4K - $31.8K
|
10.1K
$2.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
114+ 3.78% |
$27.2K - $31.5K
|
3.13K
$816K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
114+ 4.46% |
$27.2K - $31.5K
|
2.67K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
114+ 6.61% |
$27.2K - $31.5K
|
1.84K
$479K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
113+ 1.46% |
$26.9K - $31.2K
|
7.87K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
113+ 5.75% |
$26.9K - $31.2K
|
2.08K
$541K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
110+ 1.99% |
$26.2K - $30.4K
|
5.64K
$1.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
110+ 27.36% |
$26.2K - $30.4K
|
512
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
108+ 3.56% |
$25.7K - $29.9K
|
3.14K
$819K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
108+ 20.34% |
$25.7K - $29.9K
|
639
$167K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
108+ 1.65% |
$25.7K - $29.9K
|
6.67K
$1.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
107+ 2.21% |
$25.5K - $29.6K
|
4.96K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
107+ 1.5% |
$25.5K - $29.6K
|
7.24K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
106+ 13.2% |
$25.3K - $29.3K
|
909
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
106+ 168.25% |
$25.3K - $29.3K
|
169
$44K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
105+ 2.25% |
$25K - $29K
|
4.78K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
105+ 1.2% |
$25K - $29K
|
8.83K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
105+ 0.88% |
$25K - $29K
|
12.1K
$3.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
104+ 36.36% |
$24.8K - $28.8K
|
390
$102K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
103+ 15.47% |
$24.6K - $28.5K
|
769
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
103New |
$24.6K - $28.5K
|
103
$26.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
102+ 6.66% |
$24.3K - $28.2K
|
1.63K
$426K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
101+ 6.73% |
$24.1K - $27.9K
|
1.6K
$417K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
101+ 5.01% |
$24.1K - $27.9K
|
2.12K
$551K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
100+ 11.06% |
$23.8K - $27.7K
|
1K
$262K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
100+ 6.11% |
$23.8K - $27.7K
|
1.74K
$453K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
100+ 12.64% |
$23.8K - $27.7K
|
891
$232K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
100New |
$23.8K - $27.7K
|
100
$26.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
100New |
$23.8K - $27.7K
|
100
$26.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
98+ 9.57% |
$23.4K - $27.1K
|
1.12K
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97+ 2.04% |
$23.1K - $26.8K
|
4.86K
$1.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
96+ 1.55% |
$22.9K - $26.5K
|
6.27K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
96+ 67.61% |
$22.9K - $26.5K
|
238
$62K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
96+ 4.23% |
$22.9K - $26.5K
|
2.36K
$616K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
96+ 8.7% |
$22.9K - $26.5K
|
1.2K
$313K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
94+ 0.48% |
$22.4K - $26K
|
19.5K
$5.09M
|