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
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
90New |
$21.5K - $24.9K
|
90
$24.2K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
90+ 2.21% |
$21.5K - $24.9K
|
4.16K
$1.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
88+ 1.95% |
$21K - $24.3K
|
4.61K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
88+ 2.66% |
$21K - $24.3K
|
3.4K
$912K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
88+ 0.82% |
$21K - $24.3K
|
10.8K
$2.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
87+ 4.64% |
$20.7K - $24.1K
|
1.96K
$527K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
87+ 1.2% |
$20.7K - $24.1K
|
7.33K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
86+ 2.73% |
$20.5K - $23.8K
|
3.24K
$869K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
85+ 10.37% |
$20.3K - $23.5K
|
905
$243K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
85+ 6.26% |
$20.3K - $23.5K
|
1.44K
$387K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
85+ 73.28% |
$20.3K - $23.5K
|
201
$53.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
84+ 3.41% |
$20K - $23.2K
|
2.55K
$684K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
84+ 4.75% |
$20K - $23.2K
|
1.85K
$498K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
84+ 0.36% |
$20K - $23.2K
|
23.3K
$6.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
83+ 4.41% |
$19.8K - $23K
|
1.97K
$528K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
82+ 1.52% |
$19.6K - $22.7K
|
5.47K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
81+ 1.02% |
$19.3K - $22.4K
|
8.02K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
81New |
$19.3K - $22.4K
|
81
$21.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
80+ 135.59% |
$19.1K - $22.1K
|
139
$37.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
79+ 8.17% |
$18.8K - $21.8K
|
1.05K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
79+ 9.9% |
$18.8K - $21.8K
|
877
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
78+ 1.26% |
$18.6K - $21.6K
|
6.28K
$1.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
77+ 4.01% |
$18.4K - $21.3K
|
2K
$536K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
76+ 8.28% |
$18.1K - $21K
|
994
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
76+ 3.22% |
$18.1K - $21K
|
2.44K
$654K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
76+ 2.09% |
$18.1K - $21K
|
3.7K
$994K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
76+ 1.88% |
$18.1K - $21K
|
4.11K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
76+ 1.85% |
$18.1K - $21K
|
4.18K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
76+ 1.05% |
$18.1K - $21K
|
7.3K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
75+ 9.26% |
$17.9K - $20.7K
|
885
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
75+ 2.08% |
$17.9K - $20.7K
|
3.68K
$987K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
75New |
$17.9K - $20.7K
|
75
$20.1K
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
75+ 0.74% |
$17.9K - $20.7K
|
10.2K
$2.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
74+ 6.83% |
$17.6K - $20.5K
|
1.16K
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
74+ 1.91% |
$17.6K - $20.5K
|
3.95K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
74+ 3.96% |
$17.6K - $20.5K
|
1.94K
$521K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
73+ 2.24% |
$17.4K - $20.2K
|
3.33K
$895K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
72+ 0.08% |
$17.2K - $19.9K
|
85.7K
$23M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
71+ 3.69% |
$16.9K - $19.6K
|
2K
$535K
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
70+ 6.97% |
$16.7K - $19.4K
|
1.08K
$288K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
70+ 8.09% |
$16.7K - $19.4K
|
935
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
69+ 1.68% |
$16.5K - $19.1K
|
4.18K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
67+ 0.55% |
$16K - $18.5K
|
12.2K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
66+ 4.7% |
$15.7K - $18.3K
|
1.47K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
66+ 52.38% |
$15.7K - $18.3K
|
192
$51.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
65+ 7.84% |
$15.5K - $18K
|
894
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
65+ 0.29% |
$15.5K - $18K
|
22.1K
$5.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
65+ 1.09% |
$15.5K - $18K
|
6.01K
$1.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
64+ 5.34% |
$15.3K - $17.7K
|
1.26K
$339K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
64+ 145.45% |
$15.3K - $17.7K
|
108
$29K
|