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 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
64+ 1.48% |
$15.3K - $17.7K
|
4.4K
$1.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
64+ 7.22% |
$15.3K - $17.7K
|
951
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
64+ 3.84% |
$15.3K - $17.7K
|
1.73K
$464K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
63+ 5.22% |
$15K - $17.4K
|
1.27K
$341K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
63+ 7.47% |
$15K - $17.4K
|
906
$243K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
63+ 3.28% |
$15K - $17.4K
|
1.99K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
63New |
$15K - $17.4K
|
63
$16.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
63New |
$15K - $17.4K
|
63
$16.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
61+ 5.3% |
$14.5K - $16.9K
|
1.21K
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
61+ 1.6% |
$14.5K - $16.9K
|
3.87K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
61+ 1.23% |
$14.5K - $16.9K
|
5.02K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61+ 6.68% |
$14.5K - $16.9K
|
974
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
60+ 2.62% |
$14.3K - $16.6K
|
2.35K
$631K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
60+ 3.42% |
$14.3K - $16.6K
|
1.81K
$487K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
60+ 0.83% |
$14.3K - $16.6K
|
7.33K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
60+ 0.79% |
$14.3K - $16.6K
|
7.62K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
59+ 4.53% |
$14.1K - $16.3K
|
1.36K
$365K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
58+ 0.05% |
$13.8K - $16K
|
126K
$33.8M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
58+ 0.49% |
$13.8K - $16K
|
11.8K
$3.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
58+ 0.87% |
$13.8K - $16K
|
6.7K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
58+ 0.48% |
$13.8K - $16K
|
12.2K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
56+ 4.69% |
$13.4K - $15.5K
|
1.25K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
56+ 1.51% |
$13.4K - $15.5K
|
3.77K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
55+ 0.27% |
$13.1K - $15.2K
|
20.5K
$5.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
54+ 0.54% |
$12.9K - $14.9K
|
10K
$2.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
53+ 0.5% |
$12.6K - $14.7K
|
10.7K
$2.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
53+ 1.42% |
$12.6K - $14.7K
|
3.78K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 25.73% |
$12.6K - $14.7K
|
259
$69.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
53+ 4.25% |
$12.6K - $14.7K
|
1.3K
$349K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
52+ 0.54% |
$12.4K - $14.4K
|
9.61K
$2.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
52+ 5.28% |
$12.4K - $14.4K
|
1.04K
$278K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
51+ 1.21% |
$12.2K - $14.1K
|
4.27K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
50+ 1.33% |
$11.9K - $13.8K
|
3.8K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
49+ 5.16% |
$11.7K - $13.5K
|
999
$268K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
49+ 2.11% |
$11.7K - $13.5K
|
2.38K
$638K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
48+ 4.0% |
$11.4K - $13.3K
|
1.25K
$335K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
48+ 3.79% |
$11.4K - $13.3K
|
1.32K
$353K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
48+ 3.78% |
$11.4K - $13.3K
|
1.32K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
47+ 1.21% |
$11.2K - $13K
|
3.94K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
46+ 0.36% |
$11K - $12.7K
|
13K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
46+ 4.7% |
$11K - $12.7K
|
1.02K
$275K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
45+ 0.17% |
$10.7K - $12.4K
|
26.6K
$7.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
44+ 0.39% |
$10.5K - $12.2K
|
11.3K
$3.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
44+ 0.79% |
$10.5K - $12.2K
|
5.59K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
44+ 110.0% |
$10.5K - $12.2K
|
84
$22.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
43+ 1.13% |
$10.3K - $11.9K
|
3.84K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
43New |
$10.3K - $11.9K
|
43
$11.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
43+ 1.96% |
$10.3K - $11.9K
|
2.24K
$601K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
43+ 2.87% |
$10.3K - $11.9K
|
1.54K
$414K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
42+ 4.26% |
$10K - $11.6K
|
1.03K
$276K
|