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
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
67+ 0.55% |
$16K - $18.5K
|
12.2K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
66+ 4.7% |
$15.7K - $18.3K
|
1.47K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
66+ 52.38% |
$15.7K - $18.3K
|
192
$50K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
65+ 7.84% |
$15.5K - $18K
|
894
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
65+ 0.29% |
$15.5K - $18K
|
22.1K
$5.77M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
65+ 1.09% |
$15.5K - $18K
|
6.01K
$1.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
64+ 5.34% |
$15.3K - $17.7K
|
1.26K
$329K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
64+ 145.45% |
$15.3K - $17.7K
|
108
$28.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
64+ 1.48% |
$15.3K - $17.7K
|
4.4K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
64+ 7.22% |
$15.3K - $17.7K
|
951
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
64+ 3.84% |
$15.3K - $17.7K
|
1.73K
$451K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
63+ 5.22% |
$15K - $17.4K
|
1.27K
$331K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
63+ 7.47% |
$15K - $17.4K
|
906
$236K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
63+ 3.28% |
$15K - $17.4K
|
1.99K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
63New |
$15K - $17.4K
|
63
$16.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
63New |
$15K - $17.4K
|
63
$16.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
61+ 5.3% |
$14.5K - $16.9K
|
1.21K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
61+ 1.6% |
$14.5K - $16.9K
|
3.87K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
61+ 1.23% |
$14.5K - $16.9K
|
5.02K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61+ 6.68% |
$14.5K - $16.9K
|
974
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
60+ 2.62% |
$14.3K - $16.6K
|
2.35K
$612K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
60+ 3.42% |
$14.3K - $16.6K
|
1.81K
$473K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
60+ 0.83% |
$14.3K - $16.6K
|
7.33K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
60+ 0.79% |
$14.3K - $16.6K
|
7.62K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
59+ 4.53% |
$14.1K - $16.3K
|
1.36K
$354K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
58+ 0.05% |
$13.8K - $16K
|
126K
$32.9M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
58+ 0.49% |
$13.8K - $16K
|
11.8K
$3.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
58+ 0.87% |
$13.8K - $16K
|
6.7K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
58+ 0.48% |
$13.8K - $16K
|
12.2K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
56+ 4.69% |
$13.4K - $15.5K
|
1.25K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
56+ 1.51% |
$13.4K - $15.5K
|
3.77K
$982K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
55+ 0.27% |
$13.1K - $15.2K
|
20.5K
$5.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
54+ 0.54% |
$12.9K - $14.9K
|
10K
$2.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
53+ 0.5% |
$12.6K - $14.7K
|
10.7K
$2.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
53+ 1.42% |
$12.6K - $14.7K
|
3.78K
$985K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 25.73% |
$12.6K - $14.7K
|
259
$67.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
53+ 4.25% |
$12.6K - $14.7K
|
1.3K
$339K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
52+ 0.54% |
$12.4K - $14.4K
|
9.61K
$2.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
52+ 5.28% |
$12.4K - $14.4K
|
1.04K
$270K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
51+ 1.21% |
$12.2K - $14.1K
|
4.27K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
50+ 1.33% |
$11.9K - $13.8K
|
3.8K
$990K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
49+ 5.16% |
$11.7K - $13.5K
|
999
$260K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
49+ 2.11% |
$11.7K - $13.5K
|
2.38K
$619K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
48+ 4.0% |
$11.4K - $13.3K
|
1.25K
$326K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
48+ 3.79% |
$11.4K - $13.3K
|
1.32K
$343K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
48+ 3.78% |
$11.4K - $13.3K
|
1.32K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
47+ 1.21% |
$11.2K - $13K
|
3.94K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
46+ 0.36% |
$11K - $12.7K
|
13K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
46+ 4.7% |
$11K - $12.7K
|
1.02K
$267K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
45+ 0.17% |
$10.7K - $12.4K
|
26.6K
$6.93M
|