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 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
42+ 0.33% |
$10K - $11.6K
|
12.8K
$3.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
42+ 1.32% |
$10K - $11.6K
|
3.24K
$868K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
42New |
$10K - $11.6K
|
42
$11.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
42+ 4.2% |
$10K - $11.6K
|
1.04K
$279K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
41+ 0.73% |
$9.78K - $11.3K
|
5.69K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.65% |
$9.78K - $11.3K
|
6.36K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
41+ 1.74% |
$9.78K - $11.3K
|
2.4K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
41+ 0.55% |
$9.78K - $11.3K
|
7.53K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
40+ 1.78% |
$9.54K - $11.1K
|
2.28K
$613K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
40+ 2.09% |
$9.54K - $11.1K
|
1.96K
$525K
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
40+ 0.66% |
$9.54K - $11.1K
|
6.11K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
40+ 0.16% |
$9.54K - $11.1K
|
25.6K
$6.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
40+ 0.17% |
$9.54K - $11.1K
|
22.9K
$6.16M
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
40+ 2.98% |
$9.54K - $11.1K
|
1.38K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
40+ 0.79% |
$9.54K - $11.1K
|
5.1K
$1.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
40+ 0.82% |
$9.54K - $11.1K
|
4.89K
$1.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
38+ 0.41% |
$9.06K - $10.5K
|
9.27K
$2.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
38+ 3.39% |
$9.06K - $10.5K
|
1.16K
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
38+ 0.41% |
$9.06K - $10.5K
|
9.31K
$2.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
38+ 3.46% |
$9.06K - $10.5K
|
1.14K
$305K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
37+ 1.5% |
$8.82K - $10.2K
|
2.51K
$673K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
37+ 11.56% |
$8.82K - $10.2K
|
357
$95.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
36+ 1.21% |
$8.58K - $9.96K
|
3.01K
$806K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
36+ 1.42% |
$8.58K - $9.96K
|
2.57K
$688K
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
35+ 0.96% |
$8.34K - $9.68K
|
3.69K
$989K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
34+ 0.44% |
$8.11K - $9.4K
|
7.71K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
34+ 1.04% |
$8.11K - $9.4K
|
3.3K
$885K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
33+ 0.49% |
$7.87K - $9.13K
|
6.8K
$1.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
33+ 1.68% |
$7.87K - $9.13K
|
2K
$537K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
32+ 13.28% |
$7.63K - $8.85K
|
273
$73.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
31+ 13.42% |
$7.39K - $8.57K
|
262
$70.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
30+ 3.59% |
$7.15K - $8.3K
|
865
$232K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
30+ 2.54% |
$7.15K - $8.3K
|
1.21K
$325K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
30+ 3.41% |
$7.15K - $8.3K
|
910
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
30+ 2.17% |
$7.15K - $8.3K
|
1.41K
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
30+ 2.31% |
$7.15K - $8.3K
|
1.33K
$357K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
29+ 111.54% |
$6.91K - $8.02K
|
55
$14.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
29+ 0.36% |
$6.91K - $8.02K
|
8.17K
$2.19M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
28+ 2.53% |
$6.68K - $7.74K
|
1.13K
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
28+ 0.38% |
$6.68K - $7.74K
|
7.3K
$1.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
28+ 0.33% |
$6.68K - $7.74K
|
8.47K
$2.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
28+ 1.57% |
$6.68K - $7.74K
|
1.81K
$486K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
28+ 0.7% |
$6.68K - $7.74K
|
4.02K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
27+ 1.26% |
$6.44K - $7.47K
|
2.16K
$580K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
27+ 3.26% |
$6.44K - $7.47K
|
855
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
27+ 2.58% |
$6.44K - $7.47K
|
1.07K
$288K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
27+ 4.21% |
$6.44K - $7.47K
|
669
$180K
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
26+ 8.28% |
$6.2K - $7.19K
|
340
$91.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
26+ 0.22% |
$6.2K - $7.19K
|
11.9K
$3.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
26+ 2.67% |
$6.2K - $7.19K
|
999
$268K
|