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 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
28+ 0.7% |
$6.68K - $7.74K
|
4.02K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
27+ 1.26% |
$6.44K - $7.47K
|
2.16K
$564K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
27+ 3.26% |
$6.44K - $7.47K
|
855
$223K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
27+ 2.58% |
$6.44K - $7.47K
|
1.07K
$280K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
27+ 4.21% |
$6.44K - $7.47K
|
669
$174K
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
26+ 8.28% |
$6.2K - $7.19K
|
340
$88.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
26+ 0.22% |
$6.2K - $7.19K
|
11.9K
$3.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
26+ 2.67% |
$6.2K - $7.19K
|
999
$260K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
26+ 1.53% |
$6.2K - $7.19K
|
1.73K
$450K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
25+ 1.15% |
$5.96K - $6.91K
|
2.19K
$571K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
25+ 0.34% |
$5.96K - $6.91K
|
7.4K
$1.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.8% |
$5.96K - $6.91K
|
1.42K
$369K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
25+ 0.36% |
$5.96K - $6.91K
|
6.94K
$1.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25+ 104.17% |
$5.96K - $6.91K
|
49
$12.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
25+ 2.09% |
$5.96K - $6.91K
|
1.22K
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
25+ 0.58% |
$5.96K - $6.91K
|
4.33K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25+ 208.33% |
$5.96K - $6.91K
|
37
$9.64K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
25+ 2.77% |
$5.96K - $6.91K
|
929
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
24+ 2.7% |
$5.72K - $6.64K
|
913
$238K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
24+ 34.78% |
$5.72K - $6.64K
|
93
$24.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
23+ 2.61% |
$5.48K - $6.36K
|
903
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
23+ 2.25% |
$5.48K - $6.36K
|
1.05K
$273K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
22+ 1.43% |
$5.25K - $6.08K
|
1.57K
$408K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
21+ 2.4% |
$5.01K - $5.81K
|
895
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
21+ 3.73% |
$5.01K - $5.81K
|
584
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
21+ 0.98% |
$5.01K - $5.81K
|
2.16K
$562K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
20+ 1.1% |
$4.77K - $5.53K
|
1.85K
$481K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
20+ 0.2% |
$4.77K - $5.53K
|
9.95K
$2.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
20+ 0.94% |
$4.77K - $5.53K
|
2.15K
$560K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.77% |
$4.77K - $5.53K
|
2.61K
$681K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
20+ 1.88% |
$4.77K - $5.53K
|
1.08K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
20+ 2.09% |
$4.77K - $5.53K
|
977
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
19+ 2.28% |
$4.53K - $5.25K
|
852
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19+ 0.52% |
$4.53K - $5.25K
|
3.69K
$962K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
19+ 17.27% |
$4.53K - $5.25K
|
129
$33.6K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
18+ 2.54% |
$4.29K - $4.98K
|
728
$190K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18+ 2.16% |
$4.29K - $4.98K
|
852
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
18+ 19.35% |
$4.29K - $4.98K
|
111
$28.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
18New |
$4.29K - $4.98K
|
18
$4.69K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
18New |
$4.29K - $4.98K
|
18
$4.69K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
18+ 0.93% |
$4.29K - $4.98K
|
1.96K
$510K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
17+ 1.83% |
$4.05K - $4.7K
|
946
$247K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
17+ 7.23% |
$4.05K - $4.7K
|
252
$65.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
17+ 0.98% |
$4.05K - $4.7K
|
1.75K
$456K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
17+ 0.4% |
$4.05K - $4.7K
|
4.22K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
17+ 188.89% |
$4.05K - $4.7K
|
26
$6.78K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
17+ 0.36% |
$4.05K - $4.7K
|
4.79K
$1.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
17+ 0.08% |
$4.05K - $4.7K
|
21.2K
$5.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
16+ 0.93% |
$3.81K - $4.42K
|
1.74K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
16+ 0.15% |
$3.81K - $4.42K
|
10.7K
$2.79M
|