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
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
15+ 8.33% |
$3.58K - $4.15K
|
195
$50.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
15+ 1.35% |
$3.58K - $4.15K
|
1.13K
$295K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 1.06% |
$3.58K - $4.15K
|
1.43K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
15+ 1.29% |
$3.58K - $4.15K
|
1.18K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
15+ 5.08% |
$3.58K - $4.15K
|
310
$80.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.18% |
$3.34K - $3.87K
|
7.91K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14+ 3.17% |
$3.34K - $3.87K
|
456
$119K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
14+ 233.33% |
$3.34K - $3.87K
|
20
$5.21K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14+ 3.65% |
$3.34K - $3.87K
|
398
$104K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 1.89% |
$3.34K - $3.87K
|
756
$197K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
14+ 0.54% |
$3.34K - $3.87K
|
2.59K
$676K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14+ 0.02% |
$3.34K - $3.87K
|
91.8K
$23.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13+ 16.25% |
$3.1K - $3.59K
|
93
$24.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
13+ 0.54% |
$3.1K - $3.59K
|
2.41K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
13+ 0.55% |
$3.1K - $3.59K
|
2.39K
$622K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12+ 1.26% |
$2.86K - $3.32K
|
965
$252K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12+ 4.24% |
$2.86K - $3.32K
|
295
$76.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
12+ 0.06% |
$2.86K - $3.32K
|
21.2K
$5.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
11+ 1.22% |
$2.62K - $3.04K
|
912
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
11+ 0.05% |
$2.62K - $3.04K
|
23.9K
$6.22M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 6.92% |
$2.62K - $3.04K
|
170
$44.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
11+ 0.34% |
$2.62K - $3.04K
|
3.26K
$851K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
11+ 0.43% |
$2.62K - $3.04K
|
2.55K
$664K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
10+ 0.27% |
$2.38K - $2.77K
|
3.68K
$958K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
10+ 1.26% |
$2.38K - $2.77K
|
804
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
10+ 0.39% |
$2.38K - $2.77K
|
2.56K
$666K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
10+ 0.45% |
$2.38K - $2.77K
|
2.25K
$587K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
10+ 0.45% |
$2.38K - $2.77K
|
2.24K
$585K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
10+ 0.42% |
$2.38K - $2.77K
|
2.39K
$623K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9+ 6.82% |
$2.15K - $2.49K
|
141
$36.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
9+ 0.21% |
$2.15K - $2.49K
|
4.22K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
9+ 0.22% |
$2.15K - $2.49K
|
4.15K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
9+ 0.36% |
$2.15K - $2.49K
|
2.52K
$656K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
9New |
$2.15K - $2.49K
|
9
$2.35K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 3.42% |
$2.15K - $2.49K
|
272
$70.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
8+ 2.55% |
$1.91K - $2.21K
|
322
$83.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$1.91K - $2.21K
|
8
$2.09K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
8+ 0.13% |
$1.91K - $2.21K
|
6.16K
$1.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.13% |
$1.67K - $1.94K
|
5.47K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7+ 1.0% |
$1.67K - $1.94K
|
707
$184K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
7+ 0.66% |
$1.67K - $1.94K
|
1.06K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
7+ 10.94% |
$1.67K - $1.94K
|
71
$18.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
7+ 0.67% |
$1.67K - $1.94K
|
1.05K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6+ 0.74% |
$1.43K - $1.66K
|
822
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.35% |
$1.43K - $1.66K
|
1.73K
$451K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
6+ 0.32% |
$1.43K - $1.66K
|
1.86K
$483K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6+ 0.76% |
$1.43K - $1.66K
|
792
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6+ 0.75% |
$1.43K - $1.66K
|
807
$210K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6+ 1.13% |
$1.43K - $1.66K
|
539
$140K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.2% |
$1.19K - $1.38K
|
2.52K
$657K
|