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 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
23.8K+ 9.5% |
$5.67M - $6.58M
|
274K
$71.5M
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
23.7K+ 9.88% |
$5.65M - $6.56M
|
264K
$68.7M
|
|
Oct 23, 2024
Q3 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
23.5K+ 1566.67% |
$5.6M - $6.5M
|
25K
$6.52M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23.4K+ 1510.84% |
$5.58M - $6.48M
|
25K
$6.51M
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
23.4K+ 12.07% |
$5.57M - $6.46M
|
217K
$56.5M
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
23.2K+ 18.5% |
$5.52M - $6.41M
|
148K
$38.7M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.3K+ 2.46% |
$5.33M - $6.18M
|
932K
$243M
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
22.1K+ 22.61% |
$5.26M - $6.1M
|
120K
$31.2M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
21.7K+ 971.74% |
$5.17M - $6M
|
23.9K
$6.24M
|
|
Nov 13, 2024
Q3 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
21.5K+ 7.64% |
$5.14M - $5.96M
|
304K
$79.1M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
21.5K+ 40.07% |
$5.14M - $5.96M
|
75.3K
$19.6M
|
|
Nov 08, 2024
Q3 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
21.5K+ 2.58% |
$5.13M - $5.95M
|
856K
$223M
|
|
Nov 12, 2024
Q3 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
21.4KNew |
$5.09M - $5.91M
|
21.4K
$5.57M
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
21.3K+ 26.72% |
$5.07M - $5.88M
|
101K
$26.3M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
21.2K+ 3.51% |
$5.06M - $5.87M
|
625K
$163M
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
BUY
|
- |
20.7K+ 243.79% |
$4.93M - $5.71M
|
29.1K
$7.59M
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
20.7KNew |
$4.93M - $5.71M
|
20.7K
$5.38M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.3K+ 28.58% |
$4.83M - $5.6M
|
91.1K
$23.8M
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
19.5K+ 2.64% |
$4.66M - $5.4M
|
760K
$198M
|
|
Nov 12, 2024
Q3 2024
|
Atomvest LTD
Hong Kong, K3 |
BUY
|
- |
19.2K+ 76.8% |
$4.58M - $5.31M
|
44.2K
$11.5M
|
|
Nov 13, 2024
Q3 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
19K+ 18.43% |
$4.52M - $5.24M
|
122K
$31.8M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
18.2KNew |
$4.34M - $5.04M
|
18.2K
$4.75M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
18.2KNew |
$4.34M - $5.03M
|
18.2K
$4.74M
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
18.2K+ 90.63% |
$4.34M - $5.03M
|
38.2K
$9.97M
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
17.6K+ 5.28% |
$4.19M - $4.86M
|
350K
$91.3M
|
|
Nov 12, 2024
Q3 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
17.4KNew |
$4.14M - $4.8M
|
17.4K
$4.52M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.4K+ 8.02% |
$4.14M - $4.8M
|
234K
$60.9M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16.9K+ 40.36% |
$4.04M - $4.69M
|
58.9K
$15.4M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16.8K+ 30.25% |
$4.01M - $4.65M
|
72.4K
$18.9M
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
16.8K+ 12.44% |
$3.99M - $4.63M
|
151K
$39.5M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.7K+ 32.51% |
$3.99M - $4.63M
|
68.3K
$17.8M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.7K+ 7.56% |
$3.99M - $4.62M
|
238K
$62M
|
|
Nov 14, 2024
Q3 2024
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
16.3K+ 15.18% |
$3.89M - $4.51M
|
124K
$32.2M
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.7K+ 22.34% |
$3.74M - $4.33M
|
85.9K
$22.4M
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
15.6K+ 1.72% |
$3.71M - $4.31M
|
921K
$240M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.5K+ 13.41% |
$3.7M - $4.29M
|
131K
$34.2M
|
|
Nov 14, 2024
Q3 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
15.5K+ 91.18% |
$3.7M - $4.29M
|
32.5K
$8.47M
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
15KNew |
$3.58M - $4.15M
|
15K
$3.91M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
14.6K+ 12.46% |
$3.47M - $4.02M
|
131K
$34.2M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.9K+ 121.27% |
$3.32M - $3.85M
|
25.4K
$6.62M
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
13.9K+ 91.05% |
$3.31M - $3.84M
|
29.1K
$7.59M
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
13.8K+ 252.1% |
$3.3M - $3.83M
|
19.3K
$5.04M
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
13.8KNew |
$3.29M - $3.82M
|
13.8K
$3.6M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.8K+ 1.68% |
$3.29M - $3.81M
|
833K
$217M
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
13.8KNew |
$3.28M - $3.8M
|
13.8K
$3.59M
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.7K+ 20.36% |
$3.28M - $3.8M
|
81.3K
$21.2M
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
13.6K+ 32.92% |
$3.25M - $3.77M
|
55K
$14.3M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13.5K+ 30.46% |
$3.23M - $3.74M
|
58K
$15.1M
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
13.5K+ 0.36% |
$3.21M - $3.72M
|
3.74M
$976M
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13.4KNew |
$3.2M - $3.71M
|
13.4K
$3.5M
|