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 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
4.88K+ 4.76% |
$1.16M - $1.35M
|
108K
$30.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
4.85KNew |
$1.16M - $1.34M
|
4.85K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.82K+ 2.93% |
$1.15M - $1.33M
|
169K
$48.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.81K+ 10.03% |
$1.15M - $1.33M
|
52.7K
$15.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.74K+ 6.55% |
$1.13M - $1.31M
|
77.1K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
4.71KNew |
$1.12M - $1.3M
|
4.71K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.7K+ 1.03% |
$1.12M - $1.3M
|
461K
$132M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.66K+ 8.61% |
$1.11M - $1.29M
|
58.8K
$16.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.64K+ 8.95% |
$1.11M - $1.28M
|
56.5K
$16.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.64K+ 2.27% |
$1.11M - $1.28M
|
209K
$59.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.56K+ 20.68% |
$1.09M - $1.26M
|
26.6K
$7.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.53K+ 20.19% |
$1.08M - $1.25M
|
26.9K
$7.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.49K+ 14.75% |
$1.07M - $1.24M
|
34.9K
$9.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
4.45KNew |
$1.06M - $1.23M
|
4.45K
$1.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
4.44KNew |
$1.06M - $1.23M
|
4.44K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.41K+ 2.12% |
$1.05M - $1.22M
|
213K
$60.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
4.4K+ 203.18% |
$1.05M - $1.22M
|
6.57K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
4.39K+ 88.42% |
$1.05M - $1.21M
|
9.35K
$2.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.27K+ 25.71% |
$1.02M - $1.18M
|
20.9K
$5.97M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
4.24K+ 26.75% |
$1.01M - $1.17M
|
20.1K
$5.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.23KNew |
$1.01M - $1.17M
|
4.23K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.21KNew |
$1M - $1.16M
|
4.21K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.21KNew |
$1M - $1.16M
|
4.21K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
4.2K+ 0.15% |
$1M - $1.16M
|
2.88M
$822M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.15K+ 4.8% |
$989K - $1.15M
|
90.5K
$25.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
4.15K+ 2.49% |
$989K - $1.15M
|
171K
$48.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.15K+ 22.04% |
$988K - $1.15M
|
23K
$6.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4.14KNew |
$987K - $1.15M
|
4.14K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
4.08K+ 0.55% |
$973K - $1.13M
|
750K
$214M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
4.08KNew |
$973K - $1.13M
|
4.08K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.05K+ 7.98% |
$965K - $1.12M
|
54.8K
$15.7M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.04K+ 283.0% |
$964K - $1.12M
|
5.47K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.03KNew |
$962K - $1.12M
|
4.03K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
4.02KNew |
$958K - $1.11M
|
4.02K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.97K+ 37.52% |
$946K - $1.1M
|
14.5K
$4.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
3.9KNew |
$930K - $1.08M
|
3.9K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
3.89KNew |
$928K - $1.08M
|
3.89K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.85K+ 25.37% |
$917K - $1.06M
|
19K
$5.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.84KNew |
$915K - $1.06M
|
3.84K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
3.79K+ 17.1% |
$904K - $1.05M
|
26K
$7.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.76K+ 109.45% |
$897K - $1.04M
|
7.2K
$2.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.74K+ 19.75% |
$891K - $1.03M
|
22.7K
$6.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
3.67K+ 4.69% |
$875K - $1.02M
|
82K
$23.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.6K+ 10.51% |
$858K - $995K
|
37.8K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.57K+ 22.11% |
$850K - $986K
|
19.7K
$5.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.56K+ 50.56% |
$848K - $983K
|
10.6K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.5K+ 18.08% |
$835K - $968K
|
22.9K
$6.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
3.5K+ 16.93% |
$834K - $968K
|
24.2K
$6.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
3.49K+ 6.31% |
$833K - $966K
|
58.9K
$16.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.45K+ 57.19% |
$823K - $955K
|
9.49K
$2.71M
|