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 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.45K+ 57.19% |
$823K - $955K
|
9.49K
$2.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.31K+ 15.73% |
$789K - $915K
|
24.3K
$6.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.29K+ 46.79% |
$785K - $910K
|
10.3K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
3.28KNew |
$782K - $906K
|
3.28K
$880K
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.26K+ 168.23% |
$778K - $902K
|
5.2K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.24K+ 3.61% |
$772K - $896K
|
92.9K
$24.9M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3.23K+ 80725.0% |
$770K - $893K
|
3.23K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
3.2K+ 320.0% |
$763K - $885K
|
4.2K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.2K+ 8.08% |
$762K - $884K
|
42.7K
$11.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
3.16KNew |
$754K - $874K
|
3.16K
$848K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
3.15K+ 27.56% |
$752K - $872K
|
14.6K
$3.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
3.15K+ 15.66% |
$751K - $871K
|
23.3K
$6.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.15K+ 1.38% |
$751K - $871K
|
231K
$62M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.15KNew |
$750K - $870K
|
3.15K
$844K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.09K+ 3.47% |
$736K - $854K
|
92.1K
$24.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
3.07KNew |
$733K - $850K
|
3.07K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.07K+ 7.59% |
$732K - $850K
|
43.6K
$11.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.07K+ 35.87% |
$731K - $848K
|
11.6K
$3.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.06K+ 80.57% |
$731K - $847K
|
6.87K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.03K+ 1.05% |
$723K - $839K
|
291K
$78.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.03K+ 111.63% |
$723K - $838K
|
5.75K
$1.54M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.02K+ 7.41% |
$720K - $835K
|
43.8K
$11.8M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3KNew |
$715K - $830K
|
3K
$805K
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.91K+ 8.42% |
$694K - $805K
|
37.5K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.84KNew |
$677K - $785K
|
2.84K
$762K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
2.84K+ 20.79% |
$676K - $784K
|
16.5K
$4.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2.83K+ 0.29% |
$674K - $781K
|
976K
$262M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.8KNew |
$668K - $774K
|
2.8K
$751K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.78K+ 11.66% |
$664K - $770K
|
26.7K
$7.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.74K+ 122.52% |
$654K - $758K
|
4.98K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.72KNew |
$648K - $752K
|
2.72K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
2.71K+ 6.93% |
$645K - $748K
|
41.8K
$11.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.7K+ 0.82% |
$644K - $747K
|
332K
$89.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
2.68K+ 4.76% |
$639K - $741K
|
59K
$15.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.67K+ 13.72% |
$635K - $737K
|
22.1K
$5.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 36.64% |
$635K - $737K
|
9.94K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.66K+ 4.72% |
$634K - $735K
|
59K
$15.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
2.65K+ 6.69% |
$632K - $733K
|
42.3K
$11.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.62K+ 7.38% |
$624K - $724K
|
38.1K
$10.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.62K+ 2.0% |
$624K - $723K
|
134K
$35.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.59K+ 27.51% |
$617K - $716K
|
12K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.58K+ 26.01% |
$614K - $713K
|
12.5K
$3.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.52K+ 52.26% |
$601K - $697K
|
7.35K
$1.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.52K+ 35.02% |
$600K - $695K
|
9.7K
$2.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
BUY
|
- |
2.48KNew |
$591K - $686K
|
2.48K
$665K
|
|
|
Nov 08, 2024
Q3 2024
|
Ns Partners LTD
|
BUY
|
- |
2.43K+ 2.45% |
$580K - $673K
|
102K
$27.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
2.41K+ 11.18% |
$576K - $668K
|
24K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.4K+ 20.32% |
$573K - $665K
|
14.2K
$3.82M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.4K+ 26.18% |
$573K - $665K
|
11.6K
$3.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.39K+ 23.41% |
$571K - $662K
|
12.6K
$3.38M
|