Latest Institutional Sells of Salesforce, Inc. (CRM)
This list provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Union Investments & Development Ltd.
|
SELL
|
- |
-350- 50.0% |
$76.3K - $107K
|
350
$91K
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-323- 26.43% |
$70.4K - $98.4K
|
899
$234K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-309- 1.09% |
$67.4K - $94.2K
|
28.1K
$7.31M
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-293- 19.66% |
$63.9K - $89.3K
|
1.2K
$311K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-180- 14.0% |
$39.2K - $54.9K
|
1.11K
$287K
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-175- 61.4% |
$38.2K - $53.3K
|
110
$28.6K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-154- 10.59% |
$33.6K - $46.9K
|
1.3K
$338K
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-124- 5.21% |
$27K - $37.8K
|
2.26K
$587K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-120- 71.43% |
$26.2K - $36.6K
|
48
$12.5K
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-105- 70.0% |
$22.9K - $32K
|
45
$11.7K
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-105- 9.5% |
$22.9K - $32K
|
1K
$260K
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-101- 11.14% |
$22K - $30.8K
|
806
$209K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-100- 0.47% |
$21.8K - $30.5K
|
21.4K
$5.56M
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-63- 2.49% |
$13.7K - $19.2K
|
2.47K
$642K
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-53- 81.54% |
$11.6K - $16.2K
|
12
$3.12K
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 1.14% |
$10.9K - $15.2K
|
4.33K
$1.12M
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-40- 4.27% |
$8.72K - $12.2K
|
897
$233K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-30- 2.13% |
$6.54K - $9.14K
|
1.38K
$358K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-22- 24.72% |
$4.8K - $6.7K
|
67
$17.4K
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-20- 2.09% |
$4.36K - $6.09K
|
935
$243K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-16- 4.13% |
$3.49K - $4.88K
|
371
$96.4K
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-14- 0.56% |
$3.05K - $4.27K
|
2.47K
$641K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-12- 13.04% |
$2.62K - $3.66K
|
80
$20.8K
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-9- 0.11% |
$1.96K - $2.74K
|
7.93K
$2.06M
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-8- 0.36% |
$1.74K - $2.44K
|
2.23K
$581K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-7- 70.0% |
$1.53K - $2.13K
|
3
$780
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-6- 0.36% |
$1.31K - $1.83K
|
1.65K
$428K
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-5- 0.42% |
$1.09K - $1.52K
|
1.18K
$306K
|
|
Q1 2024 | |||||||
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-287K- 32.01% |
$72.1M - $90.9M
|
609K
$158M
|
|
May 15, 2024
Q1 2024
|
Sachem Head Capital Management LP
New York, NY |
SELL
|
- |
-154K- 31.4% |
$38.5M - $48.6M
|
335K
$87.1M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-134K- 6.55% |
$33.8M - $42.6M
|
1.92M
$499M
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-99.5K- 37.96% |
$25M - $31.5M
|
163K
$42.3M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-41.3K- 91.78% |
$10.4M - $13.1M
|
3.7K
$962K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-35.1K- 50.07% |
$8.81M - $11.1M
|
35K
$9.1M
|
|
May 15, 2024
Q1 2024
|
Governors Lane LP
New York, NY |
SELL
|
- |
-31.5K- 27.44% |
$7.91M - $9.98M
|
83.3K
$21.6M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-20.7K- 12.28% |
$5.2M - $6.56M
|
148K
$38.5M
|
|
Apr 29, 2024
Q1 2024
|
Sycomore Asset Management
|
SELL
|
- |
-16.6K- 27.63% |
$4.17M - $5.26M
|
43.4K
$11.3M
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-15.1K- 37.28% |
$3.79M - $4.78M
|
25.4K
$6.6M
|
|
May 02, 2024
Q1 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-11K- 24.83% |
$2.76M - $3.49M
|
33.3K
$8.65M
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-6.4K- 58.18% |
$1.61M - $2.03M
|
4.6K
$1.2M
|
|
May 15, 2024
Q1 2024
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-5.72K- 52.53% |
$1.44M - $1.81M
|
5.17K
$1.34M
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-5.67K- 99.65% |
$1.42M - $1.8M
|
20
$5.2K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.01K- 5.84% |
$1.26M - $1.59M
|
80.7K
$21M
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-3.73K- 80.1% |
$937K - $1.18M
|
927
$241K
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.06KClosed |
$768K - $970K
|
0
$0
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-2.74K- 14.8% |
$689K - $870K
|
15.8K
$4.11M
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.78K- 68.71% |
$447K - $564K
|
810
$211K
|
|
Aug 19, 2024
Q1 2024
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 30.77% |
$402K - $507K
|
3.6K
$936K
|
|
May 15, 2024
Q1 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-1.5K- 45.21% |
$377K - $475K
|
1.82K
$472K
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1.45K- 67.6% |
$364K - $459K
|
695
$181K
|