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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.43K- 10.39% |
$358K - $452K
|
12.3K
$3.19M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.39K- 15.79% |
$349K - $440K
|
7.41K
$1.92M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 54.78% |
$331K - $418K
|
1.09K
$283K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.22K- 30.89% |
$307K - $387K
|
2.73K
$711K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-822- 16.98% |
$206K - $260K
|
4.02K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-564- 1.42% |
$142K - $179K
|
39K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-500- 25.0% |
$126K - $158K
|
1.5K
$390K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-456- 23.28% |
$115K - $144K
|
1.5K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-396- 13.92% |
$99.4K - $125K
|
2.45K
$636K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-380- 32.76% |
$95.4K - $120K
|
780
$203K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-350- 10.0% |
$87.9K - $111K
|
3.15K
$819K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-326- 22.85% |
$81.9K - $103K
|
1.1K
$286K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-307- 2.52% |
$77.1K - $97.3K
|
11.9K
$3.08M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-267- 26.51% |
$67K - $84.6K
|
740
$192K
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-250- 3.29% |
$62.8K - $79.2K
|
7.35K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-235- 6.72% |
$59K - $74.5K
|
3.26K
$848K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-211- 11.99% |
$53K - $66.9K
|
1.55K
$403K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-185- 2.9% |
$46.5K - $58.6K
|
6.2K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Harvest Management LLC
New York, NY |
SELL
|
- |
-171- 7.43% |
$42.9K - $54.2K
|
2.13K
$553K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-167- 4.94% |
$41.9K - $52.9K
|
3.22K
$836K
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-150- 17.38% |
$37.7K - $47.5K
|
713
$185K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-147- 2.25% |
$36.9K - $46.6K
|
6.4K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-100- 12.21% |
$25.1K - $31.7K
|
719
$187K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-100- 5.21% |
$25.1K - $31.7K
|
1.82K
$473K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-100- 12.94% |
$25.1K - $31.7K
|
673
$175K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-73- 3.37% |
$18.3K - $23.1K
|
2.1K
$545K
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-68- 31.19% |
$17.1K - $21.5K
|
150
$39K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-56- 47.06% |
$14.1K - $17.7K
|
63
$16.4K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-40- 43.96% |
$10K - $12.7K
|
51
$13.3K
|
|
|
May 08, 2024
Q1 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-39- 0.01% |
$9.79K - $12.4K
|
324K
$84.3M
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-38- 0.37% |
$9.54K - $12K
|
10.3K
$2.69M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-33- 3.75% |
$8.29K - $10.5K
|
847
$220K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-32- 0.85% |
$8.04K - $10.1K
|
3.75K
$974K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-24- 9.27% |
$6.03K - $7.61K
|
235
$61.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-23- 2.61% |
$5.78K - $7.29K
|
858
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-16- 13.22% |
$4.02K - $5.07K
|
105
$27.3K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-5- 9.09% |
$1.26K - $1.58K
|
50
$13K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-5- 0.99% |
$1.26K - $1.58K
|
500
$130K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4- 0.43% |
$1K - $1.27K
|
917
$238K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Independent Franchise Partners LLP
London, X0 |
SELL
|
- |
-755K- 26.31% |
$148M - $202M
|
2.12M
$550M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-205K- 9.1% |
$40.2M - $54.8M
|
2.05M
$532M
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-106K- 1.62% |
$20.9M - $28.4M
|
6.44M
$1.67B
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-94.8K- 85.18% |
$18.6M - $25.3M
|
16.5K
$4.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-29K- 65.51% |
$5.7M - $7.76M
|
15.3K
$3.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Westwood Management Corp
|
SELL
|
- |
-23K- 72.68% |
$4.51M - $6.15M
|
8.64K
$2.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-12.6K- 4.8% |
$2.47M - $3.36M
|
249K
$64.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.02K- 26.66% |
$1.57M - $2.14M
|
22.1K
$5.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.84K- 66.32% |
$556K - $758K
|
1.44K
$374K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.45K- 7.89% |
$481K - $655K
|
28.6K
$7.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-2.18K- 70.78% |
$428K - $583K
|
900
$234K
|
|