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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-322- 1.8% |
$76.8K - $89K
|
17.6K
$5.73M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-320- 1.31% |
$76.3K - $88.5K
|
24.1K
$7.87M
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-320- 1.57% |
$76.3K - $88.5K
|
20.1K
$6.53M
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-319- 4.6% |
$76.1K - $88.2K
|
6.62K
$2.16M
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-313- 4.82% |
$74.6K - $86.6K
|
6.18K
$2.01M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-309- 21.43% |
$73.7K - $85.4K
|
1.13K
$369K
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-309- 0.65% |
$73.7K - $85.4K
|
47.2K
$15.4M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-307- 0.98% |
$73.2K - $84.9K
|
30.9K
$10.1M
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-305- 8.38% |
$72.7K - $84.3K
|
3.33K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-304- 3.17% |
$72.5K - $84.1K
|
9.3K
$3.03M
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-304- 1.1% |
$72.5K - $84.1K
|
27.2K
$8.87M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-304- 1.66% |
$72.5K - $84.1K
|
18.1K
$5.88M
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-302- 10.35% |
$72K - $83.5K
|
2.62K
$852K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-302- 6.59% |
$72K - $83.5K
|
4.28K
$1.39M
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-298- 1.4% |
$71K - $82.4K
|
21K
$6.86M
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-296- 5.18% |
$70.6K - $81.9K
|
5.42K
$1.77M
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-291- 5.69% |
$69.4K - $80.5K
|
4.82K
$1.57M
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-290- 5.48% |
$69.1K - $80.2K
|
5.01K
$1.63M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-286- 3.56% |
$68.2K - $79.1K
|
7.76K
$2.53M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-285- 2.81% |
$67.9K - $78.8K
|
9.87K
$3.21M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-283- 16.85% |
$67.5K - $78.3K
|
1.4K
$455K
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-281- 0.59% |
$67K - $77.7K
|
47.3K
$15.4M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-281- 2.4% |
$67K - $77.7K
|
11.4K
$3.72M
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-280- 1.66% |
$66.8K - $77.4K
|
16.6K
$5.4M
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-277- 5.69% |
$66K - $76.6K
|
4.6K
$1.5M
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-274- 8.31% |
$65.3K - $75.8K
|
3.03K
$985K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-268- 25.19% |
$63.9K - $74.1K
|
796
$259K
|
|
Nov 12, 2024
Q3 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-264- 1.51% |
$62.9K - $73K
|
17.2K
$5.6M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-264- 5.24% |
$62.9K - $73K
|
4.78K
$1.56M
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-262- 0.58% |
$62.5K - $72.5K
|
45.3K
$14.7M
|
|
Nov 12, 2024
Q3 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-260- 1.58% |
$62K - $71.9K
|
16.2K
$5.26M
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-259- 4.24% |
$61.8K - $71.6K
|
5.84K
$1.9M
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-257- 25.88% |
$61.3K - $71.1K
|
736
$240K
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-257- 1.58% |
$61.3K - $71.1K
|
16.1K
$5.23M
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-256- 4.08% |
$61K - $70.8K
|
6.03K
$1.96M
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-255- 17.59% |
$60.8K - $70.5K
|
1.2K
$389K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-253- 4.02% |
$60.3K - $70K
|
6.04K
$1.97M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-253- 1.71% |
$60.3K - $70K
|
14.6K
$4.75M
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-250- 44.72% |
$59.6K - $69.1K
|
309
$101K
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-249- 3.88% |
$59.4K - $68.9K
|
6.17K
$2.01M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-247- 8.21% |
$58.9K - $68.3K
|
2.76K
$899K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-246- 1.08% |
$58.7K - $68K
|
22.6K
$7.35M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-246- 23.21% |
$58.7K - $68K
|
814
$265K
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-245- 4.84% |
$58.4K - $67.7K
|
4.82K
$1.57M
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-244- 4.55% |
$58.2K - $67.5K
|
5.12K
$1.67M
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-243- 99.18% |
$57.9K - $67.2K
|
2
$651
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-242- 1.66% |
$57.7K - $66.9K
|
14.3K
$4.67M
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-242- 12.27% |
$57.7K - $66.9K
|
1.73K
$564K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-242- 22.62% |
$57.7K - $66.9K
|
828
$270K
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-240- 1.32% |
$57.2K - $66.4K
|
18K
$5.86M
|