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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-118- 0.77% |
$28.1K - $32.6K
|
15.1K
$5.18M
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-118- 1.2% |
$28.1K - $32.6K
|
9.72K
$3.32M
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-117- 0.43% |
$27.9K - $32.4K
|
27K
$9.24M
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-116- 12.66% |
$27.7K - $32.1K
|
800
$274K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-115- 32.49% |
$27.4K - $31.8K
|
239
$81.7K
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-115- 13.56% |
$27.4K - $31.8K
|
733
$251K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-114- 3.03% |
$27.2K - $31.5K
|
3.65K
$1.25M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-114- 12.24% |
$27.2K - $31.5K
|
817
$279K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-113- 2.47% |
$26.9K - $31.2K
|
4.46K
$1.53M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-112- 9.71% |
$26.7K - $31K
|
1.04K
$356K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110- 0.71% |
$26.2K - $30.4K
|
15.5K
$5.29M
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-109- 1.48% |
$26K - $30.1K
|
7.25K
$2.48M
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-109- 2.93% |
$26K - $30.1K
|
3.61K
$1.24M
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-109- 5.99% |
$26K - $30.1K
|
1.71K
$585K
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-108- 0.9% |
$25.7K - $29.9K
|
11.9K
$4.07M
|
|
Nov 14, 2024
Q3 2024
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-107- 1.63% |
$25.5K - $29.6K
|
6.46K
$2.21M
|
|
Nov 13, 2024
Q3 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-107- 0.31% |
$25.5K - $29.6K
|
34.3K
$11.7M
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-107- 4.48% |
$25.5K - $29.6K
|
2.28K
$781K
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-107- 11.4% |
$25.5K - $29.6K
|
832
$285K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-105- 1.34% |
$25K - $29K
|
7.75K
$2.65M
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-103- 0.16% |
$24.6K - $28.5K
|
64.2K
$21.9M
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-101- 2.26% |
$24.1K - $27.9K
|
4.36K
$1.49M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-101- 6.18% |
$24.1K - $27.9K
|
1.53K
$524K
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-101- 4.99% |
$24.1K - $27.9K
|
1.92K
$658K
|
|
Nov 14, 2024
Q3 2024
|
Ctc LLC
|
SELL
|
PUT |
-100- 2.03% |
$23.8K - $27.7K
|
4.84K
$1.65M
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-100- 4.67% |
$23.8K - $27.7K
|
2.04K
$698K
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-100- 7.6% |
$23.8K - $27.7K
|
1.22K
$416K
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-100- 9.83% |
$23.8K - $27.7K
|
917
$314K
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-98- 6.36% |
$23.4K - $27.1K
|
1.44K
$494K
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-97- 6.88% |
$23.1K - $26.8K
|
1.31K
$449K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-97- 3.7% |
$23.1K - $26.8K
|
2.52K
$863K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-95- 58.64% |
$22.6K - $26.3K
|
67
$22.9K
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-95- 2.51% |
$22.6K - $26.3K
|
3.7K
$1.26M
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-95- 0.84% |
$22.6K - $26.3K
|
11.3K
$3.85M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-94- 36.29% |
$22.4K - $26K
|
165
$56.4K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-93- 51.1% |
$22.2K - $25.7K
|
89
$30.4K
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-92- 0.44% |
$21.9K - $25.4K
|
20.7K
$7.07M
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-90- 10.64% |
$21.5K - $24.9K
|
756
$259K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-90- 4.21% |
$21.5K - $24.9K
|
2.05K
$701K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-90- 25.28% |
$21.5K - $24.9K
|
266
$91K
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-89- 2.1% |
$21.2K - $24.6K
|
4.14K
$1.42M
|
|
Nov 14, 2024
Q3 2024
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-88- 6.76% |
$21K - $24.3K
|
1.21K
$415K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-88- 59.06% |
$21K - $24.3K
|
61
$20.9K
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-87- 4.63% |
$20.7K - $24.1K
|
1.79K
$613K
|
|
Nov 14, 2024
Q3 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-85- 5.38% |
$20.3K - $23.5K
|
1.5K
$511K
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-84- 2.68% |
$20K - $23.2K
|
3.06K
$1.05M
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-84- 4.72% |
$20K - $23.2K
|
1.7K
$580K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-83- 4.55% |
$19.8K - $23K
|
1.74K
$595K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-83- 0.62% |
$19.8K - $23K
|
13.3K
$4.55M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-83- 3.44% |
$19.8K - $23K
|
2.33K
$797K
|