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 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-24- 0.36% |
$5.72K - $6.64K
|
6.57K
$2.25M
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-24- 0.34% |
$5.72K - $6.64K
|
7.09K
$2.42M
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-24- 0.4% |
$5.72K - $6.64K
|
5.93K
$2.03M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-24- 11.16% |
$5.72K - $6.64K
|
191
$65.3K
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-24- 2.28% |
$5.72K - $6.64K
|
1.03K
$352K
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-24- 0.31% |
$5.72K - $6.64K
|
7.79K
$2.66M
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-23- 2.1% |
$5.48K - $6.36K
|
1.07K
$367K
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-23- 0.11% |
$5.48K - $6.36K
|
21.7K
$7.43M
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-23- 2.1% |
$5.48K - $6.36K
|
1.07K
$366K
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-22- 1.1% |
$5.25K - $6.08K
|
1.97K
$674K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-22- 1.2% |
$5.25K - $6.08K
|
1.82K
$622K
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-22- 1.56% |
$5.25K - $6.08K
|
1.38K
$473K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-22- 1.76% |
$5.25K - $6.08K
|
1.23K
$420K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-22- 1.33% |
$5.25K - $6.08K
|
1.64K
$559K
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-21- 0.13% |
$5.01K - $5.81K
|
16.6K
$5.68M
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 0.42% |
$4.77K - $5.53K
|
4.79K
$1.64M
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-20- 1.36% |
$4.77K - $5.53K
|
1.45K
$496K
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-20- 0.56% |
$4.77K - $5.53K
|
3.53K
$1.21M
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-20- 1.2% |
$4.77K - $5.53K
|
1.65K
$565K
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-20- 1.61% |
$4.77K - $5.53K
|
1.22K
$419K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-20- 1.5% |
$4.77K - $5.53K
|
1.31K
$449K
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-19- 0.56% |
$4.53K - $5.25K
|
3.37K
$1.15M
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-19- 1.89% |
$4.53K - $5.25K
|
986
$337K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-19- 1.75% |
$4.53K - $5.25K
|
1.07K
$365K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-19- 1.41% |
$4.53K - $5.25K
|
1.33K
$454K
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-18- 0.37% |
$4.29K - $4.98K
|
4.83K
$1.65M
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-18- 2.04% |
$4.29K - $4.98K
|
864
$296K
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-18- 1.23% |
$4.29K - $4.98K
|
1.45K
$495K
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-18- 0.99% |
$4.29K - $4.98K
|
1.8K
$617K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-17- 0.2% |
$4.05K - $4.7K
|
8.35K
$2.86M
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-17- 0.28% |
$4.05K - $4.7K
|
5.99K
$2.05M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-17- 0.77% |
$4.05K - $4.7K
|
2.2K
$754K
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
SELL
|
- |
-17- 0.07% |
$4.05K - $4.7K
|
24.1K
$8.23M
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-16- 0.33% |
$3.81K - $4.42K
|
4.9K
$1.68M
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-16- 1.05% |
$3.81K - $4.42K
|
1.51K
$515K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-16- 48.48% |
$3.81K - $4.42K
|
17
$5.81K
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-16- 0.99% |
$3.81K - $4.42K
|
1.6K
$546K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-16- 0.52% |
$3.81K - $4.42K
|
3.07K
$1.05M
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-16- 0.01% |
$3.81K - $4.42K
|
115K
$39.2M
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-15- 0.68% |
$3.58K - $4.15K
|
2.19K
$750K
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-15- 1.57% |
$3.58K - $4.15K
|
941
$322K
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-15- 0.29% |
$3.58K - $4.15K
|
5.08K
$1.74M
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-14- 0.93% |
$3.34K - $3.87K
|
1.5K
$512K
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-14- 4.32% |
$3.34K - $3.87K
|
310
$106K
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-14- 0.55% |
$3.34K - $3.87K
|
2.54K
$869K
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-14- 1.64% |
$3.34K - $3.87K
|
840
$287K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-14- 10.85% |
$3.34K - $3.87K
|
115
$39.3K
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-13- 1.27% |
$3.1K - $3.59K
|
1.01K
$346K
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-13- 1.03% |
$3.1K - $3.59K
|
1.25K
$426K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-12- 1.58% |
$2.86K - $3.32K
|
747
$255K
|