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 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-11- 0.41% |
$2.62K - $3.04K
|
2.68K
$915K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 21.28% |
$2.38K - $2.77K
|
37
$12.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-10- 0.88% |
$2.38K - $2.77K
|
1.12K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.18% |
$2.15K - $2.49K
|
5.12K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-9- 0.82% |
$2.15K - $2.49K
|
1.09K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-9- 0.31% |
$2.15K - $2.49K
|
2.85K
$975K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-9- 0.33% |
$2.15K - $2.49K
|
2.7K
$924K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-9- 0.54% |
$2.15K - $2.49K
|
1.65K
$565K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8- 0.35% |
$1.91K - $2.21K
|
2.3K
$787K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-8- 0.1% |
$1.91K - $2.21K
|
7.71K
$2.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-8- 1.01% |
$1.91K - $2.21K
|
784
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-7- 0.36% |
$1.67K - $1.94K
|
1.92K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 2.34% |
$1.67K - $1.94K
|
292
$99.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 1.5% |
$1.67K - $1.94K
|
459
$157K
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-7- 0.7% |
$1.67K - $1.94K
|
993
$340K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-7- 0.48% |
$1.67K - $1.94K
|
1.46K
$501K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7- 0.11% |
$1.67K - $1.94K
|
6.64K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6- 0.02% |
$1.43K - $1.66K
|
29.5K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-6- 0.54% |
$1.43K - $1.66K
|
1.11K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-6- 0.5% |
$1.43K - $1.66K
|
1.2K
$410K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-6- 0.09% |
$1.43K - $1.66K
|
6.35K
$2.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-6- 0.17% |
$1.43K - $1.66K
|
3.54K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-5- 0.06% |
$1.19K - $1.38K
|
8.1K
$2.77M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.05% |
$1.19K - $1.38K
|
10.1K
$3.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-5- 0.45% |
$1.19K - $1.38K
|
1.11K
$379K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.27% |
$1.19K - $1.38K
|
1.86K
$634K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 0.07% |
$1.19K - $1.38K
|
6.99K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-4- 0.07% |
$954 - $1.11K
|
5.65K
$1.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4- 0.03% |
$954 - $1.11K
|
12.6K
$4.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.37% |
$954 - $1.11K
|
1.08K
$369K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 0.03% |
$954 - $1.11K
|
14K
$4.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 3.67% |
$954 - $1.11K
|
105
$35.9K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3- 0.18% |
$715 - $830
|
1.68K
$576K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-3- 0.15% |
$715 - $830
|
2K
$684K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-3- 4.76% |
$715 - $830
|
60
$20.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3- 0.27% |
$715 - $830
|
1.12K
$383K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-3- 0.08% |
$715 - $830
|
3.98K
$1.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3- 0.16% |
$715 - $830
|
1.82K
$622K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-3- 0.34% |
$715 - $830
|
880
$301K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 0.27% |
$715 - $830
|
1.11K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-2- 0.03% |
$477 - $553
|
5.85K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2- 1.68% |
$477 - $553
|
117
$40K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2- 0.19% |
$477 - $553
|
1.03K
$351K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2- 0.12% |
$477 - $553
|
1.67K
$570K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2- 0.1% |
$477 - $553
|
1.97K
$673K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-2- 0.01% |
$477 - $553
|
25.3K
$8.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2- 0.04% |
$477 - $553
|
4.62K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 1.28% |
$238 - $277
|
77
$26.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.07% |
$238 - $277
|
1.51K
$517K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1- 0.05% |
$238 - $277
|
2.09K
$716K
|