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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-100- 51.55% |
$21.8K - $30.5K
|
94
$32.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-100- 0.47% |
$21.8K - $30.5K
|
21.4K
$7.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-93- 6.63% |
$20.3K - $28.3K
|
1.31K
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-90- 5.56% |
$19.6K - $27.4K
|
1.53K
$523K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-83- 33.07% |
$18.1K - $25.3K
|
168
$57.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-80- 4.98% |
$17.4K - $24.4K
|
1.53K
$523K
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-63- 2.49% |
$13.7K - $19.2K
|
2.47K
$845K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-62- 6.75% |
$13.5K - $18.9K
|
856
$293K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-59- 7.01% |
$12.9K - $18K
|
783
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-56- 3.17% |
$12.2K - $17.1K
|
1.71K
$584K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-53- 81.54% |
$11.6K - $16.2K
|
12
$4.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-51- 3.14% |
$11.1K - $15.5K
|
1.57K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 1.14% |
$10.9K - $15.2K
|
4.33K
$1.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-47- 2.8% |
$10.2K - $14.3K
|
1.63K
$559K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-44- 2.85% |
$9.59K - $13.4K
|
1.5K
$513K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-40- 4.27% |
$8.72K - $12.2K
|
897
$307K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-38- 3.23% |
$8.28K - $11.6K
|
1.14K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-36- 4.35% |
$7.85K - $11K
|
792
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-35- 8.33% |
$7.63K - $10.7K
|
385
$132K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-31- 59.62% |
$6.76K - $9.45K
|
21
$7.18K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-30- 2.13% |
$6.54K - $9.14K
|
1.38K
$472K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-27- 1.11% |
$5.89K - $8.23K
|
2.4K
$820K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-27- 65.85% |
$5.89K - $8.23K
|
14
$4.79K
|
|
|
Jul 11, 2024
Q2 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-25- 0.45% |
$5.45K - $7.62K
|
5.55K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-24- 1.38% |
$5.23K - $7.31K
|
1.72K
$587K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-24- 1.16% |
$5.23K - $7.31K
|
2.04K
$697K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-22- 24.72% |
$4.8K - $6.7K
|
67
$22.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-21- 10.34% |
$4.58K - $6.4K
|
182
$62.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-20- 0.79% |
$4.36K - $6.09K
|
2.51K
$860K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-17- 3.67% |
$3.71K - $5.18K
|
446
$153K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-16- 4.13% |
$3.49K - $4.88K
|
371
$127K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-14- 0.56% |
$3.05K - $4.27K
|
2.47K
$844K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-12- 13.04% |
$2.62K - $3.66K
|
80
$27.4K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-9- 0.11% |
$1.96K - $2.74K
|
7.93K
$2.71M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-9- 2.5% |
$1.96K - $2.74K
|
351
$120K
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-8- 0.36% |
$1.74K - $2.44K
|
2.23K
$764K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-7- 70.0% |
$1.53K - $2.13K
|
3
$1.03K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-6- 0.68% |
$1.31K - $1.83K
|
873
$299K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-6- 0.36% |
$1.31K - $1.83K
|
1.65K
$564K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-5- 0.42% |
$1.09K - $1.52K
|
1.18K
$403K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5- 6.25% |
$1.09K - $1.52K
|
75
$25.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-5- 0.39% |
$1.09K - $1.52K
|
1.28K
$437K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 1.66% |
$872 - $1.22K
|
237
$81.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4- 0.39% |
$872 - $1.22K
|
1.01K
$346K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3- 1.02% |
$654 - $914
|
292
$99.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-3- 23.08% |
$654 - $914
|
10
$3.42K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-2- 0.02% |
$436 - $609
|
8.27K
$2.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1- 0.03% |
$218 - $305
|
3.46K
$1.18M
|
|
| Q1 2024 | |||||||
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-287K- 32.01% |
$72.1M - $90.9M
|
609K
$208M
|
|
|
May 15, 2024
Q1 2024
|
Sachem Head Capital Management LP
New York, NY |
SELL
|
- |
-154K- 31.4% |
$38.5M - $48.6M
|
335K
$115M
|
|