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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-12.6K- 4.8% |
$2.47M - $3.36M
|
249K
$85.3M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.02K- 26.66% |
$1.57M - $2.14M
|
22.1K
$7.54M
|
|
Jan 18, 2024
Q4 2023
|
Consolidated Investment Group LLC
|
SELL
|
- |
-4.4K- 15.94% |
$864K - $1.18M
|
23.2K
$7.93M
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.84K- 66.32% |
$556K - $758K
|
1.44K
$493K
|
|
Feb 13, 2024
Q4 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-2.63K- 36.46% |
$515K - $702K
|
4.58K
$1.56M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.45K- 7.89% |
$481K - $655K
|
28.6K
$9.79M
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-2.18K- 70.78% |
$428K - $583K
|
900
$308K
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.94K- 20.92% |
$381K - $519K
|
7.35K
$2.51M
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1.8K- 2.56% |
$353K - $481K
|
68.4K
$23.4M
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.68K- 45.82% |
$329K - $448K
|
1.98K
$678K
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-1.4K- 26.27% |
$274K - $373K
|
3.92K
$1.34M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.12K- 20.8% |
$219K - $298K
|
4.25K
$1.45M
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-993Closed |
$195K - $265K
|
0
$0
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-910- 22.84% |
$179K - $243K
|
3.08K
$1.05M
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-909- 61.05% |
$178K - $243K
|
580
$198K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-459- 8.01% |
$90.1K - $123K
|
5.27K
$1.8M
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-400- 1.52% |
$78.5K - $107K
|
25.9K
$8.86M
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-366- 3.16% |
$71.8K - $97.8K
|
11.2K
$3.84M
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-337- 11.21% |
$66.1K - $90.1K
|
2.67K
$913K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-250- 78.62% |
$49.1K - $66.8K
|
68
$23.3K
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-185- 17.27% |
$36.3K - $49.4K
|
886
$303K
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-115- 2.34% |
$22.6K - $30.7K
|
4.79K
$1.64M
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-112- 10.27% |
$22K - $29.9K
|
979
$335K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-78- 7.03% |
$15.3K - $20.8K
|
1.03K
$353K
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-75- 1.74% |
$14.7K - $20K
|
4.25K
$1.45M
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-60- 18.18% |
$11.8K - $16K
|
270
$92.3K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-59- 0.46% |
$11.6K - $15.8K
|
12.7K
$4.35M
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-54- 9.75% |
$10.6K - $14.4K
|
500
$171K
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-46- 28.22% |
$9.03K - $12.3K
|
117
$40K
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-44- 3.69% |
$8.64K - $11.8K
|
1.15K
$393K
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-38- 2.56% |
$7.46K - $10.2K
|
1.45K
$495K
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-37- 1.74% |
$7.26K - $9.89K
|
2.09K
$716K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-29- 2.63% |
$5.69K - $7.75K
|
1.07K
$367K
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-18- 15.25% |
$3.53K - $4.81K
|
100
$34.2K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-17- 5.67% |
$3.34K - $4.54K
|
283
$96.8K
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-7- 4.83% |
$1.37K - $1.87K
|
138
$47.2K
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-5- 17.24% |
$981 - $1.34K
|
24
$8.21K
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-5- 3.73% |
$981 - $1.34K
|
129
$44.1K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-4- 44.44% |
$785 - $1.07K
|
5
$1.71K
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-4- 21.05% |
$785 - $1.07K
|
15
$5.13K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-131K- 82.0% |
$26.6M - $30.7M
|
28.8K
$9.85M
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-51.5K- 20.71% |
$10.4M - $12.1M
|
197K
$67.4M
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-18.3K- 35.89% |
$3.71M - $4.3M
|
32.7K
$11.2M
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-8.54K- 27.04% |
$1.73M - $2M
|
23K
$7.88M
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.99K- 43.14% |
$1.01M - $1.17M
|
6.58K
$2.25M
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-3.09K- 62.48% |
$626K - $725K
|
1.86K
$635K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.6K- 12.13% |
$526K - $609K
|
18.8K
$6.43M
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-2.5K- 2.77% |
$506K - $586K
|
87.6K
$30M
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-2.27K- 25.94% |
$460K - $532K
|
6.48K
$2.22M
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.73K- 92.13% |
$351K - $406K
|
148
$50.6K
|