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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.54K- 98.59% |
$291K - $344K
|
22
$7.26K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 53.12% |
$275K - $325K
|
1.29K
$424K
|
|
|
Aug 14, 2023
Q2 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-1.22K- 17.28% |
$230K - $273K
|
5.84K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-931- 40.29% |
$176K - $208K
|
1.38K
$455K
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-837- 2.31% |
$158K - $187K
|
35.4K
$11.7M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-789- 81.51% |
$149K - $176K
|
179
$59.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-727- 18.73% |
$137K - $162K
|
3.15K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-654- 8.52% |
$124K - $146K
|
7.03K
$2.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-461- 3.57% |
$87.1K - $103K
|
12.5K
$4.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-442- 9.89% |
$83.5K - $98.7K
|
4.03K
$1.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-391- 15.45% |
$73.9K - $87.3K
|
2.14K
$706K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-257- 20.96% |
$48.5K - $57.4K
|
969
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-246- 10.83% |
$46.5K - $55K
|
2.03K
$669K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-239- 33.76% |
$45.1K - $53.4K
|
469
$155K
|
|
|
Aug 02, 2023
Q2 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-236- 15.71% |
$44.6K - $52.7K
|
1.27K
$418K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-156- 23.78% |
$29.5K - $34.8K
|
500
$165K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-151- 27.66% |
$28.5K - $33.7K
|
395
$130K
|
|
|
Aug 10, 2023
Q2 2023
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-132- 8.39% |
$24.9K - $29.5K
|
1.44K
$476K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-124- 5.12% |
$23.4K - $27.7K
|
2.3K
$759K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-116- 0.61% |
$21.9K - $25.9K
|
18.8K
$6.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-100- 27.93% |
$18.9K - $22.3K
|
258
$85.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-53- 4.89% |
$10K - $11.8K
|
1.03K
$340K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-30- 50.85% |
$5.67K - $6.7K
|
29
$9.57K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-23- 1.99% |
$4.34K - $5.14K
|
1.13K
$373K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-20- 1.55% |
$3.78K - $4.47K
|
1.27K
$419K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-20- 22.22% |
$3.78K - $4.47K
|
70
$23.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-13- 23.64% |
$2.46K - $2.9K
|
42
$13.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-10- 0.57% |
$1.89K - $2.23K
|
1.73K
$572K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 6.82% |
$567 - $670
|
41
$13.5K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Josh Tarasoff
Greenlea Lane Capital Management, LLC | Weston, Ct
|
SELL
|
- |
-94.8K- 44.22% |
$12.8M - $18.9M
|
120K
$39.5M
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-40KClosed |
$5.39M - $7.99M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-35KClosed |
$4.72M - $6.99M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
SELL
|
- |
-10K- 3.33% |
$1.35M - $2M
|
290K
$95.7M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-4.09K- 68.84% |
$551K - $817K
|
1.85K
$611K
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-3.86K- 75.12% |
$520K - $770K
|
1.28K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-3K- 18.99% |
$404K - $599K
|
12.8K
$4.22M
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-2.95K- 74.59% |
$398K - $589K
|
1.01K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Islet Management, LP
New York, NY |
SELL
|
- |
-2.5K- 25.0% |
$337K - $499K
|
7.5K
$2.48M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-2.49K- 60.58% |
$336K - $498K
|
1.62K
$535K
|
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-2.45K- 3.26% |
$330K - $488K
|
72.5K
$23.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.88K- 59.05% |
$254K - $376K
|
1.31K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-1.87K- 49.95% |
$251K - $373K
|
1.87K
$617K
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.6K- 51.2% |
$216K - $320K
|
1.53K
$503K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.42KClosed |
$192K - $284K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.16K- 38.46% |
$156K - $231K
|
1.85K
$611K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.09K- 65.62% |
$147K - $218K
|
571
$188K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-892- 88.67% |
$120K - $178K
|
114
$37.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-625- 10.87% |
$84.3K - $125K
|
5.13K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-500- 19.02% |
$67.4K - $99.9K
|
2.13K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-500- 90.09% |
$67.4K - $99.9K
|
55
$18.2K
|
|