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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-100- 92.59% |
$12.8K - $16.5K
|
8
$2.64K
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-74- 42.53% |
$9.49K - $12.2K
|
100
$33K
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-74- 51.75% |
$9.49K - $12.2K
|
69
$22.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-48- 2.02% |
$6.15K - $7.93K
|
2.33K
$767K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-37- 22.16% |
$4.74K - $6.11K
|
130
$42.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-34- 2.04% |
$4.36K - $5.62K
|
1.64K
$540K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-10- 0.39% |
$1.28K - $1.65K
|
2.54K
$837K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-7- 0.66% |
$897 - $1.16K
|
1.05K
$346K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Ardevora Asset Management LLP
|
SELL
|
- |
-154K- 45.29% |
$22.2M - $29.5M
|
186K
$61.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-99KClosed |
$14.2M - $18.9M
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-86.7K- 90.06% |
$12.5M - $16.6M
|
9.57K
$3.16M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-54K- 35.86% |
$7.77M - $10.3M
|
96.6K
$31.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-49.7K- 93.86% |
$7.15M - $9.51M
|
3.25K
$1.07M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-31KClosed |
$4.46M - $5.93M
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-23.5K- 46.75% |
$3.38M - $4.49M
|
26.7K
$8.82M
|
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-23.3K- 92.18% |
$3.35M - $4.45M
|
1.98K
$652K
|
|
|
Nov 14, 2022
Q3 2022
|
First Sabrepoint Capital Management LP
Dallas, TX |
SELL
|
- |
-20K- 28.57% |
$2.88M - $3.83M
|
50K
$16.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Unio Capital LLC
|
SELL
|
- |
-12.4K- 31.73% |
$1.78M - $2.37M
|
26.6K
$8.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Marlowe Partners LP
New York, NY |
SELL
|
- |
-12.1K- 30.87% |
$1.73M - $2.31M
|
27K
$8.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-10.2K- 16.99% |
$1.47M - $1.95M
|
49.8K
$16.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-10K- 31.45% |
$1.44M - $1.91M
|
21.8K
$7.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.73KClosed |
$824K - $1.1M
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-4.61K- 8.6% |
$664K - $883K
|
49K
$16.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-4.25K- 10.29% |
$611K - $813K
|
37K
$12.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-3.6KClosed |
$518K - $688K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-3.41K- 7.63% |
$490K - $651K
|
41.2K
$13.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.72K- 30.16% |
$391K - $520K
|
6.3K
$2.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.33K- 9.52% |
$336K - $446K
|
22.2K
$7.32M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.08K- 7.7% |
$299K - $398K
|
24.9K
$8.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-2.08K- 22.95% |
$299K - $397K
|
6.98K
$2.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-1.81K- 13.08% |
$260K - $345K
|
12K
$3.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.65K- 19.9% |
$237K - $315K
|
6.63K
$2.19M
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
SELL
|
- |
-1.07K- 8.68% |
$154K - $205K
|
11.3K
$3.73M
|
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.05K- 16.73% |
$150K - $200K
|
5.21K
$1.72M
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-953- 8.27% |
$137K - $182K
|
10.6K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-925- 2.01% |
$133K - $177K
|
45.1K
$14.9M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-690Closed |
$99.2K - $132K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-559- 6.25% |
$80.4K - $107K
|
8.39K
$2.77M
|
|
|
Oct 31, 2022
Q3 2022
|
Parthenon LLC
|
SELL
|
- |
-500- 25.0% |
$71.9K - $95.6K
|
1.5K
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-494- 10.43% |
$71.1K - $94.5K
|
4.24K
$1.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-425- 0.85% |
$61.1K - $81.3K
|
49.3K
$16.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-365- 20.1% |
$52.5K - $69.8K
|
1.45K
$479K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-350- 10.41% |
$50.3K - $66.9K
|
3.01K
$994K
|
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-306- 11.94% |
$44K - $58.5K
|
2.26K
$745K
|
|
|
Nov 14, 2022
Q3 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-267- 0.67% |
$38.4K - $51.1K
|
39.5K
$13M
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
SELL
|
- |
-260- 1.31% |
$37.4K - $49.7K
|
19.6K
$6.46M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-241- 6.98% |
$34.7K - $46.1K
|
3.21K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-174- 6.74% |
$25K - $33.3K
|
2.41K
$795K
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
SELL
|
- |
-167- 3.05% |
$24K - $31.9K
|
5.3K
$1.75M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-111- 64.91% |
$16K - $21.2K
|
60
$19.8K
|
|