Purchases and Sales Made in Q1 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q1 2024. The information is specifically focused on institutions that hold shares of Salesforce, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-9- 0.24% |
$2.26K - $2.85K
|
3.81K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-9- 1.01% |
$2.26K - $2.85K
|
879
$297K
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-10- 0.6% |
$2.51K - $3.17K
|
1.65K
$559K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-10- 0.62% |
$2.51K - $3.17K
|
1.6K
$543K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-10- 1.03% |
$2.51K - $3.17K
|
959
$325K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-10- 0.5% |
$2.51K - $3.17K
|
1.99K
$673K
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-11- 0.6% |
$2.76K - $3.49K
|
1.82K
$614K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-11- 4.07% |
$2.76K - $3.49K
|
259
$87.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-11- 11.34% |
$2.76K - $3.49K
|
86
$29.1K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-11- 0.03% |
$2.76K - $3.49K
|
31.9K
$10.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-11- 0.54% |
$2.76K - $3.49K
|
2.03K
$687K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11- 2.52% |
$2.76K - $3.49K
|
426
$144K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-12- 0.32% |
$3.01K - $3.8K
|
3.74K
$1.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-12- 1.04% |
$3.01K - $3.8K
|
1.14K
$387K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-12- 25.0% |
$3.01K - $3.8K
|
36
$12.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-12- 1.85% |
$3.01K - $3.8K
|
635
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-12- 0.45% |
$3.01K - $3.8K
|
2.63K
$891K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-12- 0.19% |
$3.01K - $3.8K
|
6.34K
$2.14M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-12- 1.15% |
$3.01K - $3.8K
|
1.04K
$351K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-13- 16.05% |
$3.26K - $4.12K
|
68
$23K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-14- 1.42% |
$3.52K - $4.44K
|
970
$328K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
SELL
|
- |
-15- 1.69% |
$3.77K - $4.75K
|
873
$295K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-15- 0.46% |
$3.77K - $4.75K
|
3.27K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-15- 0.14% |
$3.77K - $4.75K
|
11.1K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.98% |
$3.77K - $4.75K
|
1.51K
$512K
|
|
|
May 15, 2024
Q1 2024
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-15- 1.17% |
$3.77K - $4.75K
|
1.26K
$427K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-16- 1.06% |
$4.02K - $5.07K
|
1.5K
$506K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-16- 1.99% |
$4.02K - $5.07K
|
789
$267K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-16- 1.72% |
$4.02K - $5.07K
|
915
$310K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-16- 13.22% |
$4.02K - $5.07K
|
105
$35.5K
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-16- 1.83% |
$4.02K - $5.07K
|
858
$290K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-16- 0.44% |
$4.02K - $5.07K
|
3.59K
$1.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-17- 0.71% |
$4.27K - $5.39K
|
2.37K
$803K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-17- 6.85% |
$4.27K - $5.39K
|
231
$78.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-18- 0.08% |
$4.52K - $5.7K
|
23.5K
$7.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-18- 27.69% |
$4.52K - $5.7K
|
47
$15.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-19- 0.18% |
$4.77K - $6.02K
|
10.5K
$3.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-19- 2.32% |
$4.77K - $6.02K
|
801
$271K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-20- 0.37% |
$5.02K - $6.34K
|
5.32K
$1.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-20- 0.04% |
$5.02K - $6.34K
|
47.9K
$16.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-20- 1.78% |
$5.02K - $6.34K
|
1.11K
$374K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 2.02% |
$5.02K - $6.34K
|
970
$328K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-20- 0.59% |
$5.02K - $6.34K
|
3.35K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-21- 0.83% |
$5.27K - $6.65K
|
2.52K
$853K
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-21- 2.33% |
$5.27K - $6.65K
|
881
$298K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-21- 1.03% |
$5.27K - $6.65K
|
2.01K
$680K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-21- 0.86% |
$5.27K - $6.65K
|
2.43K
$822K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22- 1.22% |
$5.52K - $6.97K
|
1.78K
$602K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-22- 1.83% |
$5.52K - $6.97K
|
1.18K
$398K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-22- 1.66% |
$5.52K - $6.97K
|
1.3K
$441K
|