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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-16- 1.99% |
$4.02K - $5.07K
|
789
$206K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-16- 1.72% |
$4.02K - $5.07K
|
915
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-16- 13.22% |
$4.02K - $5.07K
|
105
$27.4K
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-16- 1.83% |
$4.02K - $5.07K
|
858
$224K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-16- 0.44% |
$4.02K - $5.07K
|
3.59K
$936K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-17- 0.71% |
$4.27K - $5.39K
|
2.37K
$619K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-17- 6.85% |
$4.27K - $5.39K
|
231
$60.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-18- 0.08% |
$4.52K - $5.7K
|
23.5K
$6.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-18- 27.69% |
$4.52K - $5.7K
|
47
$12.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-19- 0.18% |
$4.77K - $6.02K
|
10.5K
$2.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-19- 2.32% |
$4.77K - $6.02K
|
801
$209K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-20- 0.37% |
$5.02K - $6.34K
|
5.32K
$1.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-20- 0.04% |
$5.02K - $6.34K
|
47.9K
$12.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-20- 1.78% |
$5.02K - $6.34K
|
1.11K
$288K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 2.02% |
$5.02K - $6.34K
|
970
$253K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-20- 0.59% |
$5.02K - $6.34K
|
3.35K
$874K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-21- 0.83% |
$5.27K - $6.65K
|
2.52K
$657K
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-21- 2.33% |
$5.27K - $6.65K
|
881
$230K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-21- 1.03% |
$5.27K - $6.65K
|
2.01K
$523K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-21- 0.86% |
$5.27K - $6.65K
|
2.43K
$633K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22- 1.22% |
$5.52K - $6.97K
|
1.78K
$464K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-22- 1.83% |
$5.52K - $6.97K
|
1.18K
$307K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-22- 1.66% |
$5.52K - $6.97K
|
1.3K
$340K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-22- 2.07% |
$5.52K - $6.97K
|
1.04K
$271K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-22- 2.38% |
$5.52K - $6.97K
|
904
$236K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-22- 1.71% |
$5.52K - $6.97K
|
1.26K
$329K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-23- 2.54% |
$5.78K - $7.29K
|
881
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-23- 0.08% |
$5.78K - $7.29K
|
30K
$7.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-23- 2.61% |
$5.78K - $7.29K
|
858
$224K
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-23- 0.81% |
$5.78K - $7.29K
|
2.82K
$734K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-24- 0.45% |
$6.03K - $7.61K
|
5.32K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-24- 9.27% |
$6.03K - $7.61K
|
235
$61.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-25- 3.09% |
$6.28K - $7.92K
|
785
$205K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-25- 3.47% |
$6.28K - $7.92K
|
696
$181K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-25- 0.7% |
$6.28K - $7.92K
|
3.56K
$928K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-25- 1.29% |
$6.28K - $7.92K
|
1.92K
$500K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-25- 2.16% |
$6.28K - $7.92K
|
1.13K
$296K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-25- 0.61% |
$6.28K - $7.92K
|
4.07K
$1.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-26Closed |
$6.53K - $8.24K
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.25% |
$6.53K - $8.24K
|
10.5K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-26- 2.15% |
$6.53K - $8.24K
|
1.19K
$309K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-27- 1.41% |
$6.78K - $8.56K
|
1.88K
$491K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-27- 2.33% |
$6.78K - $8.56K
|
1.13K
$295K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-27- 17.65% |
$6.78K - $8.56K
|
126
$32.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-28- 1.25% |
$7.03K - $8.87K
|
2.21K
$577K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-28- 6.68% |
$7.03K - $8.87K
|
391
$102K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-29- 17.68% |
$7.28K - $9.19K
|
135
$35.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-29- 1.32% |
$7.28K - $9.19K
|
2.18K
$567K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-29- 70.73% |
$7.28K - $9.19K
|
12
$3.13K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-30- 3.39% |
$7.53K - $9.51K
|
855
$223K
|