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 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-22- 2.07% |
$5.52K - $6.97K
|
1.04K
$352K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-22- 2.38% |
$5.52K - $6.97K
|
904
$306K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-22- 1.71% |
$5.52K - $6.97K
|
1.26K
$428K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-23- 2.54% |
$5.78K - $7.29K
|
881
$298K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-23- 0.08% |
$5.78K - $7.29K
|
30K
$10.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-23- 2.61% |
$5.78K - $7.29K
|
858
$290K
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-23- 0.81% |
$5.78K - $7.29K
|
2.82K
$953K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-24- 0.45% |
$6.03K - $7.61K
|
5.32K
$1.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-24- 9.27% |
$6.03K - $7.61K
|
235
$79.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-25- 3.09% |
$6.28K - $7.92K
|
785
$266K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-25- 3.47% |
$6.28K - $7.92K
|
696
$236K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-25- 0.7% |
$6.28K - $7.92K
|
3.56K
$1.21M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-25- 1.29% |
$6.28K - $7.92K
|
1.92K
$649K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-25- 2.16% |
$6.28K - $7.92K
|
1.13K
$384K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-25- 0.61% |
$6.28K - $7.92K
|
4.07K
$1.38M
|
|
|
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
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-26- 2.15% |
$6.53K - $8.24K
|
1.19K
$401K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-27- 1.41% |
$6.78K - $8.56K
|
1.88K
$637K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-27- 2.33% |
$6.78K - $8.56K
|
1.13K
$383K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-27- 17.65% |
$6.78K - $8.56K
|
126
$42.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-28- 1.25% |
$7.03K - $8.87K
|
2.21K
$749K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-28- 6.68% |
$7.03K - $8.87K
|
391
$132K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-29- 17.68% |
$7.28K - $9.19K
|
135
$45.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-29- 1.32% |
$7.28K - $9.19K
|
2.18K
$736K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-29- 70.73% |
$7.28K - $9.19K
|
12
$4.06K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-30- 3.39% |
$7.53K - $9.51K
|
855
$289K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-30- 0.21% |
$7.53K - $9.51K
|
14.1K
$4.77M
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-30- 0.14% |
$7.53K - $9.51K
|
21.6K
$7.31M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-30- 6.02% |
$7.53K - $9.51K
|
468
$158K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-32- 2.62% |
$8.04K - $10.1K
|
1.19K
$403K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-32- 0.85% |
$8.04K - $10.1K
|
3.75K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-32- 91.43% |
$8.04K - $10.1K
|
3
$1.02K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-33- 0.05% |
$8.29K - $10.5K
|
71.7K
$24.3M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-33- 3.75% |
$8.29K - $10.5K
|
847
$287K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-33- 0.49% |
$8.29K - $10.5K
|
6.65K
$2.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-34- 0.58% |
$8.54K - $10.8K
|
5.84K
$1.98M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-34- 0.3% |
$8.54K - $10.8K
|
11.3K
$3.84M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-35- 1.34% |
$8.79K - $11.1K
|
2.57K
$870K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-35- 3.65% |
$8.79K - $11.1K
|
924
$313K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-35- 6.48% |
$8.79K - $11.1K
|
505
$171K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-35- 0.19% |
$8.79K - $11.1K
|
18.6K
$6.3M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-35- 2.08% |
$8.79K - $11.1K
|
1.65K
$558K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-35- 34.31% |
$8.79K - $11.1K
|
67
$22.7K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-36- 0.45% |
$9.04K - $11.4K
|
7.88K
$2.67M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-36- 1.05% |
$9.04K - $11.4K
|
3.4K
$1.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-38- 0.1% |
$9.54K - $12K
|
36.3K
$12.3M
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-38- 0.37% |
$9.54K - $12K
|
10.3K
$3.5M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-38- 2.33% |
$9.54K - $12K
|
1.59K
$538K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-38- 1.85% |
$9.54K - $12K
|
2.01K
$681K
|