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 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-38- 3.51% |
$9.54K - $12K
|
1.04K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-38- 2.8% |
$9.54K - $12K
|
1.32K
$446K
|
|
|
May 08, 2024
Q1 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-39- 0.01% |
$9.79K - $12.4K
|
324K
$110M
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-40- 9.62% |
$10K - $12.7K
|
376
$127K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-40- 0.74% |
$10K - $12.7K
|
5.4K
$1.83M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-40- 0.04% |
$10K - $12.7K
|
105K
$35.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-40- 1.31% |
$10K - $12.7K
|
3.01K
$1.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-40- 1.04% |
$10K - $12.7K
|
3.8K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-40- 0.57% |
$10K - $12.7K
|
6.93K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-40- 0.31% |
$10K - $12.7K
|
13K
$4.4M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-40- 43.96% |
$10K - $12.7K
|
51
$17.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-41- 2.75% |
$10.3K - $13K
|
1.45K
$491K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-41- 0.87% |
$10.3K - $13K
|
4.68K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-42- 5.04% |
$10.5K - $13.3K
|
792
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-42- 2.53% |
$10.5K - $13.3K
|
1.62K
$548K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-43- 0.69% |
$10.8K - $13.6K
|
6.18K
$2.09M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-45- 0.76% |
$11.3K - $14.3K
|
5.86K
$1.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-45- 1.9% |
$11.3K - $14.3K
|
2.32K
$785K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-46- 3.65% |
$11.6K - $14.6K
|
1.22K
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-46- 0.82% |
$11.6K - $14.6K
|
5.56K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-47- 1.08% |
$11.8K - $14.9K
|
4.31K
$1.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-47- 2.05% |
$11.8K - $14.9K
|
2.25K
$760K
|
|
|
May 15, 2024
Q1 2024
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-47- 0.67% |
$11.8K - $14.9K
|
6.98K
$2.36M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-49- 5.61% |
$12.3K - $15.5K
|
824
$279K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-49- 6.68% |
$12.3K - $15.5K
|
685
$232K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-50- 4.65% |
$12.6K - $15.8K
|
1.03K
$347K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 1.35% |
$12.6K - $15.8K
|
3.67K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 2.75% |
$12.6K - $15.8K
|
1.77K
$598K
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-50- 1.24% |
$12.6K - $15.8K
|
3.99K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-50- 4.78% |
$12.6K - $15.8K
|
995
$337K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-50- 3.19% |
$12.6K - $15.8K
|
1.52K
$513K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-50- 3.97% |
$12.6K - $15.8K
|
1.21K
$409K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-50- 1.93% |
$12.6K - $15.8K
|
2.53K
$858K
|
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-50- 3.62% |
$12.6K - $15.8K
|
1.33K
$451K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-51- 1.03% |
$12.8K - $16.2K
|
4.92K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-51- 2.02% |
$12.8K - $16.2K
|
2.47K
$836K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-52- 1.81% |
$13.1K - $16.5K
|
2.82K
$954K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-54- 3.85% |
$13.6K - $17.1K
|
1.35K
$457K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-54- 0.75% |
$13.6K - $17.1K
|
7.11K
$2.41M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-54- 0.15% |
$13.6K - $17.1K
|
36K
$12.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-55- 33.13% |
$13.8K - $17.4K
|
111
$37.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-55- 4.14% |
$13.8K - $17.4K
|
1.28K
$432K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-55- 9.95% |
$13.8K - $17.4K
|
498
$169K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-56- 3.19% |
$14.1K - $17.7K
|
1.7K
$576K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
SELL
|
- |
-56- 0.79% |
$14.1K - $17.7K
|
7.07K
$2.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-56- 3.52% |
$14.1K - $17.7K
|
1.54K
$520K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-56- 21.62% |
$14.1K - $17.7K
|
203
$68.7K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-56- 47.06% |
$14.1K - $17.7K
|
63
$21.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-57- 0.95% |
$14.3K - $18.1K
|
5.93K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-57- 4.07% |
$14.3K - $18.1K
|
1.34K
$455K
|