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 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-30- 0.21% |
$7.53K - $9.51K
|
14.1K
$3.67M
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-30- 0.14% |
$7.53K - $9.51K
|
21.6K
$5.63M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-30- 6.02% |
$7.53K - $9.51K
|
468
$122K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-32- 2.62% |
$8.04K - $10.1K
|
1.19K
$310K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-32- 0.85% |
$8.04K - $10.1K
|
3.75K
$976K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-32- 91.43% |
$8.04K - $10.1K
|
3
$782
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-33- 0.05% |
$8.29K - $10.5K
|
71.7K
$18.7M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-33- 3.75% |
$8.29K - $10.5K
|
847
$221K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-33- 0.49% |
$8.29K - $10.5K
|
6.65K
$1.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-34- 0.58% |
$8.54K - $10.8K
|
5.84K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-34- 0.3% |
$8.54K - $10.8K
|
11.3K
$2.96M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-35- 1.34% |
$8.79K - $11.1K
|
2.57K
$670K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-35- 3.65% |
$8.79K - $11.1K
|
924
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-35- 6.48% |
$8.79K - $11.1K
|
505
$132K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-35- 0.19% |
$8.79K - $11.1K
|
18.6K
$4.85M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-35- 2.08% |
$8.79K - $11.1K
|
1.65K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-35- 34.31% |
$8.79K - $11.1K
|
67
$17.5K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-36- 0.45% |
$9.04K - $11.4K
|
7.88K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-36- 1.05% |
$9.04K - $11.4K
|
3.4K
$887K
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-38- 0.1% |
$9.54K - $12K
|
36.3K
$9.47M
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-38- 0.37% |
$9.54K - $12K
|
10.3K
$2.69M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-38- 2.33% |
$9.54K - $12K
|
1.59K
$414K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-38- 1.85% |
$9.54K - $12K
|
2.01K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-38- 3.51% |
$9.54K - $12K
|
1.04K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-38- 2.8% |
$9.54K - $12K
|
1.32K
$344K
|
|
|
May 08, 2024
Q1 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-39- 0.01% |
$9.79K - $12.4K
|
324K
$84.6M
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-40- 9.62% |
$10K - $12.7K
|
376
$98K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-40- 0.74% |
$10K - $12.7K
|
5.4K
$1.41M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-40- 0.04% |
$10K - $12.7K
|
105K
$27.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-40- 1.31% |
$10K - $12.7K
|
3.01K
$784K
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-40- 1.04% |
$10K - $12.7K
|
3.8K
$990K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-40- 0.57% |
$10K - $12.7K
|
6.93K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-40- 0.31% |
$10K - $12.7K
|
13K
$3.39M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-40- 43.96% |
$10K - $12.7K
|
51
$13.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-41- 2.75% |
$10.3K - $13K
|
1.45K
$378K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-41- 0.87% |
$10.3K - $13K
|
4.68K
$1.22M
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-41- 2.74% |
$10.3K - $13K
|
1.46K
$380K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-42- 5.04% |
$10.5K - $13.3K
|
792
$206K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-42- 2.53% |
$10.5K - $13.3K
|
1.62K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-43- 0.69% |
$10.8K - $13.6K
|
6.18K
$1.61M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-45- 0.76% |
$11.3K - $14.3K
|
5.86K
$1.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-45- 1.9% |
$11.3K - $14.3K
|
2.32K
$604K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-46- 3.65% |
$11.6K - $14.6K
|
1.22K
$317K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-46- 0.82% |
$11.6K - $14.6K
|
5.56K
$1.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-47- 1.08% |
$11.8K - $14.9K
|
4.31K
$1.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-47- 2.05% |
$11.8K - $14.9K
|
2.25K
$585K
|
|
|
May 15, 2024
Q1 2024
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-47- 0.67% |
$11.8K - $14.9K
|
6.98K
$1.82M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-49- 5.61% |
$12.3K - $15.5K
|
824
$215K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-49- 6.68% |
$12.3K - $15.5K
|
685
$179K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-50- 4.65% |
$12.6K - $15.8K
|
1.03K
$267K
|