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
|
Optas, LLC
|
SELL
|
- |
-79- 1.0% |
$19.8K - $25K
|
7.81K
$2.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-79- 1.44% |
$19.8K - $25K
|
5.43K
$1.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-79- 1.3% |
$19.8K - $25K
|
6.01K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-79- 2.41% |
$19.8K - $25K
|
3.2K
$859K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-80- 0.95% |
$20.1K - $25.4K
|
8.36K
$2.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-81- 0.63% |
$20.3K - $25.7K
|
12.7K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-81- 0.43% |
$20.3K - $25.7K
|
18.7K
$5.02M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-81- 0.26% |
$20.3K - $25.7K
|
30.7K
$8.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-82- 4.24% |
$20.6K - $26K
|
1.85K
$498K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-82- 5.22% |
$20.6K - $26K
|
1.49K
$400K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-82- 1.31% |
$20.6K - $26K
|
6.18K
$1.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-83- 4.47% |
$20.8K - $26.3K
|
1.77K
$476K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-85- 0.68% |
$21.3K - $26.9K
|
12.5K
$3.36M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-85- 3.32% |
$21.3K - $26.9K
|
2.48K
$665K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-85- 0.61% |
$21.3K - $26.9K
|
14K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-85- 0.14% |
$21.3K - $26.9K
|
60.5K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-85- 2.83% |
$21.3K - $26.9K
|
2.92K
$783K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-86- 5.76% |
$21.6K - $27.3K
|
1.41K
$378K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-86- 3.36% |
$21.6K - $27.3K
|
2.47K
$663K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-86- 1.21% |
$21.6K - $27.3K
|
7.03K
$1.89M
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-86- 4.14% |
$21.6K - $27.3K
|
1.99K
$535K
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-87- 1.09% |
$21.8K - $27.6K
|
7.88K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-88- 3.2% |
$22.1K - $27.9K
|
2.66K
$714K
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-89- 0.45% |
$22.3K - $28.2K
|
19.5K
$5.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-89- 2.38% |
$22.3K - $28.2K
|
3.66K
$981K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-90- 2.18% |
$22.6K - $28.5K
|
4.04K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-90- 1.14% |
$22.6K - $28.5K
|
7.78K
$2.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-91- 11.21% |
$22.9K - $28.8K
|
721
$193K
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-91- 0.15% |
$22.9K - $28.8K
|
59.5K
$16M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-92- 1.44% |
$23.1K - $29.2K
|
6.28K
$1.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-94- 0.35% |
$23.6K - $29.8K
|
26.6K
$7.13M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-94- 3.96% |
$23.6K - $29.8K
|
2.28K
$612K
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-95- 17.03% |
$23.9K - $30.1K
|
463
$124K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-95- 2.04% |
$23.9K - $30.1K
|
4.56K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-95- 4.7% |
$23.9K - $30.1K
|
1.93K
$517K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-96- 7.96% |
$24.1K - $30.4K
|
1.11K
$298K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-97- 0.69% |
$24.4K - $30.7K
|
14K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-98- 0.66% |
$24.6K - $31.1K
|
14.7K
$3.94M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-99- 1.09% |
$24.9K - $31.4K
|
8.99K
$2.41M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-99- 3.41% |
$24.9K - $31.4K
|
2.8K
$752K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-99- 7.42% |
$24.9K - $31.4K
|
1.24K
$332K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-100- 4.16% |
$25.1K - $31.7K
|
2.3K
$618K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-100- 3.89% |
$25.1K - $31.7K
|
2.47K
$663K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-100- 12.94% |
$25.1K - $31.7K
|
673
$181K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-100- 5.21% |
$25.1K - $31.7K
|
1.82K
$488K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-100- 93.46% |
$25.1K - $31.7K
|
7
$1.88K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-100- 2.81% |
$25.1K - $31.7K
|
3.47K
$930K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-100- 12.21% |
$25.1K - $31.7K
|
719
$193K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-100- 11.05% |
$25.1K - $31.7K
|
805
$216K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-101- 1.01% |
$25.4K - $32K
|
9.92K
$2.66M
|