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 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-137- 6.1% |
$34.4K - $43.4K
|
2.11K
$550K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-138- 9.87% |
$34.7K - $43.7K
|
1.26K
$328K
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-140- 13.71% |
$35.2K - $44.4K
|
881
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-145- 7.28% |
$36.4K - $45.9K
|
1.85K
$481K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-145- 2.43% |
$36.4K - $45.9K
|
5.82K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-146- 3.25% |
$36.7K - $46.3K
|
4.35K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-147- 2.25% |
$36.9K - $46.6K
|
6.4K
$1.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-149- 8.27% |
$37.4K - $47.2K
|
1.65K
$431K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-149- 1.63% |
$37.4K - $47.2K
|
9K
$2.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-150- 16.41% |
$37.7K - $47.5K
|
764
$199K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-150- 10.15% |
$37.7K - $47.5K
|
1.33K
$346K
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-150- 17.38% |
$37.7K - $47.5K
|
713
$186K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-150- 9.43% |
$37.7K - $47.5K
|
1.44K
$376K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-152- 2.7% |
$38.2K - $48.2K
|
5.49K
$1.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-155- 16.2% |
$38.9K - $49.1K
|
802
$209K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-155- 2.03% |
$38.9K - $49.1K
|
7.48K
$1.95M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-157- 7.31% |
$39.4K - $49.8K
|
1.99K
$519K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-157- 10.15% |
$39.4K - $49.8K
|
1.39K
$362K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-158- 0.83% |
$39.7K - $50.1K
|
18.9K
$4.94M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-158- 7.72% |
$39.7K - $50.1K
|
1.89K
$492K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-158- 66.39% |
$39.7K - $50.1K
|
80
$20.9K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-159- 5.49% |
$39.9K - $50.4K
|
2.74K
$713K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-160- 3.79% |
$40.2K - $50.7K
|
4.06K
$1.06M
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-160- 3.86% |
$40.2K - $50.7K
|
3.98K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-161- 25.8% |
$40.4K - $51K
|
463
$121K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-167- 4.94% |
$41.9K - $52.9K
|
3.22K
$838K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-167- 1.9% |
$41.9K - $52.9K
|
8.64K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-167- 6.66% |
$41.9K - $52.9K
|
2.34K
$610K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-169- 1.66% |
$42.4K - $53.6K
|
9.98K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Harvest Management LLC
New York, NY |
SELL
|
- |
-171- 7.43% |
$42.9K - $54.2K
|
2.13K
$555K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-173- 1.99% |
$43.4K - $54.8K
|
8.52K
$2.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-174- 2.67% |
$43.7K - $55.1K
|
6.35K
$1.66M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-175- 10.93% |
$43.9K - $55.5K
|
1.43K
$372K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-176- 4.33% |
$44.2K - $55.8K
|
3.89K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-176- 2.63% |
$44.2K - $55.8K
|
6.53K
$1.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-178- 2.24% |
$44.7K - $56.4K
|
7.79K
$2.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-178- 8.64% |
$44.7K - $56.4K
|
1.88K
$491K
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-178- 13.66% |
$44.7K - $56.4K
|
1.13K
$293K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-179- 4.96% |
$45K - $56.7K
|
3.43K
$894K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-179- 9.24% |
$45K - $56.7K
|
1.76K
$458K
|
|
|
May 15, 2024
Q1 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-180- 0.71% |
$45.2K - $57K
|
25.3K
$6.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-181- 19.91% |
$45.5K - $57.4K
|
728
$190K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-181- 7.16% |
$45.5K - $57.4K
|
2.35K
$612K
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-183- 0.14% |
$46K - $58K
|
128K
$33.3M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-184- 5.1% |
$46.2K - $58.3K
|
3.43K
$893K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-185- 0.62% |
$46.5K - $58.6K
|
29.6K
$7.73M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-185- 2.9% |
$46.5K - $58.6K
|
6.2K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-190- 0.28% |
$47.7K - $60.2K
|
66.5K
$17.3M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-190- 3.12% |
$47.7K - $60.2K
|
5.9K
$1.54M
|
|
|
Apr 17, 2025
Q1 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-191- 8.72% |
$48K - $60.5K
|
2K
$521K
|