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 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-232- 1.22% |
$58.3K - $73.5K
|
18.8K
$6.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-232- 9.55% |
$58.3K - $73.5K
|
2.2K
$751K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-235- 12.83% |
$59K - $74.5K
|
1.6K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-235- 6.72% |
$59K - $74.5K
|
3.26K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-243- 3.08% |
$61K - $77K
|
7.65K
$2.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-245- 17.95% |
$61.5K - $77.6K
|
1.12K
$383K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 3.53% |
$62.8K - $79.2K
|
6.84K
$2.34M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-250- 3.29% |
$62.8K - $79.2K
|
7.35K
$2.51M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-251- 3.55% |
$63K - $79.5K
|
6.82K
$2.33M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-255- 8.98% |
$64K - $80.8K
|
2.58K
$883K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-256- 2.44% |
$64.3K - $81.1K
|
10.2K
$3.5M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-258- 6.2% |
$64.8K - $81.8K
|
3.9K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-265- 0.65% |
$66.5K - $84K
|
40.4K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-265- 5.43% |
$66.5K - $84K
|
4.61K
$1.58M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-267- 26.51% |
$67K - $84.6K
|
740
$253K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-267- 3.42% |
$67K - $84.6K
|
7.55K
$2.58M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-268- 23.95% |
$67.3K - $84.9K
|
851
$291K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-268- 8.81% |
$67.3K - $84.9K
|
2.77K
$948K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-271- 3.85% |
$68.1K - $85.9K
|
6.77K
$2.31M
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-272- 6.04% |
$68.3K - $86.2K
|
4.23K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-275- 3.05% |
$69.1K - $87.1K
|
8.75K
$2.99M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-276- 1.7% |
$69.3K - $87.5K
|
16K
$5.46M
|
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-282- 1.04% |
$70.8K - $89.4K
|
26.9K
$9.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-286- 2.3% |
$71.8K - $90.6K
|
12.1K
$4.15M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-287- 2.65% |
$72.1K - $90.9K
|
10.5K
$3.6M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-294- 6.34% |
$73.8K - $93.2K
|
4.34K
$1.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-300- 16.47% |
$75.3K - $95.1K
|
1.52K
$520K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-303- 26.51% |
$76.1K - $96K
|
840
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-306- 30.36% |
$76.8K - $97K
|
702
$240K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-307- 2.97% |
$77.1K - $97.3K
|
10K
$3.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-307- 2.52% |
$77.1K - $97.3K
|
11.9K
$4.05M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-308- 0.47% |
$77.3K - $97.6K
|
65.8K
$22.5M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-311- 5.41% |
$78.1K - $98.5K
|
5.44K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-313- 1.5% |
$78.6K - $99.2K
|
20.5K
$7M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-315- 4.94% |
$79.1K - $99.8K
|
6.07K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-315- 3.53% |
$79.1K - $99.8K
|
8.61K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-324- 18.86% |
$81.4K - $103K
|
1.39K
$476K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-326- 22.85% |
$81.9K - $103K
|
1.1K
$376K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-327- 6.73% |
$82.1K - $104K
|
4.53K
$1.55M
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-328- 5.17% |
$82.4K - $104K
|
6.02K
$2.06M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-336- 2.01% |
$84.4K - $106K
|
16.4K
$5.6M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-337- 18.17% |
$84.6K - $107K
|
1.52K
$519K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-338- 1.3% |
$84.9K - $107K
|
25.7K
$8.77M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-338- 5.0% |
$84.9K - $107K
|
6.42K
$2.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-340- 1.21% |
$85.4K - $108K
|
27.7K
$9.48M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-340- 94.44% |
$85.4K - $108K
|
20
$6.83K
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-340- 1.46% |
$85.4K - $108K
|
23K
$7.84M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-341- 10.65% |
$85.6K - $108K
|
2.86K
$977K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-342- 5.48% |
$85.9K - $108K
|
5.89K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-344- 2.39% |
$86.4K - $109K
|
14K
$4.8M
|