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 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-465- 18.01% |
$117K - $147K
|
2.12K
$723K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-469- 15.7% |
$118K - $149K
|
2.52K
$861K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-475- 4.17% |
$119K - $151K
|
10.9K
$3.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-487- 22.59% |
$122K - $154K
|
1.67K
$570K
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-495- 14.02% |
$124K - $157K
|
3.04K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-495- 0.78% |
$124K - $157K
|
63.2K
$21.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-496- 1.78% |
$125K - $157K
|
27.4K
$9.38M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-497- 19.82% |
$125K - $157K
|
2.01K
$687K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-497- 0.65% |
$125K - $157K
|
76K
$26M
|
|
|
May 13, 2024
Q1 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-500- 25.0% |
$126K - $158K
|
1.5K
$513K
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-500- 7.94% |
$126K - $158K
|
5.8K
$1.98M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-505- 3.18% |
$127K - $160K
|
15.4K
$5.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-506- 2.65% |
$127K - $160K
|
18.6K
$6.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-507- 0.69% |
$127K - $161K
|
73.2K
$25M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-517- 2.21% |
$130K - $164K
|
22.9K
$7.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-528- 39.02% |
$133K - $167K
|
825
$282K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-532- 22.0% |
$134K - $169K
|
1.89K
$644K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-533- 14.2% |
$134K - $169K
|
3.22K
$1.1M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-535- 15.37% |
$134K - $170K
|
2.95K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-535- 5.5% |
$134K - $170K
|
9.2K
$3.14M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-553- 2.5% |
$139K - $175K
|
21.6K
$7.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-557- 8.73% |
$140K - $177K
|
5.82K
$1.99M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-563- 4.77% |
$141K - $178K
|
11.3K
$3.85M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-564- 1.42% |
$142K - $179K
|
39K
$13.3M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-570- 0.27% |
$143K - $181K
|
213K
$72.6M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-570- 11.29% |
$143K - $181K
|
4.48K
$1.53M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-573- 45.37% |
$144K - $182K
|
690
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-574- 22.29% |
$144K - $182K
|
2K
$684K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-576- 33.26% |
$145K - $183K
|
1.16K
$395K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-587- 2.92% |
$147K - $186K
|
19.5K
$6.67M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-594- 13.19% |
$149K - $188K
|
3.91K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-595- 5.68% |
$149K - $189K
|
9.88K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-598- 6.15% |
$150K - $189K
|
9.13K
$3.12M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-599- 10.01% |
$150K - $190K
|
5.38K
$1.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-612- 0.33% |
$154K - $194K
|
187K
$64.1M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-612- 16.8% |
$154K - $194K
|
3.03K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-614- 10.11% |
$154K - $195K
|
5.46K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-622- 27.32% |
$156K - $197K
|
1.66K
$566K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-622- 53.21% |
$156K - $197K
|
547
$187K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-623- 10.78% |
$156K - $197K
|
5.16K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-630- 5.89% |
$158K - $200K
|
10.1K
$3.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-630- 7.79% |
$158K - $200K
|
7.46K
$2.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-643- 4.37% |
$161K - $204K
|
14.1K
$4.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-646- 1.41% |
$162K - $205K
|
45.1K
$15.4M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-651- 8.17% |
$163K - $206K
|
7.31K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-662- 20.72% |
$166K - $210K
|
2.53K
$866K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-665- 10.56% |
$167K - $211K
|
5.63K
$1.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-676- 12.37% |
$170K - $214K
|
4.79K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-680- 9.07% |
$171K - $215K
|
6.82K
$2.33M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-681- 2.03% |
$171K - $216K
|
32.8K
$11.2M
|