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 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-704- 2.74% |
$177K - $223K
|
25K
$8.54M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-705- 6.62% |
$177K - $223K
|
9.94K
$3.4M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-708- 7.56% |
$178K - $224K
|
8.66K
$2.96M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-710- 1.51% |
$178K - $225K
|
46.3K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-710- 5.24% |
$178K - $225K
|
12.8K
$4.39M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-711- 5.53% |
$179K - $225K
|
12.1K
$4.15M
|
|
|
May 01, 2024
Q1 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-712- 10.57% |
$179K - $226K
|
6.03K
$2.06M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-722- 9.93% |
$181K - $229K
|
6.55K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-741- 3.8% |
$186K - $235K
|
18.7K
$6.41M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-744- 2.77% |
$187K - $236K
|
26.1K
$8.91M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-745- 2.69% |
$187K - $236K
|
27K
$9.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-751- 8.05% |
$189K - $238K
|
8.58K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-753- 83.11% |
$189K - $239K
|
153
$52.3K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-763- 12.15% |
$192K - $242K
|
5.52K
$1.88M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-781- 8.55% |
$196K - $247K
|
8.36K
$2.86M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-787- 0.9% |
$198K - $249K
|
86.9K
$29.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-788- 0.46% |
$198K - $250K
|
171K
$58.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-788- 0.37% |
$198K - $250K
|
214K
$73M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-789- 5.89% |
$198K - $250K
|
12.6K
$4.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-793- 3.27% |
$199K - $251K
|
23.4K
$8.01M
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-796- 8.51% |
$200K - $252K
|
8.56K
$2.93M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-799- 20.18% |
$201K - $253K
|
3.16K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-800- 0.4% |
$201K - $254K
|
200K
$68.4M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-800- 11.55% |
$201K - $254K
|
6.13K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-800- 1.6% |
$201K - $254K
|
49.3K
$16.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-817- 1.3% |
$205K - $259K
|
61.9K
$21.2M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-822- 16.98% |
$206K - $260K
|
4.02K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-824- 13.7% |
$207K - $261K
|
5.19K
$1.77M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-830- 20.08% |
$208K - $263K
|
3.3K
$1.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-838- 6.91% |
$210K - $266K
|
11.3K
$3.86M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-850- 19.47% |
$213K - $269K
|
3.52K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-851- 3.6% |
$214K - $270K
|
22.8K
$7.78M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-865- 1.28% |
$217K - $274K
|
66.5K
$22.7M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-876- 16.69% |
$220K - $278K
|
4.37K
$1.49M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-889- 0.9% |
$223K - $282K
|
98.3K
$33.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-891- 33.17% |
$224K - $282K
|
1.8K
$613K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-896- 8.09% |
$225K - $284K
|
10.2K
$3.48M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-903- 2.18% |
$227K - $286K
|
40.6K
$13.9M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-909- 2.95% |
$228K - $288K
|
29.9K
$10.2M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-927- 4.85% |
$233K - $294K
|
18.2K
$6.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-930- 44.22% |
$234K - $295K
|
1.17K
$401K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-933- 3.15% |
$234K - $296K
|
28.7K
$9.8M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-937- 0.68% |
$235K - $297K
|
137K
$46.8M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-955- 5.3% |
$240K - $303K
|
17.1K
$5.83M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-994- 8.03% |
$250K - $315K
|
11.4K
$3.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1K- 9.25% |
$251K - $317K
|
9.81K
$3.35M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1K- 17.06% |
$251K - $317K
|
4.86K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-1K- 0.53% |
$251K - $317K
|
188K
$64.3M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-1K- 50.0% |
$251K - $317K
|
1K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.02K- 4.4% |
$256K - $323K
|
22.1K
$7.57M
|