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 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.04K- 2.09% |
$260K - $329K
|
48.5K
$16.7M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.06K- 16.44% |
$266K - $336K
|
5.39K
$1.86M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.06K- 5.87% |
$267K - $337K
|
17K
$5.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 21.88% |
$268K - $338K
|
3.81K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.07K- 2.69% |
$268K - $338K
|
38.6K
$13.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.07K- 9.92% |
$269K - $339K
|
9.72K
$3.35M
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-1.08K- 14.53% |
$270K - $341K
|
6.33K
$2.18M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-1.08K- 14.5% |
$272K - $343K
|
6.38K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.1K- 55.41% |
$275K - $347K
|
881
$303K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.41% |
$276K - $349K
|
265K
$91.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.11K- 2.83% |
$278K - $351K
|
38K
$13.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.13K- 22.46% |
$283K - $356K
|
3.88K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-1.13K- 9.06% |
$284K - $358K
|
11.3K
$3.9M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.13K- 6.14% |
$284K - $359K
|
17.3K
$5.96M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.14K- 7.11% |
$286K - $361K
|
14.9K
$5.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 7.06% |
$288K - $363K
|
15.1K
$5.2M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.15K- 93.71% |
$288K - $363K
|
77
$26.5K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.17K- 4.4% |
$293K - $369K
|
25.3K
$8.72M
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-1.17K- 21.09% |
$294K - $371K
|
4.38K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.18K- 50.0% |
$296K - $373K
|
1.18K
$406K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.18K- 4.85% |
$296K - $374K
|
23.2K
$7.97M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 25.9% |
$297K - $375K
|
3.39K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-1.2K- 36.77% |
$301K - $380K
|
2.06K
$710K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.2K- 24.24% |
$301K - $380K
|
3.75K
$1.29M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.2K- 2.44% |
$302K - $381K
|
48.1K
$16.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.22K- 30.89% |
$307K - $387K
|
2.73K
$942K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.24K- 4.73% |
$311K - $392K
|
25K
$8.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-1.25K- 1.7% |
$313K - $395K
|
71.9K
$24.8M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.3K- 15.69% |
$326K - $412K
|
6.98K
$2.4M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.3K- 26.69% |
$326K - $412K
|
3.57K
$1.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.32K- 6.05% |
$331K - $417K
|
20.4K
$7.04M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.32K- 16.99% |
$331K - $417K
|
6.44K
$2.22M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 54.78% |
$331K - $418K
|
1.09K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.33K- 2.13% |
$335K - $422K
|
61.2K
$21.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.33K- 24.28% |
$335K - $423K
|
4.16K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-1.34K- 39.52% |
$335K - $423K
|
2.04K
$704K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.34K- 7.95% |
$336K - $424K
|
15.5K
$5.33M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.35K- 7.03% |
$338K - $427K
|
17.8K
$6.14M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.35K- 23.58% |
$339K - $428K
|
4.38K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.35K- 6.19% |
$340K - $429K
|
20.5K
$7.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.36K- 11.43% |
$342K - $431K
|
10.5K
$3.63M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.37K- 13.33% |
$344K - $433K
|
8.89K
$3.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.37K- 6.06% |
$345K - $435K
|
21.3K
$7.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.38K- 11.86% |
$347K - $438K
|
10.3K
$3.53M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.39K- 15.79% |
$349K - $440K
|
7.41K
$2.55M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.42K- 2.63% |
$356K - $449K
|
52.5K
$18.1M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.43K- 10.39% |
$358K - $452K
|
12.3K
$4.23M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.43K- 5.39% |
$359K - $453K
|
25.1K
$8.64M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-1.44K- 5.99% |
$363K - $458K
|
22.7K
$7.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1.45K- 67.6% |
$364K - $459K
|
695
$239K
|