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 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.46K- 5.76% |
$367K - $463K
|
23.9K
$8.23M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-1.5K- 45.21% |
$377K - $475K
|
1.82K
$626K
|
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-1.54K- 9.35% |
$386K - $488K
|
14.9K
$5.14M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.54K- 5.34% |
$387K - $489K
|
27.3K
$9.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.55K- 7.96% |
$389K - $491K
|
17.9K
$6.16M
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-1.56K- 18.3% |
$392K - $495K
|
6.97K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.57K- 12.11% |
$394K - $497K
|
11.4K
$3.92M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.59K- 10.95% |
$400K - $504K
|
12.9K
$4.46M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.6K- 12.99% |
$402K - $507K
|
10.7K
$3.69M
|
|
|
May 15, 2024
Q1 2024
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 30.77% |
$402K - $507K
|
3.6K
$1.24M
|
|
|
Aug 19, 2024
Q1 2024
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 30.77% |
$402K - $507K
|
3.6K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.6K- 6.32% |
$403K - $508K
|
23.7K
$8.18M
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
SELL
|
- |
-1.62K- 1.61% |
$407K - $513K
|
98.7K
$34M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.63K- 18.88% |
$410K - $517K
|
7.02K
$2.42M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.65K- 3.51% |
$415K - $524K
|
45.4K
$15.6M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.67K- 9.22% |
$418K - $528K
|
16.4K
$5.65M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-1.67K- 42.95% |
$419K - $529K
|
2.22K
$764K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.69K- 27.3% |
$425K - $536K
|
4.51K
$1.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.71K- 2.95% |
$430K - $542K
|
56.3K
$19.4M
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.72K- 4.74% |
$431K - $544K
|
34.5K
$11.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.72K- 1.04% |
$433K - $546K
|
164K
$56.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-1.74K- 8.11% |
$437K - $551K
|
19.7K
$6.79M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.74K- 16.61% |
$437K - $551K
|
8.73K
$3.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.74K- 57.34% |
$437K - $552K
|
1.3K
$446K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.76K- 9.52% |
$441K - $556K
|
16.7K
$5.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.77K- 33.03% |
$443K - $560K
|
3.58K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.78K- 68.71% |
$447K - $564K
|
810
$279K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.8K- 1.54% |
$452K - $570K
|
115K
$39.5M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.8K- 1.1% |
$452K - $570K
|
162K
$55.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.81K- 5.95% |
$455K - $575K
|
28.7K
$9.87M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.83K- 37.68% |
$458K - $578K
|
3.02K
$1.04M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-1.86K- 2.27% |
$466K - $588K
|
80K
$27.6M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-1.86K- 0.94% |
$468K - $591K
|
197K
$67.8M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.87K- 7.02% |
$469K - $592K
|
24.7K
$8.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.88K- 27.58% |
$472K - $595K
|
4.93K
$1.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 7.07% |
$473K - $596K
|
24.7K
$8.52M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-1.88K- 4.1% |
$473K - $596K
|
44.1K
$15.2M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.91K- 17.8% |
$478K - $604K
|
8.8K
$3.03M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.93K- 73.9% |
$486K - $613K
|
683
$235K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.94K- 5.0% |
$487K - $614K
|
36.8K
$12.7M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-1.96K- 2.24% |
$491K - $620K
|
85.3K
$29.4M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.97K- 3.6% |
$495K - $624K
|
52.8K
$18.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.02K- 1.04% |
$507K - $639K
|
193K
$66.4M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.02K- 9.13% |
$508K - $641K
|
20.1K
$6.94M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.04K- 25.39% |
$513K - $648K
|
6.01K
$2.07M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.07K- 12.62% |
$520K - $656K
|
14.3K
$4.94M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.11K- 4.21% |
$529K - $667K
|
47.9K
$16.5M
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-2.13K- 85.2% |
$535K - $675K
|
370
$127K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.13K- 4.55% |
$535K - $676K
|
44.7K
$15.4M
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.13K- 16.98% |
$536K - $676K
|
10.4K
$3.59M
|