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 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-1.74K- 8.11% |
$437K - $551K
|
19.7K
$5.13M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.74K- 16.61% |
$437K - $551K
|
8.73K
$2.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.74K- 57.34% |
$437K - $552K
|
1.3K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.76K- 9.52% |
$441K - $556K
|
16.7K
$4.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.77K- 33.03% |
$443K - $560K
|
3.58K
$933K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.78K- 68.71% |
$447K - $564K
|
810
$211K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.8K- 1.54% |
$452K - $570K
|
115K
$29.9M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.8K- 1.1% |
$452K - $570K
|
162K
$42.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.81K- 5.95% |
$455K - $575K
|
28.7K
$7.47M
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-1.81K- 30.92% |
$455K - $575K
|
4.05K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.83K- 37.68% |
$458K - $578K
|
3.02K
$787K
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-1.86K- 2.27% |
$466K - $588K
|
80K
$20.9M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.86K- 67.61% |
$467K - $589K
|
891
$232K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-1.86K- 0.94% |
$468K - $591K
|
197K
$51.3M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.87K- 7.02% |
$469K - $592K
|
24.7K
$6.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.88K- 27.58% |
$472K - $595K
|
4.93K
$1.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 7.07% |
$473K - $596K
|
24.7K
$6.45M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-1.88K- 4.1% |
$473K - $596K
|
44.1K
$11.5M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.91K- 17.8% |
$478K - $604K
|
8.8K
$2.29M
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-1.91K- 8.78% |
$479K - $604K
|
19.8K
$5.16M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.93K- 73.9% |
$486K - $613K
|
683
$178K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.94K- 5.0% |
$487K - $614K
|
36.8K
$9.59M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-1.96K- 2.24% |
$491K - $620K
|
85.3K
$22.2M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.97K- 3.6% |
$495K - $624K
|
52.8K
$13.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.02K- 1.04% |
$507K - $639K
|
193K
$50.2M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.02K- 9.13% |
$508K - $641K
|
20.1K
$5.25M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.04K- 25.39% |
$513K - $648K
|
6.01K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.07K- 12.62% |
$520K - $656K
|
14.3K
$3.74M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.11K- 4.21% |
$529K - $667K
|
47.9K
$12.5M
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-2.13K- 85.2% |
$535K - $675K
|
370
$96.4K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.13K- 4.55% |
$535K - $676K
|
44.7K
$11.7M
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.13K- 16.98% |
$536K - $676K
|
10.4K
$2.72M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.15K- 3.87% |
$541K - $682K
|
53.5K
$13.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.2K- 15.59% |
$552K - $697K
|
11.9K
$3.11M
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-2.21K- 19.07% |
$555K - $700K
|
9.38K
$2.44M
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-2.22K- 19.86% |
$558K - $704K
|
8.97K
$2.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.23K- 67.59% |
$560K - $707K
|
1.07K
$279K
|
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-2.24K- 0.12% |
$562K - $709K
|
1.93M
$504M
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-2.24K- 2.69% |
$563K - $710K
|
81.2K
$21.2M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.25K- 66.44% |
$565K - $713K
|
1.14K
$296K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-2.25K- 21.11% |
$566K - $714K
|
8.42K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.27K- 25.36% |
$571K - $720K
|
6.69K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.27K- 13.81% |
$571K - $721K
|
14.2K
$3.7M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.28K- 10.02% |
$572K - $722K
|
20.4K
$5.33M
|
|
|
May 15, 2024
Q1 2024
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-2.3K- 15.35% |
$578K - $729K
|
12.7K
$3.3M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.31K- 0.13% |
$580K - $731K
|
1.82M
$474M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.33K- 25.63% |
$586K - $740K
|
6.77K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2.44K- 71.79% |
$613K - $773K
|
959
$250K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-2.45K- 11.09% |
$615K - $776K
|
19.6K
$5.11M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.45K- 3.89% |
$615K - $776K
|
60.5K
$15.8M
|