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 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.15K- 3.87% |
$541K - $682K
|
53.5K
$18.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.2K- 15.59% |
$552K - $697K
|
11.9K
$4.1M
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-2.21K- 19.07% |
$555K - $700K
|
9.38K
$3.23M
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-2.22K- 19.86% |
$558K - $704K
|
8.97K
$3.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.23K- 67.59% |
$560K - $707K
|
1.07K
$369K
|
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-2.24K- 0.12% |
$562K - $709K
|
1.93M
$665M
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-2.24K- 2.69% |
$563K - $710K
|
81.2K
$28M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.25K- 66.44% |
$565K - $713K
|
1.14K
$392K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-2.25K- 21.11% |
$566K - $714K
|
8.42K
$2.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.27K- 25.36% |
$571K - $720K
|
6.69K
$2.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.27K- 13.81% |
$571K - $721K
|
14.2K
$4.89M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.28K- 10.02% |
$572K - $722K
|
20.4K
$7.04M
|
|
|
May 15, 2024
Q1 2024
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-2.3K- 15.35% |
$578K - $729K
|
12.7K
$4.37M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.31K- 0.13% |
$580K - $731K
|
1.82M
$627M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.33K- 25.63% |
$586K - $740K
|
6.77K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2.44K- 71.79% |
$613K - $773K
|
959
$330K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-2.45K- 11.09% |
$615K - $776K
|
19.6K
$6.76M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.45K- 3.89% |
$615K - $776K
|
60.5K
$20.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.5K- 4.25% |
$628K - $792K
|
56.3K
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.5K- 30.79% |
$628K - $792K
|
5.62K
$1.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.55K- 34.93% |
$640K - $808K
|
4.75K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.56K- 1.72% |
$643K - $812K
|
146K
$50.5M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-2.58K- 9.91% |
$649K - $819K
|
23.5K
$8.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-2.59K- 10.32% |
$649K - $819K
|
22.5K
$7.74M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.59K- 11.78% |
$651K - $822K
|
19.4K
$6.69M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2.6K- 1.63% |
$652K - $822K
|
157K
$54M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-2.6K- 2.83% |
$653K - $824K
|
89.1K
$30.7M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-2.67K- 6.39% |
$671K - $847K
|
39.1K
$13.5M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.69K- 12.0% |
$676K - $852K
|
19.7K
$6.8M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.71K- 3.48% |
$681K - $859K
|
75.2K
$25.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.72K- 1.35% |
$683K - $862K
|
198K
$68.3M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.72K- 7.84% |
$683K - $862K
|
31.9K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-2.74K- 69.82% |
$687K - $867K
|
1.18K
$407K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.74K- 19.12% |
$688K - $868K
|
11.6K
$3.99M
|
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-2.74K- 14.8% |
$689K - $870K
|
15.8K
$5.44M
|
|
|
May 13, 2024
Q1 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-2.84K- 11.82% |
$712K - $898K
|
21.1K
$7.28M
|
|
|
May 15, 2024
Q1 2024
|
Nzs Capital, LLC
Denver, CO |
SELL
|
- |
-2.91K- 4.04% |
$731K - $922K
|
69.1K
$23.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.95K- 2.88% |
$740K - $934K
|
99.2K
$34.2M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.96K- 57.33% |
$744K - $938K
|
2.2K
$759K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.99K- 4.57% |
$752K - $948K
|
62.6K
$21.5M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-3K- 17.5% |
$753K - $951K
|
14.1K
$4.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-3.03K- 73.7% |
$761K - $960K
|
1.08K
$372K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.06KClosed |
$768K - $970K
|
0
$0
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.1K- 2.07% |
$777K - $981K
|
146K
$50.4M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.1K- 2.21% |
$778K - $981K
|
137K
$47.1M
|
|
|
May 15, 2024
Q1 2024
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-3.17K- 17.83% |
$797K - $1.01M
|
14.6K
$5.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.23K- 6.88% |
$810K - $1.02M
|
43.7K
$15.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.24K- 3.43% |
$813K - $1.03M
|
91.2K
$31.4M
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-3.28K- 10.84% |
$822K - $1.04M
|
26.9K
$9.28M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.31K- 2.54% |
$830K - $1.05M
|
127K
$43.7M
|