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 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-4.43K- 14.91% |
$1.11M - $1.4M
|
25.3K
$6.59M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.44K- 3.64% |
$1.11M - $1.41M
|
118K
$30.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.44K- 23.14% |
$1.11M - $1.41M
|
14.7K
$3.84M
|
|
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-4.5K- 7.77% |
$1.13M - $1.43M
|
53.5K
$13.9M
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-4.5K- 4.02% |
$1.13M - $1.43M
|
107K
$28M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.59K- 7.44% |
$1.15M - $1.45M
|
57K
$14.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.64K- 70.5% |
$1.17M - $1.47M
|
1.94K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.65K- 4.43% |
$1.17M - $1.47M
|
100K
$26.2M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.9K- 30.31% |
$1.23M - $1.55M
|
11.3K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-4.91K- 4.25% |
$1.23M - $1.56M
|
111K
$28.8M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.96K- 5.04% |
$1.24M - $1.57M
|
93.3K
$24.3M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-4.97K- 19.45% |
$1.25M - $1.57M
|
20.6K
$5.36M
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5K- 9.46% |
$1.26M - $1.59M
|
47.9K
$12.5M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.01K- 5.84% |
$1.26M - $1.59M
|
80.7K
$21M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-5.08K- 70.62% |
$1.28M - $1.61M
|
2.11K
$551K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-5.11K- 58.05% |
$1.28M - $1.62M
|
3.69K
$963K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.11K- 30.9% |
$1.28M - $1.62M
|
11.4K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-5.13K- 25.24% |
$1.29M - $1.63M
|
15.2K
$3.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5.14K- 86.11% |
$1.29M - $1.63M
|
829
$216K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.51K- 18.13% |
$1.38M - $1.75M
|
24.9K
$6.49M
|
|
|
Aug 12, 2024
Q1 2024
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-5.53K- 23.9% |
$1.39M - $1.75M
|
17.6K
$4.59M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.53K- 0.41% |
$1.39M - $1.75M
|
1.36M
$353M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-5.54K- 20.3% |
$1.39M - $1.75M
|
21.7K
$5.67M
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-5.67K- 99.65% |
$1.42M - $1.8M
|
20
$5.21K
|
|
|
May 13, 2024
Q1 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-5.69K- 6.72% |
$1.43M - $1.8M
|
79K
$20.6M
|
|
|
May 15, 2024
Q1 2024
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-5.72K- 52.53% |
$1.44M - $1.81M
|
5.17K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-5.75K- 2.03% |
$1.44M - $1.82M
|
278K
$72.4M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.77K- 3.79% |
$1.45M - $1.83M
|
147K
$38.2M
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-5.8K- 13.58% |
$1.46M - $1.84M
|
36.9K
$9.62M
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-5.85K- 19.45% |
$1.47M - $1.85M
|
24.2K
$6.31M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.98K- 3.31% |
$1.5M - $1.9M
|
175K
$45.6M
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-5.99K- 10.08% |
$1.5M - $1.9M
|
53.4K
$13.9M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-6.02K- 2.84% |
$1.51M - $1.91M
|
206K
$53.7M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.02K- 8.66% |
$1.51M - $1.91M
|
63.5K
$16.5M
|
|
|
May 13, 2024
Q1 2024
|
Insight Holdings Group, LLC
New York, NY |
SELL
|
- |
-6.2K- 5.68% |
$1.56M - $1.96M
|
103K
$26.8M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6.38K- 96.56% |
$1.6M - $2.02M
|
227
$59.2K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-6.4K- 58.18% |
$1.61M - $2.03M
|
4.6K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-6.43K- 27.93% |
$1.61M - $2.04M
|
16.6K
$4.32M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.45K- 67.8% |
$1.62M - $2.04M
|
3.06K
$798K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.51K- 23.98% |
$1.64M - $2.06M
|
20.7K
$5.38M
|
|
|
May 15, 2024
Q1 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-6.55K- 18.33% |
$1.64M - $2.07M
|
29.2K
$7.6M
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-6.56K- 68.4% |
$1.65M - $2.08M
|
3.03K
$790K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-6.64K- 2.79% |
$1.67M - $2.1M
|
231K
$60.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
SELL
|
- |
-6.64K- 78.34% |
$1.67M - $2.1M
|
1.84K
$478K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-6.96K- 61.9% |
$1.75M - $2.2M
|
4.28K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-7K- 5.2% |
$1.76M - $2.22M
|
128K
$33.3M
|
|
|
May 13, 2024
Q1 2024
|
Maytus Capital Management, LLC
New York, NY |
SELL
|
- |
-7K- 28.0% |
$1.76M - $2.22M
|
18K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
Hel Ved Capital Management LTD
Central, K3 |
SELL
|
- |
-7.01K- 50.25% |
$1.76M - $2.22M
|
6.94K
$1.81M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.01K- 27.19% |
$1.76M - $2.22M
|
18.8K
$4.89M
|
|
|
May 13, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-7.1K- 10.82% |
$1.78M - $2.25M
|
58.5K
$15.2M
|