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 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-11.1K- 37.56% |
$2.8M - $3.53M
|
18.5K
$6.37M
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-11.2K- 1.73% |
$2.81M - $3.54M
|
634K
$218M
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-11.4K- 34.87% |
$2.87M - $3.62M
|
21.3K
$7.34M
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-11.5K- 17.57% |
$2.88M - $3.64M
|
53.8K
$18.5M
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-11.5KClosed |
$2.88M - $3.64M
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-11.6K- 1.96% |
$2.9M - $3.66M
|
578K
$199M
|
|
May 14, 2024
Q1 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-11.9K- 11.89% |
$3M - $3.79M
|
88.5K
$30.5M
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-12K- 0.76% |
$3.01M - $3.8M
|
1.57M
$541M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-12K- 23.71% |
$3.02M - $3.81M
|
38.7K
$13.3M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12K- 16.4% |
$3.03M - $3.82M
|
61.4K
$21.2M
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-12.1K- 88.84% |
$3.04M - $3.84M
|
1.52K
$524K
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-12.1K- 4.34% |
$3.04M - $3.84M
|
267K
$92M
|
|
May 10, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-12.2K- 24.81% |
$3.07M - $3.87M
|
37K
$12.7M
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-12.2K- 13.95% |
$3.07M - $3.87M
|
75.3K
$26M
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-12.2K- 22.08% |
$3.07M - $3.87M
|
43.1K
$14.9M
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-12.5K- 23.65% |
$3.14M - $3.96M
|
40.4K
$13.9M
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12.6K- 36.82% |
$3.16M - $3.99M
|
21.6K
$7.44M
|
|
May 14, 2024
Q1 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-12.8K- 35.53% |
$3.21M - $4.06M
|
23.2K
$8M
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-12.9K- 6.5% |
$3.24M - $4.09M
|
185K
$63.9M
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-13.1K- 17.39% |
$3.28M - $4.14M
|
62K
$21.4M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.2KClosed |
$3.32M - $4.19M
|
0
$0
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-13.3K- 43.18% |
$3.33M - $4.2M
|
17.4K
$6.01M
|
|
May 15, 2024
Q1 2024
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
SELL
|
- |
-13.4K- 7.25% |
$3.36M - $4.24M
|
171K
$59M
|
|
May 15, 2024
Q1 2024
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-13.5K- 24.67% |
$3.39M - $4.28M
|
41.2K
$14.2M
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-13.5K- 6.3% |
$3.39M - $4.28M
|
201K
$69.2M
|
|
May 06, 2024
Q1 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-13.7K- 1.86% |
$3.44M - $4.34M
|
721K
$248M
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
SELL
|
- |
-13.9K- 53.2% |
$3.48M - $4.39M
|
12.2K
$4.2M
|
|
May 15, 2024
Q1 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-13.9K- 89.44% |
$3.48M - $4.39M
|
1.64K
$564K
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-14K- 4.15% |
$3.52M - $4.44M
|
324K
$112M
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-14.5K- 7.67% |
$3.63M - $4.58M
|
174K
$60M
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-14.5K- 34.49% |
$3.64M - $4.6M
|
27.6K
$9.49M
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-14.6K- 19.2% |
$3.67M - $4.63M
|
61.5K
$21.2M
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-14.8K- 69.77% |
$3.72M - $4.69M
|
6.41K
$2.21M
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-15K- 3.19% |
$3.77M - $4.75M
|
455K
$157M
|
|
May 13, 2024
Q1 2024
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-15K- 12.0% |
$3.77M - $4.75M
|
110K
$37.9M
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-15.1K- 18.61% |
$3.8M - $4.79M
|
66.1K
$22.8M
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-15.2K- 31.89% |
$3.83M - $4.83M
|
32.5K
$11.2M
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-15.5K- 1.69% |
$3.89M - $4.91M
|
901K
$310M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.7K- 2.05% |
$3.94M - $4.97M
|
750K
$258M
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-16K- 1.33% |
$4.01M - $5.06M
|
1.18M
$408M
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-16.2K- 33.68% |
$4.06M - $5.13M
|
31.9K
$11M
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-16.2K- 8.34% |
$4.07M - $5.13M
|
178K
$61.3M
|
|
Apr 29, 2024
Q1 2024
|
Sycomore Asset Management
|
SELL
|
- |
-16.6K- 27.63% |
$4.17M - $5.26M
|
43.4K
$15M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.2K- 33.41% |
$4.33M - $5.46M
|
34.4K
$11.8M
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-17.4K- 3.44% |
$4.37M - $5.52M
|
489K
$169M
|
|
May 10, 2024
Q1 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-17.6K- 2.89% |
$4.41M - $5.56M
|
591K
$203M
|
|
May 14, 2024
Q1 2024
|
Pinnbrook Capital Management LP
|
SELL
|
- |
-17.8K- 30.47% |
$4.48M - $5.65M
|
40.7K
$14M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.9K- 9.21% |
$4.5M - $5.68M
|
177K
$60.9M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.3K- 26.06% |
$4.61M - $5.81M
|
52K
$17.9M
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-18.6K- 4.61% |
$4.66M - $5.88M
|
384K
$132M
|