Purchases and Sales Made in Q2 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7- 0.63% |
$1.53K - $2.13K
|
1.11K
$294K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-7- 70.0% |
$1.53K - $2.13K
|
3
$793
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-7- 0.14% |
$1.53K - $2.13K
|
4.85K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-7- 0.36% |
$1.53K - $2.13K
|
1.93K
$510K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-7- 0.58% |
$1.53K - $2.13K
|
1.2K
$316K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-8- 0.42% |
$1.74K - $2.44K
|
1.92K
$508K
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-8- 0.36% |
$1.74K - $2.44K
|
2.23K
$591K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-9- 0.29% |
$1.96K - $2.74K
|
3.07K
$811K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-9- 0.67% |
$1.96K - $2.74K
|
1.34K
$355K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-9- 2.5% |
$1.96K - $2.74K
|
351
$92.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-9- 0.67% |
$1.96K - $2.74K
|
1.33K
$353K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-9- 0.11% |
$1.96K - $2.74K
|
7.93K
$2.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-10- 0.58% |
$2.18K - $3.05K
|
1.72K
$455K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 1.46% |
$2.4K - $3.35K
|
742
$196K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 0.35% |
$2.4K - $3.35K
|
3.15K
$832K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-12- 13.04% |
$2.62K - $3.66K
|
80
$21.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-12- 3.86% |
$2.62K - $3.66K
|
299
$79.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-12- 0.06% |
$2.62K - $3.66K
|
21.2K
$5.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-13- 0.37% |
$2.83K - $3.96K
|
3.55K
$938K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-13- 1.58% |
$2.83K - $3.96K
|
812
$215K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-13- 52.0% |
$2.83K - $3.96K
|
12
$3.17K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-13- 0.02% |
$2.83K - $3.96K
|
53.8K
$14.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-13- 6.22% |
$2.83K - $3.96K
|
196
$51.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-14- 0.56% |
$3.05K - $4.27K
|
2.47K
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-14- 0.18% |
$3.05K - $4.27K
|
7.79K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-14- 5.49% |
$3.05K - $4.27K
|
241
$63.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-14- 0.61% |
$3.05K - $4.27K
|
2.27K
$600K
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-15- 1.48% |
$3.27K - $4.57K
|
1K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-15- 0.8% |
$3.27K - $4.57K
|
1.87K
$494K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-15- 12.5% |
$3.27K - $4.57K
|
105
$27.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-16- 4.13% |
$3.49K - $4.88K
|
371
$98.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-16- 1.6% |
$3.49K - $4.88K
|
985
$261K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-16- 1.51% |
$3.49K - $4.88K
|
1.04K
$276K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-17- 3.67% |
$3.71K - $5.18K
|
446
$118K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-17- 1.19% |
$3.71K - $5.18K
|
1.41K
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-18- 1.49% |
$3.92K - $5.49K
|
1.19K
$314K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-19- 0.49% |
$4.14K - $5.79K
|
3.87K
$1.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-20- 0.79% |
$4.36K - $6.09K
|
2.51K
$665K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
SELL
|
- |
-20- 2.29% |
$4.36K - $6.09K
|
853
$226K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-20- 2.44% |
$4.36K - $6.09K
|
801
$212K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-20- 2.34% |
$4.36K - $6.09K
|
835
$221K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-20- 0.93% |
$4.36K - $6.09K
|
2.14K
$566K
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-20- 2.09% |
$4.36K - $6.09K
|
935
$247K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-21- 2.2% |
$4.58K - $6.4K
|
934
$247K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-21- 1.91% |
$4.58K - $6.4K
|
1.08K
$285K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-21- 10.34% |
$4.58K - $6.4K
|
182
$48.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-22- 0.48% |
$4.8K - $6.7K
|
4.58K
$1.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
SELL
|
- |
-22- 0.3% |
$4.8K - $6.7K
|
7.43K
$1.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-22- 0.28% |
$4.8K - $6.7K
|
7.86K
$2.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-22- 24.72% |
$4.8K - $6.7K
|
67
$17.7K
|