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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-45- 0.6% |
$9.81K - $13.7K
|
7.49K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-45- 0.97% |
$9.81K - $13.7K
|
4.61K
$1.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-46- 0.35% |
$10K - $14K
|
12.9K
$4.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-47- 1.16% |
$10.2K - $14.3K
|
4K
$1.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-47- 2.8% |
$10.2K - $14.3K
|
1.63K
$558K
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-47- 0.8% |
$10.2K - $14.3K
|
5.85K
$2M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-48- 1.8% |
$10.5K - $14.6K
|
2.62K
$896K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-48- 1.5% |
$10.5K - $14.6K
|
3.15K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-48- 2.24% |
$10.5K - $14.6K
|
2.1K
$717K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-49- 4.78% |
$10.7K - $14.9K
|
977
$334K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-49- 4.62% |
$10.7K - $14.9K
|
1.01K
$346K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-50- 0.68% |
$10.9K - $15.2K
|
7.26K
$2.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-50- 1.1% |
$10.9K - $15.2K
|
4.48K
$1.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-50- 0.71% |
$10.9K - $15.2K
|
6.97K
$2.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-50- 29.59% |
$10.9K - $15.2K
|
119
$40.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-50- 1.55% |
$10.9K - $15.2K
|
3.17K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-50- 0.12% |
$10.9K - $15.2K
|
40.4K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 1.14% |
$10.9K - $15.2K
|
4.33K
$1.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-51- 3.14% |
$11.1K - $15.5K
|
1.57K
$538K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-51- 2.8% |
$11.1K - $15.5K
|
1.77K
$605K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-53- 81.54% |
$11.6K - $16.2K
|
12
$4.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-54- 3.03% |
$11.8K - $16.5K
|
1.73K
$590K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-55- 2.82% |
$12K - $16.8K
|
1.9K
$649K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-55- 0.88% |
$12K - $16.8K
|
6.21K
$2.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-56- 3.02% |
$12.2K - $17.1K
|
1.8K
$614K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-56- 3.17% |
$12.2K - $17.1K
|
1.71K
$584K
|
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-56- 1.56% |
$12.2K - $17.1K
|
3.55K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-57- 0.87% |
$12.4K - $17.4K
|
6.49K
$2.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-57- 38.0% |
$12.4K - $17.4K
|
93
$31.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-57- 6.81% |
$12.4K - $17.4K
|
780
$267K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-59- 2.29% |
$12.9K - $18K
|
2.51K
$859K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-59- 7.01% |
$12.9K - $18K
|
783
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-59- 0.66% |
$12.9K - $18K
|
8.92K
$3.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-60- 6.76% |
$13.1K - $18.3K
|
828
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-60- 2.91% |
$13.1K - $18.3K
|
2K
$684K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-61- 0.24% |
$13.3K - $18.6K
|
24.9K
$8.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-62- 6.75% |
$13.5K - $18.9K
|
856
$293K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-62- 0.13% |
$13.5K - $18.9K
|
49.2K
$16.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-63- 2.49% |
$13.7K - $19.2K
|
2.47K
$844K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-63- 17.6% |
$13.7K - $19.2K
|
295
$101K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-65- 0.8% |
$14.2K - $19.8K
|
8.1K
$2.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-65- 1.78% |
$14.2K - $19.8K
|
3.59K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-65- 1.97% |
$14.2K - $19.8K
|
3.24K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-67- 3.55% |
$14.6K - $20.4K
|
1.82K
$622K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-68- 5.86% |
$14.8K - $20.7K
|
1.09K
$373K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-69- 0.35% |
$15K - $21K
|
19.4K
$6.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-69- 6.75% |
$15K - $21K
|
953
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-70- 0.81% |
$15.3K - $21.3K
|
8.54K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-70- 1.67% |
$15.3K - $21.3K
|
4.11K
$1.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-71- 8.06% |
$15.5K - $21.6K
|
810
$277K
|