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
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-39- 2.34% |
$8.5K - $11.9K
|
1.63K
$430K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-40- 1.08% |
$8.72K - $12.2K
|
3.65K
$965K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-40- 4.27% |
$8.72K - $12.2K
|
897
$237K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-40- 1.17% |
$8.72K - $12.2K
|
3.39K
$895K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-40- 1.11% |
$8.72K - $12.2K
|
3.55K
$940K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-40- 4.67% |
$8.72K - $12.2K
|
817
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-40- 0.57% |
$8.72K - $12.2K
|
6.94K
$1.84M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-41- 0.52% |
$8.94K - $12.5K
|
7.85K
$2.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-41- 1.28% |
$8.94K - $12.5K
|
3.17K
$838K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-41- 2.59% |
$8.94K - $12.5K
|
1.54K
$408K
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-41- 1.13% |
$8.94K - $12.5K
|
3.6K
$951K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 2.32% |
$8.94K - $12.5K
|
1.72K
$456K
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-42- 4.36% |
$9.16K - $12.8K
|
922
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-42- 4.18% |
$9.16K - $12.8K
|
963
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-42- 9.27% |
$9.16K - $12.8K
|
411
$109K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-43- 1.6% |
$9.37K - $13.1K
|
2.64K
$698K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-44- 2.85% |
$9.59K - $13.4K
|
1.5K
$397K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-44- 57.14% |
$9.59K - $13.4K
|
33
$8.73K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-45- 4.83% |
$9.81K - $13.7K
|
887
$235K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-45- 0.6% |
$9.81K - $13.7K
|
7.49K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-45- 0.97% |
$9.81K - $13.7K
|
4.61K
$1.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-46- 0.35% |
$10K - $14K
|
12.9K
$3.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-47- 1.16% |
$10.2K - $14.3K
|
4K
$1.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-47- 2.8% |
$10.2K - $14.3K
|
1.63K
$432K
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-47- 0.8% |
$10.2K - $14.3K
|
5.85K
$1.55M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-48- 1.8% |
$10.5K - $14.6K
|
2.62K
$693K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-48- 1.5% |
$10.5K - $14.6K
|
3.15K
$834K
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-48- 2.24% |
$10.5K - $14.6K
|
2.1K
$555K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-49- 4.78% |
$10.7K - $14.9K
|
977
$258K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-49- 4.62% |
$10.7K - $14.9K
|
1.01K
$268K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-50- 0.68% |
$10.9K - $15.2K
|
7.26K
$1.92M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-50- 1.1% |
$10.9K - $15.2K
|
4.48K
$1.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-50- 0.71% |
$10.9K - $15.2K
|
6.97K
$1.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-50- 29.59% |
$10.9K - $15.2K
|
119
$31.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-50- 1.55% |
$10.9K - $15.2K
|
3.17K
$839K
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-50- 0.12% |
$10.9K - $15.2K
|
40.4K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 1.14% |
$10.9K - $15.2K
|
4.33K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-51- 3.14% |
$11.1K - $15.5K
|
1.57K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-51- 2.8% |
$11.1K - $15.5K
|
1.77K
$468K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-53- 81.54% |
$11.6K - $16.2K
|
12
$3.17K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-54- 3.03% |
$11.8K - $16.5K
|
1.73K
$456K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-55- 2.82% |
$12K - $16.8K
|
1.9K
$502K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-55- 0.88% |
$12K - $16.8K
|
6.21K
$1.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-56- 3.02% |
$12.2K - $17.1K
|
1.8K
$476K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-56- 3.17% |
$12.2K - $17.1K
|
1.71K
$452K
|
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-56- 1.56% |
$12.2K - $17.1K
|
3.55K
$938K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-57- 0.87% |
$12.4K - $17.4K
|
6.49K
$1.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-57- 38.0% |
$12.4K - $17.4K
|
93
$24.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-57- 6.81% |
$12.4K - $17.4K
|
780
$206K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-59- 2.29% |
$12.9K - $18K
|
2.51K
$665K
|