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 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-59- 7.01% |
$12.9K - $18K
|
783
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-59- 0.66% |
$12.9K - $18K
|
8.92K
$2.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-60- 6.76% |
$13.1K - $18.3K
|
828
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-60- 2.91% |
$13.1K - $18.3K
|
2K
$524K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-61- 0.24% |
$13.3K - $18.6K
|
24.9K
$6.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-62- 6.75% |
$13.5K - $18.9K
|
856
$224K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-62- 0.13% |
$13.5K - $18.9K
|
49.2K
$12.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-63- 2.49% |
$13.7K - $19.2K
|
2.47K
$646K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-63- 17.6% |
$13.7K - $19.2K
|
295
$77.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-65- 0.8% |
$14.2K - $19.8K
|
8.1K
$2.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-65- 1.78% |
$14.2K - $19.8K
|
3.59K
$939K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-65- 1.97% |
$14.2K - $19.8K
|
3.24K
$848K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-67- 3.55% |
$14.6K - $20.4K
|
1.82K
$476K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-68- 5.86% |
$14.8K - $20.7K
|
1.09K
$286K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-69- 0.35% |
$15K - $21K
|
19.4K
$5.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-69- 6.75% |
$15K - $21K
|
953
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-70- 0.81% |
$15.3K - $21.3K
|
8.54K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-70- 1.67% |
$15.3K - $21.3K
|
4.11K
$1.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-71- 8.06% |
$15.5K - $21.6K
|
810
$212K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-72- 2.23% |
$15.7K - $21.9K
|
3.16K
$827K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-72- 0.91% |
$15.7K - $21.9K
|
7.85K
$2.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-73- 15.37% |
$15.9K - $22.2K
|
402
$105K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-73- 2.98% |
$15.9K - $22.2K
|
2.38K
$622K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-74- 1.5% |
$16.1K - $22.6K
|
4.87K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-75- 6.07% |
$16.4K - $22.9K
|
1.16K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-77- 3.65% |
$16.8K - $23.5K
|
2.03K
$532K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-78- 7.12% |
$17K - $23.8K
|
1.02K
$266K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-80- 6.27% |
$17.4K - $24.4K
|
1.2K
$313K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-80- 3.29% |
$17.4K - $24.4K
|
2.35K
$616K
|
|
|
Jul 30, 2024
Q2 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-80- 4.98% |
$17.4K - $24.4K
|
1.53K
$400K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-80- 0.48% |
$17.4K - $24.4K
|
16.5K
$4.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-82- 0.37% |
$17.9K - $25K
|
22.1K
$5.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-83- 5.63% |
$18.1K - $25.3K
|
1.39K
$364K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-83- 33.07% |
$18.1K - $25.3K
|
168
$44K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-85- 1.78% |
$18.5K - $25.9K
|
4.69K
$1.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-86- 1.17% |
$18.7K - $26.2K
|
7.27K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-86- 8.08% |
$18.7K - $26.2K
|
978
$256K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-88- 4.64% |
$19.2K - $26.8K
|
1.81K
$474K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-88- 1.63% |
$19.2K - $26.8K
|
5.31K
$1.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-90- 1.06% |
$19.6K - $27.4K
|
8.43K
$2.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-90- 1.98% |
$19.6K - $27.4K
|
4.47K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-90- 5.56% |
$19.6K - $27.4K
|
1.53K
$400K
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-92- 0.61% |
$20.1K - $28K
|
15K
$3.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-93- 6.63% |
$20.3K - $28.3K
|
1.31K
$343K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-95- 3.01% |
$20.7K - $29K
|
3.07K
$802K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-96- 1.61% |
$20.9K - $29.3K
|
5.87K
$1.54M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-97- 10.11% |
$21.1K - $29.6K
|
862
$226K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-97- 0.92% |
$21.1K - $29.6K
|
10.4K
$2.72M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-97- 10.54% |
$21.1K - $29.6K
|
823
$215K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-99- 2.45% |
$21.6K - $30.2K
|
3.94K
$1.03M
|