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
|
Univest Financial Corp
|
SELL
|
- |
-143- 0.74% |
$31.2K - $43.6K
|
19.2K
$5.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-143- 13.01% |
$31.2K - $43.6K
|
956
$257K
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-143- 0.56% |
$31.2K - $43.6K
|
25.5K
$6.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-144- 3.44% |
$31.4K - $43.9K
|
4.04K
$1.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-145- 11.8% |
$31.6K - $44.2K
|
1.08K
$291K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-145- 3.07% |
$31.6K - $44.2K
|
4.57K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-145- 1.67% |
$31.6K - $44.2K
|
8.51K
$2.28M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-146- 1.69% |
$31.8K - $44.5K
|
8.47K
$2.27M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-148- 13.9% |
$32.3K - $45.1K
|
917
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-150- 8.64% |
$32.7K - $45.7K
|
1.59K
$426K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-150- 10.43% |
$32.7K - $45.7K
|
1.29K
$346K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-152- 0.89% |
$33.1K - $46.3K
|
16.9K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-152- 58.46% |
$33.1K - $46.3K
|
108
$29K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-153- 5.09% |
$33.4K - $46.6K
|
2.86K
$766K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-154- 10.59% |
$33.6K - $46.9K
|
1.3K
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-154- 0.79% |
$33.6K - $46.9K
|
19.4K
$5.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-156- 3.48% |
$34K - $47.5K
|
4.33K
$1.16M
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-157- 11.74% |
$34.2K - $47.8K
|
1.18K
$317K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-157- 8.39% |
$34.2K - $47.8K
|
1.71K
$460K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-160- 0.86% |
$34.9K - $48.8K
|
18.4K
$4.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-160- 4.62% |
$34.9K - $48.8K
|
3.31K
$887K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-160- 7.4% |
$34.9K - $48.8K
|
2K
$537K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-161- 3.22% |
$35.1K - $49.1K
|
4.83K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-166- 4.06% |
$36.2K - $50.6K
|
3.93K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-167- 6.98% |
$36.4K - $50.9K
|
2.23K
$597K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
SELL
|
- |
-168- 1.01% |
$36.6K - $51.2K
|
16.4K
$4.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-168- 7.53% |
$36.6K - $51.2K
|
2.06K
$554K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-168- 72.73% |
$36.6K - $51.2K
|
63
$16.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-169- 1.68% |
$36.8K - $51.5K
|
9.87K
$2.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-169- 6.7% |
$36.8K - $51.5K
|
2.35K
$631K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-171- 15.07% |
$37.3K - $52.1K
|
964
$259K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-174- 2.61% |
$37.9K - $53K
|
6.48K
$1.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-175- 61.4% |
$38.2K - $53.3K
|
110
$29.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-178- 4.56% |
$38.8K - $54.2K
|
3.73K
$1M
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-178- 2.04% |
$38.8K - $54.2K
|
8.55K
$2.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-180- 11.8% |
$39.2K - $54.9K
|
1.35K
$361K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-180- 10.11% |
$39.2K - $54.9K
|
1.6K
$429K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-180- 14.0% |
$39.2K - $54.9K
|
1.11K
$297K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-186- 10.37% |
$40.5K - $56.7K
|
1.61K
$431K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-186- 12.51% |
$40.5K - $56.7K
|
1.3K
$349K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-191- 2.55% |
$41.6K - $58.2K
|
7.29K
$1.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-196- 19.12% |
$42.7K - $59.7K
|
829
$222K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-199- 1.6% |
$43.4K - $60.6K
|
12.2K
$3.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-200- 2.04% |
$43.6K - $60.9K
|
9.61K
$2.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-200- 13.2% |
$43.6K - $60.9K
|
1.32K
$353K
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-200- 17.86% |
$43.6K - $60.9K
|
920
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-203- 16.36% |
$44.3K - $61.9K
|
1.04K
$279K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-204- 3.19% |
$44.5K - $62.2K
|
6.18K
$1.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-205- 7.09% |
$44.7K - $62.5K
|
2.69K
$721K
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-205- 4.63% |
$44.7K - $62.5K
|
4.22K
$1.13M
|