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
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-200- 17.86% |
$43.6K - $60.9K
|
920
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-203- 16.36% |
$44.3K - $61.9K
|
1.04K
$272K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-204- 3.19% |
$44.5K - $62.2K
|
6.18K
$1.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-205- 7.09% |
$44.7K - $62.5K
|
2.69K
$703K
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-205- 4.63% |
$44.7K - $62.5K
|
4.22K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-206- 11.81% |
$44.9K - $62.8K
|
1.54K
$402K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-206- 2.52% |
$44.9K - $62.8K
|
7.98K
$2.09M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-207- 10.3% |
$45.1K - $63.1K
|
1.8K
$472K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-209- 10.43% |
$45.6K - $63.7K
|
1.8K
$470K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-211- 7.39% |
$46K - $64.3K
|
2.65K
$692K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-212- 5.05% |
$46.2K - $64.6K
|
3.99K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-213- 3.16% |
$46.4K - $64.9K
|
6.53K
$1.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-216- 7.02% |
$47.1K - $65.8K
|
2.86K
$748K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-216- 2.5% |
$47.1K - $65.8K
|
8.42K
$2.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-218- 11.83% |
$47.5K - $66.4K
|
1.63K
$425K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-218- 17.48% |
$47.5K - $66.4K
|
1.03K
$269K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-219- 3.64% |
$47.7K - $66.7K
|
5.8K
$1.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-220- 0.22% |
$48K - $67K
|
99K
$25.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-220- 9.9% |
$48K - $67K
|
2K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-220- 9.06% |
$48K - $67K
|
2.21K
$578K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-222- 11.64% |
$48.4K - $67.7K
|
1.69K
$441K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-223- 4.48% |
$48.6K - $68K
|
4.76K
$1.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-225- 18.78% |
$49.1K - $68.6K
|
973
$255K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-226- 4.52% |
$49.3K - $68.9K
|
4.77K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-228- 0.16% |
$49.7K - $69.5K
|
138K
$36.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-228- 18.6% |
$49.7K - $69.5K
|
998
$261K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-228- 14.61% |
$49.7K - $69.5K
|
1.33K
$349K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-231- 0.52% |
$50.4K - $70.4K
|
44.5K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-232- 2.37% |
$50.6K - $70.7K
|
9.55K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-234- 10.2% |
$51K - $71.3K
|
2.06K
$539K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-235- 11.81% |
$51.2K - $71.6K
|
1.75K
$459K
|
|
|
Aug 06, 2024
Q2 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-235- 0.97% |
$51.2K - $71.6K
|
24K
$6.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-238- 13.86% |
$51.9K - $72.5K
|
1.48K
$387K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-239- 3.47% |
$52.1K - $72.8K
|
6.64K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-241- 7.08% |
$52.5K - $73.4K
|
3.16K
$827K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-242- 60.5% |
$52.8K - $73.7K
|
158
$41.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-244- 22.39% |
$53.2K - $74.4K
|
846
$221K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-246- 24.09% |
$53.6K - $75K
|
775
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-246- 2.02% |
$53.6K - $75K
|
11.9K
$3.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-247- 2.32% |
$53.8K - $75.3K
|
10.4K
$2.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-248- 2.31% |
$54.1K - $75.6K
|
10.5K
$2.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-249- 3.31% |
$54.3K - $75.9K
|
7.27K
$1.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-250- 18.45% |
$54.5K - $76.2K
|
1.11K
$289K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-250- 12.49% |
$54.5K - $76.2K
|
1.75K
$458K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-252- 2.99% |
$54.9K - $76.8K
|
8.17K
$2.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-257- 3.66% |
$56K - $78.3K
|
6.76K
$1.77M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-260- 31.4% |
$56.7K - $79.2K
|
568
$149K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-265- 67.43% |
$57.8K - $80.8K
|
128
$33.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-268- 19.62% |
$58.4K - $81.7K
|
1.1K
$287K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-268- 4.61% |
$58.4K - $81.7K
|
5.55K
$1.45M
|