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 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-303- 0.85% |
$66.1K - $92.3K
|
35.5K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-304- 2.89% |
$66.3K - $92.6K
|
10.2K
$3.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-306- 9.08% |
$66.7K - $93.3K
|
3.06K
$1.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-309- 1.09% |
$67.4K - $94.2K
|
28.1K
$9.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-313- 3.07% |
$68.2K - $95.4K
|
9.88K
$3.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-315- 2.87% |
$68.7K - $96K
|
10.7K
$3.64M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-316- 3.66% |
$68.9K - $96.3K
|
8.32K
$2.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-316- 1.83% |
$68.9K - $96.3K
|
16.9K
$5.79M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-323- 26.43% |
$70.4K - $98.4K
|
899
$307K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-323- 0.44% |
$70.4K - $98.4K
|
73.2K
$25M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-324- 13.89% |
$70.6K - $98.7K
|
2.01K
$686K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-329- 48.17% |
$71.7K - $100K
|
354
$121K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-338- 0.54% |
$73.7K - $103K
|
62.2K
$21.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-340- 25.39% |
$74.1K - $104K
|
999
$341K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-341- 1.14% |
$74.3K - $104K
|
29.5K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-341- 4.53% |
$74.3K - $104K
|
7.18K
$2.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-345- 2.66% |
$75.2K - $105K
|
12.6K
$4.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-347- 0.32% |
$75.6K - $106K
|
107K
$36.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-348- 12.44% |
$75.9K - $106K
|
2.45K
$837K
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-349- 27.94% |
$76.1K - $106K
|
900
$308K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-350- 6.45% |
$76.3K - $107K
|
5.07K
$1.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Union Investments & Development Ltd.
|
SELL
|
- |
-350- 50.0% |
$76.3K - $107K
|
350
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-350- 20.0% |
$76.3K - $107K
|
1.4K
$478K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-351- 14.16% |
$76.5K - $107K
|
2.13K
$727K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-352- 3.43% |
$76.7K - $107K
|
9.91K
$3.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-352- 2.5% |
$76.7K - $107K
|
13.7K
$4.68M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-361- 4.14% |
$78.7K - $110K
|
8.37K
$2.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-361- 0.4% |
$78.7K - $110K
|
91K
$31.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-367- 6.99% |
$80K - $112K
|
4.88K
$1.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-370- 26.0% |
$80.7K - $113K
|
1.05K
$360K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-371- 4.96% |
$80.9K - $113K
|
7.11K
$2.43M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-374- 5.83% |
$81.5K - $114K
|
6.04K
$2.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-385- 15.59% |
$83.9K - $117K
|
2.09K
$712K
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
SELL
|
- |
-387- 5.47% |
$84.4K - $118K
|
6.69K
$2.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-388- 6.89% |
$84.6K - $118K
|
5.24K
$1.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-388- 1.05% |
$84.6K - $118K
|
36.6K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-390- 61.42% |
$85K - $119K
|
245
$83.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-390- 23.97% |
$85K - $119K
|
1.24K
$423K
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-391- 0.82% |
$85.2K - $119K
|
47.5K
$16.2M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-391- 2.25% |
$85.2K - $119K
|
17K
$5.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-392- 27.0% |
$85.5K - $119K
|
1.06K
$362K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-393- 6.54% |
$85.7K - $120K
|
5.62K
$1.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-394- 6.54% |
$85.9K - $120K
|
5.63K
$1.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-396- 20.4% |
$86.3K - $121K
|
1.55K
$528K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-396- 74.86% |
$86.3K - $121K
|
133
$45.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-396- 24.91% |
$86.3K - $121K
|
1.19K
$408K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-398- 6.08% |
$86.8K - $121K
|
6.15K
$2.1M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-398- 41.12% |
$86.8K - $121K
|
570
$195K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-401- 51.08% |
$87.4K - $122K
|
384
$131K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-406- 7.49% |
$88.5K - $124K
|
5.01K
$1.71M
|