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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
F
|
SELL
|
- |
-387- 5.47% |
$84.4K - $118K
|
6.69K
$1.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-388- 6.89% |
$84.6K - $118K
|
5.24K
$1.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-388- 1.05% |
$84.6K - $118K
|
36.6K
$9.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-390- 61.42% |
$85K - $119K
|
245
$65.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-390- 23.97% |
$85K - $119K
|
1.24K
$332K
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-391- 0.82% |
$85.2K - $119K
|
47.5K
$12.8M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-391- 2.25% |
$85.2K - $119K
|
17K
$4.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-392- 27.0% |
$85.5K - $119K
|
1.06K
$284K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-393- 6.54% |
$85.7K - $120K
|
5.62K
$1.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-394- 6.54% |
$85.9K - $120K
|
5.63K
$1.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-396- 20.4% |
$86.3K - $121K
|
1.55K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-396- 74.86% |
$86.3K - $121K
|
133
$35.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-396- 24.91% |
$86.3K - $121K
|
1.19K
$320K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-398- 6.08% |
$86.8K - $121K
|
6.15K
$1.65M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-398- 41.12% |
$86.8K - $121K
|
570
$153K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-401- 51.08% |
$87.4K - $122K
|
384
$103K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-402- 27.59% |
$87.6K - $123K
|
1.06K
$283K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-406- 7.49% |
$88.5K - $124K
|
5.01K
$1.35M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-407- 6.08% |
$88.7K - $124K
|
6.28K
$1.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-411- 5.28% |
$89.6K - $125K
|
7.37K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-411- 5.89% |
$89.6K - $125K
|
6.57K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-418- 5.64% |
$91.1K - $127K
|
6.99K
$1.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-419- 3.78% |
$91.3K - $128K
|
10.7K
$2.86M
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-428- 29.48% |
$93.3K - $130K
|
1.02K
$275K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-439- 21.33% |
$95.7K - $134K
|
1.62K
$434K
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-442- 1.1% |
$96.4K - $135K
|
39.6K
$10.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-447- 4.22% |
$97.5K - $136K
|
10.1K
$2.72M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-450- 1.34% |
$98.1K - $137K
|
33.2K
$8.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-452- 8.33% |
$98.5K - $138K
|
4.97K
$1.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-452- 2.87% |
$98.5K - $138K
|
15.3K
$4.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-454- 5.23% |
$99K - $138K
|
8.23K
$2.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-455- 17.85% |
$99.2K - $139K
|
2.09K
$562K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-456- 23.79% |
$99.4K - $139K
|
1.46K
$392K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-457- 71.74% |
$99.6K - $139K
|
180
$48.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-463- 7.0% |
$101K - $141K
|
6.15K
$1.65M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-464- 0.65% |
$101K - $141K
|
70.9K
$19M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-465- 5.83% |
$101K - $142K
|
7.51K
$2.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-467- 91.39% |
$102K - $142K
|
44
$11.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-478- 29.54% |
$104K - $146K
|
1.14K
$306K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-483- 28.84% |
$105K - $147K
|
1.19K
$320K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-487- 45.77% |
$106K - $148K
|
577
$155K
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-500- 4.09% |
$109K - $152K
|
11.7K
$3.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-500- 37.65% |
$109K - $152K
|
828
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-500- 15.55% |
$109K - $152K
|
2.72K
$729K
|
|
|
Aug 14, 2024
Q2 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-500- 6.45% |
$109K - $152K
|
7.25K
$1.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-501- 62.55% |
$109K - $153K
|
300
$80.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-504- 0.62% |
$110K - $154K
|
80.7K
$21.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-506- 6.27% |
$110K - $154K
|
7.57K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-512- 19.39% |
$112K - $156K
|
2.13K
$571K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-513- 2.05% |
$112K - $156K
|
24.5K
$6.57M
|