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 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-407- 6.08% |
$88.7K - $124K
|
6.28K
$2.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-411- 5.28% |
$89.6K - $125K
|
7.37K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-411- 5.89% |
$89.6K - $125K
|
6.57K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-418- 5.64% |
$91.1K - $127K
|
6.99K
$2.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-419- 3.78% |
$91.3K - $128K
|
10.7K
$3.64M
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-428- 29.48% |
$93.3K - $130K
|
1.02K
$350K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-439- 21.33% |
$95.7K - $134K
|
1.62K
$553K
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-442- 1.1% |
$96.4K - $135K
|
39.6K
$13.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-447- 4.22% |
$97.5K - $136K
|
10.1K
$3.47M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-450- 1.34% |
$98.1K - $137K
|
33.2K
$11.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-452- 8.33% |
$98.5K - $138K
|
4.97K
$1.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-452- 2.87% |
$98.5K - $138K
|
15.3K
$5.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-454- 5.23% |
$99K - $138K
|
8.23K
$2.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-455- 17.85% |
$99.2K - $139K
|
2.09K
$716K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-456- 23.79% |
$99.4K - $139K
|
1.46K
$499K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-457- 71.74% |
$99.6K - $139K
|
180
$61.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-463- 7.0% |
$101K - $141K
|
6.15K
$2.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-464- 0.65% |
$101K - $141K
|
70.9K
$24.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-465- 5.83% |
$101K - $142K
|
7.51K
$2.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-467- 91.39% |
$102K - $142K
|
44
$15K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-478- 29.54% |
$104K - $146K
|
1.14K
$390K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-483- 28.84% |
$105K - $147K
|
1.19K
$407K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-487- 45.77% |
$106K - $148K
|
577
$197K
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-500- 4.09% |
$109K - $152K
|
11.7K
$4.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-500- 37.65% |
$109K - $152K
|
828
$283K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-500- 15.55% |
$109K - $152K
|
2.72K
$928K
|
|
|
Aug 14, 2024
Q2 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-500- 6.45% |
$109K - $152K
|
7.25K
$2.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-501- 62.55% |
$109K - $153K
|
300
$103K
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-504- 0.62% |
$110K - $154K
|
80.7K
$27.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-506- 6.27% |
$110K - $154K
|
7.57K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-512- 19.39% |
$112K - $156K
|
2.13K
$728K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-513- 2.05% |
$112K - $156K
|
24.5K
$8.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-517- 9.21% |
$113K - $158K
|
5.1K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-521- 17.19% |
$114K - $159K
|
2.51K
$857K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-531- 1.1% |
$116K - $162K
|
47.5K
$16.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-532- 1.67% |
$116K - $162K
|
31.3K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-545- 2.77% |
$119K - $166K
|
19.2K
$6.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-552- 2.22% |
$120K - $168K
|
24.3K
$8.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-554- 1.87% |
$121K - $169K
|
29.1K
$9.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-556- 1.07% |
$121K - $169K
|
51.5K
$17.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-578- 9.01% |
$126K - $176K
|
5.84K
$2M
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-589- 14.6% |
$128K - $179K
|
3.45K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-590- 14.12% |
$129K - $180K
|
3.59K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-600- 8.89% |
$131K - $183K
|
6.15K
$2.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-603- 9.23% |
$131K - $184K
|
5.93K
$2.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-604- 2.35% |
$132K - $184K
|
25K
$8.56M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-615- 2.59% |
$134K - $187K
|
23.1K
$7.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-618- 1.93% |
$135K - $188K
|
31.3K
$10.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-633- 3.68% |
$138K - $193K
|
16.6K
$5.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-639- 15.2% |
$139K - $195K
|
3.57K
$1.22M
|