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 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-656- 5.63% |
$143K - $200K
|
11K
$3.79M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-657- 12.43% |
$143K - $200K
|
4.63K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-663- 2.82% |
$145K - $202K
|
22.8K
$7.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-664- 0.52% |
$145K - $202K
|
127K
$43.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-673- 15.24% |
$147K - $205K
|
3.74K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
SELL
|
- |
-674- 8.63% |
$147K - $205K
|
7.14K
$2.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-675- 16.71% |
$147K - $206K
|
3.37K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-703- 20.92% |
$153K - $214K
|
2.66K
$915K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-704- 23.9% |
$153K - $215K
|
2.24K
$772K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-716- 1.48% |
$156K - $218K
|
47.8K
$16.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-720- 40.22% |
$157K - $219K
|
1.07K
$369K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-743- 10.86% |
$162K - $226K
|
6.1K
$2.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-765- 4.2% |
$167K - $233K
|
17.4K
$6.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-771- 2.26% |
$168K - $235K
|
33.3K
$11.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-809- 97.59% |
$176K - $247K
|
20
$6.89K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-815- 2.3% |
$178K - $248K
|
34.6K
$11.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-831- 19.94% |
$181K - $253K
|
3.34K
$1.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-837- 13.29% |
$182K - $255K
|
5.46K
$1.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-837- 45.34% |
$182K - $255K
|
1.01K
$348K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-845- 19.94% |
$184K - $258K
|
3.39K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-845- 0.81% |
$184K - $258K
|
104K
$35.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-848- 2.83% |
$185K - $258K
|
29.1K
$10M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-854- 0.83% |
$186K - $260K
|
102K
$35.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-857- 14.36% |
$187K - $261K
|
5.11K
$1.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-863- 5.06% |
$188K - $263K
|
16.2K
$5.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-866- 10.36% |
$189K - $264K
|
7.49K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-880- 5.79% |
$192K - $268K
|
14.3K
$4.93M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-891- 4.37% |
$194K - $272K
|
19.5K
$6.72M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-892- 1.01% |
$194K - $272K
|
87.8K
$30.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-897- 9.93% |
$196K - $273K
|
8.14K
$2.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-900- 47.54% |
$196K - $274K
|
993
$342K
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-910- 8.34% |
$198K - $277K
|
10K
$3.45M
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-930- 1.79% |
$203K - $283K
|
50.9K
$17.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-931- 7.93% |
$203K - $284K
|
10.8K
$3.72M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-933- 36.75% |
$203K - $284K
|
1.61K
$553K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-957- 5.04% |
$209K - $292K
|
18K
$6.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-960- 31.97% |
$209K - $293K
|
2.04K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-962- 31.04% |
$210K - $293K
|
2.14K
$736K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-967- 3.37% |
$211K - $295K
|
27.7K
$9.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-978- 12.46% |
$213K - $298K
|
6.87K
$2.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-982- 44.6% |
$214K - $299K
|
1.22K
$420K
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-987- 12.02% |
$215K - $301K
|
7.23K
$2.49M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-994- 5.18% |
$217K - $303K
|
18.2K
$6.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.01K- 11.08% |
$220K - $308K
|
8.12K
$2.8M
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.02K- 5.08% |
$222K - $310K
|
19K
$6.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.08K- 6.49% |
$236K - $329K
|
15.6K
$5.37M
|
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-1.09K- 9.52% |
$238K - $332K
|
10.4K
$3.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.1K- 2.64% |
$239K - $335K
|
40.5K
$13.9M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.1K- 3.44% |
$240K - $335K
|
30.8K
$10.6M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.1K- 20.74% |
$241K - $336K
|
4.22K
$1.45M
|