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 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.11K- 10.82% |
$243K - $339K
|
9.18K
$3.14M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-1.12K- 56.12% |
$244K - $341K
|
874
$299K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.14K- 1.53% |
$248K - $347K
|
73.3K
$25.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.15K- 27.01% |
$250K - $350K
|
3.1K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.15K- 0.5% |
$251K - $350K
|
230K
$78.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.15K- 22.52% |
$251K - $351K
|
3.96K
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.16K- 31.42% |
$252K - $353K
|
2.53K
$864K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.17K- 2.05% |
$254K - $356K
|
55.8K
$19.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.18K- 7.21% |
$257K - $359K
|
15.2K
$5.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.18K- 1.93% |
$257K - $359K
|
60K
$20.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.18K- 5.41% |
$257K - $360K
|
20.6K
$7.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-1.19K- 5.14% |
$259K - $361K
|
21.9K
$7.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.19K- 49.46% |
$260K - $364K
|
1.22K
$417K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.21K- 54.84% |
$264K - $370K
|
999
$341K
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.23K- 22.61% |
$269K - $376K
|
4.22K
$1.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-1.25K- 11.15% |
$272K - $381K
|
9.95K
$3.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.25K- 29.67% |
$272K - $381K
|
2.96K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.27K- 50.54% |
$278K - $388K
|
1.25K
$426K
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-1.28K- 59.2% |
$279K - $390K
|
883
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.28K- 2.09% |
$280K - $391K
|
60.1K
$20.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.29K- 91.35% |
$281K - $393K
|
122
$41.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.29K- 7.22% |
$281K - $393K
|
16.6K
$5.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 2.31% |
$283K - $396K
|
55K
$18.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-1.3K- 19.98% |
$283K - $396K
|
5.21K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.3K- 2.64% |
$283K - $396K
|
48K
$16.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.31K- 28.82% |
$285K - $399K
|
3.23K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.33K- 37.01% |
$289K - $404K
|
2.26K
$771K
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.36K- 45.55% |
$297K - $415K
|
1.63K
$556K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.37K- 4.77% |
$298K - $417K
|
27.3K
$9.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.39K- 11.54% |
$302K - $422K
|
10.6K
$3.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.39K- 11.49% |
$303K - $423K
|
10.7K
$3.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.39K- 1.12% |
$303K - $424K
|
123K
$42M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.4K- 49.56% |
$305K - $427K
|
1.43K
$487K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 12.24% |
$308K - $430K
|
10.1K
$3.46M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.41K- 4.85% |
$308K - $430K
|
27.7K
$9.46M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.44K- 7.17% |
$314K - $439K
|
18.7K
$6.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.45K- 9.37% |
$316K - $442K
|
14K
$4.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.46K- 10.87% |
$319K - $446K
|
12K
$4.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.46K- 44.54% |
$319K - $446K
|
1.82K
$623K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.47K- 13.83% |
$319K - $446K
|
9.13K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.48K- 1.08% |
$322K - $450K
|
136K
$46.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.5K- 17.57% |
$328K - $458K
|
7.05K
$2.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.51K- 0.03% |
$328K - $459K
|
5.83M
$1.99B
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
SELL
|
- |
-1.52K- 17.24% |
$331K - $462K
|
7.28K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.52K- 50.0% |
$331K - $463K
|
1.52K
$519K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.55K- 22.05% |
$337K - $471K
|
5.47K
$1.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-1.57K- 88.67% |
$341K - $477K
|
200
$68.3K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-1.57K- 48.67% |
$342K - $479K
|
1.66K
$566K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.58K- 4.82% |
$344K - $481K
|
31.2K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.65K- 2.08% |
$360K - $503K
|
77.7K
$26.6M
|