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 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-930- 1.79% |
$203K - $283K
|
50.9K
$13.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-931- 7.93% |
$203K - $284K
|
10.8K
$2.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-933- 36.75% |
$203K - $284K
|
1.61K
$434K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-957- 5.04% |
$209K - $292K
|
18K
$4.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-960- 31.97% |
$209K - $293K
|
2.04K
$552K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-962- 31.04% |
$210K - $293K
|
2.14K
$577K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-967- 3.37% |
$211K - $295K
|
27.7K
$7.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-978- 12.46% |
$213K - $298K
|
6.87K
$1.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-982- 44.6% |
$214K - $299K
|
1.22K
$329K
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-987- 12.02% |
$215K - $301K
|
7.23K
$1.95M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-994- 5.18% |
$217K - $303K
|
18.2K
$4.92M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.01K- 11.08% |
$220K - $308K
|
8.12K
$2.19M
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.02K- 5.08% |
$222K - $310K
|
19K
$5.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.08K- 6.49% |
$236K - $329K
|
15.6K
$4.21M
|
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-1.09K- 9.52% |
$238K - $332K
|
10.4K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.1K- 2.64% |
$239K - $335K
|
40.5K
$10.9M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.1K- 3.44% |
$240K - $335K
|
30.8K
$8.32M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.1K- 20.74% |
$241K - $336K
|
4.22K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.11K- 10.82% |
$243K - $339K
|
9.18K
$2.48M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-1.12K- 56.12% |
$244K - $341K
|
874
$236K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.14K- 1.53% |
$248K - $347K
|
73.3K
$19.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.15K- 27.01% |
$250K - $350K
|
3.1K
$837K
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.15K- 0.5% |
$251K - $350K
|
230K
$62.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.15K- 22.52% |
$251K - $351K
|
3.96K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.16K- 31.42% |
$252K - $353K
|
2.53K
$682K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.17K- 2.05% |
$254K - $356K
|
55.8K
$15.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.18K- 7.21% |
$257K - $359K
|
15.2K
$4.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.18K- 1.93% |
$257K - $359K
|
60K
$16.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.18K- 5.41% |
$257K - $360K
|
20.6K
$5.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-1.19K- 5.14% |
$259K - $361K
|
21.9K
$5.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.19K- 49.46% |
$260K - $364K
|
1.22K
$329K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.21K- 54.84% |
$264K - $370K
|
999
$270K
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.23K- 22.61% |
$269K - $376K
|
4.22K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-1.25K- 11.15% |
$272K - $381K
|
9.95K
$2.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.25K- 29.67% |
$272K - $381K
|
2.96K
$799K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.27K- 50.54% |
$278K - $388K
|
1.25K
$336K
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-1.28K- 59.2% |
$279K - $390K
|
883
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.28K- 2.09% |
$280K - $391K
|
60.1K
$16.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.29K- 91.35% |
$281K - $393K
|
122
$32.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.29K- 7.22% |
$281K - $393K
|
16.6K
$4.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 2.31% |
$283K - $396K
|
55K
$14.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-1.3K- 19.98% |
$283K - $396K
|
5.21K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.3K- 2.64% |
$283K - $396K
|
48K
$13M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.31K- 28.82% |
$285K - $399K
|
3.23K
$872K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.33K- 37.01% |
$289K - $404K
|
2.26K
$609K
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.36K- 45.55% |
$297K - $415K
|
1.63K
$440K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.37K- 4.77% |
$298K - $417K
|
27.3K
$7.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.39K- 11.54% |
$302K - $422K
|
10.6K
$2.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.39K- 11.49% |
$303K - $423K
|
10.7K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.39K- 1.12% |
$303K - $424K
|
123K
$33.2M
|