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 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.4K- 49.56% |
$305K - $427K
|
1.43K
$385K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 12.24% |
$308K - $430K
|
10.1K
$2.73M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.41K- 4.85% |
$308K - $430K
|
27.7K
$7.47M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.44K- 7.17% |
$314K - $439K
|
18.7K
$5.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.45K- 9.37% |
$316K - $442K
|
14K
$3.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.46K- 10.87% |
$319K - $446K
|
12K
$3.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.46K- 44.54% |
$319K - $446K
|
1.82K
$492K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.47K- 13.83% |
$319K - $446K
|
9.13K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.48K- 1.08% |
$322K - $450K
|
136K
$36.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.5K- 17.57% |
$328K - $458K
|
7.05K
$1.9M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-1.5KClosed |
$328K - $458K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.51K- 0.03% |
$328K - $459K
|
5.83M
$1.57B
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
SELL
|
- |
-1.52K- 17.24% |
$331K - $462K
|
7.28K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.52K- 50.0% |
$331K - $463K
|
1.52K
$410K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.55K- 22.05% |
$337K - $471K
|
5.47K
$1.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-1.57K- 88.67% |
$341K - $477K
|
200
$54K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-1.57K- 48.67% |
$342K - $479K
|
1.66K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.58K- 4.82% |
$344K - $481K
|
31.2K
$8.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.65K- 2.08% |
$360K - $503K
|
77.7K
$21M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.66K- 3.83% |
$363K - $507K
|
41.8K
$11.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.68K- 12.96% |
$366K - $511K
|
11.3K
$3.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-1.71K- 28.15% |
$372K - $520K
|
4.36K
$1.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.71K- 73.13% |
$373K - $521K
|
628
$170K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.72K- 81.17% |
$374K - $523K
|
398
$107K
|
|
|
Nov 14, 2024
Q2 2024
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
SELL
|
- |
-1.72K- 30.9% |
$375K - $524K
|
3.84K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.72K- 9.27% |
$376K - $525K
|
16.9K
$4.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.74K- 66.17% |
$380K - $531K
|
891
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.78K- 3.08% |
$388K - $542K
|
55.9K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.78K- 5.81% |
$389K - $544K
|
28.9K
$7.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.8K- 59.41% |
$392K - $549K
|
1.23K
$332K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.8K- 6.6% |
$393K - $550K
|
25.5K
$6.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.83K- 3.41% |
$398K - $557K
|
51.7K
$14M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.85K- 19.82% |
$404K - $565K
|
7.5K
$2.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.89K- 4.19% |
$412K - $575K
|
43.2K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.89K- 0.02% |
$412K - $576K
|
10.1M
$2.72B
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.91K- 2.66% |
$417K - $582K
|
70K
$18.9M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.96K- 45.0% |
$427K - $597K
|
2.39K
$646K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.96K- 0.95% |
$428K - $598K
|
204K
$55.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.97K- 3.49% |
$429K - $600K
|
54.4K
$14.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.03K- 60.58% |
$443K - $619K
|
1.32K
$357K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.04K- 61.82% |
$445K - $622K
|
1.26K
$340K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.05K- 8.54% |
$448K - $626K
|
22K
$5.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-2.1K- 18.66% |
$458K - $641K
|
9.16K
$2.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.12K- 15.16% |
$461K - $645K
|
11.8K
$3.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-2.13K- 7.75% |
$464K - $648K
|
25.3K
$6.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 8.76% |
$472K - $660K
|
22.6K
$6.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.17K- 8.33% |
$473K - $662K
|
23.9K
$6.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-2.18K- 34.82% |
$475K - $665K
|
4.08K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-2.19K- 6.31% |
$477K - $666K
|
32.4K
$8.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.23K- 5.33% |
$487K - $680K
|
39.6K
$10.7M
|