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 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.23K- 7.91% |
$487K - $680K
|
26K
$7.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-2.24K- 23.31% |
$487K - $681K
|
7.36K
$2.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-2.25K- 2.85% |
$491K - $687K
|
76.7K
$21.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.27K- 11.61% |
$494K - $691K
|
17.3K
$4.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.29K- 21.79% |
$499K - $697K
|
8.21K
$2.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.29K- 0.56% |
$499K - $697K
|
409K
$115M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.3K- 51.97% |
$502K - $702K
|
2.13K
$597K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.33K- 20.47% |
$507K - $709K
|
9.03K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-2.33K- 31.1% |
$507K - $709K
|
5.15K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.33K- 10.07% |
$507K - $709K
|
20.8K
$5.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.34K- 2.92% |
$510K - $712K
|
77.7K
$21.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.36K- 71.42% |
$514K - $719K
|
944
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.37K- 52.53% |
$516K - $721K
|
2.14K
$600K
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-2.38K- 37.6% |
$519K - $725K
|
3.95K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-2.41K- 44.21% |
$526K - $735K
|
3.05K
$854K
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-2.47K- 26.28% |
$537K - $751K
|
6.92K
$1.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.49K- 13.33% |
$543K - $760K
|
16.2K
$4.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.57K- 16.07% |
$560K - $783K
|
13.4K
$3.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-2.6K- 21.36% |
$566K - $791K
|
9.56K
$2.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.68K- 5.3% |
$585K - $818K
|
48K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-2.72K- 75.15% |
$593K - $829K
|
899
$252K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.74K- 75.25% |
$597K - $835K
|
901
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.89K- 74.25% |
$629K - $879K
|
1K
$281K
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2.89K- 63.43% |
$630K - $881K
|
1.67K
$468K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.91K- 78.62% |
$633K - $885K
|
790
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.92K- 56.2% |
$636K - $889K
|
2.27K
$638K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-3.02K- 77.57% |
$657K - $919K
|
872
$245K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-3.04K- 82.03% |
$663K - $926K
|
666
$187K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.11K- 79.24% |
$678K - $948K
|
815
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Long Path Partners LP
Stamford, CT |
SELL
|
- |
-3.14K- 3.92% |
$683K - $955K
|
76.9K
$21.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-3.18K- 30.5% |
$693K - $969K
|
7.25K
$2.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-3.2K- 11.88% |
$698K - $975K
|
23.7K
$6.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.26K- 71.62% |
$711K - $994K
|
1.29K
$363K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.28K- 0.28% |
$715K - $1M
|
1.18M
$331M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-3.36K- 3.04% |
$733K - $1.02M
|
107K
$30.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.47K- 61.24% |
$757K - $1.06M
|
2.2K
$617K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.48K- 14.43% |
$758K - $1.06M
|
20.6K
$5.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-3.49K- 40.78% |
$761K - $1.06M
|
5.07K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.5K- 23.48% |
$763K - $1.07M
|
11.4K
$3.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-3.5K- 0.34% |
$763K - $1.07M
|
1.01M
$284M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.56K- 73.38% |
$776K - $1.09M
|
1.29K
$363K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-3.63K- 41.38% |
$791K - $1.11M
|
5.14K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.64K- 8.43% |
$793K - $1.11M
|
39.5K
$11.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.67K- 21.54% |
$800K - $1.12M
|
13.4K
$3.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-3.67K- 40.88% |
$800K - $1.12M
|
5.3K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.68K- 17.93% |
$801K - $1.12M
|
16.8K
$4.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.68K- 17.94% |
$802K - $1.12M
|
16.8K
$4.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.73K- 33.14% |
$813K - $1.14M
|
7.52K
$2.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-3.75K- 17.04% |
$816K - $1.14M
|
18.2K
$5.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.86K- 0.79% |
$841K - $1.18M
|
486K
$136M
|