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 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.56K- 73.38% |
$776K - $1.09M
|
1.29K
$343K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-3.63K- 41.38% |
$791K - $1.11M
|
5.14K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.64K- 8.43% |
$793K - $1.11M
|
39.5K
$10.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.67K- 21.54% |
$800K - $1.12M
|
13.4K
$3.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-3.67K- 40.88% |
$800K - $1.12M
|
5.3K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.68K- 17.93% |
$801K - $1.12M
|
16.8K
$4.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.68K- 17.94% |
$802K - $1.12M
|
16.8K
$4.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.73K- 33.14% |
$813K - $1.14M
|
7.52K
$2M
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-3.75K- 17.04% |
$816K - $1.14M
|
18.2K
$4.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.86K- 0.79% |
$841K - $1.18M
|
486K
$129M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.87K- 17.5% |
$843K - $1.18M
|
18.2K
$4.83M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-3.89K- 64.46% |
$848K - $1.18M
|
2.14K
$569K
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-3.92K- 27.71% |
$854K - $1.19M
|
10.2K
$2.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.97K- 0.76% |
$865K - $1.21M
|
516K
$137M
|
|
|
May 12, 2025
Q2 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-4K- 7.48% |
$872K - $1.22M
|
49.5K
$13.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-4.03K- 1.72% |
$879K - $1.23M
|
230K
$61.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4.03K- 86.27% |
$879K - $1.23M
|
642
$170K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-4.1K- 14.03% |
$893K - $1.25M
|
25.1K
$6.66M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-4.13K- 40.29% |
$900K - $1.26M
|
6.12K
$1.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-4.15K- 39.84% |
$905K - $1.26M
|
6.27K
$1.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.22K- 62.34% |
$921K - $1.29M
|
2.55K
$677K
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.25K- 30.81% |
$925K - $1.29M
|
9.53K
$2.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.26K- 66.23% |
$929K - $1.3M
|
2.17K
$577K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.27K- 26.71% |
$930K - $1.3M
|
11.7K
$3.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.35K- 3.52% |
$947K - $1.32M
|
119K
$31.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.35K- 0.13% |
$948K - $1.32M
|
3.45M
$916M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.36K- 3.59% |
$951K - $1.33M
|
117K
$31.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.43K- 3.49% |
$966K - $1.35M
|
122K
$32.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.45K- 11.01% |
$970K - $1.36M
|
36K
$9.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.45K- 9.56% |
$971K - $1.36M
|
42.1K
$11.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.49K- 3.4% |
$979K - $1.37M
|
128K
$33.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-4.55K- 18.22% |
$991K - $1.39M
|
20.4K
$5.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-4.57K- 1.87% |
$997K - $1.39M
|
239K
$63.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.59K- 51.53% |
$1M - $1.4M
|
4.31K
$1.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-4.61K- 2.41% |
$1.01M - $1.41M
|
187K
$49.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.69K- 69.22% |
$1.02M - $1.43M
|
2.08K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-4.72K- 22.32% |
$1.03M - $1.44M
|
16.4K
$4.36M
|
|
|
Aug 12, 2024
Q2 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-4.78K- 60.59% |
$1.04M - $1.46M
|
3.11K
$825K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-4.8K- 60.83% |
$1.05M - $1.46M
|
3.09K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-4.8K- 22.02% |
$1.05M - $1.46M
|
17K
$4.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-4.87K- 98.98% |
$1.06M - $1.48M
|
50
$13.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.91K- 10.6% |
$1.07M - $1.5M
|
41.4K
$11M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-4.93K- 2.63% |
$1.07M - $1.5M
|
183K
$48.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Windward Capital Management CO
|
SELL
|
- |
-4.97K- 2.45% |
$1.08M - $1.51M
|
198K
$52.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-5.01K- 1.1% |
$1.09M - $1.53M
|
450K
$119M
|
|
|
Jul 22, 2024
Q2 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-5.05K- 12.51% |
$1.1M - $1.54M
|
35.3K
$9.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-5.15K- 2.5% |
$1.12M - $1.57M
|
201K
$53.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.18K- 37.26% |
$1.13M - $1.58M
|
8.72K
$2.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.5K- 15.69% |
$1.2M - $1.67M
|
29.5K
$7.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.52K- 4.76% |
$1.2M - $1.68M
|
110K
$29.3M
|