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 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-8.53K- 3.23% |
$1.86M - $2.6M
|
255K
$87.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-8.63KClosed |
$1.88M - $2.63M
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8.64K- 8.79% |
$1.88M - $2.63M
|
89.7K
$30.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-8.81K- 9.89% |
$1.92M - $2.68M
|
80.3K
$27.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-8.93K- 60.8% |
$1.95M - $2.72M
|
5.76K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-8.95K- 77.96% |
$1.95M - $2.73M
|
2.53K
$864K
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-8.99K- 80.18% |
$1.96M - $2.74M
|
2.22K
$760K
|
|
|
Aug 13, 2024
Q2 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-9.07K- 3.64% |
$1.98M - $2.76M
|
240K
$82M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.44K- 15.59% |
$2.06M - $2.88M
|
51.1K
$17.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-9.5K- 21.82% |
$2.07M - $2.9M
|
34.1K
$11.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-9.58K- 4.72% |
$2.09M - $2.92M
|
194K
$66.1M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-9.63K- 6.14% |
$2.1M - $2.93M
|
147K
$50.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-9.64K- 5.63% |
$2.1M - $2.94M
|
162K
$55.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-9.77K- 65.5% |
$2.13M - $2.98M
|
5.15K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-9.84K- 18.6% |
$2.14M - $3M
|
43K
$14.7M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-10K- 3.71% |
$2.18M - $3.05M
|
260K
$88.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-10K- 68.14% |
$2.19M - $3.06M
|
4.7K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-10.1K- 3.62% |
$2.2M - $3.08M
|
269K
$92M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-10.1K- 10.09% |
$2.21M - $3.09M
|
90.3K
$30.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-10.3K- 16.66% |
$2.25M - $3.15M
|
51.7K
$17.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-10.4K- 91.9% |
$2.27M - $3.18M
|
919
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-10.5K- 3.92% |
$2.28M - $3.19M
|
257K
$87.7M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-10.6K- 1.87% |
$2.31M - $3.23M
|
556K
$190M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-10.6K- 57.35% |
$2.31M - $3.23M
|
7.89K
$2.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-10.6K- 54.08% |
$2.32M - $3.24M
|
9.03K
$3.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-10.8K- 50.09% |
$2.36M - $3.3M
|
10.8K
$3.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-10.9K- 3.27% |
$2.37M - $3.32M
|
322K
$110M
|
|
|
Jul 26, 2024
Q2 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-11K- 84.62% |
$2.4M - $3.35M
|
2K
$683K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-11.2K- 82.36% |
$2.43M - $3.4M
|
2.39K
$817K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-11.3K- 95.27% |
$2.47M - $3.46M
|
563
$192K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-11.5K- 64.75% |
$2.52M - $3.52M
|
6.28K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.6K- 9.87% |
$2.53M - $3.53M
|
106K
$36.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-11.7K- 11.61% |
$2.54M - $3.55M
|
88.7K
$30.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-11.8K- 3.09% |
$2.58M - $3.61M
|
372K
$127M
|
|
|
Aug 14, 2024
Q2 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-12.3K- 48.52% |
$2.68M - $3.74M
|
13K
$4.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-12.8K- 51.21% |
$2.8M - $3.91M
|
12.2K
$4.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-12.8K- 1.64% |
$2.8M - $3.91M
|
772K
$264M
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-12.9K- 24.19% |
$2.82M - $3.94M
|
40.5K
$13.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.2K- 9.13% |
$2.87M - $4.01M
|
131K
$44.8M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-13.7K- 15.2% |
$2.98M - $4.16M
|
76.2K
$26M
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-13.7K- 72.13% |
$2.99M - $4.18M
|
5.3K
$1.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-14.2K- 2.72% |
$3.1M - $4.34M
|
509K
$174M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-14.3K- 5.28% |
$3.11M - $4.35M
|
256K
$87.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-14.6K- 3.68% |
$3.19M - $4.46M
|
383K
$131M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-14.6K- 16.83% |
$3.19M - $4.46M
|
72.3K
$24.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-15K- 13.64% |
$3.27M - $4.57M
|
95K
$32.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.4K- 29.29% |
$3.36M - $4.69M
|
37.2K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Soma Equity Partners LP
San Francisco, CA |
SELL
|
- |
-15.5K- 3.73% |
$3.38M - $4.73M
|
401K
$137M
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-15.8K- 7.1% |
$3.44M - $4.81M
|
207K
$70.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-16.1K- 69.3% |
$3.51M - $4.91M
|
7.13K
$2.44M
|