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 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-11.3K- 95.27% |
$2.47M - $3.46M
|
563
$152K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-11.5K- 64.75% |
$2.52M - $3.52M
|
6.28K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.6K- 9.87% |
$2.53M - $3.53M
|
106K
$28.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-11.7K- 11.61% |
$2.54M - $3.55M
|
88.7K
$23.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-11.8K- 3.09% |
$2.58M - $3.61M
|
372K
$100M
|
|
|
Aug 14, 2024
Q2 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-12.3K- 48.52% |
$2.68M - $3.74M
|
13K
$3.52M
|
|
|
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
$3.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-12.8K- 1.64% |
$2.8M - $3.91M
|
772K
$208M
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-12.9K- 24.19% |
$2.82M - $3.94M
|
40.5K
$10.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.2K- 9.13% |
$2.87M - $4.01M
|
131K
$35.4M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-13.7K- 15.2% |
$2.98M - $4.16M
|
76.2K
$20.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-13.7K- 72.13% |
$2.99M - $4.18M
|
5.3K
$1.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-14.2K- 2.72% |
$3.1M - $4.34M
|
509K
$138M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-14.3K- 5.28% |
$3.11M - $4.35M
|
256K
$69.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-14.6K- 3.68% |
$3.19M - $4.46M
|
383K
$103M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-14.6K- 16.83% |
$3.19M - $4.46M
|
72.3K
$19.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-15K- 13.64% |
$3.27M - $4.57M
|
95K
$25.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.4K- 29.29% |
$3.36M - $4.69M
|
37.2K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Soma Equity Partners LP
San Francisco, CA |
SELL
|
- |
-15.5K- 3.73% |
$3.38M - $4.73M
|
401K
$108M
|
|
|
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
$55.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-16.1K- 69.3% |
$3.51M - $4.91M
|
7.13K
$1.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-16.4K- 26.54% |
$3.58M - $5M
|
45.4K
$12.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-16.4K- 8.99% |
$3.59M - $5.01M
|
166K
$44.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Eulav Asset Management
|
SELL
|
- |
-17K- 15.83% |
$3.71M - $5.18M
|
90.4K
$24.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-17.3K- 63.72% |
$3.76M - $5.26M
|
9.82K
$2.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-17.3K- 42.02% |
$3.77M - $5.27M
|
23.9K
$6.44M
|
|
|
Feb 20, 2025
Q2 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-17.5K- 5.36% |
$3.82M - $5.34M
|
310K
$83.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-17.6KClosed |
$3.84M - $5.36M
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-17.6K- 16.02% |
$3.85M - $5.38M
|
92.5K
$25M
|
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-18.4K- 42.57% |
$4M - $5.6M
|
24.8K
$6.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-18.8K- 21.29% |
$4.09M - $5.72M
|
69.4K
$18.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-18.8K- 4.23% |
$4.1M - $5.73M
|
426K
$115M
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-19K- 25.04% |
$4.15M - $5.8M
|
57K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.8K- 7.83% |
$4.31M - $6.03M
|
233K
$62.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-20K- 71.85% |
$4.36M - $6.09M
|
7.83K
$2.11M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-20.2K- 93.5% |
$4.4M - $6.15M
|
1.41K
$379K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-20.3K- 86.72% |
$4.43M - $6.19M
|
3.11K
$841K
|
|
|
Aug 14, 2024
Q2 2024
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
SELL
|
- |
-20.6K- 12.04% |
$4.49M - $6.28M
|
151K
$40.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-20.6K- 32.49% |
$4.5M - $6.28M
|
42.8K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-21.2K- 14.5% |
$4.63M - $6.47M
|
125K
$33.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-21.4K- 63.73% |
$4.68M - $6.53M
|
12.2K
$3.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-21.8K- 21.63% |
$4.75M - $6.64M
|
79K
$21.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-22.2K- 8.42% |
$4.84M - $6.77M
|
241K
$65.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-22.5K- 95.74% |
$4.91M - $6.86M
|
1K
$270K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-22.7K- 22.45% |
$4.94M - $6.91M
|
78.3K
$21.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Crosslink Capital Inc
Menlo Park, CA |
SELL
|
- |
-22.8K- 15.1% |
$4.97M - $6.94M
|
128K
$34.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23.1K- 9.22% |
$5.04M - $7.05M
|
228K
$61.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-23.3K- 63.14% |
$5.08M - $7.1M
|
13.6K
$3.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-24K- 10.88% |
$5.24M - $7.32M
|
197K
$53.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-24.2K- 6.83% |
$5.27M - $7.37M
|
330K
$89M
|