Purchases and Sales Made in Q3 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-9- 0.82% |
$2.15K - $2.49K
|
1.09K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.18% |
$2.15K - $2.49K
|
5.12K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-10- 0.88% |
$2.38K - $2.77K
|
1.12K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 21.28% |
$2.38K - $2.77K
|
37
$9.64K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-11- 0.41% |
$2.62K - $3.04K
|
2.68K
$697K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-12- 1.58% |
$2.86K - $3.32K
|
747
$195K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-13- 1.03% |
$3.1K - $3.59K
|
1.25K
$325K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-13- 1.27% |
$3.1K - $3.59K
|
1.01K
$264K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-14- 10.85% |
$3.34K - $3.87K
|
115
$30K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-14- 0.55% |
$3.34K - $3.87K
|
2.54K
$662K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-14- 1.64% |
$3.34K - $3.87K
|
840
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-14- 4.32% |
$3.34K - $3.87K
|
310
$80.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-14- 0.93% |
$3.34K - $3.87K
|
1.5K
$390K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-15- 0.29% |
$3.58K - $4.15K
|
5.08K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-15- 1.57% |
$3.58K - $4.15K
|
941
$245K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-15- 0.68% |
$3.58K - $4.15K
|
2.19K
$572K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-16- 0.01% |
$3.81K - $4.42K
|
115K
$29.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-16- 0.52% |
$3.81K - $4.42K
|
3.07K
$801K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-16- 0.99% |
$3.81K - $4.42K
|
1.6K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-16- 1.05% |
$3.81K - $4.42K
|
1.51K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-16- 48.48% |
$3.81K - $4.42K
|
17
$4.43K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-16- 0.33% |
$3.81K - $4.42K
|
4.9K
$1.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
SELL
|
- |
-17- 0.07% |
$4.05K - $4.7K
|
24.1K
$6.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-17- 0.77% |
$4.05K - $4.7K
|
2.2K
$574K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-17- 0.28% |
$4.05K - $4.7K
|
5.99K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-17- 0.2% |
$4.05K - $4.7K
|
8.35K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-18- 0.99% |
$4.29K - $4.98K
|
1.8K
$470K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-18- 1.23% |
$4.29K - $4.98K
|
1.45K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-18- 0.37% |
$4.29K - $4.98K
|
4.83K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-18- 2.04% |
$4.29K - $4.98K
|
864
$225K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-19- 1.41% |
$4.53K - $5.25K
|
1.33K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-19- 1.75% |
$4.53K - $5.25K
|
1.07K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-19- 0.56% |
$4.53K - $5.25K
|
3.37K
$877K
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-19- 1.89% |
$4.53K - $5.25K
|
986
$257K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-19- 8.02% |
$4.53K - $5.25K
|
218
$56.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-20- 1.5% |
$4.77K - $5.53K
|
1.31K
$342K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-20- 1.61% |
$4.77K - $5.53K
|
1.22K
$319K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-20- 1.2% |
$4.77K - $5.53K
|
1.65K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-20- 0.56% |
$4.77K - $5.53K
|
3.53K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-20- 1.36% |
$4.77K - $5.53K
|
1.45K
$378K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 0.42% |
$4.77K - $5.53K
|
4.79K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-21- 0.13% |
$5.01K - $5.81K
|
16.6K
$4.33M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-22- 1.33% |
$5.25K - $6.08K
|
1.64K
$426K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-22- 1.76% |
$5.25K - $6.08K
|
1.23K
$320K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-22- 1.56% |
$5.25K - $6.08K
|
1.38K
$361K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-22- 1.2% |
$5.25K - $6.08K
|
1.82K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-22- 1.1% |
$5.25K - $6.08K
|
1.97K
$514K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-23- 0.11% |
$5.48K - $6.36K
|
21.7K
$5.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-23- 2.1% |
$5.48K - $6.36K
|
1.07K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-23- 2.1% |
$5.48K - $6.36K
|
1.07K
$280K
|