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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-25- 2.02% |
$5.96K - $6.91K
|
1.22K
$296K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-25- 2.2% |
$5.96K - $6.91K
|
1.11K
$271K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-25- 4.43% |
$5.96K - $6.91K
|
539
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-25- 2.65% |
$5.96K - $6.91K
|
918
$223K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-26- 1.51% |
$6.2K - $7.19K
|
1.69K
$412K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-26- 18.71% |
$6.2K - $7.19K
|
113
$27.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-27- 21.09% |
$6.44K - $7.47K
|
101
$24.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-27- 2.53% |
$6.44K - $7.47K
|
1.04K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-28- 0.79% |
$6.68K - $7.74K
|
3.52K
$856K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-28- 4.25% |
$6.68K - $7.74K
|
631
$154K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
SELL
|
- |
-30- 3.52% |
$7.15K - $8.3K
|
823
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-31- 0.39% |
$7.39K - $8.57K
|
7.82K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-31- 0.53% |
$7.39K - $8.57K
|
5.86K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-32- 3.86% |
$7.63K - $8.85K
|
796
$194K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-32- 2.74% |
$7.63K - $8.85K
|
1.14K
$276K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-32- 1.99% |
$7.63K - $8.85K
|
1.58K
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-32- 1.75% |
$7.63K - $8.85K
|
1.8K
$438K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 0.5% |
$7.87K - $9.13K
|
6.63K
$1.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-33- 0.94% |
$7.87K - $9.13K
|
3.49K
$849K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-34- 0.56% |
$8.11K - $9.4K
|
6.08K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-34- 1.7% |
$8.11K - $9.4K
|
1.97K
$479K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-34- 0.03% |
$8.11K - $9.4K
|
110K
$26.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-34- 0.48% |
$8.11K - $9.4K
|
7.02K
$1.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-35- 2.19% |
$8.34K - $9.68K
|
1.56K
$380K
|
|
|
Nov 07, 2024
Q3 2024
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-35- 3.51% |
$8.34K - $9.68K
|
963
$234K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-35- 1.14% |
$8.34K - $9.68K
|
3.03K
$737K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-36- 3.23% |
$8.58K - $9.96K
|
1.08K
$262K
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-36- 0.75% |
$8.58K - $9.96K
|
4.76K
$1.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-37- 3.56% |
$8.82K - $10.2K
|
1K
$244K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-37- 2.8% |
$8.82K - $10.2K
|
1.28K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-37- 2.41% |
$8.82K - $10.2K
|
1.5K
$365K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-38- 2.9% |
$9.06K - $10.5K
|
1.27K
$310K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-38- 6.27% |
$9.06K - $10.5K
|
568
$138K
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-38- 1.2% |
$9.06K - $10.5K
|
3.12K
$760K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-38- 0.37% |
$9.06K - $10.5K
|
10.4K
$2.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-38- 4.58% |
$9.06K - $10.5K
|
792
$193K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-38- 2.61% |
$9.06K - $10.5K
|
1.42K
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-39- 9.38% |
$9.3K - $10.8K
|
377
$91.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-39- 0.77% |
$9.3K - $10.8K
|
5.03K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-40- 3.19% |
$9.54K - $11.1K
|
1.21K
$295K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 1.27% |
$9.54K - $11.1K
|
3.11K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-40- 0.72% |
$9.54K - $11.1K
|
5.48K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-40- 0.9% |
$9.54K - $11.1K
|
4.38K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-40- 2.16% |
$9.54K - $11.1K
|
1.81K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-40- 0.09% |
$9.54K - $11.1K
|
43.9K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-41- 2.73% |
$9.78K - $11.3K
|
1.46K
$356K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-43- 2.68% |
$10.3K - $11.9K
|
1.56K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-43- 1.77% |
$10.3K - $11.9K
|
2.39K
$582K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-43- 3.0% |
$10.3K - $11.9K
|
1.39K
$338K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-44- 1.25% |
$10.5K - $12.2K
|
3.47K
$843K
|