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 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-44- 1.33% |
$10.5K - $12.2K
|
3.27K
$795K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-45- 2.7% |
$10.7K - $12.4K
|
1.62K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-45- 50.56% |
$10.7K - $12.4K
|
44
$10.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-45- 26.47% |
$10.7K - $12.4K
|
125
$30.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-47- 1.53% |
$11.2K - $13K
|
3.02K
$735K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-47- 2.77% |
$11.2K - $13K
|
1.65K
$401K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-48- 3.75% |
$11.4K - $13.3K
|
1.23K
$300K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-49- 0.24% |
$11.7K - $13.5K
|
20K
$4.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-49- 1.24% |
$11.7K - $13.5K
|
3.89K
$947K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-49- 0.73% |
$11.7K - $13.5K
|
6.64K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-50- 1.37% |
$11.9K - $13.8K
|
3.59K
$874K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-50- 3.93% |
$11.9K - $13.8K
|
1.22K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-50- 2.08% |
$11.9K - $13.8K
|
2.36K
$573K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-50- 0.51% |
$11.9K - $13.8K
|
9.8K
$2.39M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-50- 0.9% |
$11.9K - $13.8K
|
5.52K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-51- 1.69% |
$12.2K - $14.1K
|
2.97K
$722K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-52- 6.03% |
$12.4K - $14.4K
|
810
$197K
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-53- 2.48% |
$12.6K - $14.7K
|
2.09K
$508K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-53- 0.52% |
$12.6K - $14.7K
|
10.2K
$2.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-56- 2.69% |
$13.4K - $15.5K
|
2.03K
$494K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-57- 2.99% |
$13.6K - $15.8K
|
1.85K
$450K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-57- 5.65% |
$13.6K - $15.8K
|
952
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-58- 3.08% |
$13.8K - $16K
|
1.83K
$445K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-59- 1.09% |
$14.1K - $16.3K
|
5.37K
$1.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-60- 0.72% |
$14.3K - $16.6K
|
8.24K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-60- 4.64% |
$14.3K - $16.6K
|
1.23K
$300K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-60- 2.23% |
$14.3K - $16.6K
|
2.63K
$639K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-61- 0.84% |
$14.5K - $16.9K
|
7.2K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-61- 0.72% |
$14.5K - $16.9K
|
8.45K
$2.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-62- 2.0% |
$14.8K - $17.1K
|
3.04K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-62- 0.1% |
$14.8K - $17.1K
|
61.2K
$14.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.77% |
$15.3K - $17.7K
|
8.21K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-65- 0.15% |
$15.5K - $18K
|
42.5K
$10.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-65- 61.9% |
$15.5K - $18K
|
40
$9.74K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-66- 2.37% |
$15.7K - $18.3K
|
2.71K
$660K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-70- 1.13% |
$16.7K - $19.4K
|
6.1K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-70- 0.42% |
$16.7K - $19.4K
|
16.8K
$4.09M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-70- 7.32% |
$16.7K - $19.4K
|
886
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-71- 3.94% |
$16.9K - $19.6K
|
1.73K
$422K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-72- 0.5% |
$17.2K - $19.9K
|
14.3K
$3.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-72- 0.92% |
$17.2K - $19.9K
|
7.78K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-72- 0.13% |
$17.2K - $19.9K
|
54.1K
$13.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-75- 1.09% |
$17.9K - $20.7K
|
6.78K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Account Management LLC
|
SELL
|
- |
-75- 7.98% |
$17.9K - $20.7K
|
865
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-75- 3.57% |
$17.9K - $20.7K
|
2.02K
$493K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-76- 1.58% |
$18.1K - $21K
|
4.72K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-77- 2.48% |
$18.4K - $21.3K
|
3.03K
$737K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-77- 6.69% |
$18.4K - $21.3K
|
1.07K
$261K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-78- 1.45% |
$18.6K - $21.6K
|
5.3K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-79- 8.96% |
$18.8K - $21.8K
|
803
$195K
|