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 14, 2024
Q3 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-79- 26.42% |
$18.8K - $21.8K
|
220
$53.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80- 0.28% |
$19.1K - $22.1K
|
29K
$7.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-81- 0.9% |
$19.3K - $22.4K
|
8.95K
$2.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-82- 1.78% |
$19.6K - $22.7K
|
4.53K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-82- 0.64% |
$19.6K - $22.7K
|
12.8K
$3.12M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-82- 3.42% |
$19.6K - $22.7K
|
2.32K
$564K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-83- 0.62% |
$19.8K - $23K
|
13.3K
$3.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-83- 3.44% |
$19.8K - $23K
|
2.33K
$567K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-83- 4.55% |
$19.8K - $23K
|
1.74K
$423K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-84- 4.72% |
$20K - $23.2K
|
1.7K
$413K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-84- 2.68% |
$20K - $23.2K
|
3.06K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-85- 5.38% |
$20.3K - $23.5K
|
1.5K
$364K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-87- 4.63% |
$20.7K - $24.1K
|
1.79K
$436K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-88- 59.06% |
$21K - $24.3K
|
61
$14.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-88- 6.76% |
$21K - $24.3K
|
1.21K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-89- 2.1% |
$21.2K - $24.6K
|
4.14K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-90- 25.28% |
$21.5K - $24.9K
|
266
$64.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-90- 4.21% |
$21.5K - $24.9K
|
2.05K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-90- 10.64% |
$21.5K - $24.9K
|
756
$184K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-92- 0.44% |
$21.9K - $25.4K
|
20.7K
$5.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-93- 51.1% |
$22.2K - $25.7K
|
89
$21.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-94- 36.29% |
$22.4K - $26K
|
165
$40.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-95- 0.84% |
$22.6K - $26.3K
|
11.3K
$2.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-95- 2.51% |
$22.6K - $26.3K
|
3.7K
$900K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-95- 58.64% |
$22.6K - $26.3K
|
67
$16.3K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-97- 3.7% |
$23.1K - $26.8K
|
2.52K
$614K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-97- 6.88% |
$23.1K - $26.8K
|
1.31K
$319K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-98- 6.36% |
$23.4K - $27.1K
|
1.44K
$351K
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-100- 9.83% |
$23.8K - $27.7K
|
917
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-100- 7.6% |
$23.8K - $27.7K
|
1.22K
$296K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-100- 4.67% |
$23.8K - $27.7K
|
2.04K
$497K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-101- 4.99% |
$24.1K - $27.9K
|
1.92K
$468K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-101- 6.18% |
$24.1K - $27.9K
|
1.53K
$373K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-101- 2.26% |
$24.1K - $27.9K
|
4.36K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-103- 0.16% |
$24.6K - $28.5K
|
64.2K
$15.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-105- 1.34% |
$25K - $29K
|
7.75K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-107- 11.4% |
$25.5K - $29.6K
|
832
$203K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-107- 4.48% |
$25.5K - $29.6K
|
2.28K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-107- 0.31% |
$25.5K - $29.6K
|
34.3K
$8.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-107- 1.63% |
$25.5K - $29.6K
|
6.46K
$1.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-108- 0.9% |
$25.7K - $29.9K
|
11.9K
$2.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-109- 5.99% |
$26K - $30.1K
|
1.71K
$416K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-109- 2.93% |
$26K - $30.1K
|
3.61K
$880K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-109- 1.48% |
$26K - $30.1K
|
7.25K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110- 0.71% |
$26.2K - $30.4K
|
15.5K
$3.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-112- 9.71% |
$26.7K - $31K
|
1.04K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-113- 2.47% |
$26.9K - $31.2K
|
4.46K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-114- 12.24% |
$27.2K - $31.5K
|
817
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-114- 3.03% |
$27.2K - $31.5K
|
3.65K
$888K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-115- 13.56% |
$27.4K - $31.8K
|
733
$178K
|