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 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-115- 32.49% |
$27.4K - $31.8K
|
239
$58.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-116- 12.66% |
$27.7K - $32.1K
|
800
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-117- 0.43% |
$27.9K - $32.4K
|
27K
$6.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-118- 1.2% |
$28.1K - $32.6K
|
9.72K
$2.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-118- 0.77% |
$28.1K - $32.6K
|
15.1K
$3.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-119- 6.36% |
$28.4K - $32.9K
|
1.75K
$426K
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-119- 0.9% |
$28.4K - $32.9K
|
13K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-119- 7.31% |
$28.4K - $32.9K
|
1.51K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-120- 9.61% |
$28.6K - $33.2K
|
1.13K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-122- 1.18% |
$29.1K - $33.7K
|
10.2K
$2.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-123- 5.38% |
$29.3K - $34K
|
2.16K
$527K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-123- 9.17% |
$29.3K - $34K
|
1.22K
$296K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-124- 9.37% |
$29.6K - $34.3K
|
1.2K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-125- 7.03% |
$29.8K - $34.6K
|
1.65K
$402K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-125- 3.71% |
$29.8K - $34.6K
|
3.24K
$789K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-126- 8.62% |
$30K - $34.8K
|
1.34K
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-126- 1.71% |
$30K - $34.8K
|
7.23K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-127- 1.54% |
$30.3K - $35.1K
|
8.13K
$1.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-128- 14.22% |
$30.5K - $35.4K
|
772
$188K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-128- 9.79% |
$30.5K - $35.4K
|
1.18K
$287K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-128- 4.82% |
$30.5K - $35.4K
|
2.53K
$616K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-130- 6.06% |
$31K - $35.9K
|
2.01K
$490K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-136- 1.3% |
$32.4K - $37.6K
|
10.3K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-137- 2.81% |
$32.7K - $37.9K
|
4.75K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-138- 2.57% |
$32.9K - $38.2K
|
5.23K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-139- 0.38% |
$33.1K - $38.4K
|
36.6K
$8.91M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-139- 9.89% |
$33.1K - $38.4K
|
1.27K
$308K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-139- 3.99% |
$33.1K - $38.4K
|
3.35K
$814K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-141- 2.77% |
$33.6K - $39K
|
4.94K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-141- 10.59% |
$33.6K - $39K
|
1.19K
$290K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-143- 0.61% |
$34.1K - $39.5K
|
23.1K
$5.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-143- 30.82% |
$34.1K - $39.5K
|
321
$78.1K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-143- 0.84% |
$34.1K - $39.5K
|
16.9K
$4.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-144- 8.14% |
$34.3K - $39.8K
|
1.63K
$396K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-145- 1.02% |
$34.6K - $40.1K
|
14K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-145- 1.85% |
$34.6K - $40.1K
|
7.68K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-145- 3.08% |
$34.6K - $40.1K
|
4.57K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-146- 2.0% |
$34.8K - $40.4K
|
7.14K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-146- 2.09% |
$34.8K - $40.4K
|
6.82K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-147- 9.53% |
$35K - $40.6K
|
1.4K
$340K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-148- 2.59% |
$35.3K - $40.9K
|
5.57K
$1.35M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-149- 1.99% |
$35.5K - $41.2K
|
7.34K
$1.79M
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-150- 12.71% |
$35.8K - $41.5K
|
1.03K
$251K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-151- 15.66% |
$36K - $41.8K
|
813
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-152- 1.97% |
$36.2K - $42K
|
7.57K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-153- 5.92% |
$36.5K - $42.3K
|
2.43K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-153- 16.98% |
$36.5K - $42.3K
|
748
$182K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-154- 3.19% |
$36.7K - $42.6K
|
4.68K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-155- 1.11% |
$37K - $42.9K
|
13.9K
$3.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-159- 2.68% |
$37.9K - $44K
|
5.77K
$1.4M
|