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 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-160- 8.83% |
$38.1K - $44.2K
|
1.65K
$402K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-161- 1.62% |
$38.4K - $44.5K
|
9.75K
$2.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-162- 0.15% |
$38.6K - $44.8K
|
107K
$26.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-162- 1.01% |
$38.6K - $44.8K
|
15.9K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-163- 16.93% |
$38.9K - $45.1K
|
800
$195K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-164- 13.72% |
$39.1K - $45.4K
|
1.03K
$251K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-165- 1.78% |
$39.3K - $45.6K
|
9.08K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-167- 3.21% |
$39.8K - $46.2K
|
5.04K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-169- 2.94% |
$40.3K - $46.7K
|
5.57K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-173- 5.09% |
$41.2K - $47.8K
|
3.23K
$785K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-174- 0.12% |
$41.5K - $48.1K
|
147K
$35.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-174- 1.5% |
$41.5K - $48.1K
|
11.4K
$2.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-177- 5.34% |
$42.2K - $48.9K
|
3.14K
$764K
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-177- 4.37% |
$42.2K - $48.9K
|
3.87K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-177- 13.79% |
$42.2K - $48.9K
|
1.11K
$269K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-178- 38.2% |
$42.4K - $49.2K
|
288
$70.1K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-179- 1.68% |
$42.7K - $49.5K
|
10.5K
$2.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-181- 8.03% |
$43.2K - $50.1K
|
2.07K
$505K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-182- 0.56% |
$43.4K - $50.3K
|
32.4K
$7.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-185- 1.87% |
$44.1K - $51.2K
|
9.69K
$2.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-186- 7.33% |
$44.3K - $51.4K
|
2.35K
$572K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-187- 6.01% |
$44.6K - $51.7K
|
2.93K
$712K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-188- 10.39% |
$44.8K - $52K
|
1.62K
$395K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-189- 1.45% |
$45.1K - $52.3K
|
12.8K
$3.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-190- 52.78% |
$45.3K - $52.5K
|
170
$41.4K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-191- 2.33% |
$45.5K - $52.8K
|
7.99K
$1.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-193- 14.69% |
$46K - $53.4K
|
1.12K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-195- 11.8% |
$46.5K - $53.9K
|
1.46K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-195- 1.16% |
$46.5K - $53.9K
|
16.6K
$4.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-197- 16.15% |
$47K - $54.5K
|
1.02K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-197- 9.26% |
$47K - $54.5K
|
1.93K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-197- 0.64% |
$47K - $54.5K
|
30.7K
$7.47M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-198- 2.88% |
$47.2K - $54.8K
|
6.67K
$1.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-200- 2.47% |
$47.7K - $55.3K
|
7.9K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-200- 16.26% |
$47.7K - $55.3K
|
1.03K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-200- 7.34% |
$47.7K - $55.3K
|
2.53K
$615K
|
|
|
Apr 10, 2025
Q3 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-200- 3.71% |
$47.7K - $55.3K
|
5.19K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-203- 21.73% |
$48.4K - $56.1K
|
731
$178K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-204- 7.15% |
$48.6K - $56.4K
|
2.65K
$645K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
SELL
|
- |
-205- 0.1% |
$48.9K - $56.7K
|
198K
$48.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-207- 12.69% |
$49.4K - $57.2K
|
1.42K
$347K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-214- 21.15% |
$51K - $59.2K
|
798
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-218- 6.99% |
$52K - $60.3K
|
2.9K
$706K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-220- 1.02% |
$52.5K - $60.8K
|
21.4K
$5.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-227- 0.11% |
$54.1K - $62.8K
|
200K
$48.7M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-229- 9.9% |
$54.6K - $63.3K
|
2.09K
$507K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-229- 2.13% |
$54.6K - $63.3K
|
10.5K
$2.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-229- 10.7% |
$54.6K - $63.3K
|
1.91K
$465K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-234- 4.12% |
$55.8K - $64.7K
|
5.44K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-234- 23.01% |
$55.8K - $64.7K
|
783
$191K
|