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 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-238- 16.4% |
$56.7K - $65.8K
|
1.21K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-239- 19.69% |
$57K - $66.1K
|
975
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-239- 2.46% |
$57K - $66.1K
|
9.48K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-239- 10.74% |
$57K - $66.1K
|
1.99K
$483K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-240- 2.43% |
$57.2K - $66.4K
|
9.63K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-240- 9.74% |
$57.2K - $66.4K
|
2.22K
$541K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-240- 1.32% |
$57.2K - $66.4K
|
18K
$4.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-242- 22.62% |
$57.7K - $66.9K
|
828
$202K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-242- 12.27% |
$57.7K - $66.9K
|
1.73K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-242- 1.66% |
$57.7K - $66.9K
|
14.3K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-243- 99.18% |
$57.9K - $67.2K
|
2
$487
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-244- 4.55% |
$58.2K - $67.5K
|
5.12K
$1.25M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-245- 4.84% |
$58.4K - $67.7K
|
4.82K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-246- 1.08% |
$58.7K - $68K
|
22.6K
$5.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-246- 23.21% |
$58.7K - $68K
|
814
$198K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-247- 8.21% |
$58.9K - $68.3K
|
2.76K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-249- 3.88% |
$59.4K - $68.9K
|
6.17K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-250- 44.72% |
$59.6K - $69.1K
|
309
$75.2K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-253- 1.71% |
$60.3K - $70K
|
14.6K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-253- 4.02% |
$60.3K - $70K
|
6.04K
$1.47M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-254- 21.24% |
$60.6K - $70.2K
|
942
$229K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-255- 17.59% |
$60.8K - $70.5K
|
1.2K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-256- 4.08% |
$61K - $70.8K
|
6.03K
$1.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-257- 1.58% |
$61.3K - $71.1K
|
16.1K
$3.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-257- 25.88% |
$61.3K - $71.1K
|
736
$179K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-259- 4.24% |
$61.8K - $71.6K
|
5.84K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-260- 1.58% |
$62K - $71.9K
|
16.2K
$3.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-262- 0.58% |
$62.5K - $72.5K
|
45.3K
$11M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-264- 5.24% |
$62.9K - $73K
|
4.78K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-264- 1.51% |
$62.9K - $73K
|
17.2K
$4.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-268- 25.19% |
$63.9K - $74.1K
|
796
$194K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-274- 8.31% |
$65.3K - $75.8K
|
3.03K
$736K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-277- 5.69% |
$66K - $76.6K
|
4.6K
$1.12M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-280- 1.66% |
$66.8K - $77.4K
|
16.6K
$4.04M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-281- 2.4% |
$67K - $77.7K
|
11.4K
$2.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-281- 0.59% |
$67K - $77.7K
|
47.3K
$11.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-283- 16.85% |
$67.5K - $78.3K
|
1.4K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-285- 2.81% |
$67.9K - $78.8K
|
9.87K
$2.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-286- 3.56% |
$68.2K - $79.1K
|
7.76K
$1.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-290- 5.48% |
$69.1K - $80.2K
|
5.01K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-291- 5.69% |
$69.4K - $80.5K
|
4.82K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-296- 5.18% |
$70.6K - $81.9K
|
5.42K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-298- 1.4% |
$71K - $82.4K
|
21K
$5.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-302- 6.59% |
$72K - $83.5K
|
4.28K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-302- 10.35% |
$72K - $83.5K
|
2.62K
$637K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-304- 1.66% |
$72.5K - $84.1K
|
18.1K
$4.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-304- 1.1% |
$72.5K - $84.1K
|
27.2K
$6.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-304- 3.17% |
$72.5K - $84.1K
|
9.3K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-305- 8.38% |
$72.7K - $84.3K
|
3.33K
$811K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-307- 0.98% |
$73.2K - $84.9K
|
30.9K
$7.51M
|