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 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-309- 0.65% |
$73.7K - $85.4K
|
47.2K
$11.5M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-309- 21.43% |
$73.7K - $85.4K
|
1.13K
$276K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-313- 4.82% |
$74.6K - $86.6K
|
6.18K
$1.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-319- 4.6% |
$76.1K - $88.2K
|
6.62K
$1.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-320- 1.57% |
$76.3K - $88.5K
|
20.1K
$4.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-320- 1.31% |
$76.3K - $88.5K
|
24.1K
$5.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-322- 1.8% |
$76.8K - $89K
|
17.6K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-326- 2.28% |
$77.7K - $90.1K
|
14K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-328- 34.53% |
$78.2K - $90.7K
|
622
$151K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-329- 3.64% |
$78.4K - $91K
|
8.7K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-332- 2.76% |
$79.2K - $91.8K
|
11.7K
$2.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-333- 12.97% |
$79.4K - $92.1K
|
2.23K
$544K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-335- 2.11% |
$79.9K - $92.6K
|
15.6K
$3.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-336- 0.7% |
$80.1K - $92.9K
|
47.4K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-338- 4.4% |
$80.6K - $93.5K
|
7.35K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-342- 0.92% |
$81.5K - $94.6K
|
36.9K
$8.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-344- 4.37% |
$82K - $95.1K
|
7.52K
$1.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-344- 3.97% |
$82K - $95.1K
|
8.33K
$2.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-345- 5.87% |
$82.3K - $95.4K
|
5.53K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-345- 1.87% |
$82.3K - $95.4K
|
18.1K
$4.4M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-345- 7.55% |
$82.3K - $95.4K
|
4.23K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-351- 1.91% |
$83.7K - $97.1K
|
18K
$4.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-351- 0.27% |
$83.7K - $97.1K
|
130K
$31.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-351- 67.76% |
$83.7K - $97.1K
|
167
$40.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-352- 4.87% |
$83.9K - $97.3K
|
6.88K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-357- 5.47% |
$85.1K - $98.7K
|
6.18K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-358- 14.25% |
$85.4K - $99K
|
2.15K
$524K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-360- 6.23% |
$85.8K - $99.6K
|
5.42K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-366- 7.11% |
$87.3K - $101K
|
4.78K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-368- 29.7% |
$87.7K - $102K
|
871
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-369- 27.54% |
$88K - $102K
|
971
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-373- 18.47% |
$88.9K - $103K
|
1.65K
$401K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-374- 14.14% |
$89.2K - $103K
|
2.27K
$553K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-375- 1.01% |
$89.4K - $104K
|
36.7K
$8.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-375- 2.47% |
$89.4K - $104K
|
14.8K
$3.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-379- 3.15% |
$90.4K - $105K
|
11.6K
$2.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-381- 27.19% |
$90.8K - $105K
|
1.02K
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-384- 7.66% |
$91.6K - $106K
|
4.63K
$1.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-388- 4.26% |
$92.5K - $107K
|
8.73K
$2.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-397- 17.73% |
$94.7K - $110K
|
1.84K
$448K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-400- 1.74% |
$95.4K - $111K
|
22.6K
$5.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 0.73% |
$95.4K - $111K
|
54.6K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-401- 33.75% |
$95.6K - $111K
|
787
$192K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-402- 18.48% |
$95.8K - $111K
|
1.77K
$432K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-403- 7.38% |
$96.1K - $111K
|
5.06K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-406- 5.56% |
$96.8K - $112K
|
6.89K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-406- 3.97% |
$96.8K - $112K
|
9.82K
$2.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-415- 4.15% |
$98.9K - $115K
|
9.59K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-416- 0.97% |
$99.2K - $115K
|
42.4K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-425- 18.63% |
$101K - $118K
|
1.86K
$452K
|