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
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-426- 20.64% |
$102K - $118K
|
1.64K
$399K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-426- 2.56% |
$102K - $118K
|
16.2K
$3.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-428- 46.07% |
$102K - $118K
|
501
$122K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-429- 1.28% |
$102K - $119K
|
33.1K
$8.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-430- 1.88% |
$103K - $119K
|
22.5K
$5.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-430- 4.71% |
$103K - $119K
|
8.7K
$2.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-435- 8.78% |
$104K - $120K
|
4.52K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-435- 6.71% |
$104K - $120K
|
6.05K
$1.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-442- 5.37% |
$105K - $122K
|
7.79K
$1.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-445- 23.63% |
$106K - $123K
|
1.44K
$350K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-445- 34.44% |
$106K - $123K
|
847
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-450- 14.63% |
$107K - $124K
|
2.63K
$639K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-459- 14.34% |
$109K - $127K
|
2.74K
$667K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-460- 4.01% |
$110K - $127K
|
11K
$2.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-465- 1.94% |
$111K - $129K
|
23.5K
$5.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-470- 8.08% |
$112K - $130K
|
5.35K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-473- 1.11% |
$113K - $131K
|
42K
$10.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-478- 0.26% |
$114K - $132K
|
182K
$44.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-481- 49.23% |
$115K - $133K
|
496
$121K
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-488- 7.98% |
$116K - $135K
|
5.63K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-489- 6.3% |
$117K - $135K
|
7.27K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-499- 64.97% |
$119K - $138K
|
269
$65.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 31.91% |
$119K - $138K
|
1.07K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-501- 4.56% |
$119K - $139K
|
10.5K
$2.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-504- 11.65% |
$120K - $139K
|
3.82K
$930K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-509- 8.46% |
$121K - $141K
|
5.51K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-511- 1.55% |
$122K - $141K
|
32.5K
$7.91M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-512- 2.81% |
$122K - $142K
|
17.7K
$4.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-515- 3.21% |
$123K - $142K
|
15.5K
$3.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-516- 0.37% |
$123K - $143K
|
140K
$34.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-518- 5.9% |
$124K - $143K
|
8.27K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-519- 71.29% |
$124K - $144K
|
209
$50.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-523- 10.75% |
$125K - $145K
|
4.34K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-525- 23.17% |
$125K - $145K
|
1.74K
$424K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-526- 0.63% |
$125K - $145K
|
82.9K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-527- 0.67% |
$126K - $146K
|
78.4K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-530- 6.92% |
$126K - $147K
|
7.13K
$1.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-532- 36.34% |
$127K - $147K
|
932
$227K
|
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-534- 5.12% |
$127K - $148K
|
9.9K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-537- 22.95% |
$128K - $148K
|
1.8K
$439K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-538- 11.6% |
$128K - $149K
|
4.1K
$997K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-539- 14.98% |
$129K - $149K
|
3.06K
$745K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-541- 42.0% |
$129K - $150K
|
747
$182K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-545- 17.19% |
$130K - $151K
|
2.63K
$639K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-551- 1.15% |
$131K - $152K
|
47.4K
$11.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-563- 21.8% |
$134K - $156K
|
2.02K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-581- 1.55% |
$139K - $161K
|
37K
$9M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-588- 1.31% |
$140K - $163K
|
44.4K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-597- 12.28% |
$142K - $165K
|
4.27K
$1.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-604- 3.94% |
$144K - $167K
|
14.7K
$3.58M
|