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 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-551- 1.15% |
$131K - $152K
|
47.4K
$12.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-563- 21.8% |
$134K - $156K
|
2.02K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-581- 1.55% |
$139K - $161K
|
37K
$9.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-588- 1.31% |
$140K - $163K
|
44.4K
$11.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-597- 12.28% |
$142K - $165K
|
4.27K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-604- 3.94% |
$144K - $167K
|
14.7K
$3.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-607- 4.97% |
$145K - $168K
|
11.6K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-610- 3.66% |
$145K - $169K
|
16K
$4.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-617- 12.35% |
$147K - $171K
|
4.38K
$1.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-624- 6.39% |
$149K - $173K
|
9.14K
$2.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-635- 11.57% |
$151K - $176K
|
4.85K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-654- 7.76% |
$156K - $181K
|
7.77K
$2.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-669- 17.9% |
$160K - $185K
|
3.07K
$800K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-670- 14.21% |
$160K - $185K
|
4.04K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-682- 85.46% |
$163K - $189K
|
116
$30.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-691- 32.01% |
$165K - $191K
|
1.47K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-700- 5.15% |
$167K - $194K
|
12.9K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-702- 11.41% |
$167K - $194K
|
5.45K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-704- 12.23% |
$168K - $195K
|
5.05K
$1.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-709- 19.72% |
$169K - $196K
|
2.89K
$752K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-711- 0.26% |
$170K - $197K
|
270K
$70.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-728- 7.2% |
$174K - $201K
|
9.39K
$2.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-735- 4.4% |
$175K - $203K
|
16K
$4.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-745- 1.88% |
$178K - $206K
|
38.8K
$10.1M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-748- 11.55% |
$178K - $207K
|
5.73K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-749- 2.26% |
$179K - $207K
|
32.4K
$8.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-750- 5.07% |
$179K - $207K
|
14K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-754- 1.04% |
$180K - $209K
|
71.6K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-796- 7.34% |
$190K - $220K
|
10.1K
$2.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-815- 32.2% |
$194K - $225K
|
1.72K
$447K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-815- 8.13% |
$194K - $225K
|
9.2K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-816- 38.42% |
$195K - $226K
|
1.31K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-825- 19.01% |
$197K - $228K
|
3.51K
$916K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-829- 11.08% |
$198K - $229K
|
6.66K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-838- 41.24% |
$200K - $232K
|
1.19K
$311K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-840- 4.19% |
$200K - $232K
|
19.2K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-852- 0.22% |
$203K - $236K
|
378K
$98.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-860- 2.82% |
$205K - $238K
|
29.7K
$7.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-863- 52.46% |
$206K - $239K
|
782
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-866- 53.82% |
$206K - $239K
|
743
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-872- 34.12% |
$208K - $241K
|
1.68K
$439K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-873- 10.49% |
$208K - $241K
|
7.45K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-874- 3.42% |
$208K - $242K
|
24.7K
$6.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-882- 2.53% |
$210K - $244K
|
33.9K
$8.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-894- 1.21% |
$213K - $247K
|
72.9K
$19M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-906- 16.57% |
$216K - $251K
|
4.56K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-912- 29.95% |
$217K - $252K
|
2.13K
$556K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-914- 10.46% |
$218K - $253K
|
7.83K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-920- 8.87% |
$219K - $254K
|
9.45K
$2.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-937- 12.29% |
$223K - $259K
|
6.69K
$1.74M
|