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 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-946- 28.36% |
$226K - $262K
|
2.39K
$623K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-961- 17.08% |
$229K - $266K
|
4.67K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-966- 1.8% |
$230K - $267K
|
52.8K
$13.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-966- 0.4% |
$230K - $267K
|
240K
$62.7M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-983- 3.44% |
$234K - $272K
|
27.6K
$7.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-989- 3.81% |
$236K - $273K
|
25K
$6.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1K- 50.0% |
$238K - $277K
|
1K
$261K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1K- 6.62% |
$238K - $277K
|
14.1K
$3.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-1K- 26.9% |
$239K - $277K
|
2.72K
$710K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.02K- 1.14% |
$242K - $281K
|
88.4K
$23M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-1.02K- 10.61% |
$242K - $281K
|
8.57K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.04K- 24.08% |
$248K - $288K
|
3.28K
$855K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.04K- 4.36% |
$249K - $289K
|
22.9K
$5.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-1.05K- 16.37% |
$250K - $290K
|
5.36K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 0.54% |
$255K - $296K
|
197K
$51.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.07K- 4.01% |
$256K - $297K
|
25.7K
$6.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.12K- 6.8% |
$267K - $309K
|
15.3K
$4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.13K- 58.68% |
$268K - $311K
|
793
$207K
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.15KClosed |
$274K - $318K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-1.15K- 29.15% |
$274K - $318K
|
2.8K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
Granger Management LLC
|
SELL
|
- |
-1.16K- 17.4% |
$277K - $321K
|
5.51K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.17K- 9.42% |
$278K - $322K
|
11.2K
$2.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.17K- 11.14% |
$279K - $323K
|
9.33K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.17K- 6.38% |
$279K - $324K
|
17.2K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.18K- 0.87% |
$282K - $327K
|
134K
$35M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.18K- 3.79% |
$282K - $327K
|
30K
$7.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.21K- 4.85% |
$289K - $336K
|
23.8K
$6.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.22K- 26.75% |
$292K - $338K
|
3.35K
$873K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.23K- 45.68% |
$293K - $339K
|
1.46K
$380K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.24K- 1.99% |
$295K - $342K
|
61K
$15.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.24K- 48.36% |
$295K - $343K
|
1.32K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-1.24K- 14.41% |
$296K - $343K
|
7.36K
$1.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.25K- 13.75% |
$297K - $344K
|
7.81K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-1.26K- 99.05% |
$300K - $348K
|
12
$3.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.26K- 14.92% |
$300K - $348K
|
7.19K
$1.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.28K- 5.39% |
$305K - $353K
|
22.5K
$5.85M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-1.3K- 1.65% |
$310K - $359K
|
77.7K
$20.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.31K- 20.5% |
$313K - $363K
|
5.09K
$1.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.32K- 5.3% |
$315K - $365K
|
23.6K
$6.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.35K- 17.64% |
$322K - $373K
|
6.3K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.36K- 6.4% |
$324K - $376K
|
19.9K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-1.36K- 64.72% |
$325K - $377K
|
743
$194K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.36K- 56.81% |
$325K - $377K
|
1.04K
$270K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.38K- 49.21% |
$329K - $381K
|
1.42K
$371K
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.4K- 50.96% |
$334K - $388K
|
1.35K
$352K
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.4K- 50.96% |
$334K - $388K
|
1.35K
$352K
|
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.4K- 22.37% |
$335K - $388K
|
4.87K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.42K- 15.68% |
$338K - $392K
|
7.62K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.43K- 9.95% |
$340K - $395K
|
12.9K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.46K- 2.69% |
$348K - $404K
|
52.8K
$13.8M
|