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 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-2.01K- 18.86% |
$479K - $556K
|
8.65K
$2.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.06K- 9.29% |
$490K - $569K
|
20.1K
$6.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.06K- 4.77% |
$491K - $570K
|
41.1K
$13.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.09K- 32.21% |
$499K - $579K
|
4.4K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.1K- 0.61% |
$500K - $580K
|
344K
$115M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.1K- 0.79% |
$501K - $581K
|
264K
$88.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.16K- 5.63% |
$515K - $597K
|
36.2K
$12.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.17K- 5.49% |
$516K - $599K
|
37.3K
$12.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.19K- 16.15% |
$521K - $605K
|
11.4K
$3.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.2K- 46.88% |
$525K - $609K
|
2.5K
$833K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.26K- 4.04% |
$538K - $624K
|
53.6K
$17.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.27K- 11.13% |
$542K - $628K
|
18.1K
$6.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.29K- 36.45% |
$546K - $633K
|
3.99K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.33K- 19.28% |
$555K - $643K
|
9.75K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-2.33K- 73.62% |
$555K - $644K
|
834
$278K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.39K- 1.12% |
$571K - $662K
|
211K
$70.4M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.4K- 1.64% |
$572K - $664K
|
144K
$48M
|
|
|
Nov 14, 2024
Q3 2024
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
SELL
|
- |
-2.41K- 62.75% |
$575K - $667K
|
1.43K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.43K- 4.04% |
$580K - $673K
|
57.7K
$19.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.44K- 0.76% |
$582K - $676K
|
318K
$106M
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-2.45K- 1.72% |
$585K - $679K
|
140K
$46.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-2.5K- 11.12% |
$595K - $690K
|
19.9K
$6.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.5K- 13.38% |
$596K - $691K
|
16.2K
$5.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-2.5K- 99.72% |
$596K - $691K
|
7
$2.34K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-2.51K- 0.2% |
$599K - $695K
|
1.24M
$413M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.53K- 25.8% |
$604K - $701K
|
7.29K
$2.43M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.54K- 16.11% |
$604K - $701K
|
13.2K
$4.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-2.57K- 54.87% |
$613K - $712K
|
2.12K
$706K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.59K- 97.99% |
$616K - $715K
|
53
$17.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.6K- 12.87% |
$620K - $719K
|
17.6K
$5.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.64K- 8.42% |
$629K - $729K
|
28.7K
$9.58M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.68K- 1.23% |
$639K - $741K
|
215K
$71.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-2.68K- 3.5% |
$640K - $742K
|
74K
$24.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.69K- 22.47% |
$640K - $742K
|
9.26K
$3.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.73K- 36.41% |
$650K - $754K
|
4.76K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.75K- 11.27% |
$656K - $761K
|
21.7K
$7.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.79K- 44.35% |
$666K - $772K
|
3.5K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.8K- 1.09% |
$667K - $773K
|
253K
$84.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.8K- 2.83% |
$668K - $774K
|
96K
$32M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.81K- 78.22% |
$670K - $777K
|
782
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.81K- 1.83% |
$670K - $777K
|
151K
$50.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.83K- 18.0% |
$674K - $781K
|
12.9K
$4.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.83K- 13.32% |
$674K - $781K
|
18.4K
$6.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.9K- 40.28% |
$692K - $802K
|
4.3K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Angle Point Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-2.95K- 29.95% |
$703K - $816K
|
6.9K
$2.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.96K- 11.59% |
$705K - $818K
|
22.6K
$7.53M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.97K- 26.02% |
$707K - $820K
|
8.43K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.98K- 6.93% |
$711K - $825K
|
40.1K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.99K- 37.51% |
$714K - $828K
|
4.99K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3K- 2.56% |
$715K - $829K
|
114K
$38.1M
|