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 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.42K- 15.68% |
$338K - $392K
|
7.62K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.43K- 9.95% |
$340K - $395K
|
12.9K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.46K- 2.69% |
$348K - $404K
|
52.8K
$13.9M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.48K- 51.65% |
$354K - $410K
|
1.39K
$366K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.5K- 6.46% |
$356K - $413K
|
21.7K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.5K- 18.98% |
$357K - $414K
|
6.39K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.5K- 3.06% |
$358K - $415K
|
47.5K
$12.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.5K- 34.18% |
$358K - $415K
|
2.89K
$762K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-1.56K- 1.02% |
$373K - $432K
|
152K
$39.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-1.57K- 1.63% |
$373K - $433K
|
94.6K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.57K- 61.48% |
$374K - $434K
|
983
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.58K- 11.45% |
$376K - $436K
|
12.2K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.58K- 18.63% |
$376K - $436K
|
6.89K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.58K- 15.1% |
$377K - $437K
|
8.9K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.64K- 22.43% |
$390K - $452K
|
5.65K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.64K- 19.45% |
$391K - $454K
|
6.79K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.66K- 65.23% |
$397K - $460K
|
887
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.67K- 1.31% |
$399K - $462K
|
126K
$33.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.7K- 8.95% |
$405K - $470K
|
17.3K
$4.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.7K- 47.7% |
$406K - $470K
|
1.87K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.71K- 12.74% |
$407K - $473K
|
11.7K
$3.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-1.76K- 4.37% |
$420K - $488K
|
38.6K
$10.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.83K- 34.43% |
$435K - $505K
|
3.48K
$917K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.87K- 5.91% |
$445K - $516K
|
29.7K
$7.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.87K- 15.83% |
$447K - $518K
|
9.96K
$2.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.88K- 22.94% |
$449K - $521K
|
6.32K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.89K- 35.65% |
$451K - $523K
|
3.41K
$900K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.9K- 3.06% |
$453K - $526K
|
60.3K
$15.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.9K- 4.58% |
$454K - $526K
|
39.6K
$10.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.91K- 6.98% |
$455K - $528K
|
25.4K
$6.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.91K- 19.1% |
$455K - $528K
|
8.09K
$2.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-1.92K- 19.25% |
$457K - $530K
|
8.03K
$2.12M
|
|
|
Jun 10, 2025
Q3 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-1.92K- 8.24% |
$458K - $531K
|
21.4K
$5.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.92K- 48.18% |
$458K - $531K
|
2.07K
$545K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.93K- 2.64% |
$461K - $535K
|
71.4K
$18.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.95K- 5.4% |
$464K - $539K
|
34.1K
$9M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-1.97K- 0.95% |
$470K - $545K
|
205K
$54.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.99K- 9.56% |
$474K - $549K
|
18.8K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-2.01K- 18.86% |
$479K - $556K
|
8.65K
$2.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.06K- 9.29% |
$490K - $569K
|
20.1K
$5.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.06K- 4.77% |
$491K - $570K
|
41.1K
$10.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.09K- 32.21% |
$499K - $579K
|
4.4K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.1K- 0.61% |
$500K - $580K
|
344K
$90.8M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.1K- 0.79% |
$501K - $581K
|
264K
$69.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.16K- 5.63% |
$515K - $597K
|
36.2K
$9.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.17K- 5.49% |
$516K - $599K
|
37.3K
$9.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.19K- 16.15% |
$521K - $605K
|
11.4K
$2.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.2K- 46.88% |
$525K - $609K
|
2.5K
$658K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.26K- 4.04% |
$538K - $624K
|
53.6K
$14.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.27K- 11.13% |
$542K - $628K
|
18.1K
$4.78M
|