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 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.39K- 1.12% |
$571K - $662K
|
211K
$55M
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.4K- 1.64% |
$572K - $664K
|
144K
$37.5M
|
|
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
$373K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.43K- 4.04% |
$580K - $673K
|
57.7K
$15M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.44K- 0.76% |
$582K - $676K
|
318K
$82.9M
|
|
Oct 10, 2024
Q3 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-2.45K- 1.72% |
$585K - $679K
|
140K
$36.6M
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-2.5K- 11.12% |
$595K - $690K
|
19.9K
$5.2M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.5K- 13.38% |
$596K - $691K
|
16.2K
$4.21M
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-2.5K- 99.72% |
$596K - $691K
|
7
$1.82K
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-2.51K- 0.2% |
$599K - $695K
|
1.24M
$322M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.53K- 25.8% |
$604K - $701K
|
7.29K
$1.9M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.54K- 16.11% |
$604K - $701K
|
13.2K
$3.44M
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-2.57K- 54.87% |
$613K - $712K
|
2.12K
$551K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.59K- 97.99% |
$616K - $715K
|
53
$13.8K
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.6K- 12.87% |
$620K - $719K
|
17.6K
$4.59M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.64K- 8.42% |
$629K - $729K
|
28.7K
$7.48M
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.68K- 1.23% |
$639K - $741K
|
215K
$56.1M
|
|
Nov 12, 2024
Q3 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-2.68K- 3.5% |
$640K - $742K
|
74K
$19.3M
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.69K- 22.47% |
$640K - $742K
|
9.26K
$2.41M
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.73K- 36.41% |
$650K - $754K
|
4.76K
$1.24M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.75K- 11.27% |
$656K - $761K
|
21.7K
$5.65M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.79K- 44.35% |
$666K - $772K
|
3.5K
$913K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.8K- 1.09% |
$667K - $773K
|
253K
$66.1M
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.8K- 2.83% |
$668K - $774K
|
96K
$25M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.81K- 78.22% |
$670K - $777K
|
782
$204K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.81K- 1.83% |
$670K - $777K
|
151K
$39.4M
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.83K- 18.0% |
$674K - $781K
|
12.9K
$3.35M
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.83K- 13.32% |
$674K - $781K
|
18.4K
$4.79M
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.9K- 40.28% |
$692K - $802K
|
4.3K
$1.12M
|
|
Nov 04, 2024
Q3 2024
|
Angle Point Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-2.95K- 29.95% |
$703K - $816K
|
6.9K
$1.8M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.96K- 11.59% |
$705K - $818K
|
22.6K
$5.88M
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.96K- 11.59% |
$705K - $818K
|
22.6K
$5.88M
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.97K- 26.02% |
$707K - $820K
|
8.43K
$2.2M
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.98K- 6.93% |
$711K - $825K
|
40.1K
$10.4M
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.99K- 37.51% |
$714K - $828K
|
4.99K
$1.3M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3K- 2.56% |
$715K - $829K
|
114K
$29.7M
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.01K- 8.58% |
$718K - $832K
|
32.1K
$8.36M
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.03K- 24.9% |
$721K - $837K
|
9.12K
$2.38M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.04K- 0.93% |
$724K - $839K
|
323K
$84.2M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.04K- 16.02% |
$725K - $840K
|
15.9K
$4.15M
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-3.12K- 8.56% |
$743K - $861K
|
33.3K
$8.67M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.15K- 1.33% |
$751K - $871K
|
233K
$60.8M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.17K- 8.91% |
$755K - $875K
|
32.4K
$8.43M
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.18K- 2.59% |
$757K - $878K
|
119K
$31.1M
|
|
Nov 13, 2024
Q3 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-3.19K- 13.12% |
$760K - $881K
|
21.1K
$5.5M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.19K- 9.66% |
$761K - $883K
|
29.9K
$7.78M
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.28K- 50.52% |
$783K - $908K
|
3.22K
$838K
|
|
Nov 14, 2024
Q3 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-3.29K- 80.65% |
$785K - $910K
|
790
$206K
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.32K- 1.55% |
$792K - $919K
|
211K
$55M
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.34K- 0.78% |
$796K - $924K
|
423K
$110M
|