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 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.01K- 8.58% |
$718K - $832K
|
32.1K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.03K- 24.9% |
$721K - $837K
|
9.12K
$3.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.04K- 0.93% |
$724K - $839K
|
323K
$108M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.04K- 16.02% |
$725K - $840K
|
15.9K
$5.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-3.12K- 8.56% |
$743K - $861K
|
33.3K
$11.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.15K- 1.33% |
$751K - $871K
|
233K
$77.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.17K- 8.91% |
$755K - $875K
|
32.4K
$10.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.18K- 2.59% |
$757K - $878K
|
119K
$39.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-3.19K- 13.12% |
$760K - $881K
|
21.1K
$7.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.19K- 9.66% |
$761K - $883K
|
29.9K
$9.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.28K- 50.52% |
$783K - $908K
|
3.22K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-3.29K- 80.65% |
$785K - $910K
|
790
$264K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.32K- 1.55% |
$792K - $919K
|
211K
$70.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.34K- 0.78% |
$796K - $924K
|
423K
$141M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.36K- 8.47% |
$800K - $928K
|
36.3K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.37K- 4.72% |
$803K - $931K
|
67.9K
$22.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-3.37K- 1.2% |
$804K - $932K
|
278K
$92.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.45K- 73.3% |
$822K - $953K
|
1.26K
$419K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.49K- 17.59% |
$832K - $965K
|
16.3K
$5.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.5K- 4.39% |
$834K - $968K
|
76.2K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.55K- 18.17% |
$847K - $983K
|
16K
$5.34M
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3.64K- 34.4% |
$867K - $1.01M
|
6.94K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-3.67K- 20.19% |
$875K - $1.02M
|
14.5K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.69K- 46.2% |
$879K - $1.02M
|
4.29K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-3.71K- 49.63% |
$884K - $1.03M
|
3.76K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.73K- 16.61% |
$889K - $1.03M
|
18.7K
$6.25M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.74K- 12.56% |
$891K - $1.03M
|
26K
$8.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-3.75K- 43.79% |
$893K - $1.04M
|
4.81K
$1.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-3.81K- 74.86% |
$909K - $1.05M
|
1.28K
$428K
|
|
|
Oct 24, 2024
Q3 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
SELL
|
- |
-3.9K- 28.83% |
$930K - $1.08M
|
9.63K
$3.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.95K- 7.38% |
$941K - $1.09M
|
49.5K
$16.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-3.97K- 1.66% |
$947K - $1.1M
|
236K
$78.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4K- 0.21% |
$954K - $1.11M
|
1.93M
$646M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.01K- 38.63% |
$956K - $1.11M
|
6.37K
$2.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
SELL
|
- |
-4.03K- 49.88% |
$962K - $1.12M
|
4.05K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.04K- 4.04% |
$963K - $1.12M
|
96K
$32M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-4.09K- 5.07% |
$976K - $1.13M
|
76.6K
$25.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.1K- 1.63% |
$978K - $1.13M
|
247K
$82.5M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-4.19K- 1.05% |
$998K - $1.16M
|
395K
$132M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-4.21K- 35.04% |
$1M - $1.16M
|
7.8K
$2.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.23K- 18.64% |
$1.01M - $1.17M
|
18.4K
$6.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.27K- 7.03% |
$1.02M - $1.18M
|
56.4K
$18.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.27K- 26.12% |
$1.02M - $1.18M
|
12.1K
$4.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.28K- 24.37% |
$1.02M - $1.18M
|
13.3K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-4.29K- 58.3% |
$1.02M - $1.19M
|
3.07K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-4.32K- 14.81% |
$1.03M - $1.19M
|
24.8K
$8.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.33K- 44.56% |
$1.03M - $1.2M
|
5.39K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.36K- 2.41% |
$1.04M - $1.2M
|
177K
$58.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.45K- 68.07% |
$1.06M - $1.23M
|
2.09K
$696K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.5K- 18.12% |
$1.07M - $1.24M
|
20.3K
$6.79M
|