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 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.36K- 8.47% |
$800K - $928K
|
36.3K
$9.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.37K- 4.72% |
$803K - $931K
|
67.9K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-3.37K- 1.2% |
$804K - $932K
|
278K
$72.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.45K- 73.3% |
$822K - $953K
|
1.26K
$327K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.49K- 17.59% |
$832K - $965K
|
16.3K
$4.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.5K- 4.39% |
$834K - $968K
|
76.2K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.55K- 18.17% |
$847K - $983K
|
16K
$4.17M
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-3.56K- 55.28% |
$848K - $984K
|
2.88K
$750K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3.64K- 34.4% |
$867K - $1.01M
|
6.94K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-3.67K- 20.19% |
$875K - $1.02M
|
14.5K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.69K- 46.2% |
$879K - $1.02M
|
4.29K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-3.71K- 49.63% |
$884K - $1.03M
|
3.76K
$981K
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.73K- 16.61% |
$889K - $1.03M
|
18.7K
$4.88M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.74K- 12.56% |
$891K - $1.03M
|
26K
$6.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-3.75K- 43.79% |
$893K - $1.04M
|
4.81K
$1.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-3.81K- 74.86% |
$909K - $1.05M
|
1.28K
$334K
|
|
|
Oct 24, 2024
Q3 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
SELL
|
- |
-3.9K- 28.83% |
$930K - $1.08M
|
9.63K
$2.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.95K- 7.38% |
$941K - $1.09M
|
49.5K
$12.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-3.97K- 1.66% |
$947K - $1.1M
|
236K
$61.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4K- 0.21% |
$954K - $1.11M
|
1.93M
$504M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.01K- 38.63% |
$956K - $1.11M
|
6.37K
$1.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
SELL
|
- |
-4.03K- 49.88% |
$962K - $1.12M
|
4.05K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.04K- 4.04% |
$963K - $1.12M
|
96K
$25M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-4.09K- 5.07% |
$976K - $1.13M
|
76.6K
$20M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.1K- 1.63% |
$978K - $1.13M
|
247K
$64.4M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-4.19K- 1.05% |
$998K - $1.16M
|
395K
$103M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-4.21K- 35.04% |
$1M - $1.16M
|
7.8K
$2.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.23K- 18.64% |
$1.01M - $1.17M
|
18.4K
$4.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.27K- 7.03% |
$1.02M - $1.18M
|
56.4K
$14.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.27K- 26.12% |
$1.02M - $1.18M
|
12.1K
$3.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.28K- 24.37% |
$1.02M - $1.18M
|
13.3K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-4.29K- 58.3% |
$1.02M - $1.19M
|
3.07K
$799K
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-4.32K- 14.81% |
$1.03M - $1.19M
|
24.8K
$6.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.33K- 44.56% |
$1.03M - $1.2M
|
5.39K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.36K- 2.41% |
$1.04M - $1.2M
|
177K
$46M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.45K- 68.07% |
$1.06M - $1.23M
|
2.09K
$544K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.5K- 18.12% |
$1.07M - $1.24M
|
20.3K
$5.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-4.52K- 41.72% |
$1.08M - $1.25M
|
6.32K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-4.6K- 21.71% |
$1.1M - $1.27M
|
16.6K
$4.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.65K- 32.22% |
$1.11M - $1.29M
|
9.79K
$2.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.66K- 1.47% |
$1.11M - $1.29M
|
313K
$81.6M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-4.7K- 1.52% |
$1.12M - $1.3M
|
305K
$79.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.84K- 5.48% |
$1.15M - $1.34M
|
83.6K
$21.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.92K- 61.44% |
$1.17M - $1.36M
|
3.09K
$804K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.94K- 85.13% |
$1.18M - $1.37M
|
863
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-4.95K- 11.02% |
$1.18M - $1.37M
|
40K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.99K- 18.04% |
$1.19M - $1.38M
|
22.7K
$5.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-5.01K- 1.35% |
$1.2M - $1.39M
|
367K
$95.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.02K- 31.95% |
$1.2M - $1.39M
|
10.7K
$2.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Glynn Capital Management LLC
|
SELL
|
- |
-5.05K- 41.44% |
$1.2M - $1.4M
|
7.14K
$1.86M
|