Latest Institutional Sells of Salesforce, Inc. (CRM)
This list provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-501- 4.56% |
$119K - $139K
|
10.5K
$3.49M
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 31.91% |
$119K - $138K
|
1.07K
$355K
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-499- 64.97% |
$119K - $138K
|
269
$89.5K
|
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-489- 6.3% |
$117K - $135K
|
7.27K
$2.42M
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-488- 7.98% |
$116K - $135K
|
5.63K
$1.87M
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-473- 1.11% |
$113K - $131K
|
42K
$14M
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-470- 8.08% |
$112K - $130K
|
5.35K
$1.78M
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-465- 1.94% |
$111K - $129K
|
23.5K
$7.82M
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-460- 4.01% |
$110K - $127K
|
11K
$3.67M
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-450- 14.63% |
$107K - $124K
|
2.63K
$873K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-435- 6.71% |
$104K - $120K
|
6.05K
$2.01M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-430- 4.71% |
$103K - $119K
|
8.7K
$2.89M
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-430- 1.88% |
$103K - $119K
|
22.5K
$7.48M
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-426- 2.56% |
$102K - $118K
|
16.2K
$5.39M
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-426- 20.64% |
$102K - $118K
|
1.64K
$545K
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-425- 18.63% |
$101K - $118K
|
1.86K
$617K
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-416- 0.97% |
$99.2K - $115K
|
42.4K
$14.1M
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-406- 3.97% |
$96.8K - $112K
|
9.82K
$3.26M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-406- 5.56% |
$96.8K - $112K
|
6.89K
$2.29M
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-402- 18.48% |
$95.8K - $111K
|
1.77K
$590K
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-401- 33.75% |
$95.6K - $111K
|
787
$262K
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 0.73% |
$95.4K - $111K
|
54.6K
$18.2M
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-384- 7.66% |
$91.6K - $106K
|
4.63K
$1.54M
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-381- 27.19% |
$90.8K - $105K
|
1.02K
$339K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-373- 18.47% |
$88.9K - $103K
|
1.65K
$548K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-369- 27.54% |
$88K - $102K
|
971
$323K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-368- 29.7% |
$87.7K - $102K
|
871
$290K
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-366- 7.11% |
$87.3K - $101K
|
4.78K
$1.59M
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-358- 14.25% |
$85.4K - $99K
|
2.15K
$716K
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-357- 5.47% |
$85.1K - $98.7K
|
6.18K
$2.05M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-352- 4.87% |
$83.9K - $97.3K
|
6.88K
$2.29M
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-351- 67.76% |
$83.7K - $97.1K
|
167
$55.5K
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-351- 0.27% |
$83.7K - $97.1K
|
130K
$43.3M
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-351- 1.91% |
$83.7K - $97.1K
|
18K
$5.99M
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-345- 1.87% |
$82.3K - $95.4K
|
18.1K
$6.02M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-345- 5.87% |
$82.3K - $95.4K
|
5.53K
$1.84M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-344- 3.97% |
$82K - $95.1K
|
8.33K
$2.77M
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-342- 0.92% |
$81.5K - $94.6K
|
36.9K
$12.3M
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-338- 4.4% |
$80.6K - $93.5K
|
7.35K
$2.44M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-335- 2.11% |
$79.9K - $92.6K
|
15.6K
$5.17M
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-332- 2.76% |
$79.2K - $91.8K
|
11.7K
$3.9M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-329- 3.64% |
$78.4K - $91K
|
8.7K
$2.89M
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-328- 34.53% |
$78.2K - $90.7K
|
622
$207K
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-326- 2.28% |
$77.7K - $90.1K
|
14K
$4.66M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-320- 1.31% |
$76.3K - $88.5K
|
24.1K
$8.03M
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-320- 1.57% |
$76.3K - $88.5K
|
20.1K
$6.67M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-309- 21.43% |
$73.7K - $85.4K
|
1.13K
$377K
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-305- 8.38% |
$72.7K - $84.3K
|
3.33K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-304- 3.17% |
$72.5K - $84.1K
|
9.3K
$3.09M
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-304- 1.1% |
$72.5K - $84.1K
|
27.2K
$9.06M
|