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 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-304- 1.66% |
$72.5K - $84.1K
|
18.1K
$6.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-302- 10.35% |
$72K - $83.5K
|
2.62K
$876K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-298- 1.4% |
$71K - $82.4K
|
21K
$7.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-290- 5.48% |
$69.1K - $80.2K
|
5.01K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-285- 2.81% |
$67.9K - $78.8K
|
9.87K
$3.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-283- 16.85% |
$67.5K - $78.3K
|
1.4K
$468K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-281- 0.59% |
$67K - $77.7K
|
47.3K
$15.8M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-280- 1.66% |
$66.8K - $77.4K
|
16.6K
$5.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-277- 5.69% |
$66K - $76.6K
|
4.6K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-268- 25.19% |
$63.9K - $74.1K
|
796
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-264- 1.51% |
$62.9K - $73K
|
17.2K
$5.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-264- 5.24% |
$62.9K - $73K
|
4.78K
$1.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-262- 0.58% |
$62.5K - $72.5K
|
45.3K
$15.1M
|
|
|
Nov 12, 2024
Q3 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-260- 1.58% |
$62K - $71.9K
|
16.2K
$5.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-259- 4.24% |
$61.8K - $71.6K
|
5.84K
$1.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-257- 25.88% |
$61.3K - $71.1K
|
736
$246K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-257- 1.58% |
$61.3K - $71.1K
|
16.1K
$5.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-255- 17.59% |
$60.8K - $70.5K
|
1.2K
$400K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-254- 21.24% |
$60.6K - $70.2K
|
942
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-253- 4.02% |
$60.3K - $70K
|
6.04K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-250- 44.72% |
$59.6K - $69.1K
|
309
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-249- 3.88% |
$59.4K - $68.9K
|
6.17K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-246- 1.08% |
$58.7K - $68K
|
22.6K
$7.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-246- 23.21% |
$58.7K - $68K
|
814
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-244- 4.55% |
$58.2K - $67.5K
|
5.12K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-243- 99.18% |
$57.9K - $67.2K
|
2
$669
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-242- 1.66% |
$57.7K - $66.9K
|
14.3K
$4.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-242- 12.27% |
$57.7K - $66.9K
|
1.73K
$579K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-242- 22.62% |
$57.7K - $66.9K
|
828
$277K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-240- 1.32% |
$57.2K - $66.4K
|
18K
$6.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-240- 9.74% |
$57.2K - $66.4K
|
2.22K
$744K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-239- 2.46% |
$57K - $66.1K
|
9.48K
$3.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-239- 19.69% |
$57K - $66.1K
|
975
$326K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-238- 16.4% |
$56.7K - $65.8K
|
1.21K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-234- 23.01% |
$55.8K - $64.7K
|
783
$262K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-234- 4.12% |
$55.8K - $64.7K
|
5.44K
$1.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-229- 2.13% |
$54.6K - $63.3K
|
10.5K
$3.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-229- 10.7% |
$54.6K - $63.3K
|
1.91K
$640K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-229- 9.9% |
$54.6K - $63.3K
|
2.09K
$698K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-227- 0.11% |
$54.1K - $62.8K
|
200K
$67M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-218- 6.99% |
$52K - $60.3K
|
2.9K
$971K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
SELL
|
- |
-205- 0.1% |
$48.9K - $56.7K
|
198K
$66.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-204- 7.15% |
$48.6K - $56.4K
|
2.65K
$887K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-203- 21.73% |
$48.4K - $56.1K
|
731
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-200- 7.34% |
$47.7K - $55.3K
|
2.53K
$845K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-198- 2.88% |
$47.2K - $54.8K
|
6.67K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-197- 0.64% |
$47K - $54.5K
|
30.7K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-197- 9.26% |
$47K - $54.5K
|
1.93K
$646K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-197- 16.15% |
$47K - $54.5K
|
1.02K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-195- 1.16% |
$46.5K - $53.9K
|
16.6K
$5.57M
|