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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-229- 9.9% |
$54.6K - $63.3K
|
2.09K
$712K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-227- 0.11% |
$54.1K - $62.8K
|
200K
$68.4M
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-218- 6.99% |
$52K - $60.3K
|
2.9K
$991K
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-203- 21.73% |
$48.4K - $56.1K
|
731
$250K
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-198- 2.88% |
$47.2K - $54.8K
|
6.67K
$2.28M
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-197- 0.64% |
$47K - $54.5K
|
30.7K
$10.5M
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-197- 9.26% |
$47K - $54.5K
|
1.93K
$660K
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-195- 1.16% |
$46.5K - $53.9K
|
16.6K
$5.68M
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-190- 52.78% |
$45.3K - $52.5K
|
170
$58.1K
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-185- 1.87% |
$44.1K - $51.2K
|
9.69K
$3.31M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-181- 8.03% |
$43.2K - $50.1K
|
2.07K
$709K
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-179- 1.68% |
$42.7K - $49.5K
|
10.5K
$3.58M
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-177- 13.79% |
$42.2K - $48.9K
|
1.11K
$378K
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-177- 4.37% |
$42.2K - $48.9K
|
3.87K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-174- 1.5% |
$41.5K - $48.1K
|
11.4K
$3.9M
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-169- 2.94% |
$40.3K - $46.7K
|
5.57K
$1.9M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-167- 3.21% |
$39.8K - $46.2K
|
5.04K
$1.72M
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-165- 1.78% |
$39.3K - $45.6K
|
9.08K
$3.1M
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-163- 16.93% |
$38.9K - $45.1K
|
800
$273K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-162- 1.01% |
$38.6K - $44.8K
|
15.9K
$5.44M
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-162- 0.15% |
$38.6K - $44.8K
|
107K
$36.6M
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-155- 1.11% |
$37K - $42.9K
|
13.9K
$4.74M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-153- 16.98% |
$36.5K - $42.3K
|
748
$256K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-152- 1.97% |
$36.2K - $42K
|
7.57K
$2.59M
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-150- 12.71% |
$35.8K - $41.5K
|
1.03K
$352K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-149- 1.99% |
$35.5K - $41.2K
|
7.34K
$2.51M
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-148- 2.59% |
$35.3K - $40.9K
|
5.57K
$1.9M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-147- 9.53% |
$35K - $40.6K
|
1.4K
$477K
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-146- 2.09% |
$34.8K - $40.4K
|
6.82K
$2.33M
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-145- 3.08% |
$34.6K - $40.1K
|
4.57K
$1.56M
|
|
Nov 13, 2024
Q3 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-145- 1.85% |
$34.6K - $40.1K
|
7.68K
$2.63M
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-143- 0.84% |
$34.1K - $39.5K
|
16.9K
$5.76M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-143- 30.82% |
$34.1K - $39.5K
|
321
$110K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-143- 0.61% |
$34.1K - $39.5K
|
23.1K
$7.91M
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-141- 10.59% |
$33.6K - $39K
|
1.19K
$407K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-141- 2.77% |
$33.6K - $39K
|
4.94K
$1.69M
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-139- 3.99% |
$33.1K - $38.4K
|
3.35K
$1.14M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-139- 9.89% |
$33.1K - $38.4K
|
1.27K
$433K
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-138- 2.57% |
$32.9K - $38.2K
|
5.23K
$1.79M
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-137- 2.81% |
$32.7K - $37.9K
|
4.75K
$1.62M
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-136- 1.3% |
$32.4K - $37.6K
|
10.3K
$3.53M
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-128- 4.82% |
$30.5K - $35.4K
|
2.53K
$865K
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-128- 14.22% |
$30.5K - $35.4K
|
772
$264K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-127- 1.54% |
$30.3K - $35.1K
|
8.13K
$2.78M
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-126- 1.71% |
$30K - $34.8K
|
7.23K
$2.47M
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-125- 3.71% |
$29.8K - $34.6K
|
3.24K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-125- 7.03% |
$29.8K - $34.6K
|
1.65K
$564K
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-124- 9.37% |
$29.6K - $34.3K
|
1.2K
$410K
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-123- 9.17% |
$29.3K - $34K
|
1.22K
$416K
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-122- 1.18% |
$29.1K - $33.7K
|
10.2K
$3.49M
|