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 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-19- 0.56% |
$4.53K - $5.25K
|
3.37K
$1.15M
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-19- 1.89% |
$4.53K - $5.25K
|
986
$337K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-19- 1.75% |
$4.53K - $5.25K
|
1.07K
$364K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-19- 1.41% |
$4.53K - $5.25K
|
1.33K
$453K
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-18- 0.37% |
$4.29K - $4.98K
|
4.83K
$1.65M
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-18- 2.04% |
$4.29K - $4.98K
|
864
$295K
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-18- 1.23% |
$4.29K - $4.98K
|
1.45K
$494K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-17- 0.28% |
$4.05K - $4.7K
|
5.99K
$2.05M
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-16- 1.05% |
$3.81K - $4.42K
|
1.51K
$515K
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-15- 0.68% |
$3.58K - $4.15K
|
2.19K
$750K
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-15- 1.57% |
$3.58K - $4.15K
|
941
$322K
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-14- 0.93% |
$3.34K - $3.87K
|
1.5K
$511K
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-14- 1.64% |
$3.34K - $3.87K
|
840
$287K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-14- 10.85% |
$3.34K - $3.87K
|
115
$39.3K
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-10- 0.88% |
$2.38K - $2.77K
|
1.12K
$384K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.18% |
$2.15K - $2.49K
|
5.12K
$1.75M
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-9- 0.82% |
$2.15K - $2.49K
|
1.09K
$372K
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-9- 0.33% |
$2.15K - $2.49K
|
2.7K
$924K
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-9- 0.54% |
$2.15K - $2.49K
|
1.65K
$564K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-8- 0.1% |
$1.91K - $2.21K
|
7.71K
$2.64M
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-7- 0.36% |
$1.67K - $1.94K
|
1.92K
$655K
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 2.34% |
$1.67K - $1.94K
|
292
$99.8K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 1.5% |
$1.67K - $1.94K
|
459
$157K
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-7- 0.7% |
$1.67K - $1.94K
|
993
$339K
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-7- 0.48% |
$1.67K - $1.94K
|
1.46K
$500K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6- 0.02% |
$1.43K - $1.66K
|
29.5K
$10.1M
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-6- 0.54% |
$1.43K - $1.66K
|
1.11K
$381K
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-5- 0.06% |
$1.19K - $1.38K
|
8.1K
$2.77M
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 0.07% |
$1.19K - $1.38K
|
6.99K
$2.39M
|
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-4- 0.07% |
$954 - $1.11K
|
5.65K
$1.93M
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.37% |
$954 - $1.11K
|
1.08K
$369K
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 3.67% |
$954 - $1.11K
|
105
$35.9K
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3- 0.18% |
$715 - $830
|
1.68K
$575K
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-3- 0.15% |
$715 - $830
|
2K
$683K
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-3- 4.76% |
$715 - $830
|
60
$20.5K
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3- 0.16% |
$715 - $830
|
1.82K
$622K
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-3- 0.34% |
$715 - $830
|
880
$301K
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-2- 0.03% |
$477 - $553
|
5.85K
$2M
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2- 1.68% |
$477 - $553
|
117
$40K
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2- 0.19% |
$477 - $553
|
1.03K
$351K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2- 0.12% |
$477 - $553
|
1.67K
$570K
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 1.28% |
$238 - $277
|
77
$26.3K
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.07% |
$238 - $277
|
1.51K
$517K
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 5.0% |
$238 - $277
|
19
$6.49K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-2.79M- 59.41% |
$609M - $851M
|
1.91M
$652M
|
|
Aug 14, 2024
Q2 2024
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
SELL
|
- |
-366K- 79.15% |
$79.7M - $111M
|
96.4K
$32.9M
|
|
Jul 31, 2024
Q2 2024
|
Alecta Tjanstepension Omsesidigt
|
SELL
|
- |
-187K- 65.11% |
$40.7M - $56.9M
|
100K
$34.2M
|
|
Aug 14, 2024
Q2 2024
|
Anomaly Capital Management, LP
New York, NY |
SELL
|
- |
-175K- 44.39% |
$38.1M - $53.2M
|
219K
$74.8M
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-174K- 99.54% |
$38M - $53.1M
|
812
$277K
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-152K- 99.42% |
$33.1M - $46.2M
|
891
$304K
|