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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-822- 16.98% |
$206K - $260K
|
4.02K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-753- 83.11% |
$189K - $239K
|
153
$51.2K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-564- 1.42% |
$142K - $179K
|
39K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-500- 25.0% |
$126K - $158K
|
1.5K
$502K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-456- 23.28% |
$115K - $144K
|
1.5K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-396- 13.92% |
$99.4K - $125K
|
2.45K
$820K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-380- 32.76% |
$95.4K - $120K
|
780
$261K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-369- 20.74% |
$92.7K - $117K
|
1.41K
$472K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-350- 10.0% |
$87.9K - $111K
|
3.15K
$1.05M
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-326- 22.85% |
$81.9K - $103K
|
1.1K
$368K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-307- 2.52% |
$77.1K - $97.3K
|
11.9K
$3.97M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-303- 26.51% |
$76.1K - $96K
|
840
$281K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-267- 26.51% |
$67K - $84.6K
|
740
$248K
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-250- 3.29% |
$62.8K - $79.2K
|
7.35K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-235- 6.72% |
$59K - $74.5K
|
3.26K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-211- 11.99% |
$53K - $66.9K
|
1.55K
$518K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-185- 2.9% |
$46.5K - $58.6K
|
6.2K
$2.08M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-179- 4.96% |
$45K - $56.7K
|
3.43K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Harvest Management LLC
New York, NY |
SELL
|
- |
-171- 7.43% |
$42.9K - $54.2K
|
2.13K
$712K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-167- 4.94% |
$41.9K - $52.9K
|
3.22K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-150- 17.38% |
$37.7K - $47.5K
|
713
$239K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-147- 2.25% |
$36.9K - $46.6K
|
6.4K
$2.14M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-140- 13.71% |
$35.2K - $44.4K
|
881
$295K
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-128- 14.37% |
$32.1K - $40.6K
|
763
$255K
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-115- 7.92% |
$28.9K - $36.4K
|
1.34K
$447K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-100- 12.21% |
$25.1K - $31.7K
|
719
$241K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-100- 5.21% |
$25.1K - $31.7K
|
1.82K
$609K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-100- 12.94% |
$25.1K - $31.7K
|
673
$225K
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-78- 3.25% |
$19.6K - $24.7K
|
2.32K
$777K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-73- 3.37% |
$18.3K - $23.1K
|
2.1K
$701K
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-68- 31.19% |
$17.1K - $21.5K
|
150
$50.2K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-66- 7.98% |
$16.6K - $20.9K
|
761
$255K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-56- 47.06% |
$14.1K - $17.7K
|
63
$21.1K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-40- 43.96% |
$10K - $12.7K
|
51
$17.1K
|
|
|
May 08, 2024
Q1 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-39- 0.01% |
$9.79K - $12.4K
|
324K
$109M
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-38- 0.37% |
$9.54K - $12K
|
10.3K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-35- 34.31% |
$8.79K - $11.1K
|
67
$22.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-35- 6.48% |
$8.79K - $11.1K
|
505
$169K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-33- 3.75% |
$8.29K - $10.5K
|
847
$283K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-32- 0.85% |
$8.04K - $10.1K
|
3.75K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-30- 6.02% |
$7.53K - $9.51K
|
468
$157K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-29- 17.68% |
$7.28K - $9.19K
|
135
$45.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-26Closed |
$6.53K - $8.24K
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-24- 9.27% |
$6.03K - $7.61K
|
235
$78.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-23- 2.61% |
$5.78K - $7.29K
|
858
$287K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-18- 27.69% |
$4.52K - $5.7K
|
47
$15.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-18- 0.08% |
$4.52K - $5.7K
|
23.5K
$7.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-16- 13.22% |
$4.02K - $5.07K
|
105
$35.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-11- 11.34% |
$2.76K - $3.49K
|
86
$28.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-11- 0.6% |
$2.76K - $3.49K
|
1.82K
$607K
|