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 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-230- 16.08% |
$46.6K - $53.9K
|
1.2K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-187- 0.9% |
$37.9K - $43.8K
|
20.7K
$7.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-149- 2.08% |
$30.2K - $34.9K
|
7.02K
$2.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-120- 3.11% |
$24.3K - $28.1K
|
3.74K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-116Closed |
$23.5K - $27.2K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-85- 77.27% |
$17.2K - $19.9K
|
25
$8.54K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-83- 10.85% |
$16.8K - $19.5K
|
682
$233K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-63- 5.19% |
$12.8K - $14.8K
|
1.15K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-57- 3.76% |
$11.5K - $13.4K
|
1.46K
$499K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-46- 60.53% |
$9.31K - $10.8K
|
30
$10.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-29- 4.5% |
$5.87K - $6.8K
|
616
$210K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-25- 20.0% |
$5.06K - $5.86K
|
100
$34.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-24- 3.63% |
$4.86K - $5.62K
|
637
$218K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-24- 2.29% |
$4.86K - $5.62K
|
1.03K
$350K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-20- 25.0% |
$4.05K - $4.69K
|
60
$20.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-12- 0.74% |
$2.43K - $2.81K
|
1.61K
$548K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-7- 2.14% |
$1.42K - $1.64K
|
320
$109K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-3- 3.0% |
$607 - $703
|
97
$33.1K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.27M- 24.92% |
$241M - $285M
|
3.84M
$1.31B
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-60.3K- 97.54% |
$11.4M - $13.5M
|
1.52K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Deccan Value Investors L.P.
Greenwich, CT |
SELL
|
- |
-49.2K- 5.0% |
$9.29M - $11M
|
935K
$319M
|
|
|
Aug 11, 2023
Q2 2023
|
Bloom Tree Partners, LLC
New York, NY |
SELL
|
- |
-46.5K- 47.57% |
$8.78M - $10.4M
|
51.2K
$17.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Shannon River Fund Management LLC
|
SELL
|
- |
-41.5K- 49.6% |
$7.83M - $9.26M
|
42.1K
$14.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbor Spring Capital, LLC
New York, NY |
SELL
|
- |
-26.6K- 59.04% |
$5.02M - $5.93M
|
18.4K
$6.3M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22K- 33.13% |
$4.15M - $4.9M
|
44.3K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Corvex Management LP
New York, NY |
SELL
|
- |
-20.4K- 87.06% |
$3.85M - $4.56M
|
3.03K
$1.04M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-15.1K- 28.25% |
$2.85M - $3.36M
|
38.2K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-7.6K- 63.19% |
$1.43M - $1.7M
|
4.43K
$1.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-6.2K- 54.51% |
$1.17M - $1.38M
|
5.17K
$1.77M
|
|
|
Jul 12, 2023
Q2 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-4.64K- 75.58% |
$877K - $1.04M
|
1.5K
$513K
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-4.39K- 33.08% |
$829K - $981K
|
8.88K
$3.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.54K- 4.44% |
$668K - $790K
|
76.1K
$26M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3.46K- 76.02% |
$654K - $773K
|
1.09K
$373K
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-3.4K- 80.95% |
$642K - $759K
|
800
$273K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-2.71K- 36.28% |
$513K - $606K
|
4.77K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
PUT |
-1.7K- 4.79% |
$321K - $380K
|
33.8K
$11.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.54K- 98.59% |
$291K - $344K
|
22
$7.52K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 53.12% |
$275K - $325K
|
1.29K
$439K
|
|
|
Aug 14, 2023
Q2 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-1.22K- 17.28% |
$230K - $273K
|
5.84K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-931- 40.29% |
$176K - $208K
|
1.38K
$472K
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-837- 2.31% |
$158K - $187K
|
35.4K
$12.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-727- 18.73% |
$137K - $162K
|
3.15K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-654- 8.52% |
$124K - $146K
|
7.03K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-461- 3.57% |
$87.1K - $103K
|
12.5K
$4.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-442- 9.89% |
$83.5K - $98.7K
|
4.03K
$1.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-391- 15.45% |
$73.9K - $87.3K
|
2.14K
$731K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-257- 20.96% |
$48.5K - $57.4K
|
969
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-246- 10.83% |
$46.5K - $55K
|
2.03K
$692K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-239- 33.76% |
$45.1K - $53.4K
|
469
$160K
|
|
|
Aug 02, 2023
Q2 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-236- 15.71% |
$44.6K - $52.7K
|
1.27K
$433K
|
|