Purchases and Sales Made in Q1 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q1 2024. The information is specifically focused on institutions that hold shares of Salesforce, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-55- 4.14% |
$13.8K - $17.4K
|
1.28K
$417K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-55- 9.95% |
$13.8K - $17.4K
|
498
$163K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-56- 3.19% |
$14.1K - $17.7K
|
1.7K
$557K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
SELL
|
- |
-56- 0.79% |
$14.1K - $17.7K
|
7.07K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-56- 3.52% |
$14.1K - $17.7K
|
1.54K
$503K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-56- 21.62% |
$14.1K - $17.7K
|
203
$66.4K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-56- 47.06% |
$14.1K - $17.7K
|
63
$20.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-57- 0.95% |
$14.3K - $18.1K
|
5.93K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-57- 4.07% |
$14.3K - $18.1K
|
1.34K
$439K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-58- 5.23% |
$14.6K - $18.4K
|
1.05K
$344K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-59- 0.68% |
$14.8K - $18.7K
|
8.62K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-60- 0.87% |
$15.1K - $19K
|
6.85K
$2.24M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-61- 0.84% |
$15.3K - $19.3K
|
7.24K
$2.37M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-61- 5.67% |
$15.3K - $19.3K
|
1.02K
$332K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-61- 0.76% |
$15.3K - $19.3K
|
7.98K
$2.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-62- 1.31% |
$15.6K - $19.6K
|
4.65K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-62- 1.51% |
$15.6K - $19.6K
|
4.04K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-63- 6.86% |
$15.8K - $20K
|
856
$280K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-63- 6.41% |
$15.8K - $20K
|
920
$301K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-63- 2.45% |
$15.8K - $20K
|
2.51K
$822K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-64- 0.75% |
$16.1K - $20.3K
|
8.52K
$2.79M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-65- 3.45% |
$16.3K - $20.6K
|
1.82K
$595K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-66- 7.15% |
$16.6K - $20.9K
|
857
$280K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-66- 1.02% |
$16.6K - $20.9K
|
6.39K
$2.09M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-66- 7.98% |
$16.6K - $20.9K
|
761
$249K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-67- 5.19% |
$16.8K - $21.2K
|
1.23K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-67- 3.31% |
$16.8K - $21.2K
|
1.96K
$641K
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-68- 31.19% |
$17.1K - $21.5K
|
150
$49.1K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-69- 5.21% |
$17.3K - $21.9K
|
1.26K
$411K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-70- 6.51% |
$17.6K - $22.2K
|
1.01K
$329K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-70- 1.27% |
$17.6K - $22.2K
|
5.46K
$1.79M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-70- 1.38% |
$17.6K - $22.2K
|
5K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-70- 1.09% |
$17.6K - $22.2K
|
6.33K
$2.07M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-71- 18.68% |
$17.8K - $22.5K
|
309
$101K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-73- 3.37% |
$18.3K - $23.1K
|
2.1K
$686K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-73- 1.05% |
$18.3K - $23.1K
|
6.88K
$2.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-76- 4.64% |
$19.1K - $24.1K
|
1.56K
$511K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-77- 1.87% |
$19.3K - $24.4K
|
4.04K
$1.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-78- 0.09% |
$19.6K - $24.7K
|
89.4K
$29.2M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-78- 3.25% |
$19.6K - $24.7K
|
2.32K
$760K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-79- 1.0% |
$19.8K - $25K
|
7.81K
$2.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-79- 1.44% |
$19.8K - $25K
|
5.43K
$1.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-79- 1.3% |
$19.8K - $25K
|
6.01K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-79- 2.41% |
$19.8K - $25K
|
3.2K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-80- 0.95% |
$20.1K - $25.4K
|
8.36K
$2.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-81- 0.63% |
$20.3K - $25.7K
|
12.7K
$4.16M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-81- 0.43% |
$20.3K - $25.7K
|
18.7K
$6.12M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-81- 0.26% |
$20.3K - $25.7K
|
30.7K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-82- 4.24% |
$20.6K - $26K
|
1.85K
$607K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-82- 5.22% |
$20.6K - $26K
|
1.49K
$488K
|