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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-107- 4.75% |
$26.9K - $33.9K
|
2.15K
$702K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-108- 46.96% |
$27.1K - $34.2K
|
122
$39.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-108- 0.21% |
$27.1K - $34.2K
|
50.6K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-109- 3.42% |
$27.4K - $34.5K
|
3.08K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-110- 3.95% |
$27.6K - $34.9K
|
2.67K
$875K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-110- 3.22% |
$27.6K - $34.9K
|
3.31K
$1.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-111- 2.36% |
$27.9K - $35.2K
|
4.6K
$1.51M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-114- 0.57% |
$28.6K - $36.1K
|
20K
$6.55M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-114- 2.5% |
$28.6K - $36.1K
|
4.45K
$1.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-115- 7.92% |
$28.9K - $36.4K
|
1.34K
$437K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-115- 4.34% |
$28.9K - $36.4K
|
2.54K
$830K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-115- 1.5% |
$28.9K - $36.4K
|
7.53K
$2.46M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-116- 11.97% |
$29.1K - $36.8K
|
853
$279K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-116- 7.1% |
$29.1K - $36.8K
|
1.52K
$497K
|
|
|
May 01, 2024
Q1 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-117- 0.56% |
$29.4K - $37.1K
|
20.9K
$6.84M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-119- 0.01% |
$29.9K - $37.7K
|
807K
$264M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-119- 4.04% |
$29.9K - $37.7K
|
2.83K
$925K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-120- 1.52% |
$30.1K - $38K
|
7.75K
$2.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-123- 0.07% |
$30.9K - $39K
|
170K
$55.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-123- 2.19% |
$30.9K - $39K
|
5.5K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-123- 0.13% |
$30.9K - $39K
|
97.8K
$32M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-124- 5.43% |
$31.1K - $39.3K
|
2.16K
$707K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-128- 2.2% |
$32.1K - $40.6K
|
5.7K
$1.87M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-128- 1.48% |
$32.1K - $40.6K
|
8.54K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-128- 14.37% |
$32.1K - $40.6K
|
763
$250K
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-128- 14.37% |
$32.1K - $40.6K
|
763
$250K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-130- 4.64% |
$32.6K - $41.2K
|
2.67K
$873K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-130- 1.93% |
$32.6K - $41.2K
|
6.61K
$2.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-131- 1.63% |
$32.9K - $41.5K
|
7.91K
$2.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-133- 2.98% |
$33.4K - $42.1K
|
4.33K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-135- 2.06% |
$33.9K - $42.8K
|
6.43K
$2.11M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-135- 3.93% |
$33.9K - $42.8K
|
3.3K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-135- 12.78% |
$33.9K - $42.8K
|
921
$301K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-135- 1.78% |
$33.9K - $42.8K
|
7.45K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-135- 0.72% |
$33.9K - $42.8K
|
18.5K
$6.05M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-137- 6.1% |
$34.4K - $43.4K
|
2.11K
$690K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-138- 9.87% |
$34.7K - $43.7K
|
1.26K
$412K
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-140- 13.71% |
$35.2K - $44.4K
|
881
$288K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-145- 7.28% |
$36.4K - $45.9K
|
1.85K
$604K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-145- 2.43% |
$36.4K - $45.9K
|
5.82K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-146- 3.25% |
$36.7K - $46.3K
|
4.35K
$1.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-147- 2.25% |
$36.9K - $46.6K
|
6.4K
$2.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-149- 8.27% |
$37.4K - $47.2K
|
1.65K
$541K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-149- 1.63% |
$37.4K - $47.2K
|
9K
$2.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-150- 16.41% |
$37.7K - $47.5K
|
764
$250K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-150- 10.15% |
$37.7K - $47.5K
|
1.33K
$435K
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-150- 17.38% |
$37.7K - $47.5K
|
713
$233K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-150- 9.43% |
$37.7K - $47.5K
|
1.44K
$471K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-152- 2.7% |
$38.2K - $48.2K
|
5.49K
$1.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-155- 16.2% |
$38.9K - $49.1K
|
802
$262K
|