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
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-155- 2.03% |
$38.9K - $49.1K
|
7.48K
$2.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-157- 7.31% |
$39.4K - $49.8K
|
1.99K
$651K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-157- 10.15% |
$39.4K - $49.8K
|
1.39K
$455K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-158- 0.83% |
$39.7K - $50.1K
|
18.9K
$6.2M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-158- 7.72% |
$39.7K - $50.1K
|
1.89K
$618K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-158- 66.39% |
$39.7K - $50.1K
|
80
$26.2K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-159- 5.49% |
$39.9K - $50.4K
|
2.74K
$895K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-160- 3.79% |
$40.2K - $50.7K
|
4.06K
$1.33M
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-160- 3.86% |
$40.2K - $50.7K
|
3.98K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-161- 25.8% |
$40.4K - $51K
|
463
$151K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-167- 4.94% |
$41.9K - $52.9K
|
3.22K
$1.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-167- 1.9% |
$41.9K - $52.9K
|
8.64K
$2.83M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-167- 6.66% |
$41.9K - $52.9K
|
2.34K
$766K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-169- 1.66% |
$42.4K - $53.6K
|
9.98K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Harvest Management LLC
New York, NY |
SELL
|
- |
-171- 7.43% |
$42.9K - $54.2K
|
2.13K
$697K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-173- 1.99% |
$43.4K - $54.8K
|
8.52K
$2.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-174- 2.67% |
$43.7K - $55.1K
|
6.35K
$2.08M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-175- 10.93% |
$43.9K - $55.5K
|
1.43K
$467K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-176- 4.33% |
$44.2K - $55.8K
|
3.89K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-176- 2.63% |
$44.2K - $55.8K
|
6.53K
$2.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-178- 2.24% |
$44.7K - $56.4K
|
7.79K
$2.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-178- 8.64% |
$44.7K - $56.4K
|
1.88K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-178- 13.66% |
$44.7K - $56.4K
|
1.13K
$368K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-179- 4.96% |
$45K - $56.7K
|
3.43K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-179- 9.24% |
$45K - $56.7K
|
1.76K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-180- 0.71% |
$45.2K - $57K
|
25.3K
$8.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-181- 19.91% |
$45.5K - $57.4K
|
728
$238K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-181- 7.16% |
$45.5K - $57.4K
|
2.35K
$768K
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-183- 0.14% |
$46K - $58K
|
128K
$41.8M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-184- 5.1% |
$46.2K - $58.3K
|
3.43K
$1.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-185- 0.62% |
$46.5K - $58.6K
|
29.6K
$9.7M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-185- 2.9% |
$46.5K - $58.6K
|
6.2K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-190- 0.28% |
$47.7K - $60.2K
|
66.5K
$21.8M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-190- 3.12% |
$47.7K - $60.2K
|
5.9K
$1.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-192- 4.04% |
$48.2K - $60.8K
|
4.56K
$1.49M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-193- 12.61% |
$48.5K - $61.2K
|
1.34K
$437K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
SELL
|
- |
-200- 0.59% |
$50.2K - $63.4K
|
33.6K
$11M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-200- 2.18% |
$50.2K - $63.4K
|
8.98K
$2.94M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 22.25% |
$50.2K - $63.4K
|
699
$229K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-200- 2.77% |
$50.2K - $63.4K
|
7.02K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-200- 15.4% |
$50.2K - $63.4K
|
1.1K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-204- 16.43% |
$51.2K - $64.6K
|
1.04K
$340K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-206- 1.78% |
$51.7K - $65.3K
|
11.4K
$3.72M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-208- 9.92% |
$52.2K - $65.9K
|
1.89K
$618K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-208- 6.45% |
$52.2K - $65.9K
|
3.02K
$987K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-208- 7.59% |
$52.2K - $65.9K
|
2.53K
$828K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-210- 0.91% |
$52.7K - $66.5K
|
22.9K
$7.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-211- 11.99% |
$53K - $66.9K
|
1.55K
$507K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-211- 3.99% |
$53K - $66.9K
|
5.08K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-215- 3.42% |
$54K - $68.1K
|
6.07K
$1.99M
|