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 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-327- 6.73% |
$82.1K - $104K
|
4.53K
$1.49M
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-328- 5.17% |
$82.4K - $104K
|
6.02K
$1.99M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-336- 2.01% |
$84.4K - $106K
|
16.4K
$5.41M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-337- 18.17% |
$84.6K - $107K
|
1.52K
$501K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-338- 1.3% |
$84.9K - $107K
|
25.7K
$8.46M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-338- 5.0% |
$84.9K - $107K
|
6.42K
$2.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-340- 1.21% |
$85.4K - $108K
|
27.7K
$9.15M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-340- 94.44% |
$85.4K - $108K
|
20
$6.6K
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-340- 1.46% |
$85.4K - $108K
|
23K
$7.57M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-341- 10.65% |
$85.6K - $108K
|
2.86K
$943K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-342- 5.48% |
$85.9K - $108K
|
5.89K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-344- 2.39% |
$86.4K - $109K
|
14K
$4.63M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-345- 12.98% |
$86.6K - $109K
|
2.31K
$763K
|
|
|
Apr 22, 2024
Q1 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-345- 1.46% |
$86.6K - $109K
|
23.3K
$7.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
SELL
|
- |
-346- 4.23% |
$86.9K - $110K
|
7.84K
$2.59M
|
|
|
May 03, 2024
Q1 2024
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-348- 22.11% |
$87.4K - $110K
|
1.23K
$404K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-350- 10.0% |
$87.9K - $111K
|
3.15K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-351- 4.12% |
$88.1K - $111K
|
8.16K
$2.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-352- 1.55% |
$88.4K - $112K
|
22.4K
$7.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-353- 7.27% |
$88.6K - $112K
|
4.5K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-354- 2.09% |
$88.9K - $112K
|
16.6K
$5.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-355- 6.65% |
$89.1K - $112K
|
4.98K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-355- 5.04% |
$89.1K - $112K
|
6.69K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-369- 20.74% |
$92.7K - $117K
|
1.41K
$465K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-376- 38.84% |
$94.4K - $119K
|
592
$195K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-380- 32.76% |
$95.4K - $120K
|
780
$257K
|
|
|
May 03, 2024
Q1 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-384- 4.79% |
$96.4K - $122K
|
7.64K
$2.52M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-385- 5.75% |
$96.7K - $122K
|
6.32K
$2.08M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-387- 0.06% |
$97.2K - $123K
|
636K
$210M
|
|
|
May 15, 2024
Q1 2024
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
SELL
|
- |
-387- 3.35% |
$97.2K - $123K
|
11.2K
$3.68M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-388- 3.27% |
$97.4K - $123K
|
11.5K
$3.78M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-390- 3.54% |
$97.9K - $124K
|
10.6K
$3.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-394- 21.34% |
$98.9K - $125K
|
1.45K
$479K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-396- 8.77% |
$99.4K - $125K
|
4.12K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-396- 13.92% |
$99.4K - $125K
|
2.45K
$808K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-400- 5.85% |
$100K - $127K
|
6.44K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-400- 26.88% |
$100K - $127K
|
1.09K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-400- 8.15% |
$100K - $127K
|
4.51K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-400- 12.05% |
$100K - $127K
|
2.92K
$963K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-406- 14.22% |
$102K - $129K
|
2.45K
$808K
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-409- 2.38% |
$103K - $130K
|
16.8K
$5.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-412- 65.92% |
$103K - $131K
|
213
$70.3K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-412- 3.07% |
$103K - $131K
|
13K
$4.29M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-417- 2.12% |
$105K - $132K
|
19.3K
$6.35M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-417- 1.01% |
$105K - $132K
|
41.1K
$13.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-418- 3.2% |
$105K - $132K
|
12.6K
$4.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-419- 7.95% |
$105K - $133K
|
4.85K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-421- 8.89% |
$106K - $133K
|
4.32K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-423- 3.36% |
$106K - $134K
|
12.2K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-423- 7.31% |
$106K - $134K
|
5.36K
$1.77M
|