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 13, 2024
Q1 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-2.84K- 11.82% |
$712K - $898K
|
21.1K
$6.97M
|
|
|
May 15, 2024
Q1 2024
|
Nzs Capital, LLC
Denver, CO |
SELL
|
- |
-2.91K- 4.04% |
$731K - $922K
|
69.1K
$22.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.95K- 2.88% |
$740K - $934K
|
99.2K
$32.7M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.96K- 57.33% |
$744K - $938K
|
2.2K
$727K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.99K- 4.57% |
$752K - $948K
|
62.6K
$20.6M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-3K- 17.5% |
$753K - $951K
|
14.1K
$4.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-3.03K- 73.7% |
$761K - $960K
|
1.08K
$357K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.06KClosed |
$768K - $970K
|
0
$0
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.1K- 2.07% |
$777K - $981K
|
146K
$48.3M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.1K- 2.21% |
$778K - $981K
|
137K
$45.1M
|
|
|
May 15, 2024
Q1 2024
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-3.17K- 17.83% |
$797K - $1.01M
|
14.6K
$4.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.23K- 6.88% |
$810K - $1.02M
|
43.7K
$14.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.24K- 3.43% |
$813K - $1.03M
|
91.2K
$30.1M
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-3.28K- 10.84% |
$822K - $1.04M
|
26.9K
$8.88M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.31K- 2.54% |
$830K - $1.05M
|
127K
$41.9M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-3.39K- 7.18% |
$850K - $1.07M
|
43.8K
$14.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.48K- 20.43% |
$874K - $1.1M
|
13.6K
$4.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-3.5K- 3.36% |
$879K - $1.11M
|
101K
$33.2M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-3.51K- 2.34% |
$881K - $1.11M
|
147K
$48.4M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.51K- 0.54% |
$882K - $1.11M
|
652K
$215M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.6K- 2.2% |
$904K - $1.14M
|
160K
$52.9M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.7K- 24.26% |
$928K - $1.17M
|
11.5K
$3.8M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-3.73K- 80.1% |
$937K - $1.18M
|
927
$306K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-3.99K- 9.71% |
$1M - $1.26M
|
37.1K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-4.02K- 3.13% |
$1.01M - $1.27M
|
124K
$41M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.02K- 17.9% |
$1.01M - $1.27M
|
18.5K
$6.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.07K- 3.24% |
$1.02M - $1.29M
|
122K
$40.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-4.11K- 1.84% |
$1.03M - $1.3M
|
220K
$72.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.16K- 3.05% |
$1.05M - $1.32M
|
132K
$43.6M
|
|
|
May 15, 2024
Q1 2024
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-4.22K- 93.16% |
$1.06M - $1.34M
|
310
$102K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.24K- 2.42% |
$1.06M - $1.34M
|
171K
$56.4M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-4.34K- 5.57% |
$1.09M - $1.37M
|
73.5K
$24.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-4.34K- 27.14% |
$1.09M - $1.37M
|
11.6K
$3.84M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-4.43K- 14.91% |
$1.11M - $1.4M
|
25.3K
$8.34M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.44K- 3.64% |
$1.11M - $1.41M
|
118K
$38.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.44K- 23.14% |
$1.11M - $1.41M
|
14.7K
$4.86M
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-4.5K- 4.02% |
$1.13M - $1.43M
|
107K
$35.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.59K- 7.44% |
$1.15M - $1.45M
|
57K
$18.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.64K- 70.5% |
$1.17M - $1.47M
|
1.94K
$641K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.65K- 4.43% |
$1.17M - $1.47M
|
100K
$33.1M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.9K- 30.31% |
$1.23M - $1.55M
|
11.3K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-4.91K- 4.25% |
$1.23M - $1.56M
|
111K
$36.5M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.96K- 5.04% |
$1.24M - $1.57M
|
93.3K
$30.8M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-4.97K- 19.45% |
$1.25M - $1.57M
|
20.6K
$6.78M
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5K- 9.46% |
$1.26M - $1.59M
|
47.9K
$15.8M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.01K- 5.84% |
$1.26M - $1.59M
|
80.7K
$26.6M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-5.08K- 70.62% |
$1.28M - $1.61M
|
2.11K
$697K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-5.11K- 58.05% |
$1.28M - $1.62M
|
3.69K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.11K- 30.9% |
$1.28M - $1.62M
|
11.4K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-5.13K- 25.24% |
$1.29M - $1.63M
|
15.2K
$5.02M
|