Purchases and Sales Made in Q2 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-27- 0.06% |
$5.89K - $8.23K
|
42.5K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-27- 7.78% |
$5.89K - $8.23K
|
320
$109K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-27- 1.11% |
$5.89K - $8.23K
|
2.4K
$819K
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-28- 0.55% |
$6.1K - $8.53K
|
5.06K
$1.73M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-28- 0.18% |
$6.1K - $8.53K
|
15.6K
$5.33M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-29- 3.4% |
$6.32K - $8.84K
|
825
$282K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-30- 1.36% |
$6.54K - $9.14K
|
2.18K
$746K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-30- 0.19% |
$6.54K - $9.14K
|
15.9K
$5.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-30- 2.25% |
$6.54K - $9.14K
|
1.3K
$445K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-30- 2.13% |
$6.54K - $9.14K
|
1.38K
$471K
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
SELL
|
- |
-30- 0.37% |
$6.54K - $9.14K
|
8.09K
$2.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Account Management LLC
|
SELL
|
- |
-30- 3.09% |
$6.54K - $9.14K
|
940
$321K
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-31- 0.15% |
$6.76K - $9.45K
|
20.1K
$6.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-31- 59.62% |
$6.76K - $9.45K
|
21
$7.18K
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-31- 0.34% |
$6.76K - $9.45K
|
9.05K
$3.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-31- 0.48% |
$6.76K - $9.45K
|
6.4K
$2.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-32- 2.46% |
$6.98K - $9.75K
|
1.27K
$434K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-32- 2.94% |
$6.98K - $9.75K
|
1.06K
$361K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-32- 0.25% |
$6.98K - $9.75K
|
12.8K
$4.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-34- 1.93% |
$7.41K - $10.4K
|
1.73K
$589K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-35- 0.6% |
$7.63K - $10.7K
|
5.79K
$1.98M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-35- 2.52% |
$7.63K - $10.7K
|
1.36K
$463K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-35- 0.19% |
$7.63K - $10.7K
|
18.6K
$6.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-35- 1.86% |
$7.63K - $10.7K
|
1.85K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-35- 8.33% |
$7.63K - $10.7K
|
385
$132K
|
|
|
Jul 24, 2024
Q2 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-36- 0.34% |
$7.85K - $11K
|
10.4K
$3.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-36- 4.35% |
$7.85K - $11K
|
792
$271K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-37- 0.66% |
$8.07K - $11.3K
|
5.53K
$1.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-37- 2.84% |
$8.07K - $11.3K
|
1.27K
$433K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-38- 3.23% |
$8.28K - $11.6K
|
1.14K
$390K
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-38- 0.33% |
$8.28K - $11.6K
|
11.3K
$3.88M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-39- 2.34% |
$8.5K - $11.9K
|
1.63K
$555K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-40- 1.08% |
$8.72K - $12.2K
|
3.65K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-40- 4.27% |
$8.72K - $12.2K
|
897
$307K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-40- 1.17% |
$8.72K - $12.2K
|
3.39K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-40- 1.11% |
$8.72K - $12.2K
|
3.55K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-40- 4.67% |
$8.72K - $12.2K
|
817
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-40- 0.57% |
$8.72K - $12.2K
|
6.94K
$2.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-41- 0.52% |
$8.94K - $12.5K
|
7.85K
$2.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-41- 1.28% |
$8.94K - $12.5K
|
3.17K
$1.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-41- 2.59% |
$8.94K - $12.5K
|
1.54K
$527K
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-41- 1.13% |
$8.94K - $12.5K
|
3.6K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 2.32% |
$8.94K - $12.5K
|
1.72K
$589K
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-42- 4.36% |
$9.16K - $12.8K
|
922
$315K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-42- 4.18% |
$9.16K - $12.8K
|
963
$329K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-42- 9.27% |
$9.16K - $12.8K
|
411
$140K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-43- 1.6% |
$9.37K - $13.1K
|
2.64K
$902K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-44- 2.85% |
$9.59K - $13.4K
|
1.5K
$513K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-44- 57.14% |
$9.59K - $13.4K
|
33
$11.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-45- 4.83% |
$9.81K - $13.7K
|
887
$303K
|