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 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-72- 2.23% |
$15.7K - $21.9K
|
3.16K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-72- 0.91% |
$15.7K - $21.9K
|
7.85K
$2.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-73- 15.37% |
$15.9K - $22.2K
|
402
$137K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-73- 2.98% |
$15.9K - $22.2K
|
2.38K
$812K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-74- 1.5% |
$16.1K - $22.6K
|
4.87K
$1.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-75- 6.07% |
$16.4K - $22.9K
|
1.16K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-77- 3.65% |
$16.8K - $23.5K
|
2.03K
$694K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-78- 7.12% |
$17K - $23.8K
|
1.02K
$348K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-80- 6.27% |
$17.4K - $24.4K
|
1.2K
$408K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-80- 3.29% |
$17.4K - $24.4K
|
2.35K
$804K
|
|
|
Jul 30, 2024
Q2 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-80- 4.98% |
$17.4K - $24.4K
|
1.53K
$522K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-80- 0.48% |
$17.4K - $24.4K
|
16.5K
$5.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-82- 0.37% |
$17.9K - $25K
|
22.1K
$7.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-83- 5.63% |
$18.1K - $25.3K
|
1.39K
$475K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-83- 33.07% |
$18.1K - $25.3K
|
168
$57.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-85- 1.78% |
$18.5K - $25.9K
|
4.69K
$1.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-86- 1.17% |
$18.7K - $26.2K
|
7.27K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-86- 8.08% |
$18.7K - $26.2K
|
978
$334K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-88- 4.64% |
$19.2K - $26.8K
|
1.81K
$619K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-88- 1.63% |
$19.2K - $26.8K
|
5.31K
$1.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-90- 1.06% |
$19.6K - $27.4K
|
8.43K
$2.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-90- 1.98% |
$19.6K - $27.4K
|
4.47K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-90- 5.56% |
$19.6K - $27.4K
|
1.53K
$522K
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-92- 0.61% |
$20.1K - $28K
|
15K
$5.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-93- 6.63% |
$20.3K - $28.3K
|
1.31K
$448K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-95- 3.01% |
$20.7K - $29K
|
3.07K
$1.05M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-96- 1.61% |
$20.9K - $29.3K
|
5.87K
$2.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-97- 10.11% |
$21.1K - $29.6K
|
862
$295K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-97- 0.92% |
$21.1K - $29.6K
|
10.4K
$3.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-97- 10.54% |
$21.1K - $29.6K
|
823
$281K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-99- 2.45% |
$21.6K - $30.2K
|
3.94K
$1.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-100- 1.17% |
$21.8K - $30.5K
|
8.48K
$2.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-100- 0.47% |
$21.8K - $30.5K
|
21.4K
$7.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-100- 51.55% |
$21.8K - $30.5K
|
94
$32.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-100- 4.46% |
$21.8K - $30.5K
|
2.14K
$731K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-100- 2.62% |
$21.8K - $30.5K
|
3.71K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 3.54% |
$21.8K - $30.5K
|
2.73K
$931K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-100- 1.31% |
$21.8K - $30.5K
|
7.56K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-100- 3.58% |
$21.8K - $30.5K
|
2.7K
$921K
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-100- 0.23% |
$21.8K - $30.5K
|
44K
$15M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-101- 7.01% |
$22K - $30.8K
|
1.34K
$458K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-101- 3.01% |
$22K - $30.8K
|
3.25K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-101- 11.26% |
$22K - $30.8K
|
796
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-101- 11.14% |
$22K - $30.8K
|
806
$275K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-102- 8.4% |
$22.2K - $31.1K
|
1.11K
$380K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-103- 15.56% |
$22.5K - $31.4K
|
559
$191K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-104- 3.73% |
$22.7K - $31.7K
|
2.69K
$918K
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-104- 5.18% |
$22.7K - $31.7K
|
1.9K
$651K
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-105- 1.25% |
$22.9K - $32K
|
8.3K
$2.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-105- 2.37% |
$22.9K - $32K
|
4.33K
$1.48M
|