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 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-105- 9.5% |
$22.9K - $32K
|
1K
$342K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-105- 70.0% |
$22.9K - $32K
|
45
$15.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-106- 7.04% |
$23.1K - $32.3K
|
1.4K
$478K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-109- 0.81% |
$23.8K - $33.2K
|
13.4K
$4.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-110- 3.77% |
$24K - $33.5K
|
2.81K
$960K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-111- 2.57% |
$24.2K - $33.8K
|
4.21K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-111- 4.17% |
$24.2K - $33.8K
|
2.55K
$871K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-112- 7.13% |
$24.4K - $34.1K
|
1.46K
$498K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-113- 4.8% |
$24.6K - $34.4K
|
2.24K
$765K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-114- 1.96% |
$24.9K - $34.7K
|
5.72K
$1.95M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-119- 23.85% |
$25.9K - $36.3K
|
380
$130K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-119- 0.66% |
$25.9K - $36.3K
|
17.9K
$6.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-119- 2.95% |
$25.9K - $36.3K
|
3.91K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-119- 0.63% |
$25.9K - $36.3K
|
18.6K
$6.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-120- 71.43% |
$26.2K - $36.6K
|
48
$16.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-120- 6.01% |
$26.2K - $36.6K
|
1.88K
$641K
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-123- 9.76% |
$26.8K - $37.5K
|
1.14K
$389K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-124- 5.21% |
$27K - $37.8K
|
2.26K
$771K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-125- 3.88% |
$27.3K - $38.1K
|
3.1K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-126- 1.23% |
$27.5K - $38.4K
|
10.2K
$3.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-126- 1.63% |
$27.5K - $38.4K
|
7.62K
$2.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-128- 34.04% |
$27.9K - $39K
|
248
$84.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-128- 0.76% |
$27.9K - $39K
|
16.6K
$5.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-131- 1.08% |
$28.6K - $39.9K
|
12K
$4.11M
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-132- 4.44% |
$28.8K - $40.2K
|
2.84K
$970K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-132- 3.04% |
$28.8K - $40.2K
|
4.21K
$1.44M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-133- 4.98% |
$29K - $40.5K
|
2.54K
$867K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-133- 14.39% |
$29K - $40.5K
|
791
$270K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-137- 5.95% |
$29.9K - $41.7K
|
2.17K
$741K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-137- 8.9% |
$29.9K - $41.7K
|
1.4K
$479K
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-139- 5.2% |
$30.3K - $42.4K
|
2.53K
$865K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-139- 7.84% |
$30.3K - $42.4K
|
1.63K
$558K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-142- 4.5% |
$31K - $43.3K
|
3.02K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-142- 3.31% |
$31K - $43.3K
|
4.15K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-142- 3.32% |
$31K - $43.3K
|
4.14K
$1.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-143- 1.43% |
$31.2K - $43.6K
|
9.84K
$3.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-143- 0.74% |
$31.2K - $43.6K
|
19.2K
$6.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-143- 13.01% |
$31.2K - $43.6K
|
956
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-144- 3.44% |
$31.4K - $43.9K
|
4.04K
$1.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-145- 11.8% |
$31.6K - $44.2K
|
1.08K
$370K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-145- 3.07% |
$31.6K - $44.2K
|
4.57K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-145- 1.67% |
$31.6K - $44.2K
|
8.51K
$2.91M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-146- 1.69% |
$31.8K - $44.5K
|
8.47K
$2.89M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-148- 13.9% |
$32.3K - $45.1K
|
917
$313K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-150- 8.64% |
$32.7K - $45.7K
|
1.59K
$542K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-150- 10.43% |
$32.7K - $45.7K
|
1.29K
$440K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-152- 0.89% |
$33.1K - $46.3K
|
16.9K
$5.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-152- 58.46% |
$33.1K - $46.3K
|
108
$36.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-153- 5.09% |
$33.4K - $46.6K
|
2.86K
$976K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-154- 10.59% |
$33.6K - $46.9K
|
1.3K
$444K
|