Purchases and Sales Made in Q3 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-352- 4.87% |
$83.9K - $97.3K
|
6.88K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-357- 5.47% |
$85.1K - $98.7K
|
6.18K
$2.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-358- 14.25% |
$85.4K - $99K
|
2.15K
$719K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-360- 6.23% |
$85.8K - $99.6K
|
5.42K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-366- 7.11% |
$87.3K - $101K
|
4.78K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-368- 29.7% |
$87.7K - $102K
|
871
$291K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-369- 27.54% |
$88K - $102K
|
971
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-373- 18.47% |
$88.9K - $103K
|
1.65K
$550K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-374- 14.14% |
$89.2K - $103K
|
2.27K
$758K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-375- 1.01% |
$89.4K - $104K
|
36.7K
$12.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-375- 2.47% |
$89.4K - $104K
|
14.8K
$4.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-379- 3.15% |
$90.4K - $105K
|
11.6K
$3.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-381- 27.19% |
$90.8K - $105K
|
1.02K
$341K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-384- 7.66% |
$91.6K - $106K
|
4.63K
$1.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-388- 4.26% |
$92.5K - $107K
|
8.73K
$2.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-397- 17.73% |
$94.7K - $110K
|
1.84K
$615K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-400- 1.74% |
$95.4K - $111K
|
22.6K
$7.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 0.73% |
$95.4K - $111K
|
54.6K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-401- 33.75% |
$95.6K - $111K
|
787
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-402- 18.48% |
$95.8K - $111K
|
1.77K
$592K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-403- 7.38% |
$96.1K - $111K
|
5.06K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-406- 5.56% |
$96.8K - $112K
|
6.89K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-406- 3.97% |
$96.8K - $112K
|
9.82K
$3.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-415- 4.15% |
$98.9K - $115K
|
9.59K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-416- 0.97% |
$99.2K - $115K
|
42.4K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-425- 18.63% |
$101K - $118K
|
1.86K
$620K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-426- 20.64% |
$102K - $118K
|
1.64K
$547K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-426- 2.56% |
$102K - $118K
|
16.2K
$5.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-428- 46.07% |
$102K - $118K
|
501
$167K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-429- 1.28% |
$102K - $119K
|
33.1K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-430- 1.88% |
$103K - $119K
|
22.5K
$7.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-430- 4.71% |
$103K - $119K
|
8.7K
$2.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-435- 8.78% |
$104K - $120K
|
4.52K
$1.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-435- 6.71% |
$104K - $120K
|
6.05K
$2.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-442- 5.37% |
$105K - $122K
|
7.79K
$2.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-445- 23.63% |
$106K - $123K
|
1.44K
$480K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-445- 34.44% |
$106K - $123K
|
847
$283K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-450- 14.63% |
$107K - $124K
|
2.63K
$876K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-459- 14.34% |
$109K - $127K
|
2.74K
$915K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-460- 4.01% |
$110K - $127K
|
11K
$3.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-465- 1.94% |
$111K - $129K
|
23.5K
$7.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-470- 8.08% |
$112K - $130K
|
5.35K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-473- 1.11% |
$113K - $131K
|
42K
$14M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-478- 0.26% |
$114K - $132K
|
182K
$60.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-481- 49.23% |
$115K - $133K
|
496
$166K
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-488- 7.98% |
$116K - $135K
|
5.63K
$1.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-489- 6.3% |
$117K - $135K
|
7.27K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-499- 64.97% |
$119K - $138K
|
269
$89.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 31.91% |
$119K - $138K
|
1.07K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-501- 4.56% |
$119K - $139K
|
10.5K
$3.5M
|