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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.18K- 0.87% |
$282K - $327K
|
134K
$45.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.18K- 3.79% |
$282K - $327K
|
30K
$10.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.21K- 4.85% |
$289K - $336K
|
23.8K
$8.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.22K- 26.75% |
$292K - $338K
|
3.35K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.23K- 45.68% |
$293K - $339K
|
1.46K
$495K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.24K- 1.99% |
$295K - $342K
|
61K
$20.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.24K- 48.36% |
$295K - $343K
|
1.32K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-1.24K- 14.41% |
$296K - $343K
|
7.36K
$2.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.25K- 13.75% |
$297K - $344K
|
7.81K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-1.26K- 99.05% |
$300K - $348K
|
12
$4.07K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.26K- 14.92% |
$300K - $348K
|
7.19K
$2.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.28K- 5.39% |
$305K - $353K
|
22.5K
$7.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-1.3K- 1.65% |
$310K - $359K
|
77.7K
$26.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.31K- 20.5% |
$313K - $363K
|
5.09K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.32K- 5.3% |
$315K - $365K
|
23.6K
$8M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.35K- 17.64% |
$322K - $373K
|
6.3K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.36K- 6.4% |
$324K - $376K
|
19.9K
$6.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-1.36K- 64.72% |
$325K - $377K
|
743
$252K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.36K- 56.81% |
$325K - $377K
|
1.04K
$352K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.38K- 49.21% |
$329K - $381K
|
1.42K
$483K
|
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.4K- 22.37% |
$335K - $388K
|
4.87K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.42K- 15.68% |
$338K - $392K
|
7.62K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.43K- 9.95% |
$340K - $395K
|
12.9K
$4.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.46K- 2.69% |
$348K - $404K
|
52.8K
$17.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.5K- 6.46% |
$356K - $413K
|
21.7K
$7.35M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.5K- 18.98% |
$357K - $414K
|
6.39K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.5K- 3.06% |
$358K - $415K
|
47.5K
$16.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.5K- 34.18% |
$358K - $415K
|
2.89K
$981K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-1.56K- 1.02% |
$373K - $432K
|
152K
$51.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-1.57K- 1.63% |
$373K - $433K
|
94.6K
$32.1M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.57K- 61.48% |
$374K - $434K
|
983
$333K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.58K- 11.45% |
$376K - $436K
|
12.2K
$4.14M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.58K- 18.63% |
$376K - $436K
|
6.89K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.58K- 15.1% |
$377K - $437K
|
8.9K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.64K- 22.43% |
$390K - $452K
|
5.65K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.64K- 19.45% |
$391K - $454K
|
6.79K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.66K- 65.23% |
$397K - $460K
|
887
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.67K- 1.31% |
$399K - $462K
|
126K
$42.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.7K- 8.95% |
$405K - $470K
|
17.3K
$5.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.7K- 47.7% |
$406K - $470K
|
1.87K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.71K- 12.74% |
$407K - $473K
|
11.7K
$3.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-1.76K- 4.37% |
$420K - $488K
|
38.6K
$13.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.83K- 34.43% |
$435K - $505K
|
3.48K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.87K- 5.91% |
$445K - $516K
|
29.7K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.87K- 15.83% |
$447K - $518K
|
9.96K
$3.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.88K- 22.94% |
$449K - $521K
|
6.32K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.89K- 35.65% |
$451K - $523K
|
3.41K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.9K- 3.06% |
$453K - $526K
|
60.3K
$20.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.9K- 4.58% |
$454K - $526K
|
39.6K
$13.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.91K- 6.98% |
$455K - $528K
|
25.4K
$8.62M
|