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 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.28K- 24.37% |
$1.02M - $1.18M
|
13.3K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-4.29K- 58.3% |
$1.02M - $1.19M
|
3.07K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-4.32K- 14.81% |
$1.03M - $1.19M
|
24.8K
$8.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.33K- 44.56% |
$1.03M - $1.2M
|
5.39K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.36K- 2.41% |
$1.04M - $1.2M
|
177K
$59.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.45K- 68.07% |
$1.06M - $1.23M
|
2.09K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.5K- 18.12% |
$1.07M - $1.24M
|
20.3K
$6.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-4.52K- 41.72% |
$1.08M - $1.25M
|
6.32K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-4.6K- 21.71% |
$1.1M - $1.27M
|
16.6K
$5.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.65K- 32.22% |
$1.11M - $1.29M
|
9.79K
$3.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.66K- 1.47% |
$1.11M - $1.29M
|
313K
$106M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.84K- 5.48% |
$1.15M - $1.34M
|
83.6K
$28.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.92K- 61.44% |
$1.17M - $1.36M
|
3.09K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.94K- 85.13% |
$1.18M - $1.37M
|
863
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-4.95K- 11.02% |
$1.18M - $1.37M
|
40K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.99K- 18.04% |
$1.19M - $1.38M
|
22.7K
$7.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-5.01K- 1.35% |
$1.2M - $1.39M
|
367K
$125M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.02K- 31.95% |
$1.2M - $1.39M
|
10.7K
$3.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Glynn Capital Management LLC
|
SELL
|
- |
-5.05K- 41.44% |
$1.2M - $1.4M
|
7.14K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-5.08K- 9.08% |
$1.21M - $1.4M
|
50.9K
$17.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.18K- 26.59% |
$1.24M - $1.43M
|
14.3K
$4.85M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.21K- 32.15% |
$1.24M - $1.44M
|
11K
$3.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-5.24K- 25.42% |
$1.25M - $1.45M
|
15.4K
$5.22M
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-5.27K- 76.82% |
$1.26M - $1.46M
|
1.59K
$539K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-5.29K- 18.68% |
$1.26M - $1.46M
|
23K
$7.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-5.34K- 6.08% |
$1.27M - $1.48M
|
82.5K
$28M
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-5.4K- 8.6% |
$1.29M - $1.49M
|
57.4K
$19.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-5.43K- 17.23% |
$1.3M - $1.5M
|
26.1K
$8.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
SELL
|
- |
-5.5K- 22.92% |
$1.31M - $1.52M
|
18.5K
$6.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Grace & Mercy Foundation, Inc.
New York, NY |
SELL
|
- |
-5.5K- 73.33% |
$1.31M - $1.52M
|
2K
$678K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.68K- 7.77% |
$1.36M - $1.57M
|
67.5K
$22.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-5.69K- 3.53% |
$1.36M - $1.57M
|
155K
$52.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-5.95K- 35.14% |
$1.42M - $1.65M
|
11K
$3.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-6.05K- 7.93% |
$1.44M - $1.67M
|
70.2K
$23.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Dnca Finance
Paris, I0 |
SELL
|
- |
-6.2K- 15.5% |
$1.48M - $1.71M
|
33.8K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-6.26K- 0.24% |
$1.49M - $1.73M
|
2.62M
$888M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.37K- 4.96% |
$1.52M - $1.76M
|
122K
$41.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-6.39K- 58.38% |
$1.52M - $1.77M
|
4.55K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.44K- 9.8% |
$1.54M - $1.78M
|
59.3K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-6.48K- 1.44% |
$1.54M - $1.79M
|
444K
$151M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.56K- 1.34% |
$1.56M - $1.81M
|
484K
$164M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.7K- 42.98% |
$1.6M - $1.85M
|
8.88K
$3.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.7K- 55.02% |
$1.6M - $1.85M
|
5.48K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.78K- 33.72% |
$1.62M - $1.87M
|
13.3K
$4.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.78K- 13.11% |
$1.62M - $1.87M
|
44.9K
$15.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-6.86K- 42.6% |
$1.63M - $1.9M
|
9.24K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.97K- 12.31% |
$1.66M - $1.93M
|
49.6K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-7.02K- 65.32% |
$1.67M - $1.94M
|
3.73K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-7.09K- 98.77% |
$1.69M - $1.96M
|
88
$29.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.09K- 1.37% |
$1.69M - $1.96M
|
509K
$173M
|