Purchases and Sales Made in Q4 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.71K+ 30.39% |
$1M - $1.36M
|
15.9K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.7KNew |
$1M - $1.36M
|
3.7K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
3.63KNew |
$982K - $1.33M
|
3.63K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
3.62KNew |
$981K - $1.33M
|
3.62K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.62KNew |
$980K - $1.33M
|
3.62K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.56K+ 37.48% |
$963K - $1.31M
|
13K
$4.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
3.55K+ 266.72% |
$962K - $1.31M
|
4.88K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
3.5K+ 4.0% |
$948K - $1.29M
|
91.1K
$28.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
3.43KNew |
$929K - $1.26M
|
3.43K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
3.41K+ 88.7% |
$923K - $1.25M
|
7.25K
$2.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
3.38K+ 131.73% |
$915K - $1.24M
|
5.94K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3.35K+ 23.11% |
$908K - $1.23M
|
17.9K
$5.51M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.35K+ 1.59% |
$908K - $1.23M
|
214K
$66.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.35K+ 175.91% |
$908K - $1.23M
|
5.26K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.35K+ 3.14% |
$908K - $1.23M
|
110K
$33.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
3.34KNew |
$904K - $1.23M
|
3.34K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
3.24K+ 24.45% |
$878K - $1.19M
|
16.5K
$5.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.24K+ 16.75% |
$877K - $1.19M
|
22.6K
$6.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.23K+ 7.37% |
$875K - $1.19M
|
47K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.21K+ 1.09% |
$870K - $1.18M
|
297K
$91.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.19KNew |
$864K - $1.17M
|
3.19K
$983K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.19K+ 13.36% |
$863K - $1.17M
|
27K
$8.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3.16K+ 68.77% |
$857K - $1.16M
|
7.77K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
3.16K+ 29.34% |
$857K - $1.16M
|
13.9K
$4.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.16K+ 24.54% |
$855K - $1.16M
|
16K
$4.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
3.15K+ 77.81% |
$854K - $1.16M
|
7.21K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.11KNew |
$843K - $1.14M
|
3.11K
$959K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.1K+ 13.75% |
$840K - $1.14M
|
25.7K
$7.91M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.01K+ 3.3% |
$815K - $1.11M
|
94.1K
$29M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
3KNew |
$813K - $1.1M
|
3K
$926K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3K+ 60.0% |
$813K - $1.1M
|
8K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3K+ 12.34% |
$813K - $1.1M
|
27.3K
$8.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
3KNew |
$812K - $1.1M
|
3K
$924K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
2.98KNew |
$806K - $1.09M
|
2.98K
$917K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.95K+ 2.45% |
$799K - $1.08M
|
124K
$38.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.95KNew |
$798K - $1.08M
|
2.95K
$908K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.94KNew |
$797K - $1.08M
|
2.94K
$907K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.93K+ 13.28% |
$794K - $1.08M
|
25K
$7.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.92K+ 0.92% |
$790K - $1.07M
|
321K
$98.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.91K+ 40.43% |
$787K - $1.07M
|
10.1K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.9K+ 4.26% |
$784K - $1.07M
|
70.8K
$21.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.89K+ 2.2% |
$783K - $1.06M
|
134K
$41.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.89KNew |
$783K - $1.06M
|
2.89K
$892K
|
|
|
Feb 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
2.89K+ 6.37% |
$783K - $1.06M
|
48.2K
$14.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.89K+ 24.04% |
$781K - $1.06M
|
14.9K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.84K+ 155.14% |
$768K - $1.04M
|
4.66K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
2.83K+ 61.86% |
$767K - $1.04M
|
7.41K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.83K+ 12.26% |
$765K - $1.04M
|
25.9K
$7.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.8K+ 3114.44% |
$759K - $1.03M
|
2.89K
$892K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.8K+ 42.11% |
$758K - $1.03M
|
9.45K
$2.91M
|