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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.79KNew |
$757K - $1.03M
|
2.79K
$861K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.78K+ 9.87% |
$752K - $1.02M
|
30.9K
$9.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.77K+ 3.59% |
$750K - $1.02M
|
79.9K
$24.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirova
Paris, I0 |
BUY
|
- |
2.76K+ 18.28% |
$747K - $1.01M
|
17.8K
$5.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.75K+ 5.41% |
$746K - $1.01M
|
53.7K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.75KNew |
$744K - $1.01M
|
2.75K
$847K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.75K+ 4.63% |
$744K - $1.01M
|
62K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.7KNew |
$731K - $993K
|
2.7K
$832K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.67K+ 11.12% |
$724K - $984K
|
26.7K
$8.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.66K+ 0.55% |
$719K - $977K
|
487K
$150M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
2.65KNew |
$718K - $975K
|
2.65K
$817K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.65K+ 6.19% |
$717K - $974K
|
45.4K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.63K+ 4.95% |
$713K - $969K
|
55.9K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.62K+ 350.67% |
$710K - $965K
|
3.37K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
2.62KNew |
$710K - $964K
|
2.62K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
2.61KNew |
$706K - $959K
|
2.61K
$804K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
2.56KNew |
$692K - $940K
|
2.56K
$788K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.55K+ 179.35% |
$692K - $940K
|
3.98K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
2.55K+ 33.53% |
$690K - $937K
|
10.1K
$3.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
2.53K+ 3.47% |
$685K - $931K
|
75.5K
$23.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.53KNew |
$685K - $931K
|
2.53K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.51K+ 9.36% |
$679K - $923K
|
29.3K
$9.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.51K+ 2.45% |
$679K - $922K
|
105K
$32.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.5K+ 4.31% |
$678K - $921K
|
60.5K
$18.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.5K+ 83.33% |
$677K - $920K
|
5.5K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.49K+ 58.86% |
$674K - $915K
|
6.71K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.48K+ 7.3% |
$671K - $912K
|
36.4K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
2.47K+ 36.9% |
$670K - $909K
|
9.17K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.47KNew |
$669K - $908K
|
2.47K
$761K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.46KNew |
$667K - $906K
|
2.46K
$759K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.46K+ 126.74% |
$666K - $905K
|
4.4K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.44K+ 1.44% |
$661K - $897K
|
172K
$53M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.43KNew |
$659K - $895K
|
2.43K
$750K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.41K+ 78.39% |
$653K - $886K
|
5.48K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2.41K+ 1.64% |
$652K - $885K
|
149K
$46.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.38K+ 12.67% |
$644K - $875K
|
21.2K
$6.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
BUY
|
- |
2.35KNew |
$637K - $864K
|
2.35K
$725K
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.35K+ 1.07% |
$636K - $864K
|
222K
$68.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.33KNew |
$631K - $858K
|
2.33K
$719K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.32K+ 14.57% |
$630K - $855K
|
18.3K
$5.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.32K+ 26.71% |
$630K - $855K
|
11K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.32KNew |
$628K - $853K
|
2.32K
$715K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.3KNew |
$624K - $847K
|
2.3K
$710K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.29K+ 0.25% |
$621K - $844K
|
908K
$280M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.27KNew |
$615K - $835K
|
2.27K
$700K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.27KNew |
$614K - $834K
|
2.27K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.27K+ 45.44% |
$614K - $834K
|
7.25K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.26K+ 9.77% |
$612K - $832K
|
25.4K
$7.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.25KNew |
$609K - $827K
|
2.25K
$693K
|
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
2.24KNew |
$607K - $824K
|
2.24K
$691K
|