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 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.86K+ 1.88% |
$504K - $684K
|
101K
$31M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.85K+ 7.84% |
$501K - $681K
|
25.4K
$7.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.84K+ 33.05% |
$498K - $677K
|
7.4K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.82KNew |
$493K - $669K
|
1.82K
$561K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.82KNew |
$492K - $668K
|
1.82K
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.8KNew |
$489K - $664K
|
1.8K
$556K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1.8KNew |
$489K - $664K
|
1.8K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
BUY
|
- |
1.8KNew |
$488K - $662K
|
1.8K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.79K+ 54.64% |
$485K - $659K
|
5.07K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
1.77KNew |
$480K - $652K
|
1.77K
$547K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.77KNew |
$480K - $651K
|
1.77K
$546K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
1.76KNew |
$476K - $646K
|
1.76K
$541K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.75K+ 25.07% |
$475K - $645K
|
8.75K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.74K+ 21.75% |
$471K - $640K
|
9.73K
$3M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.73KNew |
$468K - $636K
|
1.73K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
BUY
|
- |
1.73K+ 1.3% |
$467K - $635K
|
134K
$41.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
1.72KNew |
$466K - $633K
|
1.72K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.72K+ 3.56% |
$466K - $632K
|
49.9K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.72K+ 11.12% |
$466K - $632K
|
17.2K
$5.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.72K+ 2.91% |
$465K - $631K
|
60.7K
$18.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Elefante Mark B
Boston, MA |
BUY
|
- |
1.71KNew |
$464K - $631K
|
1.71K
$528K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.71K+ 62.01% |
$464K - $630K
|
4.47K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.71KNew |
$462K - $628K
|
1.71K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.7K+ 1701.0% |
$461K - $626K
|
1.8K
$555K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.69K+ 2.05% |
$459K - $623K
|
84.1K
$25.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
1.69KNew |
$458K - $622K
|
1.69K
$521K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.69KNew |
$457K - $621K
|
1.69K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.67K+ 3.84% |
$453K - $615K
|
45.2K
$13.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
1.66K+ 7.78% |
$449K - $609K
|
22.9K
$7.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
1.66K+ 25.88% |
$448K - $609K
|
8.05K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.65K+ 20.01% |
$448K - $608K
|
9.92K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
1.65KNew |
$448K - $608K
|
1.65K
$510K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.64K+ 83.41% |
$445K - $605K
|
3.62K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.64KNew |
$444K - $604K
|
1.64K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.64K+ 24.58% |
$444K - $603K
|
8.3K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.61K+ 110.62% |
$437K - $594K
|
3.07K
$947K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.61K+ 50.71% |
$437K - $594K
|
4.8K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.58K+ 59.54% |
$427K - $580K
|
4.22K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.57K+ 35.18% |
$424K - $576K
|
6.02K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.56K+ 6.4% |
$422K - $574K
|
25.9K
$7.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.54K+ 23.24% |
$417K - $566K
|
8.16K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.53KNew |
$414K - $563K
|
1.53K
$472K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.53K+ 2.58% |
$413K - $561K
|
60.5K
$18.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
1.51K+ 3.37% |
$408K - $555K
|
46.3K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.51K+ 4.76% |
$408K - $555K
|
33.2K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.5K+ 152.9% |
$407K - $553K
|
2.49K
$766K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.5KNew |
$406K - $551K
|
1.5K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.49KNew |
$405K - $550K
|
1.49K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.48K+ 1.34% |
$401K - $544K
|
112K
$34.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.48K+ 0.19% |
$400K - $543K
|
762K
$235M
|