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 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
1.47KNew |
$399K - $542K
|
1.47K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.47KNew |
$398K - $540K
|
1.47K
$453K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.47K+ 77.15% |
$397K - $539K
|
3.36K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.47KNew |
$397K - $539K
|
1.47K
$452K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.46KNew |
$395K - $537K
|
1.46K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.46KNew |
$395K - $537K
|
1.46K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.46KNew |
$395K - $537K
|
1.46K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
1.46K+ 101.68% |
$394K - $535K
|
2.89K
$890K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.45K+ 7.55% |
$393K - $534K
|
20.7K
$6.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.45KNew |
$392K - $532K
|
1.45K
$446K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.44K+ 13.92% |
$389K - $529K
|
11.8K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.42K+ 4.86% |
$385K - $523K
|
30.7K
$9.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.41KNew |
$382K - $519K
|
1.41K
$435K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.41K+ 6.14% |
$381K - $517K
|
24.3K
$7.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.41K+ 13.07% |
$381K - $517K
|
12.2K
$3.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.41K+ 5.92% |
$381K - $517K
|
25.1K
$7.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.39K+ 5.21% |
$377K - $512K
|
28.1K
$8.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.38K+ 4.25% |
$372K - $506K
|
33.7K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.36KNew |
$367K - $499K
|
1.36K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.36KNew |
$367K - $499K
|
1.36K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
1.36K+ 4.65% |
$367K - $498K
|
30.5K
$9.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.35KNew |
$367K - $498K
|
1.35K
$417K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.35K+ 2.71% |
$367K - $498K
|
51.3K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.35KNew |
$365K - $496K
|
1.35K
$416K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.34K+ 9.56% |
$363K - $493K
|
15.4K
$4.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
1.33KNew |
$361K - $490K
|
1.33K
$411K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.32KNew |
$358K - $486K
|
1.32K
$408K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.32KNew |
$358K - $486K
|
1.32K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.32K+ 95.51% |
$358K - $486K
|
2.7K
$833K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.32KNew |
$357K - $485K
|
1.32K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.3KNew |
$352K - $478K
|
1.3K
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.29K+ 3.9% |
$349K - $473K
|
34.3K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.29K+ 5.63% |
$349K - $473K
|
24.2K
$7.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.29K+ 192.94% |
$348K - $473K
|
1.95K
$602K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.28KNew |
$348K - $472K
|
1.28K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
1.28KNew |
$345K - $469K
|
1.28K
$393K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.27KNew |
$345K - $469K
|
1.27K
$393K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.27K+ 7.58% |
$345K - $469K
|
18.1K
$5.57M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.27K+ 13.72% |
$345K - $468K
|
10.5K
$3.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.27K+ 23.22% |
$343K - $465K
|
6.71K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.26K+ 11.66% |
$341K - $464K
|
12.1K
$3.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.26K+ 5.5% |
$341K - $463K
|
24.1K
$7.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.26K+ 525.94% |
$340K - $462K
|
1.5K
$461K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.25KNew |
$340K - $461K
|
1.25K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.25K+ 4.06% |
$339K - $461K
|
32.1K
$9.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
1.24KNew |
$336K - $456K
|
1.24K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.23K+ 7.73% |
$334K - $453K
|
17.2K
$5.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.23K+ 4.17% |
$333K - $453K
|
30.8K
$9.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.22K+ 8.31% |
$331K - $450K
|
15.9K
$4.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.22K+ 53.27% |
$331K - $450K
|
3.52K
$1.08M
|