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 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.01KNew |
$274K - $372K
|
1.01K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
998New |
$270K - $367K
|
998
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
994+ 14.16% |
$269K - $366K
|
8.01K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
990+ 14.28% |
$268K - $364K
|
7.93K
$2.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
988New |
$268K - $363K
|
988
$305K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
976New |
$264K - $359K
|
976
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
973+ 0.11% |
$264K - $358K
|
922K
$284M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
967+ 8.47% |
$262K - $356K
|
12.4K
$3.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
965+ 19.68% |
$261K - $355K
|
5.87K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
965+ 13.21% |
$261K - $355K
|
8.27K
$2.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
964New |
$261K - $355K
|
964
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
962New |
$261K - $354K
|
962
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
962New |
$261K - $354K
|
962
$297K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
957+ 2.64% |
$259K - $352K
|
37.2K
$11.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
956+ 5.07% |
$259K - $352K
|
19.8K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
951New |
$258K - $350K
|
951
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
949New |
$257K - $349K
|
949
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
947+ 7.36% |
$257K - $348K
|
13.8K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
942+ 10.78% |
$255K - $347K
|
9.68K
$2.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
941New |
$255K - $346K
|
941
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
937New |
$254K - $345K
|
937
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
933+ 14.26% |
$253K - $343K
|
7.48K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
929New |
$252K - $342K
|
929
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
928New |
$251K - $341K
|
928
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
927+ 8.76% |
$251K - $341K
|
11.5K
$3.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
925+ 4.81% |
$251K - $340K
|
20.2K
$6.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
924+ 186.29% |
$250K - $340K
|
1.42K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
923+ 102.78% |
$250K - $340K
|
1.82K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
918+ 4.44% |
$249K - $338K
|
21.6K
$6.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
916New |
$248K - $337K
|
916
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
912New |
$247K - $335K
|
912
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
905New |
$245K - $333K
|
905
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
904New |
$245K - $333K
|
904
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
903+ 27.17% |
$245K - $332K
|
4.23K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
902+ 29.73% |
$244K - $332K
|
3.94K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
900New |
$244K - $331K
|
900
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
896New |
$243K - $330K
|
896
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
894New |
$242K - $329K
|
894
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
891+ 4.65% |
$241K - $328K
|
20K
$6.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
891+ 31.82% |
$241K - $328K
|
3.69K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
888+ 18.92% |
$241K - $327K
|
5.58K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
883+ 16.98% |
$239K - $325K
|
6.08K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
883+ 65.46% |
$239K - $325K
|
2.23K
$688K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
883New |
$239K - $325K
|
883
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
883New |
$239K - $325K
|
883
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
880New |
$238K - $324K
|
880
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
879New |
$238K - $323K
|
879
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
878+ 5.89% |
$238K - $323K
|
15.8K
$4.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
877New |
$238K - $323K
|
877
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
872+ 16.12% |
$236K - $321K
|
6.28K
$1.94M
|