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 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
333New |
$90.2K - $123K
|
333
$103K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
332+ 4.39% |
$89.9K - $122K
|
7.9K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
330+ 14.99% |
$89.4K - $121K
|
2.53K
$781K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
329+ 2.12% |
$89.1K - $121K
|
15.9K
$4.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
324+ 6.51% |
$87.8K - $119K
|
5.3K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
323+ 4.52% |
$87.5K - $119K
|
7.46K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
323+ 4.69% |
$87.5K - $119K
|
7.22K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
321+ 8.72% |
$86.9K - $118K
|
4K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
321+ 20.51% |
$86.9K - $118K
|
1.89K
$581K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
319+ 13.43% |
$86.4K - $117K
|
2.7K
$831K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
316+ 3.48% |
$85.6K - $116K
|
9.4K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
315+ 0.27% |
$85.3K - $116K
|
115K
$35.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
310+ 1.28% |
$84K - $114K
|
24.6K
$7.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
310New |
$84K - $114K
|
310
$95.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
303+ 2.54% |
$82.1K - $111K
|
12.2K
$3.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
301+ 15.08% |
$81.5K - $111K
|
2.3K
$708K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
301+ 6.84% |
$81.5K - $111K
|
4.7K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
301+ 4.54% |
$81.5K - $111K
|
6.93K
$2.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
300+ 0.22% |
$81.3K - $110K
|
134K
$41.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
300+ 21.43% |
$81.3K - $110K
|
1.7K
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
300+ 9.66% |
$81.3K - $110K
|
3.41K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
300+ 297.03% |
$81.3K - $110K
|
401
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
Dnca Finance
Paris, I0 |
BUY
|
- |
300+ 0.89% |
$81.3K - $110K
|
34.1K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
299+ 3.0% |
$81K - $110K
|
10.3K
$3.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
297+ 3.19% |
$80.4K - $109K
|
9.62K
$2.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
294+ 7.1% |
$79.6K - $108K
|
4.44K
$1.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
292+ 360.49% |
$79.1K - $107K
|
373
$115K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
292+ 6.8% |
$79.1K - $107K
|
4.59K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
290+ 4.5% |
$78.6K - $107K
|
6.74K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
285+ 1.76% |
$77.2K - $105K
|
16.5K
$5.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
280+ 2.41% |
$75.8K - $103K
|
11.9K
$3.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
280+ 3.48% |
$75.8K - $103K
|
8.33K
$2.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
276+ 24.6% |
$74.8K - $102K
|
1.4K
$431K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
273+ 11.71% |
$73.9K - $100K
|
2.6K
$803K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
272+ 4.24% |
$73.7K - $100K
|
6.69K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
272+ 5.67% |
$73.7K - $100K
|
5.07K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
271New |
$73.4K - $99.7K
|
271
$83.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
271+ 10.13% |
$73.4K - $99.7K
|
2.95K
$909K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
270+ 33.83% |
$73.1K - $99.3K
|
1.07K
$329K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
268+ 23.34% |
$72.6K - $98.6K
|
1.42K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
268+ 0.67% |
$72.6K - $98.6K
|
40.4K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
266+ 7.23% |
$72.1K - $97.9K
|
3.95K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
266+ 9.61% |
$72.1K - $97.9K
|
3.04K
$936K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
265+ 15.74% |
$71.8K - $97.5K
|
1.95K
$601K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
264New |
$71.5K - $97.1K
|
264
$81.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
262+ 4.15% |
$71K - $96.4K
|
6.57K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
261+ 4.13% |
$70.7K - $96K
|
6.59K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
261+ 5.93% |
$70.7K - $96K
|
4.66K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
261+ 6.32% |
$70.7K - $96K
|
4.39K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
261+ 3.11% |
$70.7K - $96K
|
8.67K
$2.67M
|