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 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
205+ 9.1% |
$55.5K - $75.4K
|
2.46K
$758K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
205+ 12.64% |
$55.5K - $75.4K
|
1.83K
$563K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
205+ 5.46% |
$55.5K - $75.4K
|
3.96K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
203+ 23.97% |
$55K - $74.7K
|
1.05K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
203+ 0.2% |
$55K - $74.7K
|
103K
$31.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
202+ 1.15% |
$54.7K - $74.3K
|
17.7K
$5.46M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
201+ 87.77% |
$54.4K - $73.9K
|
430
$133K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
201+ 2.06% |
$54.4K - $73.9K
|
9.95K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
201+ 12.87% |
$54.4K - $73.9K
|
1.76K
$544K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
200New |
$54.2K - $73.6K
|
200
$61.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$54.2K - $73.6K
|
200
$61.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
199+ 2.22% |
$53.9K - $73.2K
|
9.17K
$2.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
198+ 10.73% |
$53.6K - $72.8K
|
2.04K
$630K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
198+ 2.6% |
$53.6K - $72.8K
|
7.81K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
197+ 1.68% |
$53.4K - $72.5K
|
11.9K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
196+ 5.33% |
$53.1K - $72.1K
|
3.87K
$1.19M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
196+ 11.43% |
$53.1K - $72.1K
|
1.91K
$589K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
190+ 11.77% |
$51.5K - $69.9K
|
1.8K
$556K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
190New |
$51.5K - $69.9K
|
190
$58.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
190+ 1.03% |
$51.5K - $69.9K
|
18.6K
$5.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
189+ 5.4% |
$51.2K - $69.5K
|
3.69K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
189+ 3.46% |
$51.2K - $69.5K
|
5.65K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
188+ 2.95% |
$50.9K - $69.2K
|
6.56K
$2.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
187+ 15.53% |
$50.7K - $68.8K
|
1.39K
$429K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
187+ 1246.67% |
$50.7K - $68.8K
|
202
$62.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
187+ 3.09% |
$50.7K - $68.8K
|
6.23K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
186+ 1.92% |
$50.4K - $68.4K
|
9.88K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
186+ 13.68% |
$50.4K - $68.4K
|
1.55K
$477K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
185New |
$50.1K - $68.1K
|
185
$57K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
185+ 1.16% |
$50.1K - $68.1K
|
16.2K
$4.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
184+ 7.7% |
$49.8K - $67.7K
|
2.57K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
184+ 1.36% |
$49.8K - $67.7K
|
13.8K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
184+ 8.98% |
$49.8K - $67.7K
|
2.23K
$689K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
180New |
$48.8K - $66.2K
|
180
$55.5K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
179+ 1.52% |
$48.5K - $65.8K
|
12K
$3.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
178New |
$48.2K - $65.5K
|
178
$54.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
177+ 4.2% |
$47.9K - $65.1K
|
4.39K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
176New |
$47.7K - $64.7K
|
176
$54.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
174+ 3.38% |
$47.1K - $64K
|
5.33K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
172+ 14.65% |
$46.6K - $63.3K
|
1.35K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
172+ 2.48% |
$46.6K - $63.3K
|
7.1K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Light Street Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
172+ 0.34% |
$46.6K - $63.3K
|
50.3K
$15.5M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
171+ 5.29% |
$46.3K - $62.9K
|
3.4K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
171+ 19.11% |
$46.3K - $62.9K
|
1.07K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
171+ 62.87% |
$46.3K - $62.9K
|
443
$137K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
170+ 11.77% |
$46K - $62.5K
|
1.61K
$498K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
170+ 7.91% |
$46K - $62.5K
|
2.32K
$715K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
169+ 10.56% |
$45.8K - $62.2K
|
1.77K
$546K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
168New |
$45.5K - $61.8K
|
168
$51.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
167+ 2.19% |
$45.2K - $61.4K
|
7.79K
$2.4M
|