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 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
166+ 17.03% |
$45K - $61.1K
|
1.14K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
166+ 0.72% |
$45K - $61.1K
|
23.1K
$7.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
165New |
$44.7K - $60.7K
|
165
$50.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
165+ 18.23% |
$44.7K - $60.7K
|
1.07K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
165+ 5.74% |
$44.7K - $60.7K
|
3.04K
$937K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
163+ 1.27% |
$44.2K - $60K
|
13K
$4M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
163+ 1.67% |
$44.2K - $60K
|
9.91K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
163+ 5.3% |
$44.2K - $60K
|
3.24K
$998K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
163+ 0.48% |
$44.2K - $60K
|
34.4K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
161New |
$43.6K - $59.2K
|
161
$49.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
160+ 2.33% |
$43.3K - $58.9K
|
7.03K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
159+ 10.83% |
$43.1K - $58.5K
|
1.63K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
158+ 1.99% |
$42.8K - $58.1K
|
8.09K
$2.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
156+ 12.86% |
$42.3K - $57.4K
|
1.37K
$422K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
156+ 16.49% |
$42.3K - $57.4K
|
1.1K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
156+ 15.09% |
$42.3K - $57.4K
|
1.19K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
155+ 8.72% |
$42K - $57K
|
1.93K
$596K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
154+ 6.47% |
$41.7K - $56.7K
|
2.54K
$782K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
154+ 0.66% |
$41.7K - $56.7K
|
23.4K
$7.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
153+ 0.23% |
$41.4K - $56.3K
|
67.3K
$20.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
153+ 4.74% |
$41.4K - $56.3K
|
3.38K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
153+ 3.98% |
$41.4K - $56.3K
|
4K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
152+ 1.17% |
$41.2K - $55.9K
|
13.2K
$4.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
150+ 2.33% |
$40.6K - $55.2K
|
6.58K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
150+ 3.58% |
$40.6K - $55.2K
|
4.34K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
150+ 13.16% |
$40.6K - $55.2K
|
1.29K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
149+ 1.56% |
$40.4K - $54.8K
|
9.68K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
146+ 11.51% |
$39.5K - $53.7K
|
1.42K
$436K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
146+ 8.14% |
$39.5K - $53.7K
|
1.94K
$598K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
145+ 32.51% |
$39.3K - $53.3K
|
591
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
145+ 14.51% |
$39.3K - $53.3K
|
1.14K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
143+ 7.63% |
$38.7K - $52.6K
|
2.02K
$622K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
143+ 1.78% |
$38.7K - $52.6K
|
8.18K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
143+ 1.0% |
$38.7K - $52.6K
|
14.4K
$4.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
142+ 0.74% |
$38.5K - $52.2K
|
19.3K
$5.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
142+ 0.89% |
$38.5K - $52.2K
|
16K
$4.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
139+ 6.43% |
$37.7K - $51.1K
|
2.3K
$710K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
139New |
$37.7K - $51.1K
|
139
$42.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
137+ 17.47% |
$37.1K - $50.4K
|
921
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
137+ 0.1% |
$37.1K - $50.4K
|
140K
$43.2M
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
137+ 5.78% |
$37.1K - $50.4K
|
2.51K
$773K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
135+ 6.5% |
$36.6K - $49.7K
|
2.21K
$682K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
135New |
$36.6K - $49.7K
|
135
$41.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
135+ 2.5% |
$36.6K - $49.7K
|
5.53K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
134+ 7.1% |
$36.3K - $49.3K
|
2.02K
$623K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
134+ 4.79% |
$36.3K - $49.3K
|
2.93K
$904K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
133+ 1.03% |
$36K - $48.9K
|
13.1K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
132+ 1.42% |
$35.8K - $48.6K
|
9.45K
$2.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
131+ 1.94% |
$35.5K - $48.2K
|
6.88K
$2.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
129+ 1.52% |
$34.9K - $47.5K
|
8.63K
$2.66M
|