Purchases and Sales Made in Q4 2024 in Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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 14, 2025 Q4 2024
Outlook Wealth Advisors, LLC

BUY
 -
127
+ 8.97%
$34.4K - $46.7K
1.54K $476K
Jan 24, 2025 Q4 2024
Valley National Advisers Inc

BUY
 -
127
+ 1.38%
$34.4K - $46.7K
9.33K $2.88M
Jan 27, 2025 Q4 2024
Money Concepts Capital Corp

BUY
 -
127
+ 16.98%
$34.4K - $46.7K
875 $270K
Feb 10, 2025 Q4 2024
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
127
+ 13.67%
$34.4K - $46.7K
1.06K $326K
Jan 22, 2025 Q4 2024
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
125
+ 13.69%
$33.9K - $46K
1.04K $320K
Feb 14, 2025 Q4 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
125
+ 1.66%
$33.9K - $46K
7.67K $2.36M
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
123
+ 0.26%
$33.3K - $45.2K
47.5K $14.7M
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
BUY
 -
122
+ 2.23%
$33K - $44.9K
5.6K $1.73M
Jan 14, 2025 Q4 2024
Jgp Wealth Management, LLC

BUY
 -
122
+ 12.27%
$33K - $44.9K
1.12K $344K
Jan 17, 2025 Q4 2024
Marino, Stram & Associates LLC

BUY
 -
120
+ 5.62%
$32.5K - $44.1K
2.26K $696K
Jan 30, 2025 Q4 2024
Aveo Capital Partners, LLC

BUY
 -
118
+ 7.17%
$32K - $43.4K
1.76K $544K
Feb 14, 2025 Q4 2024
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
117
+ 4.9%
$31.7K - $43K
2.51K $773K
Jan 27, 2025 Q4 2024
Lcm Capital Management Inc

BUY
 -
116
+ 2.94%
$31.4K - $42.7K
4.06K $1.25M
Feb 04, 2025 Q4 2024
Cable Hill Partners, LLC

Portland, OR
BUY
 -
115
+ 1.11%
$31.2K - $42.3K
10.5K $3.23M
Jan 29, 2025 Q4 2024
Guardian Asset Advisors, LLC

Mechanicsburg, PA
BUY
 -
114
+ 7.65%
$30.9K - $41.9K
1.6K $495K
Jan 28, 2025 Q4 2024
Angeles Wealth Management, LLC

BUY
 -
109
+ 2.92%
$29.5K - $40.1K
3.84K $1.18M
Jan 31, 2025 Q4 2024
Pegasus Asset Management, Inc.

BUY
 -
109
+ 0.68%
$29.5K - $40.1K
16.2K $4.98M
Jan 13, 2025 Q4 2024
Capital Investment Advisors, LLC

BUY
 -
106
+ 1.6%
$28.7K - $39K
6.75K $2.08M
Jan 24, 2025 Q4 2024
Burford Brothers, Inc.

Dallas, TX
BUY
 -
106
+ 3.22%
$28.7K - $39K
3.4K $1.05M
Jan 30, 2025 Q4 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
106
+ 1.58%
$28.7K - $39K
6.81K $2.1M
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
105
New
$28.4K - $38.6K
105 $32.4K
Jan 15, 2025 Q4 2024
Riversedge Advisors, LLC

BUY
 -
104
+ 5.42%
$28.2K - $38.3K
2.02K $624K
Jan 21, 2025 Q4 2024
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
104
+ 4.27%
$28.2K - $38.3K
2.54K $782K
Jan 31, 2025 Q4 2024
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
104
+ 46.64%
$28.2K - $38.3K
327 $101K
Jan 15, 2025 Q4 2024
Chemistry Wealth Management LLC

New York, NY
BUY
 -
103
+ 2.08%
$27.9K - $37.9K
5.06K $1.56M
Jan 21, 2025 Q4 2024
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
102
+ 75.0%
$27.6K - $37.5K
238 $73.4K
Feb 11, 2025 Q4 2024
Fi3 Financial Advisors, LLC

BUY
 -
102
+ 5.24%
$27.6K - $37.5K
2.05K $631K
Feb 14, 2025 Q4 2024
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
102
+ 9.5%
$27.6K - $37.5K
1.18K $363K
Jan 29, 2025 Q4 2024
Avion Wealth

The Woodlands, TX
BUY
 -
101
+ 106.32%
$27.4K - $37.2K
196 $60.4K
Jan 16, 2025 Q4 2024
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
100
+ 3.6%
$27.1K - $36.8K
2.88K $886K
Jan 29, 2025 Q4 2024
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
100
+ 0.26%
$27.1K - $36.8K
38.2K $11.8M
Jan 30, 2025 Q4 2024
Waypoint Wealth Partners Inc.

BUY
 -
100
+ 5.35%
$27.1K - $36.8K
1.97K $607K
Feb 05, 2025 Q4 2024
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
100
+ 6.54%
$27.1K - $36.8K
1.63K $502K
Feb 14, 2025 Q4 2024
Fwl Investment Management, LLC

BUY
 -
100
+ 32.26%
$27.1K - $36.8K
410 $126K
Feb 14, 2025 Q4 2024
Fayez Sarofim & CO

Houston, TX
BUY
 -
100
+ 3.78%
$27.1K - $36.8K
2.75K $847K
Feb 14, 2025 Q4 2024
Wms Partners, LLC

BUY
 -
100
+ 6.49%
$27.1K - $36.8K
1.64K $506K
Jan 22, 2025 Q4 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
98
+ 2.34%
$26.5K - $36.1K
4.28K $1.32M
Jan 23, 2025 Q4 2024
Allen Capital Group, LLC

BUY
 -
98
+ 9.59%
$26.5K - $36.1K
1.12K $345K
Feb 13, 2025 Q4 2024
Canopy Partners, LLC

Terrace Park, OH
BUY
 -
98
+ 1.56%
$26.5K - $36.1K
6.38K $1.97M
Feb 11, 2025 Q4 2024
Twin City Private Wealth, LLC

Winston Salem, NC
BUY
 -
97
+ 3.01%
$26.3K - $35.7K
3.32K $1.02M
Feb 14, 2025 Q4 2024
Reyes Financial Architecture, Inc.

San Diego, CA
BUY
 -
97
New
$26.3K - $35.7K
97 $29.9K
Jan 13, 2025 Q4 2024
Sunflower Bank, N.A.

Denver, CO
BUY
 -
96
+ 3.46%
$26K - $35.3K
2.87K $885K
Jan 17, 2025 Q4 2024
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
96
+ 1.03%
$26K - $35.3K
9.37K $2.89M
Jan 13, 2025 Q4 2024
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
94
+ 9.51%
$25.5K - $34.6K
1.08K $334K
Jan 29, 2025 Q4 2024
Collier Financial

Denver, CO
BUY
 -
94
New
$25.5K - $34.6K
94 $29K
Feb 13, 2025 Q4 2024
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
94
New
$25.5K - $34.6K
94 $29K
Jan 30, 2025 Q4 2024
Asset Planning,Inc

Cypress, CA
BUY
 -
93
New
$25.2K - $34.2K
93 $28.7K
Feb 14, 2025 Q4 2024
Geller Advisors LLC

New York, NY
BUY
 -
93
+ 5.02%
$25.2K - $34.2K
1.95K $600K
Jan 28, 2025 Q4 2024
Forbes J M & CO LLP

BUY
 -
91
+ 0.25%
$24.6K - $33.5K
36.7K $11.3M

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