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
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
90+ 63.83% |
$24.4K - $33.1K
|
231
$71.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
90+ 2.75% |
$24.4K - $33.1K
|
3.36K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
90+ 0.74% |
$24.4K - $33.1K
|
12.2K
$3.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
89+ 6.78% |
$24.1K - $32.7K
|
1.4K
$432K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
89New |
$24.1K - $32.7K
|
89
$27.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
89+ 4.21% |
$24.1K - $32.7K
|
2.21K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
89+ 2.99% |
$24.1K - $32.7K
|
3.06K
$944K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
89+ 6.27% |
$24.1K - $32.7K
|
1.51K
$465K
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
87+ 4.69% |
$23.6K - $32K
|
1.94K
$599K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
87+ 7.68% |
$23.6K - $32K
|
1.22K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
86+ 1.28% |
$23.3K - $31.6K
|
6.78K
$2.09M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
85+ 10.86% |
$23K - $31.3K
|
868
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
85+ 3.62% |
$23K - $31.3K
|
2.43K
$750K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
85+ 1.2% |
$23K - $31.3K
|
7.17K
$2.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
84+ 3.55% |
$22.8K - $30.9K
|
2.45K
$754K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
84+ 3.3% |
$22.8K - $30.9K
|
2.63K
$811K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
84+ 3.06% |
$22.8K - $30.9K
|
2.83K
$872K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
83+ 88.3% |
$22.5K - $30.5K
|
177
$54.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
83+ 5.31% |
$22.5K - $30.5K
|
1.65K
$508K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
83+ 2.87% |
$22.5K - $30.5K
|
2.97K
$917K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
83+ 4.71% |
$22.5K - $30.5K
|
1.85K
$569K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
82+ 22.1% |
$22.2K - $30.2K
|
453
$140K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
81+ 0.84% |
$21.9K - $29.8K
|
9.75K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
81+ 3.62% |
$21.9K - $29.8K
|
2.32K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
80New |
$21.7K - $29.4K
|
80
$24.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
79+ 8.52% |
$21.4K - $29.1K
|
1.01K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
79+ 3.15% |
$21.4K - $29.1K
|
2.59K
$797K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
79+ 1.77% |
$21.4K - $29.1K
|
4.55K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
78+ 0.31% |
$21.1K - $28.7K
|
24.9K
$7.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
77+ 28.95% |
$20.9K - $28.3K
|
343
$106K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
77+ 1.15% |
$20.9K - $28.3K
|
6.75K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
77+ 7.43% |
$20.9K - $28.3K
|
1.11K
$343K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
77+ 2.77% |
$20.9K - $28.3K
|
2.86K
$880K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
77+ 3.38% |
$20.9K - $28.3K
|
2.35K
$725K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
77+ 1.14% |
$20.9K - $28.3K
|
6.84K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
76+ 7.69% |
$20.6K - $28K
|
1.06K
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
75+ 1.68% |
$20.3K - $27.6K
|
4.54K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
75+ 0.68% |
$20.3K - $27.6K
|
11.1K
$3.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
75+ 1.2% |
$20.3K - $27.6K
|
6.34K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
75+ 3.45% |
$20.3K - $27.6K
|
2.25K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
75New |
$20.3K - $27.6K
|
75
$23.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
74+ 9.7% |
$20K - $27.2K
|
837
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
73+ 3.4% |
$19.8K - $26.9K
|
2.22K
$684K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
73+ 2.78% |
$19.8K - $26.9K
|
2.7K
$832K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
72+ 7.47% |
$19.5K - $26.5K
|
1.04K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
72+ 0.1% |
$19.5K - $26.5K
|
72.8K
$22.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
72+ 2.29% |
$19.5K - $26.5K
|
3.21K
$991K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
72New |
$19.5K - $26.5K
|
72
$22.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
71+ 7.68% |
$19.2K - $26.1K
|
995
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
71+ 7.21% |
$19.2K - $26.1K
|
1.06K
$326K
|