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 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
70+ 7.35% |
$19K - $25.8K
|
1.02K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
70+ 1.39% |
$19K - $25.8K
|
5.12K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
70+ 3.58% |
$19K - $25.8K
|
2.03K
$625K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
69+ 4.26% |
$18.7K - $25.4K
|
1.69K
$520K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
68+ 1.27% |
$18.4K - $25K
|
5.44K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
68+ 4.31% |
$18.4K - $25K
|
1.65K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
68+ 2.25% |
$18.4K - $25K
|
3.09K
$952K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
68+ 0.45% |
$18.4K - $25K
|
15.1K
$4.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
68+ 6.52% |
$18.4K - $25K
|
1.11K
$343K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
67+ 7.64% |
$18.1K - $24.6K
|
944
$291K
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
BUY
|
- |
67+ 0.24% |
$18.1K - $24.6K
|
27.7K
$8.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
67+ 9.17% |
$18.1K - $24.6K
|
798
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
66+ 3.77% |
$17.9K - $24.3K
|
1.82K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
66+ 6.21% |
$17.9K - $24.3K
|
1.13K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
65+ 0.07% |
$17.6K - $23.9K
|
87.3K
$26.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
65+ 2.31% |
$17.6K - $23.9K
|
2.88K
$886K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
65+ 7.51% |
$17.6K - $23.9K
|
930
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
65+ 5.8% |
$17.6K - $23.9K
|
1.19K
$366K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
65+ 1.37% |
$17.6K - $23.9K
|
4.81K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
64+ 0.85% |
$17.3K - $23.5K
|
7.59K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
64+ 4.54% |
$17.3K - $23.5K
|
1.48K
$455K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
64+ 0.99% |
$17.3K - $23.5K
|
6.52K
$2.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
64+ 0.32% |
$17.3K - $23.5K
|
20.1K
$6.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
63+ 6.29% |
$17.1K - $23.2K
|
1.07K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
63+ 1.16% |
$17.1K - $23.2K
|
5.51K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
62+ 0.32% |
$16.8K - $22.8K
|
19.2K
$5.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
62+ 82.67% |
$16.8K - $22.8K
|
137
$42.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
62+ 0.62% |
$16.8K - $22.8K
|
10.1K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
62+ 2.49% |
$16.8K - $22.8K
|
2.55K
$786K
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
61+ 0.9% |
$16.5K - $22.4K
|
6.84K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
61+ 9.17% |
$16.5K - $22.4K
|
726
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
61New |
$16.5K - $22.4K
|
61
$18.8K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
60+ 2.19% |
$16.3K - $22.1K
|
2.8K
$864K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
60+ 0.61% |
$16.3K - $22.1K
|
9.86K
$3.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
60+ 2.39% |
$16.3K - $22.1K
|
2.57K
$794K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
60+ 1.7% |
$16.3K - $22.1K
|
3.59K
$1.11M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
60+ 0.52% |
$16.3K - $22.1K
|
11.5K
$3.55M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
59+ 0.41% |
$16K - $21.7K
|
14.4K
$4.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
59+ 1.19% |
$16K - $21.7K
|
5.01K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
59New |
$16K - $21.7K
|
59
$18.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
59+ 1.93% |
$16K - $21.7K
|
3.12K
$962K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57+ 0.25% |
$15.4K - $21K
|
22.7K
$6.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
57+ 6.21% |
$15.4K - $21K
|
975
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
57New |
$15.4K - $21K
|
57
$17.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
56+ 5.38% |
$15.2K - $20.6K
|
1.1K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
56+ 3.24% |
$15.2K - $20.6K
|
1.79K
$551K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
55+ 2.16% |
$14.9K - $20.2K
|
2.6K
$803K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
55+ 0.03% |
$14.9K - $20.2K
|
197K
$60.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
54+ 1.49% |
$14.6K - $19.9K
|
3.68K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
54+ 1.3% |
$14.6K - $19.9K
|
4.2K
$1.29M
|