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 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
53+ 4.42% |
$14.4K - $19.5K
|
1.25K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
53New |
$14.4K - $19.5K
|
53
$16.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
53New |
$14.4K - $19.5K
|
53
$16.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
53+ 0.51% |
$14.4K - $19.5K
|
10.5K
$3.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
52+ 3.57% |
$14.1K - $19.1K
|
1.51K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
52+ 4.26% |
$14.1K - $19.1K
|
1.27K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
52+ 1.59% |
$14.1K - $19.1K
|
3.33K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
51+ 2.69% |
$13.8K - $18.8K
|
1.95K
$601K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
51+ 2.28% |
$13.8K - $18.8K
|
2.29K
$705K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
51New |
$13.8K - $18.8K
|
51
$15.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
51+ 2.93% |
$13.8K - $18.8K
|
1.79K
$552K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
51+ 10.92% |
$13.8K - $18.8K
|
518
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
51+ 7.42% |
$13.8K - $18.8K
|
738
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
50+ 0.5% |
$13.5K - $18.4K
|
10K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
50+ 3.89% |
$13.5K - $18.4K
|
1.33K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
50+ 3.18% |
$13.5K - $18.4K
|
1.62K
$500K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
50+ 0.68% |
$13.5K - $18.4K
|
7.35K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
50+ 4.12% |
$13.5K - $18.4K
|
1.26K
$389K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
50New |
$13.5K - $18.4K
|
50
$15.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
50+ 0.06% |
$13.5K - $18.4K
|
78.4K
$24.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50+ 1.34% |
$13.5K - $18.4K
|
3.77K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
50+ 0.64% |
$13.5K - $18.4K
|
7.87K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
48New |
$13K - $17.7K
|
48
$14.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
47+ 4.19% |
$12.7K - $17.3K
|
1.17K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
47+ 2.56% |
$12.7K - $17.3K
|
1.89K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
47New |
$12.7K - $17.3K
|
47
$14.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
46+ 6.01% |
$12.5K - $16.9K
|
811
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
46+ 0.12% |
$12.5K - $16.9K
|
38.1K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
45+ 5.58% |
$12.2K - $16.6K
|
852
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
44+ 2.23% |
$11.9K - $16.2K
|
2.01K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
44+ 3.7% |
$11.9K - $16.2K
|
1.23K
$380K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
43+ 81.13% |
$11.6K - $15.8K
|
96
$29.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
43+ 2.54% |
$11.6K - $15.8K
|
1.74K
$536K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
43+ 1.83% |
$11.6K - $15.8K
|
2.39K
$738K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
42+ 0.38% |
$11.4K - $15.5K
|
11.2K
$3.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
42+ 0.73% |
$11.4K - $15.5K
|
5.79K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
42+ 5.3% |
$11.4K - $15.5K
|
834
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
41New |
$11.1K - $15.1K
|
41
$12.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
41+ 0.52% |
$11.1K - $15.1K
|
7.91K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
41+ 4.47% |
$11.1K - $15.1K
|
958
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
41+ 14.19% |
$11.1K - $15.1K
|
330
$102K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
41+ 0.17% |
$11.1K - $15.1K
|
24.7K
$7.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
41New |
$11.1K - $15.1K
|
41
$12.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
40+ 85.11% |
$10.8K - $14.7K
|
87
$26.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
40+ 1.91% |
$10.8K - $14.7K
|
2.13K
$658K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
40+ 4000.0% |
$10.8K - $14.7K
|
41
$12.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
39+ 2.26% |
$10.6K - $14.3K
|
1.77K
$545K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
39+ 2.26% |
$10.6K - $14.3K
|
1.76K
$543K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
39New |
$10.6K - $14.3K
|
39
$12K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
38+ 4.29% |
$10.3K - $14K
|
923
$285K
|