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 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
38+ 1.91% |
$10.3K - $14K
|
2.02K
$624K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
38+ 3.04% |
$10.3K - $14K
|
1.29K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
38New |
$10.3K - $14K
|
38
$11.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
37+ 0.16% |
$10K - $13.6K
|
22.6K
$6.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
37+ 8.98% |
$10K - $13.6K
|
449
$138K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
36+ 0.49% |
$9.75K - $13.2K
|
7.38K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
36New |
$9.75K - $13.2K
|
36
$11.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
36New |
$9.75K - $13.2K
|
36
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
36New |
$9.75K - $13.2K
|
36
$11.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
35+ 0.45% |
$9.48K - $12.9K
|
7.81K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
35+ 22.88% |
$9.48K - $12.9K
|
188
$58K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
35+ 4.5% |
$9.48K - $12.9K
|
813
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
35+ 1.85% |
$9.48K - $12.9K
|
1.92K
$593K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
35+ 2.69% |
$9.48K - $12.9K
|
1.34K
$412K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
35+ 0.5% |
$9.48K - $12.9K
|
7.08K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
35+ 3.5% |
$9.48K - $12.9K
|
1.04K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
35New |
$9.48K - $12.9K
|
35
$10.8K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
35+ 0.07% |
$9.48K - $12.9K
|
52.8K
$16.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
34New |
$9.21K - $12.5K
|
34
$10.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
34+ 3.94% |
$9.21K - $12.5K
|
896
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
33+ 2.32% |
$8.94K - $12.1K
|
1.46K
$449K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.52% |
$8.94K - $12.1K
|
6.41K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
32+ 0.29% |
$8.67K - $11.8K
|
11K
$3.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
32+ 0.96% |
$8.67K - $11.8K
|
3.37K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
31+ 1.12% |
$8.4K - $11.4K
|
2.81K
$865K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
31+ 0.27% |
$8.4K - $11.4K
|
11.4K
$3.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31+ 4.1% |
$8.4K - $11.4K
|
787
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
31+ 0.05% |
$8.4K - $11.4K
|
58.3K
$18M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
30New |
$8.13K - $11K
|
30
$9.25K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
30+ 0.67% |
$8.13K - $11K
|
4.51K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
30+ 2.92% |
$8.13K - $11K
|
1.06K
$326K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
30+ 0.22% |
$8.13K - $11K
|
13.6K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
30+ 2.11% |
$8.13K - $11K
|
1.45K
$448K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
30+ 0.36% |
$8.13K - $11K
|
8.3K
$2.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
28+ 2.99% |
$7.58K - $10.3K
|
963
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
28+ 2.31% |
$7.58K - $10.3K
|
1.24K
$382K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
28+ 1.42% |
$7.58K - $10.3K
|
1.99K
$615K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
28+ 1.51% |
$7.58K - $10.3K
|
1.88K
$581K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
27+ 1.49% |
$7.31K - $9.93K
|
1.84K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
27+ 4.95% |
$7.31K - $9.93K
|
572
$176K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
26+ 1.63% |
$7.04K - $9.56K
|
1.62K
$500K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
26New |
$7.04K - $9.56K
|
26
$8.02K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
26+ 2.41% |
$7.04K - $9.56K
|
1.11K
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 2.39% |
$6.77K - $9.2K
|
1.07K
$330K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
25+ 1.16% |
$6.77K - $9.2K
|
2.19K
$674K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
25+ 1.27% |
$6.77K - $9.2K
|
1.99K
$613K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
25+ 0.04% |
$6.77K - $9.2K
|
64.2K
$19.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24+ 31.58% |
$6.5K - $8.83K
|
100
$30.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
24+ 0.53% |
$6.5K - $8.83K
|
4.58K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
24+ 1.37% |
$6.5K - $8.83K
|
1.78K
$549K
|