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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
15+ 14.29% |
$4.06K - $5.52K
|
120
$37K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.56% |
$4.06K - $5.52K
|
2.7K
$832K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
15+ 0.37% |
$4.06K - $5.52K
|
4.04K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
15+ 0.12% |
$4.06K - $5.52K
|
12.1K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
14+ 1.12% |
$3.79K - $5.15K
|
1.26K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14+ 0.13% |
$3.79K - $5.15K
|
10.7K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
13+ 1.15% |
$3.52K - $4.78K
|
1.14K
$351K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.75% |
$3.52K - $4.78K
|
1.74K
$538K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
13+ 0.98% |
$3.52K - $4.78K
|
1.34K
$413K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
12+ 1.65% |
$3.25K - $4.41K
|
740
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
12+ 0.57% |
$3.25K - $4.41K
|
2.13K
$656K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12+ 1.17% |
$3.25K - $4.41K
|
1.04K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
12+ 0.15% |
$3.25K - $4.41K
|
8.08K
$2.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
12+ 0.96% |
$3.25K - $4.41K
|
1.26K
$389K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
11+ 0.8% |
$2.98K - $4.05K
|
1.39K
$430K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 3.36% |
$2.98K - $4.05K
|
338
$104K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 0.91% |
$2.98K - $4.05K
|
1.22K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
11New |
$2.98K - $4.05K
|
11
$3.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 1.46% |
$2.98K - $4.05K
|
767
$236K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 0.4% |
$2.71K - $3.68K
|
2.53K
$780K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
10+ 0.83% |
$2.71K - $3.68K
|
1.22K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10+ 58.82% |
$2.71K - $3.68K
|
27
$8.32K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 2.01% |
$2.17K - $2.94K
|
406
$125K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8+ 0.11% |
$2.17K - $2.94K
|
7.35K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8+ 0.34% |
$2.17K - $2.94K
|
2.36K
$727K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
8+ 0.27% |
$2.17K - $2.94K
|
2.97K
$917K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8New |
$2.17K - $2.94K
|
8
$2.47K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
BUY
|
- |
8+ 0.43% |
$2.17K - $2.94K
|
1.86K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
8New |
$2.17K - $2.94K
|
8
$2.47K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
7+ 2.06% |
$1.9K - $2.58K
|
347
$107K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7+ 0.29% |
$1.9K - $2.58K
|
2.41K
$744K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
7New |
$1.9K - $2.58K
|
7
$2.16K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
7+ 0.83% |
$1.9K - $2.58K
|
847
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
6+ 0.73% |
$1.63K - $2.21K
|
829
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6+ 0.68% |
$1.63K - $2.21K
|
894
$276K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
6+ 0.5% |
$1.63K - $2.21K
|
1.2K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
6+ 2.23% |
$1.63K - $2.21K
|
275
$84.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
6+ 0.29% |
$1.63K - $2.21K
|
2.06K
$635K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
6+ 0.53% |
$1.63K - $2.21K
|
1.15K
$353K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6+ 0.03% |
$1.63K - $2.21K
|
23.9K
$7.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.39% |
$1.63K - $2.21K
|
1.54K
$473K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.62% |
$1.35K - $1.84K
|
818
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 0.1% |
$1.35K - $1.84K
|
4.8K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5+ 0.1% |
$1.35K - $1.84K
|
5.06K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.09% |
$1.35K - $1.84K
|
5.47K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
5+ 0.33% |
$1.35K - $1.84K
|
1.51K
$464K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 1.29% |
$1.08K - $1.47K
|
314
$96.8K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
4+ 0.09% |
$1.08K - $1.47K
|
4.23K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4+ 0.38% |
$1.08K - $1.47K
|
1.05K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4+ 0.35% |
$1.08K - $1.47K
|
1.14K
$350K
|