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 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4New |
$1.08K - $1.47K
|
4
$1.23K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.72% |
$813 - $1.1K
|
421
$130K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$813 - $1.1K
|
5.48K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.41% |
$813 - $1.1K
|
736
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 6.38% |
$813 - $1.1K
|
50
$15.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
3+ 0.15% |
$813 - $1.1K
|
2K
$618K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3+ 0.05% |
$813 - $1.1K
|
5.54K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
3+ 0.28% |
$813 - $1.1K
|
1.06K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
3+ 0.01% |
$813 - $1.1K
|
54.1K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3+ 0.14% |
$813 - $1.1K
|
2.09K
$644K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
3+ 0.05% |
$813 - $1.1K
|
5.6K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2+ 0.21% |
$542 - $736
|
941
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2+ 0.11% |
$542 - $736
|
1.8K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.1% |
$542 - $736
|
1.99K
$613K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.27% |
$542 - $736
|
743
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 10.53% |
$542 - $736
|
21
$6.47K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2+ 0.11% |
$542 - $736
|
1.88K
$579K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.18% |
$542 - $736
|
1.11K
$343K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2New |
$542 - $736
|
2
$617
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 2.0% |
$542 - $736
|
102
$31.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2+ 0.03% |
$542 - $736
|
7.93K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2+ 0.19% |
$542 - $736
|
1.04K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2+ 0.67% |
$542 - $736
|
300
$92.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1+ 0.03% |
$271 - $368
|
3.39K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1+ 0.12% |
$271 - $368
|
833
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.31% |
$271 - $368
|
323
$99.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1+ 0.08% |
$271 - $368
|
1.3K
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.13% |
$271 - $368
|
748
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1+ 0.03% |
$271 - $368
|
3.98K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1+ 0.13% |
$271 - $368
|
755
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.07% |
$271 - $368
|
1.44K
$445K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1New |
$271 - $368
|
1
$308
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1+ 0.13% |
$271 - $368
|
773
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.22% |
$271 - $368
|
460
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$271 - $368
|
5.87K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.01% |
$271 - $368
|
16.2K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$271 - $368
|
784
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.1% |
$271 - $368
|
1.02K
$314K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.43% |
$271 - $368
|
231
$71.2K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.1% |
$271 - $368
|
1.02K
$315K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1- 0.09% |
$271 - $368
|
1.13K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1- 0.78% |
$271 - $368
|
128
$39.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1- 10.0% |
$271 - $368
|
9
$2.77K
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-2- 12.5% |
$542 - $736
|
14
$4.32K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2- 0.09% |
$542 - $736
|
2.2K
$679K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-2- 0.03% |
$542 - $736
|
6.77K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-2- 0.06% |
$542 - $736
|
3.44K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2- 0.74% |
$542 - $736
|
268
$82.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2- 0.25% |
$542 - $736
|
805
$248K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2- 0.12% |
$542 - $736
|
1.65K
$509K
|