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 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2- 0.14% |
$542 - $736
|
1.39K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.08% |
$542 - $736
|
2.61K
$805K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3- 0.09% |
$813 - $1.1K
|
3.49K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-3- 0.07% |
$813 - $1.1K
|
4.32K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-3- 0.15% |
$813 - $1.1K
|
2K
$616K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4- 0.03% |
$1.08K - $1.47K
|
12.6K
$3.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-4- 0.37% |
$1.08K - $1.47K
|
1.08K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 16.67% |
$1.08K - $1.47K
|
20
$6.17K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-4- 0.55% |
$1.08K - $1.47K
|
723
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4- 0.18% |
$1.08K - $1.47K
|
2.22K
$684K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-5- 0.16% |
$1.35K - $1.84K
|
3.14K
$968K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-5- 2.56% |
$1.35K - $1.84K
|
190
$58.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-5- 0.05% |
$1.35K - $1.84K
|
9.59K
$2.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-5- 0.28% |
$1.35K - $1.84K
|
1.81K
$557K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-5- -0.0% |
$1.35K - $1.84K
|
127K
$39.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-5- 0.07% |
$1.35K - $1.84K
|
6.99K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-5- 0.14% |
$1.35K - $1.84K
|
3.54K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6- 0.46% |
$1.63K - $2.21K
|
1.29K
$399K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-6- 0.33% |
$1.63K - $2.21K
|
1.84K
$566K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-6- 0.08% |
$1.63K - $2.21K
|
7.2K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-6- 28.57% |
$1.63K - $2.21K
|
15
$4.62K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-6- 1.11% |
$1.63K - $2.21K
|
533
$164K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-7- 0.33% |
$1.9K - $2.58K
|
2.1K
$649K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-7- 9.86% |
$1.9K - $2.58K
|
64
$19.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7- 2.37% |
$1.9K - $2.58K
|
288
$88.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-7- 0.99% |
$1.9K - $2.58K
|
700
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 1.0% |
$2.17K - $2.94K
|
796
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-8- 0.41% |
$2.17K - $2.94K
|
1.95K
$600K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-8- 0.1% |
$2.17K - $2.94K
|
7.78K
$2.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-8- 0.46% |
$2.17K - $2.94K
|
1.73K
$534K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-8- 0.37% |
$2.17K - $2.94K
|
2.15K
$662K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-8- 1.71% |
$2.17K - $2.94K
|
460
$142K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-8- 0.21% |
$2.17K - $2.94K
|
3.82K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-8- 2.93% |
$2.17K - $2.94K
|
265
$81.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 0.62% |
$2.17K - $2.94K
|
1.29K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-8- 0.91% |
$2.17K - $2.94K
|
869
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-9- 1.11% |
$2.44K - $3.31K
|
801
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 8.11% |
$2.44K - $3.31K
|
102
$31.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-9- 0.81% |
$2.44K - $3.31K
|
1.11K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-9- 0.43% |
$2.44K - $3.31K
|
2.07K
$638K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-9- 0.24% |
$2.44K - $3.31K
|
3.76K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-10- 0.3% |
$2.71K - $3.68K
|
3.37K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-10- 0.16% |
$2.71K - $3.68K
|
6.18K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-10- 0.75% |
$2.71K - $3.68K
|
1.32K
$408K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-10- 0.27% |
$2.71K - $3.68K
|
3.67K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-10- 0.79% |
$2.71K - $3.68K
|
1.26K
$389K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-10- 0.49% |
$2.71K - $3.68K
|
2.02K
$622K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-10- 1.0% |
$2.71K - $3.68K
|
989
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.54% |
$2.71K - $3.68K
|
1.85K
$569K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-10- 0.2% |
$2.71K - $3.68K
|
5.11K
$1.58M
|