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 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-27- 0.81% |
$7.31K - $9.93K
|
3.32K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-27- 3.13% |
$7.31K - $9.93K
|
837
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-30- 10.42% |
$8.13K - $11K
|
258
$79.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-30- 2.25% |
$8.13K - $11K
|
1.31K
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-30- 5.86% |
$8.13K - $11K
|
482
$149K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-30- 3.52% |
$8.13K - $11K
|
822
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-30- 1.48% |
$8.13K - $11K
|
1.99K
$615K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 3.87% |
$8.67K - $11.8K
|
794
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-32- 1.81% |
$8.67K - $11.8K
|
1.74K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-32- 1.21% |
$8.67K - $11.8K
|
2.62K
$807K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-32- 0.15% |
$8.67K - $11.8K
|
21.2K
$6.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-33- 0.19% |
$8.94K - $12.1K
|
17.8K
$5.48M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-35- 0.44% |
$9.48K - $12.9K
|
7.86K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-35- 3.2% |
$9.48K - $12.9K
|
1.06K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-35- 0.89% |
$9.48K - $12.9K
|
3.88K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-35- 2.87% |
$9.48K - $12.9K
|
1.18K
$365K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-35- 4.28% |
$9.48K - $12.9K
|
782
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-36- 2.93% |
$9.75K - $13.2K
|
1.19K
$368K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 4.35% |
$9.75K - $13.2K
|
792
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-36- 1.24% |
$9.75K - $13.2K
|
2.87K
$883K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-36- 3.46% |
$9.75K - $13.2K
|
1.01K
$310K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-36- 5.29% |
$9.75K - $13.2K
|
645
$199K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-37- 0.64% |
$10K - $13.6K
|
5.73K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-37- 2.32% |
$10K - $13.6K
|
1.56K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-38- 4.06% |
$10.3K - $14K
|
898
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-39- 1.79% |
$10.6K - $14.3K
|
2.14K
$658K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-39- 1.81% |
$10.6K - $14.3K
|
2.12K
$653K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-40- 1.6% |
$10.8K - $14.7K
|
2.46K
$757K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-40- 0.48% |
$10.8K - $14.7K
|
8.29K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-42- 1.25% |
$11.4K - $15.5K
|
3.32K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-42- 3.79% |
$11.4K - $15.5K
|
1.07K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-42- 0.18% |
$11.4K - $15.5K
|
22.9K
$7.07M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-44- 1.54% |
$11.9K - $16.2K
|
2.82K
$868K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-44- 1.8% |
$11.9K - $16.2K
|
2.39K
$738K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-45- 0.94% |
$12.2K - $16.6K
|
4.73K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-45- 0.19% |
$12.2K - $16.6K
|
23.8K
$7.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-45- 5.68% |
$12.2K - $16.6K
|
747
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-45- 5.84% |
$12.2K - $16.6K
|
726
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-46- 3.5% |
$12.5K - $16.9K
|
1.27K
$392K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-46- 3.38% |
$12.5K - $16.9K
|
1.31K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-46- 5.21% |
$12.5K - $16.9K
|
837
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-48- 43.24% |
$13K - $17.7K
|
63
$19.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-48- 1.03% |
$13K - $17.7K
|
4.62K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-48- 0.23% |
$13K - $17.7K
|
21.2K
$6.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-49- 2.57% |
$13.3K - $18K
|
1.86K
$573K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-50- 2.06% |
$13.5K - $18.4K
|
2.37K
$732K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-50- 3.06% |
$13.5K - $18.4K
|
1.59K
$489K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 0.9% |
$13.5K - $18.4K
|
5.5K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 1.36% |
$13.5K - $18.4K
|
3.63K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 4.5% |
$13.5K - $18.4K
|
1.06K
$327K
|