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
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-50- 1.78% |
$13.5K - $18.4K
|
2.76K
$849K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-50- 1.03% |
$13.5K - $18.4K
|
4.8K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-50- 0.91% |
$13.5K - $18.4K
|
5.47K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-50- 0.62% |
$13.5K - $18.4K
|
8.05K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-50- 1.63% |
$13.5K - $18.4K
|
3.02K
$930K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-50- 0.81% |
$13.5K - $18.4K
|
6.12K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-51- 0.84% |
$13.8K - $18.8K
|
6.05K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-52- 1.09% |
$14.1K - $19.1K
|
4.71K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-52- 1.29% |
$14.1K - $19.1K
|
3.99K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-54- 1.29% |
$14.6K - $19.9K
|
4.15K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-54- 5.95% |
$14.6K - $19.9K
|
854
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-54- 6.26% |
$14.6K - $19.9K
|
809
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-54- 2.25% |
$14.6K - $19.9K
|
2.35K
$724K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-55- 1.91% |
$14.9K - $20.2K
|
2.83K
$873K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-55- 1.19% |
$14.9K - $20.2K
|
4.56K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-55- 3.61% |
$14.9K - $20.2K
|
1.47K
$452K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-56- 4.26% |
$15.2K - $20.6K
|
1.26K
$388K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-56- 5.18% |
$15.2K - $20.6K
|
1.03K
$316K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.36% |
$15.4K - $21K
|
4.14K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-57- 0.37% |
$15.4K - $21K
|
15.2K
$4.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-57- 2.96% |
$15.4K - $21K
|
1.87K
$576K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-57- 1.35% |
$15.4K - $21K
|
4.16K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-58- 3.02% |
$15.7K - $21.3K
|
1.87K
$575K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-59- 1.09% |
$16K - $21.7K
|
5.36K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-59- 54.63% |
$16K - $21.7K
|
49
$15.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-59- 5.73% |
$16K - $21.7K
|
971
$299K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-60- 3.05% |
$16.3K - $22.1K
|
1.91K
$588K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-60- 1.99% |
$16.3K - $22.1K
|
2.95K
$910K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-61- 0.06% |
$16.5K - $22.4K
|
101K
$31.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-61- 0.76% |
$16.5K - $22.4K
|
8K
$2.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-61- 1.16% |
$16.5K - $22.4K
|
5.18K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-62- 0.27% |
$16.8K - $22.8K
|
23.2K
$7.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-62- 1.92% |
$16.8K - $22.8K
|
3.17K
$978K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-64- 0.74% |
$17.3K - $23.5K
|
8.6K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-64- 4.35% |
$17.3K - $23.5K
|
1.41K
$434K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-64- 1.46% |
$17.3K - $23.5K
|
4.32K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-64- 2.35% |
$17.3K - $23.5K
|
2.66K
$819K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-65- 0.63% |
$17.6K - $23.9K
|
10.2K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-65- 0.81% |
$17.6K - $23.9K
|
7.96K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-65- 3.94% |
$17.6K - $23.9K
|
1.58K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-66- 1.52% |
$17.9K - $24.3K
|
4.27K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-67- 3.96% |
$18.1K - $24.6K
|
1.63K
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-67- 10.49% |
$18.1K - $24.6K
|
572
$176K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-67- 1.62% |
$18.1K - $24.6K
|
4.07K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-67- 0.43% |
$18.1K - $24.6K
|
15.5K
$4.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-67- 2.99% |
$18.1K - $24.6K
|
2.18K
$671K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-68- 1.4% |
$18.4K - $25K
|
4.79K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-68- 11.79% |
$18.4K - $25K
|
509
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-69- 9.29% |
$18.7K - $25.4K
|
674
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-69- 0.85% |
$18.7K - $25.4K
|
8.06K
$2.48M
|