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 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-152- 3.75% |
$41.2K - $55.9K
|
3.9K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-155- 10.78% |
$42K - $57K
|
1.28K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-155- 0.93% |
$42K - $57K
|
16.5K
$5.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-156- 2.13% |
$42.3K - $57.4K
|
7.18K
$2.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-158- 0.09% |
$42.8K - $58.1K
|
175K
$53.9M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-160- 9.24% |
$43.3K - $58.9K
|
1.57K
$485K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-160- 12.69% |
$43.3K - $58.9K
|
1.1K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-161- 0.92% |
$43.6K - $59.2K
|
17.4K
$5.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-161- 7.05% |
$43.6K - $59.2K
|
2.12K
$655K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-161- 12.72% |
$43.6K - $59.2K
|
1.11K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-162- 2.19% |
$43.9K - $59.6K
|
7.24K
$2.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-163- 3.41% |
$44.2K - $60K
|
4.62K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-165- 2.13% |
$44.7K - $60.7K
|
7.59K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-165- 13.98% |
$44.7K - $60.7K
|
1.02K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-165- 5.45% |
$44.7K - $60.7K
|
2.87K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-165- 7.31% |
$44.7K - $60.7K
|
2.09K
$645K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-166- 1.6% |
$45K - $61.1K
|
10.2K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-166- 63.36% |
$45K - $61.1K
|
96
$29.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-169- 2.3% |
$45.8K - $62.2K
|
7.16K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-169- 7.29% |
$45.8K - $62.2K
|
2.15K
$662K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-170- 95.51% |
$46K - $62.5K
|
8
$2.47K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-170- 1.09% |
$46K - $62.5K
|
15.4K
$4.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-172- 2.43% |
$46.6K - $63.3K
|
6.9K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-172- 0.05% |
$46.6K - $63.3K
|
376K
$116M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-173- 10.08% |
$46.9K - $63.6K
|
1.54K
$476K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-173- 1.85% |
$46.9K - $63.6K
|
9.15K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-173- 3.96% |
$46.9K - $63.6K
|
4.19K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-175- 1.96% |
$47.4K - $64.4K
|
8.77K
$2.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-178- 2.1% |
$48.2K - $65.5K
|
8.29K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-178- 0.96% |
$48.2K - $65.5K
|
18.4K
$5.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-179- 2.38% |
$48.5K - $65.8K
|
7.36K
$2.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-180- 0.91% |
$48.8K - $66.2K
|
19.6K
$6.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-181- 2.32% |
$49K - $66.6K
|
7.63K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-181- 3.77% |
$49K - $66.6K
|
4.63K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-183- 7.47% |
$49.6K - $67.3K
|
2.27K
$699K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-185- 1.92% |
$50.1K - $68.1K
|
9.45K
$2.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-185- 6.96% |
$50.1K - $68.1K
|
2.47K
$763K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-185- 1.9% |
$50.1K - $68.1K
|
9.54K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-186- 0.77% |
$50.4K - $68.4K
|
24K
$7.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-187- 3.88% |
$50.7K - $68.8K
|
4.63K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-187- 7.41% |
$50.7K - $68.8K
|
2.34K
$721K
|
|
|
Feb 06, 2025
Q4 2024
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-187- 19.42% |
$50.7K - $68.8K
|
776
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-189- 22.11% |
$51.2K - $69.5K
|
666
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-190- 16.95% |
$51.5K - $69.9K
|
931
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-191- 4.18% |
$51.7K - $70.3K
|
4.38K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-191- 0.36% |
$51.7K - $70.3K
|
53.2K
$16.4M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-197- 9.68% |
$53.4K - $72.5K
|
1.84K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-198- 3.3% |
$53.6K - $72.8K
|
5.8K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-199- 0.47% |
$53.9K - $73.2K
|
41.8K
$12.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-199- 0.07% |
$53.9K - $73.2K
|
278K
$85.6M
|