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 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
14.8K+ 59.2% |
$4.01M - $5.44M
|
39.8K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14.8KNew |
$4M - $5.43M
|
14.8K
$4.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.4K+ 5.83% |
$3.9M - $5.3M
|
261K
$80.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.4K+ 6.03% |
$3.89M - $5.28M
|
252K
$77.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.3K+ 36.53% |
$3.87M - $5.26M
|
53.5K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
14.3K+ 9.5% |
$3.87M - $5.25M
|
165K
$50.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
14.1KNew |
$3.82M - $5.19M
|
14.1K
$4.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
13.9KNew |
$3.76M - $5.11M
|
13.9K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13.8K+ 13.44% |
$3.75M - $5.09M
|
117K
$36M
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
13.6KNew |
$3.69M - $5.02M
|
13.6K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.6KNew |
$3.68M - $4.99M
|
13.6K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 145.71% |
$3.66M - $4.96M
|
22.8K
$7.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
13.5K+ 8.02% |
$3.65M - $4.95M
|
181K
$55.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
13.4K+ 21.82% |
$3.62M - $4.91M
|
74.6K
$23M
|
|
|
Feb 07, 2025
Q4 2024
|
Ns Partners LTD
|
BUY
|
- |
13.2K+ 12.94% |
$3.56M - $4.84M
|
115K
$35.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
12.9KNew |
$3.5M - $4.75M
|
12.9K
$3.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
12.8K+ 1.97% |
$3.47M - $4.71M
|
664K
$205M
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
12.8K+ 272.34% |
$3.47M - $4.71M
|
17.5K
$5.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.5KNew |
$3.39M - $4.61M
|
12.5K
$3.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12.5K+ 74.04% |
$3.39M - $4.6M
|
29.4K
$9.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
12.4K+ 1562.44% |
$3.37M - $4.58M
|
13.2K
$4.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
12.2KNew |
$3.31M - $4.49M
|
12.2K
$3.77M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
12.1K+ 673.66% |
$3.29M - $4.47M
|
13.9K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 3.99% |
$3.27M - $4.45M
|
315K
$97.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12K+ 5.14% |
$3.26M - $4.42M
|
246K
$75.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
12KNew |
$3.25M - $4.41M
|
12K
$3.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
11.9K+ 11.03% |
$3.23M - $4.38M
|
120K
$37M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
11.8KNew |
$3.18M - $4.32M
|
11.8K
$3.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
11.7K+ 206.93% |
$3.17M - $4.3M
|
17.4K
$5.35M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
11.6K+ 6.9% |
$3.14M - $4.27M
|
180K
$55.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
11.6K+ 146.84% |
$3.13M - $4.25M
|
19.4K
$5.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
11.5K+ 21.07% |
$3.13M - $4.25M
|
66.3K
$20.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
11.5K+ 19.04% |
$3.11M - $4.22M
|
71.8K
$22.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
11.4K+ 13.1% |
$3.1M - $4.21M
|
98.7K
$30.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
11.1K+ 11.57% |
$3.01M - $4.08M
|
107K
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
Valiant Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
11.1K+ 12.83% |
$3.01M - $4.08M
|
97.6K
$30.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
11.1KNew |
$3M - $4.07M
|
11.1K
$3.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Katamaran Capital LLP
London, X0 |
BUY
|
- |
11KNew |
$2.98M - $4.05M
|
11K
$3.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
11KNew |
$2.98M - $4.05M
|
11K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
10.9KNew |
$2.96M - $4.02M
|
10.9K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
10.8K+ 93.3% |
$2.93M - $3.98M
|
22.4K
$6.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
10.8K+ 13.57% |
$2.92M - $3.96M
|
90.1K
$27.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
10.7KNew |
$2.9M - $3.94M
|
10.7K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
10.5K+ 39.47% |
$2.85M - $3.87M
|
37.2K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.5K+ 1402.67% |
$2.84M - $3.86M
|
11.2K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
10.5KNew |
$2.83M - $3.85M
|
10.5K
$3.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 5.27% |
$2.82M - $3.82M
|
207K
$64M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
10.3K+ 584.79% |
$2.78M - $3.78M
|
12K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
10.2K+ 97.77% |
$2.77M - $3.77M
|
20.7K
$6.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
10.2KNew |
$2.76M - $3.75M
|
10.2K
$3.14M
|