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 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
6.88KNew |
$1.86M - $2.53M
|
6.88K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.85K+ 14.28% |
$1.86M - $2.52M
|
54.8K
$16.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.85K+ 15.8% |
$1.85M - $2.52M
|
50.2K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
6.8K+ 15.52% |
$1.84M - $2.5M
|
50.6K
$15.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6.77KNew |
$1.83M - $2.49M
|
6.77K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
BUY
|
- |
6.76KNew |
$1.83M - $2.49M
|
6.76K
$2.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.64K+ 146.79% |
$1.8M - $2.44M
|
11.2K
$3.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.49KNew |
$1.76M - $2.39M
|
6.49K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.48K+ 137.41% |
$1.75M - $2.38M
|
11.2K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.45K+ 16.28% |
$1.75M - $2.37M
|
46.1K
$14.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
6.43K+ 17.12% |
$1.74M - $2.37M
|
44K
$13.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.42K+ 26.72% |
$1.74M - $2.36M
|
30.4K
$9.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.4K+ 11.35% |
$1.73M - $2.36M
|
62.8K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
6.35KNew |
$1.72M - $2.34M
|
6.35K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
6.31KNew |
$1.71M - $2.32M
|
6.31K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
6.29K+ 846.3% |
$1.7M - $2.31M
|
7.03K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.27K+ 35.09% |
$1.7M - $2.31M
|
24.1K
$7.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.26K+ 62.23% |
$1.7M - $2.3M
|
16.3K
$5.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.25K+ 14.3% |
$1.69M - $2.3M
|
50K
$15.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.25K+ 27.67% |
$1.69M - $2.3M
|
28.8K
$8.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
6.23KNew |
$1.69M - $2.29M
|
6.23K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
6.12K+ 443.48% |
$1.66M - $2.25M
|
7.5K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.1K+ 15.94% |
$1.65M - $2.24M
|
44.3K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.09K+ 2380.08% |
$1.65M - $2.24M
|
6.35K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.02K+ 68.26% |
$1.63M - $2.22M
|
14.8K
$4.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.02KNew |
$1.63M - $2.21M
|
6.02K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Valliance Asset Management LTD
|
BUY
|
- |
6KNew |
$1.63M - $2.21M
|
6K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
6KNew |
$1.62M - $2.21M
|
6K
$1.85M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
5.85KNew |
$1.58M - $2.15M
|
5.85K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Eos Management, L.P.
|
BUY
|
- |
5.84KNew |
$1.58M - $2.15M
|
5.84K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
5.83KNew |
$1.58M - $2.14M
|
5.83K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
BUY
|
- |
5.79K+ 1.01% |
$1.57M - $2.13M
|
578K
$178M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
5.65KNew |
$1.53M - $2.08M
|
5.65K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
5.6K+ 560.0% |
$1.52M - $2.06M
|
6.6K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.59K+ 442.55% |
$1.51M - $2.05M
|
6.85K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.54K+ 4.74% |
$1.5M - $2.04M
|
122K
$37.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
5.53KNew |
$1.5M - $2.04M
|
5.53K
$1.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.51K+ 0.97% |
$1.49M - $2.03M
|
570K
$176M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
5.48KNew |
$1.49M - $2.02M
|
5.48K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5.45KNew |
$1.48M - $2M
|
5.45K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.43K+ 2.26% |
$1.47M - $2M
|
246K
$75.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
5.43KNew |
$1.47M - $2M
|
5.43K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.35KNew |
$1.45M - $1.97M
|
5.35K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
5.27KNew |
$1.43M - $1.94M
|
5.27K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.26K+ 19.2% |
$1.43M - $1.94M
|
32.7K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
5.24KNew |
$1.42M - $1.93M
|
5.24K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
5.23K+ 4.29% |
$1.42M - $1.92M
|
127K
$39.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.21K+ 376.08% |
$1.41M - $1.91M
|
6.59K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
5.05KNew |
$1.37M - $1.86M
|
5.05K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
5K+ 12.5% |
$1.35M - $1.84M
|
45K
$13.9M
|