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 12, 2025
Q4 2024
|
Puzo Michael J
|
BUY
|
- |
4.83K+ 643.47% |
$1.31M - $1.78M
|
5.58K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
4.82KNew |
$1.31M - $1.77M
|
4.82K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
4.8KNew |
$1.3M - $1.77M
|
4.8K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
4.79KNew |
$1.3M - $1.76M
|
4.79K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.75K+ 14.98% |
$1.29M - $1.75M
|
36.5K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
4.73KNew |
$1.28M - $1.74M
|
4.73K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.71K+ 37.88% |
$1.27M - $1.73M
|
17.1K
$5.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.7K+ 18.09% |
$1.27M - $1.73M
|
30.7K
$9.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
BUY
|
- |
4.7KNew |
$1.27M - $1.73M
|
4.7K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.69KNew |
$1.27M - $1.72M
|
4.69K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.65K+ 1.89% |
$1.26M - $1.71M
|
251K
$77.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
4.65KNew |
$1.26M - $1.71M
|
4.65K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.62K+ 5.99% |
$1.25M - $1.7M
|
81.8K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.61KNew |
$1.25M - $1.69M
|
4.61K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.56K+ 17.69% |
$1.24M - $1.68M
|
30.4K
$9.36M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.56K+ 29.57% |
$1.23M - $1.68M
|
20K
$6.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
4.51KNew |
$1.22M - $1.66M
|
4.51K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.5KNew |
$1.22M - $1.66M
|
4.5K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
4.48K+ 1.78% |
$1.21M - $1.65M
|
256K
$79.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.48K+ 0.92% |
$1.21M - $1.65M
|
492K
$152M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
4.46KNew |
$1.21M - $1.64M
|
4.46K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.46K+ 22.77% |
$1.21M - $1.64M
|
24K
$7.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.42KNew |
$1.2M - $1.62M
|
4.42K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
4.41KNew |
$1.2M - $1.62M
|
4.41K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.38KNew |
$1.19M - $1.61M
|
4.38K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.38K+ 49.06% |
$1.19M - $1.61M
|
13.3K
$4.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
4.28K+ 4.29% |
$1.16M - $1.57M
|
104K
$32.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.21K+ 11.13% |
$1.14M - $1.55M
|
42.1K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.2K+ 12.68% |
$1.14M - $1.55M
|
37.3K
$11.5M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
4.17KNew |
$1.13M - $1.53M
|
4.17K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.15K+ 425.98% |
$1.12M - $1.53M
|
5.12K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.12KNew |
$1.12M - $1.52M
|
4.12K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
4.12KNew |
$1.12M - $1.52M
|
4.12K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
4.11K+ 1.82% |
$1.11M - $1.51M
|
229K
$70.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.11KNew |
$1.11M - $1.51M
|
4.11K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.08K+ 35.16% |
$1.11M - $1.5M
|
15.7K
$4.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.05KNew |
$1.1M - $1.49M
|
4.05K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.02K+ 3.31% |
$1.09M - $1.48M
|
126K
$38.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Elwood Capital Partners LP
New York, NY |
BUY
|
- |
4KNew |
$1.08M - $1.47M
|
4K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4K+ 0.43% |
$1.08M - $1.47M
|
940K
$290M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3.96KNew |
$1.07M - $1.46M
|
3.96K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.95K+ 13.32% |
$1.07M - $1.45M
|
33.6K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
BUY
|
- |
3.93KNew |
$1.06M - $1.44M
|
3.93K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
3.92K+ 9.27% |
$1.06M - $1.44M
|
46.2K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.91KNew |
$1.06M - $1.44M
|
3.91K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.91K+ 3052.34% |
$1.06M - $1.44M
|
4.04K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
3.89KNew |
$1.05M - $1.43M
|
3.89K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.84K+ 10.99% |
$1.04M - $1.41M
|
38.8K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.78K+ 7.54% |
$1.02M - $1.39M
|
53.9K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
3.72KNew |
$1.01M - $1.37M
|
3.72K
$1.15M
|