Purchases and Sales Made in Q4 2023 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q4 2023. 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 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
743+ 0.36% |
$146K - $199K
|
208K
$54M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
743+ 25.12% |
$146K - $199K
|
3.7K
$962K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
738+ 14.21% |
$145K - $197K
|
5.93K
$1.54M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
734New |
$144K - $196K
|
734
$191K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
731+ 43.96% |
$143K - $195K
|
2.39K
$622K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
731+ 43.69% |
$143K - $195K
|
2.4K
$625K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
726+ 10.33% |
$142K - $194K
|
7.75K
$2.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
721New |
$141K - $193K
|
721
$187K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
714+ 12.91% |
$140K - $191K
|
6.24K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
712+ 8.27% |
$140K - $190K
|
9.33K
$2.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
707+ 20.24% |
$139K - $189K
|
4.2K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
706+ 54.31% |
$139K - $189K
|
2.01K
$521K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
700+ 0.93% |
$137K - $187K
|
76K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
696+ 7.88% |
$137K - $186K
|
9.52K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
693+ 133.01% |
$136K - $185K
|
1.21K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
693+ 29.08% |
$136K - $185K
|
3.08K
$799K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
683+ 7.73% |
$134K - $183K
|
9.52K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
676New |
$133K - $181K
|
676
$176K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
673+ 2.54% |
$132K - $180K
|
27.2K
$7.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
665+ 12.03% |
$131K - $178K
|
6.19K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
663+ 2.01% |
$130K - $177K
|
33.6K
$8.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
660+ 15.68% |
$130K - $176K
|
4.87K
$1.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
653+ 4.97% |
$128K - $175K
|
13.8K
$3.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
650+ 42.02% |
$128K - $174K
|
2.2K
$571K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
647+ 2.17% |
$127K - $173K
|
30.4K
$7.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
639+ 3.05% |
$125K - $171K
|
21.6K
$5.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
637+ 0.95% |
$125K - $170K
|
67.4K
$17.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
626+ 8.39% |
$123K - $167K
|
8.09K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
626+ 5.9% |
$123K - $167K
|
11.2K
$2.92M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
625+ 66.35% |
$123K - $167K
|
1.57K
$407K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
624New |
$122K - $167K
|
624
$162K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
622+ 3.91% |
$122K - $166K
|
16.5K
$4.3M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
621+ 0.41% |
$122K - $166K
|
152K
$39.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
618+ 12.45% |
$121K - $165K
|
5.58K
$1.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
609+ 57.89% |
$120K - $163K
|
1.66K
$432K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
607+ 20.07% |
$119K - $162K
|
3.63K
$944K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
596+ 55.49% |
$117K - $159K
|
1.67K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
592+ 27.56% |
$116K - $158K
|
2.74K
$712K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
588+ 10.48% |
$115K - $157K
|
6.2K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
586+ 5.39% |
$115K - $157K
|
11.5K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
585+ 2.15% |
$115K - $156K
|
27.7K
$7.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
583+ 1.98% |
$114K - $156K
|
30.1K
$7.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
581+ 12.7% |
$114K - $155K
|
5.16K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
580+ 4.29% |
$114K - $155K
|
14.1K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
578New |
$113K - $154K
|
578
$150K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
573+ 9.59% |
$112K - $153K
|
6.55K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
572+ 8.27% |
$112K - $153K
|
7.49K
$1.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
569+ 27.65% |
$112K - $152K
|
2.63K
$683K
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
565+ 12.27% |
$111K - $151K
|
5.17K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
562+ 2.0% |
$110K - $150K
|
28.7K
$7.46M
|