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 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-70- 1.23% |
$13.7K - $18.7K
|
5.61K
$1.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-71- 0.22% |
$13.9K - $19K
|
31.5K
$8.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-74- 2.7% |
$14.5K - $19.8K
|
2.67K
$694K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-75- 1.74% |
$14.7K - $20K
|
4.25K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-75- 2.88% |
$14.7K - $20K
|
2.53K
$657K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-75- 4.56% |
$14.7K - $20K
|
1.57K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-75- 1.33% |
$14.7K - $20K
|
5.57K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-75- 1.28% |
$14.7K - $20K
|
5.79K
$1.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-76- 7.14% |
$14.9K - $20.3K
|
989
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-76- 6.34% |
$14.9K - $20.3K
|
1.12K
$292K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-77- 2.68% |
$15.1K - $20.6K
|
2.8K
$727K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-78- 7.03% |
$15.3K - $20.8K
|
1.03K
$268K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-79- 0.31% |
$15.5K - $21.1K
|
25.7K
$6.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-80- 4.35% |
$15.7K - $21.4K
|
1.76K
$457K
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
SELL
|
- |
-80- 0.08% |
$15.7K - $21.4K
|
100K
$26.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-81- 0.45% |
$15.9K - $21.6K
|
17.9K
$4.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-81- 7.58% |
$15.9K - $21.6K
|
988
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-82- 1.46% |
$16.1K - $21.9K
|
5.53K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-82- 1.45% |
$16.1K - $21.9K
|
5.59K
$1.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-85- 7.42% |
$16.7K - $22.7K
|
1.06K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-85- 6.51% |
$16.7K - $22.7K
|
1.22K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-86- 0.98% |
$16.9K - $23K
|
8.67K
$2.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-87- 1.46% |
$17.1K - $23.3K
|
5.87K
$1.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-88- 7.27% |
$17.3K - $23.5K
|
1.12K
$292K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-89- 4.82% |
$17.5K - $23.8K
|
1.76K
$457K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-90- 5.57% |
$17.7K - $24.1K
|
1.53K
$397K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-90- 4.72% |
$17.7K - $24.1K
|
1.82K
$472K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-91- 3.28% |
$17.9K - $24.3K
|
2.69K
$698K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-92- 1.28% |
$18.1K - $24.6K
|
7.07K
$1.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-95- 0.87% |
$18.6K - $25.4K
|
10.8K
$2.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-95- 0.9% |
$18.6K - $25.4K
|
10.5K
$2.73M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-95- 0.69% |
$18.6K - $25.4K
|
13.7K
$3.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-96- 0.4% |
$18.8K - $25.7K
|
23.6K
$6.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-99- 7.62% |
$19.4K - $26.5K
|
1.2K
$312K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-99- 1.99% |
$19.4K - $26.5K
|
4.87K
$1.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-100- 0.29% |
$19.6K - $26.7K
|
33.8K
$8.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-100- 3.99% |
$19.6K - $26.7K
|
2.4K
$625K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-100- 1.75% |
$19.6K - $26.7K
|
5.62K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 24.04% |
$19.6K - $26.7K
|
316
$82.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-100- 3.11% |
$19.6K - $26.7K
|
3.11K
$809K
|
|
|
Feb 14, 2024
Q4 2023
|
Kinetic Partners Management, LP
Miami, FL |
SELL
|
- |
-100- 0.03% |
$19.6K - $26.7K
|
292K
$75.8M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 24.04% |
$19.6K - $26.7K
|
316
$82.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-102- 11.31% |
$20K - $27.3K
|
800
$208K
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-103- 2.13% |
$20.2K - $27.5K
|
4.73K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-104- 24.19% |
$20.4K - $27.8K
|
326
$84.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-104- 1.52% |
$20.4K - $27.8K
|
6.76K
$1.76M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-104- 9.51% |
$20.4K - $27.8K
|
990
$257K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-104- 1.54% |
$20.4K - $27.8K
|
6.64K
$1.73M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-105- 1.62% |
$20.6K - $28.1K
|
6.38K
$1.66M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-105- 3.41% |
$20.6K - $28.1K
|
2.98K
$774K
|