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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.21K- 54.23% |
$434K - $591K
|
1.87K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-2.22K- 1.45% |
$435K - $592K
|
150K
$36.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.22K- 10.39% |
$436K - $594K
|
19.2K
$4.65M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.23K- 16.74% |
$437K - $595K
|
11.1K
$2.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.27K- 1.37% |
$445K - $606K
|
164K
$39.8M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.29K- 79.22% |
$449K - $611K
|
600
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-2.32K- 19.31% |
$456K - $621K
|
9.71K
$2.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-2.33K- 36.25% |
$456K - $622K
|
4.09K
$993K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.34K- 28.9% |
$458K - $624K
|
5.75K
$1.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.34K- 4.74% |
$459K - $625K
|
46.9K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.36K- 6.58% |
$463K - $630K
|
33.5K
$8.12M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.38K- 2.96% |
$466K - $635K
|
77.9K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.44K- 2.12% |
$478K - $651K
|
112K
$27.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.44K- 0.83% |
$478K - $651K
|
291K
$70.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.45K- 7.89% |
$481K - $655K
|
28.6K
$6.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.47K- 26.68% |
$484K - $659K
|
6.77K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.47K- 2.5% |
$484K - $659K
|
96.1K
$23.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.48K- 7.52% |
$486K - $662K
|
30.5K
$7.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.49K- 7.74% |
$488K - $664K
|
29.6K
$7.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-2.49K- 0.87% |
$488K - $665K
|
282K
$68.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-2.49K- 1.7% |
$489K - $665K
|
144K
$35M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-2.6K- 46.79% |
$510K - $695K
|
2.96K
$718K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.62K- 2.6% |
$513K - $699K
|
97.9K
$23.8M
|
|
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.62K- 2.6% |
$513K - $699K
|
97.9K
$23.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-2.63K- 36.46% |
$515K - $702K
|
4.58K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-2.69K- 4.13% |
$529K - $720K
|
62.5K
$15.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.7K- 36.59% |
$530K - $722K
|
4.68K
$1.14M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2.77K- 13.04% |
$543K - $740K
|
18.5K
$4.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.79K- 19.0% |
$548K - $746K
|
11.9K
$2.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.8K- 37.89% |
$550K - $749K
|
4.59K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-2.81K- 2.97% |
$552K - $751K
|
91.7K
$22.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.84K- 66.32% |
$556K - $758K
|
1.44K
$350K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.87K- 1.61% |
$563K - $767K
|
175K
$42.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.96K- 1.5% |
$581K - $792K
|
195K
$47.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.99K- 10.55% |
$587K - $799K
|
25.4K
$6.16M
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3K- 2.79% |
$588K - $800K
|
104K
$25.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.03K- 10.81% |
$595K - $810K
|
25K
$6.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-3.07K- 27.25% |
$602K - $819K
|
8.18K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.11K- 5.5% |
$611K - $832K
|
53.5K
$13M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-3.12K- 17.58% |
$612K - $833K
|
14.6K
$3.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.13K- 3.52% |
$613K - $835K
|
85.7K
$20.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-3.13K- 2.38% |
$614K - $836K
|
128K
$31.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.14K- 1.71% |
$616K - $839K
|
181K
$43.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-3.15K- 75.0% |
$618K - $842K
|
1.05K
$255K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.3K- 12.34% |
$647K - $881K
|
23.4K
$5.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-3.31K- 4.81% |
$650K - $885K
|
65.6K
$15.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-3.32K- 1.97% |
$652K - $888K
|
165K
$40.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Barrier Capital Management, LLC
San Francisco, CA |
SELL
|
- |
-3.34K- 11.41% |
$655K - $892K
|
25.9K
$6.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-3.35K- 5.33% |
$656K - $894K
|
59.4K
$14.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-3.36K- 76.66% |
$659K - $898K
|
1.02K
$248K
|