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 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
143+ 7.63% |
$38.7K - $52.6K
|
2.02K
$490K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
143+ 1.78% |
$38.7K - $52.6K
|
8.18K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
143+ 1.0% |
$38.7K - $52.6K
|
14.4K
$3.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
142+ 0.74% |
$38.5K - $52.2K
|
19.3K
$4.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
142+ 0.89% |
$38.5K - $52.2K
|
16K
$3.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
139+ 6.43% |
$37.7K - $51.1K
|
2.3K
$559K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
139New |
$37.7K - $51.1K
|
139
$33.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
137+ 17.47% |
$37.1K - $50.4K
|
921
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
137+ 0.1% |
$37.1K - $50.4K
|
140K
$34M
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
137+ 5.78% |
$37.1K - $50.4K
|
2.51K
$608K
|
|
|
Feb 27, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
137+ 0.77% |
$37.1K - $50.4K
|
17.9K
$4.35M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
135+ 6.5% |
$36.6K - $49.7K
|
2.21K
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
135New |
$36.6K - $49.7K
|
135
$32.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
135+ 2.5% |
$36.6K - $49.7K
|
5.53K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
134+ 7.1% |
$36.3K - $49.3K
|
2.02K
$490K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
134+ 4.79% |
$36.3K - $49.3K
|
2.93K
$712K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
133+ 1.03% |
$36K - $48.9K
|
13.1K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
132+ 1.42% |
$35.8K - $48.6K
|
9.45K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
131+ 1.94% |
$35.5K - $48.2K
|
6.88K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
129+ 1.52% |
$34.9K - $47.5K
|
8.63K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
127+ 8.97% |
$34.4K - $46.7K
|
1.54K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
127+ 1.38% |
$34.4K - $46.7K
|
9.33K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
127+ 16.98% |
$34.4K - $46.7K
|
875
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
127+ 13.67% |
$34.4K - $46.7K
|
1.06K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
125+ 13.69% |
$33.9K - $46K
|
1.04K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
125+ 1.66% |
$33.9K - $46K
|
7.67K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
123+ 0.26% |
$33.3K - $45.2K
|
47.5K
$11.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
122+ 2.23% |
$33K - $44.9K
|
5.6K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
122+ 12.27% |
$33K - $44.9K
|
1.12K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
120+ 5.62% |
$32.5K - $44.1K
|
2.26K
$548K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
118+ 5.32% |
$32K - $43.4K
|
2.34K
$567K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
118+ 7.17% |
$32K - $43.4K
|
1.76K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
117+ 4.9% |
$31.7K - $43K
|
2.51K
$609K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
116+ 2.94% |
$31.4K - $42.7K
|
4.06K
$986K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
115+ 1.11% |
$31.2K - $42.3K
|
10.5K
$2.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
114+ 7.65% |
$30.9K - $41.9K
|
1.6K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
109+ 2.92% |
$29.5K - $40.1K
|
3.84K
$932K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
109+ 0.68% |
$29.5K - $40.1K
|
16.2K
$3.92M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
107New |
$29K - $39.4K
|
107
$26K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
106+ 1.6% |
$28.7K - $39K
|
6.75K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
106+ 3.22% |
$28.7K - $39K
|
3.4K
$825K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
106+ 1.58% |
$28.7K - $39K
|
6.81K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
105New |
$28.4K - $38.6K
|
105
$25.5K
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
105New |
$28.4K - $38.6K
|
105
$25.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
104+ 5.42% |
$28.2K - $38.3K
|
2.02K
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
104+ 4.27% |
$28.2K - $38.3K
|
2.54K
$616K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
104+ 46.64% |
$28.2K - $38.3K
|
327
$79.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
103+ 2.08% |
$27.9K - $37.9K
|
5.06K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
102+ 75.0% |
$27.6K - $37.5K
|
238
$57.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
102+ 5.24% |
$27.6K - $37.5K
|
2.05K
$497K
|