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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-17- 0.12% |
$4.6K - $6.25K
|
14K
$3.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-17- 0.35% |
$4.6K - $6.25K
|
4.77K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.04% |
$4.88K - $6.62K
|
1.72K
$447K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-18- 0.71% |
$4.88K - $6.62K
|
2.52K
$656K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-18- 1.62% |
$4.88K - $6.62K
|
1.09K
$284K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-19- 1.76% |
$5.15K - $6.99K
|
1.06K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-19- 61.29% |
$5.15K - $6.99K
|
12
$3.12K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-19- 1.26% |
$5.15K - $6.99K
|
1.49K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-20- 2.48% |
$5.42K - $7.36K
|
786
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-20- 1.58% |
$5.42K - $7.36K
|
1.24K
$323K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-20- 0.48% |
$5.42K - $7.36K
|
4.15K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-22- 23.66% |
$5.96K - $8.09K
|
71
$18.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-22- 0.63% |
$5.96K - $8.09K
|
3.46K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-22- 0.97% |
$5.96K - $8.09K
|
2.25K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-24- 64.86% |
$6.5K - $8.83K
|
13
$3.38K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-24- 9.27% |
$6.5K - $8.83K
|
235
$61.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-24- 0.41% |
$6.5K - $8.83K
|
5.82K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-24- 0.65% |
$6.5K - $8.83K
|
3.67K
$953K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-24- 1.04% |
$6.5K - $8.83K
|
2.29K
$596K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-25- 3.74% |
$6.77K - $9.2K
|
644
$167K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-25- 67.57% |
$6.77K - $9.2K
|
12
$3.12K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-25- 7.79% |
$6.77K - $9.2K
|
296
$76.9K
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-25- 19.23% |
$6.77K - $9.2K
|
105
$27.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-26- 47.27% |
$7.04K - $9.56K
|
29
$7.54K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-26- 0.41% |
$7.04K - $9.56K
|
6.33K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-26- 2.14% |
$7.04K - $9.56K
|
1.19K
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-27- 0.81% |
$7.31K - $9.93K
|
3.32K
$863K
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-27- 3.13% |
$7.31K - $9.93K
|
837
$218K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-29- 3.73% |
$7.86K - $10.7K
|
748
$194K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-30- 10.42% |
$8.13K - $11K
|
258
$67K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-30- 2.25% |
$8.13K - $11K
|
1.31K
$339K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-30- 5.86% |
$8.13K - $11K
|
482
$125K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-30- 3.52% |
$8.13K - $11K
|
822
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-30- 1.48% |
$8.13K - $11K
|
1.99K
$518K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 3.87% |
$8.67K - $11.8K
|
794
$206K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-32- 1.81% |
$8.67K - $11.8K
|
1.74K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-32- 1.21% |
$8.67K - $11.8K
|
2.62K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-32- 0.15% |
$8.67K - $11.8K
|
21.2K
$5.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-33- 0.19% |
$8.94K - $12.1K
|
17.8K
$4.62M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-35- 0.44% |
$9.48K - $12.9K
|
7.86K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-35- 3.2% |
$9.48K - $12.9K
|
1.06K
$275K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-35- 0.89% |
$9.48K - $12.9K
|
3.88K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-35- 2.87% |
$9.48K - $12.9K
|
1.18K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-35- 4.28% |
$9.48K - $12.9K
|
782
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-36- 2.93% |
$9.75K - $13.2K
|
1.19K
$310K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 4.35% |
$9.75K - $13.2K
|
792
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-36- 1.24% |
$9.75K - $13.2K
|
2.87K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-36- 3.46% |
$9.75K - $13.2K
|
1.01K
$261K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-36- 5.29% |
$9.75K - $13.2K
|
645
$168K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-37- 0.64% |
$10K - $13.6K
|
5.73K
$1.49M
|