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 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-58- 3.02% |
$15.7K - $21.3K
|
1.87K
$485K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-59- 1.09% |
$16K - $21.7K
|
5.36K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-59- 54.63% |
$16K - $21.7K
|
49
$12.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-59- 5.73% |
$16K - $21.7K
|
971
$252K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-60- 3.05% |
$16.3K - $22.1K
|
1.91K
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-60- 1.99% |
$16.3K - $22.1K
|
2.95K
$767K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-61- 0.06% |
$16.5K - $22.4K
|
101K
$26.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-61- 0.76% |
$16.5K - $22.4K
|
8K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-61- 1.16% |
$16.5K - $22.4K
|
5.18K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-62- 0.27% |
$16.8K - $22.8K
|
23.2K
$6.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-62- 1.92% |
$16.8K - $22.8K
|
3.17K
$825K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-64- 0.74% |
$17.3K - $23.5K
|
8.6K
$2.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-64- 4.35% |
$17.3K - $23.5K
|
1.41K
$366K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-64- 1.46% |
$17.3K - $23.5K
|
4.32K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-64- 2.35% |
$17.3K - $23.5K
|
2.66K
$690K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-65- 0.63% |
$17.6K - $23.9K
|
10.2K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-65- 0.81% |
$17.6K - $23.9K
|
7.96K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-65- 3.94% |
$17.6K - $23.9K
|
1.58K
$412K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-65- 32.34% |
$17.6K - $23.9K
|
136
$35.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-66- 1.52% |
$17.9K - $24.3K
|
4.27K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-67- 3.96% |
$18.1K - $24.6K
|
1.63K
$423K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-67- 10.49% |
$18.1K - $24.6K
|
572
$149K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-67- 1.62% |
$18.1K - $24.6K
|
4.07K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-67- 0.43% |
$18.1K - $24.6K
|
15.5K
$4.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-67- 2.99% |
$18.1K - $24.6K
|
2.18K
$566K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-68- 1.4% |
$18.4K - $25K
|
4.79K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-68- 11.79% |
$18.4K - $25K
|
509
$132K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-69- 9.29% |
$18.7K - $25.4K
|
674
$175K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-69- 0.85% |
$18.7K - $25.4K
|
8.06K
$2.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-70- 0.85% |
$19K - $25.8K
|
8.17K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-70- 0.46% |
$19K - $25.8K
|
15.2K
$3.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-71- 1.06% |
$19.2K - $26.1K
|
6.61K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-71- 3.27% |
$19.2K - $26.1K
|
2.1K
$546K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-71- 6.27% |
$19.2K - $26.1K
|
1.06K
$276K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-71- 3.94% |
$19.2K - $26.1K
|
1.73K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-71- 1.11% |
$19.2K - $26.1K
|
6.34K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-72- 0.47% |
$19.5K - $26.5K
|
15.3K
$3.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-74- 8.07% |
$20K - $27.2K
|
843
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-76- 9.04% |
$20.6K - $28K
|
765
$199K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-76- 4.38% |
$20.6K - $28K
|
1.66K
$431K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-77- 6.09% |
$20.9K - $28.3K
|
1.19K
$308K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-78- 1.09% |
$21.1K - $28.7K
|
7.1K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-78- 2.0% |
$21.1K - $28.7K
|
3.82K
$991K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-78- 0.64% |
$21.1K - $28.7K
|
12.1K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-79- 2.98% |
$21.4K - $29.1K
|
2.57K
$668K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-80- 4.86% |
$21.7K - $29.4K
|
1.57K
$407K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-81- 9.95% |
$21.9K - $29.8K
|
733
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-81- 1.66% |
$21.9K - $29.8K
|
4.81K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-85- 4.1% |
$23K - $31.3K
|
1.99K
$517K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-86- 71.67% |
$23.3K - $31.6K
|
34
$8.84K
|