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 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-87- 10.36% |
$23.6K - $32K
|
753
$196K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-87- 1.31% |
$23.6K - $32K
|
6.57K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-88- 9.44% |
$23.8K - $32.4K
|
844
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-89- 4.65% |
$24.1K - $32.7K
|
1.83K
$475K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-90- 0.63% |
$24.4K - $33.1K
|
14.1K
$3.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-90- 8.73% |
$24.4K - $33.1K
|
941
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-90- 4.21% |
$24.4K - $33.1K
|
2.05K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-93- 0.22% |
$25.2K - $34.2K
|
42.3K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-94- 8.99% |
$25.5K - $34.6K
|
952
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-95- 4.65% |
$25.7K - $34.9K
|
1.95K
$506K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-96- 9.81% |
$26K - $35.3K
|
883
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-96- 1.24% |
$26K - $35.3K
|
7.62K
$1.98M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-96- 0.42% |
$26K - $35.3K
|
22.6K
$5.87M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-97- 3.1% |
$26.3K - $35.7K
|
3.03K
$787K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-98- 4.47% |
$26.5K - $36.1K
|
2.1K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-99- 3.13% |
$26.8K - $36.4K
|
3.06K
$796K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-99- 1.6% |
$26.8K - $36.4K
|
6.08K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-99- 10.52% |
$26.8K - $36.4K
|
842
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-99- 51.56% |
$26.8K - $36.4K
|
93
$24.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 2.45% |
$27.1K - $36.8K
|
3.99K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-100- 8.77% |
$27.1K - $36.8K
|
1.04K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-100- 12.25% |
$27.1K - $36.8K
|
716
$186K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-100- 6.83% |
$27.1K - $36.8K
|
1.36K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-102- 3.76% |
$27.6K - $37.5K
|
2.61K
$679K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-102- 64.56% |
$27.6K - $37.5K
|
56
$14.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-103- 1.69% |
$27.9K - $37.9K
|
5.98K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-104- 6.79% |
$28.2K - $38.3K
|
1.43K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-104- 5.74% |
$28.2K - $38.3K
|
1.71K
$444K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-105- 6.08% |
$28.4K - $38.6K
|
1.62K
$422K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-105- 3.15% |
$28.4K - $38.6K
|
3.23K
$839K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-107- 1.26% |
$29K - $39.4K
|
8.4K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-108- 0.98% |
$29.3K - $39.7K
|
10.9K
$2.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-108- 1.24% |
$29.3K - $39.7K
|
8.59K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-108- 9.05% |
$29.3K - $39.7K
|
1.09K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-109- 8.64% |
$29.5K - $40.1K
|
1.15K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-109- 5.58% |
$29.5K - $40.1K
|
1.85K
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-109- 8.33% |
$29.5K - $40.1K
|
1.2K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-110- 0.6% |
$29.8K - $40.5K
|
18.3K
$4.74M
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-110- 2.06% |
$29.8K - $40.5K
|
5.22K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-111- 9.83% |
$30.1K - $40.8K
|
1.02K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-113- 1.68% |
$30.6K - $41.6K
|
6.61K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-114- 30.24% |
$30.9K - $41.9K
|
263
$68.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-114- 12.5% |
$30.9K - $41.9K
|
798
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-114- 0.68% |
$30.9K - $41.9K
|
16.7K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-114- 2.89% |
$30.9K - $41.9K
|
3.83K
$994K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-117- 3.24% |
$31.7K - $43K
|
3.5K
$909K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-117- 15.75% |
$31.7K - $43K
|
626
$163K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-118- 3.93% |
$32K - $43.4K
|
2.89K
$750K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-119- 12.5% |
$32.2K - $43.8K
|
833
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-119- 22.08% |
$32.2K - $43.8K
|
420
$109K
|