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 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-120- 13.04% |
$32.5K - $44.1K
|
800
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-121- 1.47% |
$32.8K - $44.5K
|
8.09K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-121- 0.72% |
$32.8K - $44.5K
|
16.7K
$4.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-123- 1.17% |
$33.3K - $45.2K
|
10.4K
$2.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-123- 6.44% |
$33.3K - $45.2K
|
1.79K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-123- 1.05% |
$33.3K - $45.2K
|
11.6K
$3.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-123- 0.81% |
$33.3K - $45.2K
|
15K
$3.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-124- 4.9% |
$33.6K - $45.6K
|
2.41K
$626K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-125- 41.67% |
$33.9K - $46K
|
175
$45.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-127- 5.03% |
$34.4K - $46.7K
|
2.4K
$623K
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-128- 2.16% |
$34.7K - $47.1K
|
5.8K
$1.51M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-129- 39.21% |
$34.9K - $47.5K
|
200
$52K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-130- 0.86% |
$35.2K - $47.8K
|
15K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-130- 3.96% |
$35.2K - $47.8K
|
3.15K
$818K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-131- 7.93% |
$35.5K - $48.2K
|
1.52K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-131- 0.94% |
$35.5K - $48.2K
|
13.9K
$3.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-133- 17.14% |
$36K - $48.9K
|
643
$167K
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-138- 0.67% |
$37.4K - $50.8K
|
20.5K
$5.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-139- 10.32% |
$37.7K - $51.1K
|
1.21K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-139- 1.35% |
$37.7K - $51.1K
|
10.2K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-139- 2.15% |
$37.7K - $51.1K
|
6.32K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-142- 5.32% |
$38.5K - $52.2K
|
2.53K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-144- 68.9% |
$39K - $53K
|
65
$16.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-145- 1.59% |
$39.3K - $53.3K
|
9K
$2.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-145- 1.51% |
$39.3K - $53.3K
|
9.46K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-145- 1.72% |
$39.3K - $53.3K
|
8.3K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-145- 13.02% |
$39.3K - $53.3K
|
969
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-150- 13.02% |
$40.6K - $55.2K
|
1K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-151- 0.63% |
$40.9K - $55.5K
|
23.9K
$6.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-151- 4.09% |
$40.9K - $55.5K
|
3.54K
$920K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-151- 1.35% |
$40.9K - $55.5K
|
11.1K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-152- 3.75% |
$41.2K - $55.9K
|
3.9K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-155- 10.78% |
$42K - $57K
|
1.28K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-155- 0.93% |
$42K - $57K
|
16.5K
$4.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-156- 2.13% |
$42.3K - $57.4K
|
7.18K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-158- 0.09% |
$42.8K - $58.1K
|
175K
$45.5M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-160- 9.24% |
$43.3K - $58.9K
|
1.57K
$409K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-160- 12.69% |
$43.3K - $58.9K
|
1.1K
$286K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-161- 0.92% |
$43.6K - $59.2K
|
17.4K
$4.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-161- 7.05% |
$43.6K - $59.2K
|
2.12K
$552K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-161- 12.72% |
$43.6K - $59.2K
|
1.11K
$287K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-162- 2.19% |
$43.9K - $59.6K
|
7.24K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-163- 3.41% |
$44.2K - $60K
|
4.62K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-165- 2.13% |
$44.7K - $60.7K
|
7.59K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-165- 13.98% |
$44.7K - $60.7K
|
1.02K
$264K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-165- 5.45% |
$44.7K - $60.7K
|
2.87K
$745K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-165- 7.31% |
$44.7K - $60.7K
|
2.09K
$544K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-166- 1.6% |
$45K - $61.1K
|
10.2K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-166- 63.36% |
$45K - $61.1K
|
96
$24.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-169- 2.3% |
$45.8K - $62.2K
|
7.16K
$1.86M
|