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 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-169- 7.29% |
$45.8K - $62.2K
|
2.15K
$558K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-170- 95.51% |
$46K - $62.5K
|
8
$2.08K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-170- 1.09% |
$46K - $62.5K
|
15.4K
$4M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-172- 2.43% |
$46.6K - $63.3K
|
6.9K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-172- 0.05% |
$46.6K - $63.3K
|
376K
$97.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-173- 10.08% |
$46.9K - $63.6K
|
1.54K
$401K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-173- 1.85% |
$46.9K - $63.6K
|
9.15K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-173- 3.96% |
$46.9K - $63.6K
|
4.19K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-175- 1.96% |
$47.4K - $64.4K
|
8.77K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-178- 2.1% |
$48.2K - $65.5K
|
8.29K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-178- 0.96% |
$48.2K - $65.5K
|
18.4K
$4.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-179- 2.38% |
$48.5K - $65.8K
|
7.36K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-180- 0.91% |
$48.8K - $66.2K
|
19.6K
$5.1M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-180- 7.33% |
$48.8K - $66.2K
|
2.28K
$591K
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-181- 2.32% |
$49K - $66.6K
|
7.63K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-181- 3.77% |
$49K - $66.6K
|
4.63K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-183- 7.47% |
$49.6K - $67.3K
|
2.27K
$589K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-185- 1.92% |
$50.1K - $68.1K
|
9.45K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-185- 6.96% |
$50.1K - $68.1K
|
2.47K
$643K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-185- 1.9% |
$50.1K - $68.1K
|
9.54K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-186- 0.77% |
$50.4K - $68.4K
|
24K
$6.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-187- 3.88% |
$50.7K - $68.8K
|
4.63K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-187- 7.41% |
$50.7K - $68.8K
|
2.34K
$607K
|
|
|
Feb 06, 2025
Q4 2024
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-187- 19.42% |
$50.7K - $68.8K
|
776
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-189- 22.11% |
$51.2K - $69.5K
|
666
$173K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-190- 16.95% |
$51.5K - $69.9K
|
931
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-191- 4.18% |
$51.7K - $70.3K
|
4.38K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-191- 0.36% |
$51.7K - $70.3K
|
53.2K
$13.8M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-197- 9.68% |
$53.4K - $72.5K
|
1.84K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-198- 3.3% |
$53.6K - $72.8K
|
5.8K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-199- 0.47% |
$53.9K - $73.2K
|
41.8K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-199- 0.07% |
$53.9K - $73.2K
|
278K
$72.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-200- 2.56% |
$54.2K - $73.6K
|
7.63K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-200- 43.2% |
$54.2K - $73.6K
|
263
$68.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-203- 5.31% |
$55K - $74.7K
|
3.62K
$941K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-204- 2.92% |
$55.3K - $75K
|
6.78K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-205- 4.67% |
$55.5K - $75.4K
|
4.18K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-210- 0.53% |
$56.9K - $77.3K
|
39.1K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-210- 20.69% |
$56.9K - $77.3K
|
805
$209K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-212- 2.64% |
$57.4K - $78K
|
7.81K
$2.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-213- 5.47% |
$57.7K - $78.4K
|
3.68K
$957K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-216- 0.94% |
$58.5K - $79.5K
|
22.8K
$5.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-218- 2.04% |
$59K - $80.2K
|
10.4K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-222- 2.63% |
$60.1K - $81.7K
|
8.23K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-225- 7.44% |
$60.9K - $82.8K
|
2.8K
$728K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-226- 2.08% |
$61.2K - $83.1K
|
10.7K
$2.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-226- 1.89% |
$61.2K - $83.1K
|
11.7K
$3.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-229- 21.32% |
$62K - $84.2K
|
845
$220K
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-230- 17.11% |
$62.3K - $84.6K
|
1.11K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-231- 1.39% |
$62.6K - $85K
|
16.4K
$4.25M
|