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 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-232- 20.3% |
$62.8K - $85.3K
|
911
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-233- 3.31% |
$63.1K - $85.7K
|
6.81K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-234- 4.36% |
$63.4K - $86.1K
|
5.13K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-235- 6.07% |
$63.7K - $86.4K
|
3.64K
$945K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-237- 0.85% |
$64.2K - $87.2K
|
27.7K
$7.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-238- 15.08% |
$64.5K - $87.6K
|
1.34K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-240- 6.4% |
$65K - $88.3K
|
3.51K
$912K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-242- 24.1% |
$65.6K - $89K
|
762
$198K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-242- 4.57% |
$65.6K - $89K
|
5.06K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-244- 7.94% |
$66.1K - $89.8K
|
2.83K
$735K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-244- 0.58% |
$66.1K - $89.8K
|
41.8K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-245- 0.76% |
$66.4K - $90.1K
|
31.8K
$8.27M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-248- 3.79% |
$67.2K - $91.2K
|
6.3K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-250- 0.77% |
$67.7K - $92K
|
32.2K
$8.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-254- 12.56% |
$68.8K - $93.4K
|
1.77K
$459K
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-256- 1.75% |
$69.3K - $94.2K
|
14.3K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-257- 4.92% |
$69.6K - $94.5K
|
4.97K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-261- 1.13% |
$70.7K - $96K
|
22.8K
$5.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-263- 0.5% |
$71.2K - $96.7K
|
52.4K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-265- 9.16% |
$71.8K - $97.5K
|
2.63K
$683K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-265- 13.4% |
$71.8K - $97.5K
|
1.71K
$445K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-267- 3.01% |
$72.3K - $98.2K
|
8.62K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-268- 1.49% |
$72.6K - $98.6K
|
17.7K
$4.61M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-269- 4.7% |
$72.9K - $99K
|
5.46K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-270- 1.83% |
$73.1K - $99.3K
|
14.5K
$3.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-273- 4.43% |
$73.9K - $100K
|
5.88K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-274- 10.3% |
$74.2K - $101K
|
2.39K
$620K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-275- 2.07% |
$74.5K - $101K
|
13K
$3.38M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-275- 1.99% |
$74.5K - $101K
|
13.5K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-276- 5.77% |
$74.8K - $102K
|
4.51K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-277- 0.3% |
$75K - $102K
|
91.5K
$23.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-280- 1.62% |
$75.8K - $103K
|
17K
$4.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-282- 29.65% |
$76.4K - $104K
|
669
$174K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-286- 1.72% |
$77.5K - $105K
|
16.3K
$4.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-289- 1.23% |
$78.3K - $106K
|
23.3K
$6.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-290- 3.32% |
$78.6K - $107K
|
8.44K
$2.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-294- 4.84% |
$79.6K - $108K
|
5.78K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-294- 44.48% |
$79.6K - $108K
|
367
$95.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-301- 5.9% |
$81.5K - $111K
|
4.8K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-305- 3.96% |
$82.6K - $112K
|
7.4K
$1.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-307- 11.73% |
$83.2K - $113K
|
2.31K
$600K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-310- 6.01% |
$84K - $114K
|
4.85K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-313- 5.71% |
$84.8K - $115K
|
5.17K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-314- 2.46% |
$85.1K - $116K
|
12.4K
$3.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-314- 7.17% |
$85.1K - $116K
|
4.07K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-315- 1.34% |
$85.3K - $116K
|
23.2K
$6.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-316- 1.86% |
$85.6K - $116K
|
16.7K
$4.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-316- 22.28% |
$85.6K - $116K
|
1.1K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-319- 5.4% |
$86.4K - $117K
|
5.58K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-321- 0.96% |
$86.9K - $118K
|
33.3K
$8.65M
|