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 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-642- 6.98% |
$174K - $236K
|
8.56K
$2.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-643- 9.27% |
$174K - $237K
|
6.29K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-649- 48.91% |
$176K - $239K
|
678
$176K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-657- 9.67% |
$178K - $242K
|
6.14K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-661- 35.27% |
$179K - $243K
|
1.21K
$315K
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-662- 2.74% |
$179K - $244K
|
23.5K
$6.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-670- 14.99% |
$181K - $246K
|
3.8K
$987K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-673- 1.75% |
$182K - $248K
|
37.9K
$9.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-683- 6.86% |
$185K - $251K
|
9.28K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-696- 2.92% |
$189K - $256K
|
23.1K
$6.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-700- 57.61% |
$190K - $258K
|
515
$134K
|
|
|
Feb 13, 2025
Q4 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
SELL
|
- |
-700- 18.42% |
$190K - $258K
|
3.1K
$806K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-701- 15.37% |
$190K - $258K
|
3.86K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-703- 3.85% |
$190K - $259K
|
17.6K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-712- 5.51% |
$193K - $262K
|
12.2K
$3.17M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-715- 25.99% |
$194K - $263K
|
2.04K
$529K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-715- 25.99% |
$194K - $263K
|
2.04K
$529K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-719- 4.06% |
$195K - $264K
|
17K
$4.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-722- 38.08% |
$196K - $266K
|
1.17K
$305K
|
|
|
Feb 11, 2025
Q4 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-723- 23.59% |
$196K - $266K
|
2.34K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-725- 39.17% |
$196K - $267K
|
1.13K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-730- 7.9% |
$198K - $269K
|
8.51K
$2.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-732- 2.86% |
$198K - $269K
|
24.9K
$6.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-743- 1.91% |
$201K - $273K
|
38.1K
$9.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-745- 1.03% |
$202K - $274K
|
71.6K
$18.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-750- 0.38% |
$203K - $276K
|
197K
$51.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-755- 4.26% |
$205K - $278K
|
17K
$4.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-766- 15.26% |
$207K - $282K
|
4.25K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-767- 5.17% |
$208K - $282K
|
14.1K
$3.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-770- 1.25% |
$209K - $283K
|
61K
$15.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-774- 3.89% |
$210K - $285K
|
19.1K
$4.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-783- 8.12% |
$212K - $288K
|
8.86K
$2.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-797- 6.0% |
$216K - $293K
|
12.5K
$3.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-809- 12.69% |
$219K - $298K
|
5.56K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-810- 0.78% |
$219K - $298K
|
103K
$26.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-827- 32.84% |
$224K - $304K
|
1.69K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-861- 1.23% |
$233K - $317K
|
69.3K
$18M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-862- 0.45% |
$233K - $317K
|
192K
$50M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-864- 46.33% |
$234K - $318K
|
1K
$260K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-867- 48.06% |
$235K - $319K
|
937
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-869- 21.6% |
$235K - $320K
|
3.15K
$820K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-870- 2.37% |
$236K - $320K
|
35.8K
$9.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-872- 11.7% |
$236K - $321K
|
6.58K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-874- 13.07% |
$237K - $322K
|
5.81K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-879- 0.99% |
$238K - $323K
|
87.5K
$22.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-879- 26.28% |
$238K - $323K
|
2.47K
$641K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-891- 9.19% |
$241K - $328K
|
8.81K
$2.29M
|
|
|
Feb 20, 2025
Q4 2024
|
Wormser Freres Gestion
Paris, I0 |
SELL
|
- |
-891- 3.06% |
$241K - $328K
|
28.2K
$7.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-899- 32.13% |
$244K - $331K
|
1.9K
$494K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-900- 0.57% |
$244K - $331K
|
157K
$40.7M
|