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 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.68K- 1.87% |
$455K - $618K
|
88.4K
$21.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.68K- 2.49% |
$456K - $619K
|
65.8K
$16M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.74K- 52.65% |
$470K - $639K
|
1.56K
$379K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.75K- 1.88% |
$473K - $642K
|
90.9K
$22.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.77K- 2.6% |
$480K - $652K
|
66.5K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.78K- 13.4% |
$483K - $656K
|
11.5K
$2.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.8K- 7.25% |
$488K - $662K
|
23K
$5.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.8K- 8.53% |
$488K - $662K
|
19.3K
$4.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.81K- 26.48% |
$489K - $665K
|
5.02K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.83K- 9.35% |
$495K - $672K
|
17.7K
$4.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.84K- 50.69% |
$499K - $678K
|
1.79K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.85K- 1.19% |
$500K - $679K
|
153K
$37.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.87K- 23.86% |
$505K - $686K
|
5.95K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.9K- 4.75% |
$516K - $700K
|
38.2K
$9.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.91K- 3.13% |
$517K - $702K
|
59.1K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.92K- 20.27% |
$521K - $707K
|
7.56K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-1.93K- 19.12% |
$522K - $709K
|
8.15K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.94K- 1.35% |
$525K - $713K
|
142K
$34.5M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.94K- 8.59% |
$525K - $714K
|
20.7K
$5.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.01K- 3.74% |
$544K - $739K
|
51.7K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.04K- 46.24% |
$552K - $749K
|
2.37K
$575K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.11K- 7.11% |
$570K - $775K
|
27.5K
$6.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.13K- 3.67% |
$576K - $782K
|
55.9K
$13.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-2.15K- 0.71% |
$582K - $791K
|
301K
$73M
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-2.16K- 71.39% |
$586K - $796K
|
867
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.21K- 4.08% |
$598K - $813K
|
51.9K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.21K- 4.13% |
$599K - $814K
|
51.4K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.24K- 1.23% |
$607K - $824K
|
180K
$43.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 12.34% |
$608K - $826K
|
15.9K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.27K- 0.63% |
$614K - $834K
|
355K
$86.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.28K- 14.43% |
$619K - $840K
|
13.5K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.31K- 6.16% |
$625K - $849K
|
35.2K
$8.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.31K- 5.66% |
$625K - $849K
|
38.5K
$9.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.36K- 51.29% |
$638K - $867K
|
2.24K
$543K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.42K- 3.56% |
$655K - $890K
|
65.5K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.43K- 24.83% |
$658K - $894K
|
7.36K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-2.43K- 1.23% |
$659K - $895K
|
195K
$47.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.43K- 2.44% |
$659K - $895K
|
97.4K
$23.6M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.46K- 38.44% |
$666K - $905K
|
3.94K
$956K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.48K- 8.27% |
$672K - $913K
|
27.5K
$6.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.5K- 13.82% |
$677K - $920K
|
15.6K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-2.51K- 12.48% |
$680K - $923K
|
17.6K
$4.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.54K- 19.46% |
$687K - $934K
|
10.5K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-2.6K- 22.81% |
$704K - $956K
|
8.8K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.64K- 69.78% |
$714K - $970K
|
1.14K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.64K- 1.96% |
$715K - $970K
|
132K
$32M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.67K- 5.05% |
$722K - $980K
|
50.2K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 10.33% |
$732K - $995K
|
23.5K
$5.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.71K- 1.1% |
$733K - $996K
|
244K
$59.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.77K- 32.67% |
$750K - $1.02M
|
5.71K
$1.38M
|