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 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-4.65K- 9.95% |
$1.26M - $1.71M
|
42.1K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4.65K- 1.44% |
$1.26M - $1.71M
|
319K
$77.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.8K- 4.02% |
$1.3M - $1.76M
|
115K
$27.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-4.85K- 5.27% |
$1.31M - $1.78M
|
87.2K
$21.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-4.9K- 24.35% |
$1.33M - $1.8M
|
15.2K
$3.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.91K- 1.54% |
$1.33M - $1.81M
|
315K
$76.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-4.94K- 30.76% |
$1.34M - $1.82M
|
11.1K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4.94K- 72.68% |
$1.34M - $1.82M
|
1.86K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-4.95K- 6.37% |
$1.34M - $1.82M
|
72.8K
$17.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.14K- 41.18% |
$1.39M - $1.89M
|
7.34K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-5.16K- 3.42% |
$1.4M - $1.9M
|
146K
$35.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.2K- 10.83% |
$1.41M - $1.91M
|
42.8K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-5.24K- 8.21% |
$1.42M - $1.93M
|
58.5K
$14.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-5.3K- 10.33% |
$1.43M - $1.95M
|
46K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-5.43K- 27.23% |
$1.47M - $2M
|
14.5K
$3.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-5.46K- 2.32% |
$1.48M - $2.01M
|
230K
$55.8M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.55K- 1.55% |
$1.5M - $2.04M
|
352K
$85.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5.66K- 8.4% |
$1.53M - $2.08M
|
61.7K
$15M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.74K- 8.03% |
$1.56M - $2.11M
|
65.8K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-5.87K- 56.66% |
$1.59M - $2.16M
|
4.49K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.91K- 16.32% |
$1.6M - $2.17M
|
30.3K
$7.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-5.97K- 22.46% |
$1.62M - $2.2M
|
20.6K
$5.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.23K- 44.36% |
$1.69M - $2.29M
|
7.82K
$1.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-6.45K- 16.0% |
$1.75M - $2.37M
|
33.8K
$8.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.52K- 90.27% |
$1.77M - $2.4M
|
703
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.52K- 12.34% |
$1.77M - $2.4M
|
46.3K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.6K- 42.07% |
$1.79M - $2.43M
|
9.09K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-6.73K- 38.24% |
$1.82M - $2.48M
|
10.9K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-6.73K- 87.64% |
$1.82M - $2.48M
|
950
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-6.81K- 22.7% |
$1.84M - $2.51M
|
23.2K
$5.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-6.87K- 7.27% |
$1.86M - $2.53M
|
87.7K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-7K- 42.21% |
$1.9M - $2.58M
|
9.59K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-7.07K- 17.15% |
$1.92M - $2.6M
|
34.1K
$8.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.1K- 53.39% |
$1.92M - $2.61M
|
6.2K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-7.13K- 7.64% |
$1.93M - $2.62M
|
86.2K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-7.21K- 11.39% |
$1.95M - $2.65M
|
56.1K
$13.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
SELL
|
- |
-7.23K- 30.3% |
$1.96M - $2.66M
|
16.6K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-7.33K- 6.1% |
$1.99M - $2.7M
|
113K
$27.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.41K- 1.03% |
$2.01M - $2.72M
|
714K
$173M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-7.5K- 1.47% |
$2.03M - $2.76M
|
502K
$122M
|
|
|
Feb 13, 2025
Q4 2024
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-7.53K- 61.64% |
$2.04M - $2.77M
|
4.69K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.59K- 0.77% |
$2.06M - $2.79M
|
978K
$237M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7.65K- 2.04% |
$2.07M - $2.81M
|
367K
$89.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-7.67K- 3.64% |
$2.08M - $2.82M
|
203K
$49.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.86K- 5.96% |
$2.13M - $2.89M
|
124K
$30.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-7.9K- 97.65% |
$2.14M - $2.91M
|
190
$46.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-7.96K- 77.87% |
$2.16M - $2.93M
|
2.26K
$549K
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-8.29K- 89.38% |
$2.25M - $3.05M
|
985
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-8.29K- 16.29% |
$2.25M - $3.05M
|
42.6K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-8.36K- 3.66% |
$2.27M - $3.08M
|
220K
$53.4M
|