Purchases and Sales Made in Q4 2023 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q4 2023. 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 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.25K+ 67.02% |
$637K - $868K
|
8.09K
$2.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.2K+ 4.53% |
$628K - $855K
|
73.9K
$24.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.19K+ 8.63% |
$627K - $854K
|
40.2K
$13.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.18KNew |
$625K - $851K
|
3.18K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.17KNew |
$623K - $848K
|
3.17K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
3.17K+ 18.18% |
$621K - $846K
|
20.6K
$6.79M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.11KNew |
$611K - $832K
|
3.11K
$1.03M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.06KNew |
$601K - $818K
|
3.06K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.06KNew |
$600K - $816K
|
3.06K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.04KNew |
$597K - $813K
|
3.04K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3K+ 19.93% |
$588K - $801K
|
18K
$5.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
2.96K+ 24.57% |
$581K - $791K
|
15K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.96K+ 15.43% |
$581K - $791K
|
22.1K
$7.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.96K+ 4.86% |
$580K - $790K
|
63.7K
$21M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.9K+ 11.17% |
$569K - $775K
|
28.9K
$9.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.85KNew |
$558K - $760K
|
2.85K
$939K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.82KNew |
$554K - $755K
|
2.82K
$932K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.81K+ 2.6% |
$551K - $751K
|
111K
$36.6M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.8K+ 1053.38% |
$550K - $749K
|
3.07K
$1.01M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.77KNew |
$543K - $740K
|
2.77K
$914K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.75K+ 89.9% |
$540K - $735K
|
5.81K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.75K+ 17.15% |
$540K - $735K
|
18.8K
$6.2M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.75K+ 89.9% |
$540K - $735K
|
5.81K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2.75KNew |
$540K - $735K
|
2.75K
$908K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.74K+ 7.87% |
$538K - $733K
|
37.6K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
2.73K+ 7.4% |
$535K - $729K
|
39.6K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.71K+ 2.7% |
$531K - $723K
|
103K
$34M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.7K+ 22.18% |
$530K - $721K
|
14.9K
$4.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 84.0% |
$522K - $711K
|
5.83K
$1.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.65K+ 12.19% |
$520K - $708K
|
24.4K
$8.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.64KNew |
$518K - $706K
|
2.64K
$872K
|
|
|
Feb 01, 2024
Q4 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
2.64K+ 14.36% |
$518K - $705K
|
21K
$6.93M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.63K+ 9.93% |
$516K - $702K
|
29.1K
$9.6M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.62KNew |
$514K - $699K
|
2.62K
$864K
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.61K+ 9.08% |
$512K - $698K
|
31.4K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.59KNew |
$508K - $691K
|
2.59K
$853K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2.58KNew |
$507K - $691K
|
2.58K
$853K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
2.57KNew |
$505K - $688K
|
2.57K
$849K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.56KNew |
$503K - $685K
|
2.56K
$846K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.56KNew |
$502K - $683K
|
2.56K
$844K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
2.55K+ 8.99% |
$500K - $681K
|
30.9K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.54KNew |
$499K - $679K
|
2.54K
$839K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.54K+ 15.05% |
$498K - $678K
|
19.4K
$6.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.51K+ 2.7% |
$492K - $670K
|
95.4K
$31.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
2.5KNew |
$491K - $668K
|
2.5K
$825K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.48KNew |
$487K - $663K
|
2.48K
$819K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.48KNew |
$487K - $663K
|
2.48K
$819K
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.47KNew |
$486K - $661K
|
2.47K
$816K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.47KNew |
$484K - $660K
|
2.47K
$814K
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.42KNew |
$475K - $646K
|
2.42K
$798K
|