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
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.42K+ 18.83% |
$474K - $645K
|
15.2K
$5.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.4KNew |
$471K - $641K
|
2.4K
$821K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.37K+ 12.17% |
$466K - $634K
|
21.9K
$7.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.37KNew |
$465K - $633K
|
2.37K
$810K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.36KNew |
$463K - $631K
|
2.36K
$808K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.33K+ 12.43% |
$458K - $624K
|
21.1K
$7.22M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.3KNew |
$452K - $615K
|
2.3K
$787K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.29K+ 69.54% |
$449K - $612K
|
5.58K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.29K+ 25.58% |
$449K - $612K
|
11.2K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.27K+ 10.86% |
$445K - $607K
|
23.2K
$7.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.26K+ 3.38% |
$444K - $604K
|
69.1K
$23.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$441K - $600K
|
2.25K
$768K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.22K+ 5.09% |
$436K - $594K
|
45.9K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
2.22K+ 62.5% |
$435K - $593K
|
5.77K
$1.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.2K+ 733.33% |
$432K - $588K
|
2.5K
$855K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.2K+ 53.66% |
$432K - $588K
|
6.3K
$2.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
2.2K+ 6.15% |
$432K - $588K
|
38K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.18K+ 11.31% |
$428K - $583K
|
21.5K
$7.34M
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
2.16KNew |
$425K - $578K
|
2.16K
$740K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.16KNew |
$424K - $578K
|
2.16K
$739K
|
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
2.16KNew |
$423K - $576K
|
2.16K
$737K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.15K+ 23.05% |
$422K - $575K
|
11.5K
$3.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.1KNew |
$412K - $561K
|
2.1K
$718K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.09K+ 8.45% |
$411K - $559K
|
26.9K
$9.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.09KNew |
$410K - $558K
|
2.09K
$714K
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.08KNew |
$408K - $555K
|
2.08K
$711K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
2.05K+ 6.47% |
$402K - $547K
|
33.7K
$11.5M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.04KNew |
$400K - $545K
|
2.04K
$697K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.04K+ 53.22% |
$399K - $544K
|
5.86K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.03K+ 16.23% |
$399K - $544K
|
14.6K
$4.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2KNew |
$393K - $535K
|
2K
$684K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
2KNew |
$393K - $535K
|
2K
$684K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.98K+ 19.89% |
$388K - $528K
|
11.9K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.96KNew |
$384K - $524K
|
1.96K
$670K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.93K+ 9.67% |
$379K - $516K
|
21.9K
$7.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.92K+ 6.05% |
$377K - $513K
|
33.7K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.91KNew |
$376K - $512K
|
1.91K
$655K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.9K+ 8.47% |
$373K - $508K
|
24.3K
$8.32M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.89K+ 0.39% |
$371K - $506K
|
481K
$165M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.89K+ 4.21% |
$371K - $506K
|
46.8K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Rdst Capital LLC
Seattle, WA |
BUY
|
- |
1.89K+ 2.09% |
$370K - $504K
|
92.2K
$31.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.88K+ 4.35% |
$369K - $502K
|
45.1K
$15.4M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.87K+ 23.32% |
$366K - $499K
|
9.87K
$3.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.85K+ 34.74% |
$363K - $494K
|
7.18K
$2.45M
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
1.85KNew |
$362K - $493K
|
1.85K
$631K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.85K+ 6.68% |
$362K - $493K
|
29.5K
$10.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
1.82KNew |
$357K - $487K
|
1.82K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.82K+ 0.79% |
$356K - $485K
|
233K
$79.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.81K+ 127.45% |
$354K - $483K
|
3.22K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.8KNew |
$354K - $482K
|
1.8K
$617K
|