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
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
1.79KNew |
$352K - $479K
|
1.79K
$592K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.79KNew |
$351K - $478K
|
1.79K
$591K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.78KNew |
$350K - $477K
|
1.78K
$588K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.78K+ 0.95% |
$350K - $477K
|
190K
$62.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.78K+ 6.44% |
$350K - $476K
|
29.4K
$9.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.78K+ 31.79% |
$348K - $474K
|
7.36K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.77K+ 5.03% |
$348K - $473K
|
37K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.76K+ 15.91% |
$346K - $471K
|
12.8K
$4.24M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.74KNew |
$342K - $465K
|
1.74K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.72KNew |
$337K - $459K
|
1.72K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.7K+ 132.25% |
$334K - $455K
|
2.99K
$986K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
1.7KNew |
$334K - $455K
|
1.7K
$561K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1.64K+ 1.66% |
$322K - $439K
|
101K
$33.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 1.57% |
$322K - $438K
|
106K
$35.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.64KNew |
$321K - $437K
|
1.64K
$540K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.62KNew |
$318K - $433K
|
1.62K
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.62KNew |
$317K - $432K
|
1.62K
$533K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.61K+ 3.22% |
$316K - $431K
|
51.6K
$17M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.61KNew |
$316K - $430K
|
1.61K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 25.29% |
$314K - $427K
|
7.92K
$2.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.59KNew |
$312K - $425K
|
1.59K
$525K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.59K+ 38.17% |
$312K - $425K
|
5.75K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.59K+ 19.83% |
$311K - $424K
|
9.59K
$3.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.59KNew |
$311K - $424K
|
1.59K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
1.58K+ 9.72% |
$309K - $421K
|
17.8K
$5.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.56K+ 11.46% |
$307K - $417K
|
15.2K
$5.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.56K+ 56.31% |
$306K - $417K
|
4.33K
$1.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.55KNew |
$304K - $414K
|
1.55K
$511K
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.54KNew |
$303K - $413K
|
1.54K
$510K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.52K+ 50.99% |
$299K - $407K
|
4.51K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.52K+ 3.92% |
$298K - $406K
|
40.2K
$13.3M
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
1.52K+ 23.52% |
$298K - $406K
|
7.97K
$2.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.51KNew |
$297K - $404K
|
1.51K
$499K
|
|
|
Feb 13, 2024
Q4 2023
|
Valiant Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
1.5K+ 0.77% |
$294K - $401K
|
197K
$64.9M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.5KNew |
$294K - $400K
|
1.5K
$494K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.49K+ 7.74% |
$292K - $398K
|
20.7K
$6.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.48KNew |
$291K - $396K
|
1.48K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.48K+ 12.93% |
$290K - $395K
|
12.9K
$4.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.48KNew |
$290K - $394K
|
1.48K
$487K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.46K+ 27.79% |
$286K - $389K
|
6.7K
$2.21M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
1.42K+ 23.5% |
$279K - $379K
|
7.46K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.41KNew |
$277K - $377K
|
1.41K
$466K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
1.41KNew |
$277K - $377K
|
1.41K
$466K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
1.41K+ 1.96% |
$277K - $377K
|
73.2K
$24.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.41KNew |
$276K - $376K
|
1.41K
$464K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.4K+ 21.22% |
$275K - $374K
|
8K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.37KNew |
$269K - $366K
|
1.37K
$452K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.36K+ 3.43% |
$268K - $365K
|
41.1K
$13.6M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.36KNew |
$267K - $364K
|
1.36K
$450K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
1.36K+ 64.2% |
$267K - $364K
|
3.48K
$1.15M
|