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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.36K+ 8.17% |
$267K - $363K
|
18K
$6.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.36KNew |
$266K - $363K
|
1.36K
$464K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.36KNew |
$266K - $363K
|
1.36K
$464K
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.34KNew |
$262K - $357K
|
1.34K
$457K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
1.34KNew |
$262K - $357K
|
1.34K
$457K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.33K+ 63.4% |
$262K - $357K
|
3.44K
$1.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.33K+ 7.89% |
$260K - $355K
|
18.1K
$6.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.32K+ 22.92% |
$260K - $354K
|
7.1K
$2.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
1.32K+ 28.02% |
$259K - $353K
|
6.04K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 22.05% |
$258K - $352K
|
7.29K
$2.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.32K+ 6.26% |
$258K - $352K
|
22.4K
$7.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.31K+ 4.75% |
$257K - $350K
|
28.9K
$9.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.3KNew |
$255K - $348K
|
1.3K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.3KNew |
$255K - $347K
|
1.3K
$444K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.29KNew |
$252K - $344K
|
1.29K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.28KNew |
$252K - $343K
|
1.28K
$439K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.28K+ 1.28% |
$252K - $343K
|
102K
$34.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.28K+ 6.04% |
$251K - $342K
|
22.5K
$7.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 18.38% |
$251K - $341K
|
8.23K
$2.81M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.27KNew |
$249K - $340K
|
1.27K
$435K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 21.79% |
$247K - $337K
|
7.05K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.26K+ 39.25% |
$247K - $336K
|
4.47K
$1.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.26KNew |
$247K - $336K
|
1.26K
$430K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.25K+ 23.96% |
$246K - $335K
|
6.48K
$2.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.25K+ 13.48% |
$245K - $334K
|
10.5K
$3.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.25K+ 2.92% |
$245K - $333K
|
44K
$15M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.25K+ 18.23% |
$244K - $333K
|
8.08K
$2.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.24KNew |
$244K - $332K
|
1.24K
$425K
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.24KNew |
$243K - $331K
|
1.24K
$423K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.24KNew |
$242K - $330K
|
1.24K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.23K+ 3.73% |
$241K - $328K
|
34.2K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.21KNew |
$238K - $324K
|
1.21K
$415K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.21KNew |
$237K - $322K
|
1.21K
$412K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.21K+ 18.78% |
$236K - $322K
|
7.62K
$2.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.2K+ 11.34% |
$236K - $322K
|
11.8K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.2K+ 18.9% |
$236K - $321K
|
7.55K
$2.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.18K+ 3.17% |
$232K - $316K
|
38.5K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.18KNew |
$231K - $315K
|
1.18K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.18K+ 100.0% |
$231K - $315K
|
2.36K
$806K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 6.94% |
$231K - $314K
|
18.1K
$6.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.17K+ 36.13% |
$229K - $312K
|
4.39K
$1.5M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
1.16KNew |
$228K - $310K
|
1.16K
$397K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.14K+ 59.26% |
$224K - $305K
|
3.07K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.13K+ 51.06% |
$222K - $303K
|
3.35K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 33.39% |
$222K - $302K
|
4.51K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.12KNew |
$220K - $299K
|
1.12K
$383K
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.12K+ 17.15% |
$220K - $299K
|
7.65K
$2.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.12KNew |
$219K - $299K
|
1.12K
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.12K+ 3.38% |
$219K - $299K
|
34.2K
$11.7M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.1KNew |
$216K - $294K
|
1.1K
$377K
|