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 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
517+ 10.01% |
$101K - $138K
|
5.68K
$1.88M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
510+ 3.49% |
$100K - $136K
|
15.1K
$4.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
500+ 3.92% |
$98.1K - $134K
|
13.3K
$4.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
500New |
$98.1K - $134K
|
500
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Management LLC
New York, NY |
BUY
|
- |
500+ 27.78% |
$98.1K - $134K
|
2.3K
$759K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Well Partners, LLC
Charlotte, NC |
BUY
|
- |
500+ 10.64% |
$98.1K - $134K
|
5.2K
$1.72M
|
|
|
Aug 19, 2024
Q4 2023
|
Old Well Partners, LLC
Charlotte, NC |
BUY
|
- |
500+ 10.64% |
$98.1K - $134K
|
5.2K
$1.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
498+ 42.67% |
$97.7K - $133K
|
1.67K
$549K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
497+ 1.5% |
$97.5K - $133K
|
33.5K
$11.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
496+ 44.72% |
$97.3K - $133K
|
1.61K
$530K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
493+ 4.19% |
$96.8K - $132K
|
12.3K
$4.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
491+ 7.65% |
$96.4K - $131K
|
6.91K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
485+ 1.21% |
$95.2K - $130K
|
40.5K
$13.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
478+ 2.15% |
$93.8K - $128K
|
22.7K
$7.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
471+ 12.88% |
$92.4K - $126K
|
4.13K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
470+ 6.35% |
$92.2K - $126K
|
7.87K
$2.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
464+ 0.52% |
$91.1K - $124K
|
89.4K
$29.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
461+ 9.54% |
$90.5K - $123K
|
5.29K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
460+ 28.99% |
$90.3K - $123K
|
2.05K
$676K
|
|
|
Feb 14, 2024
Q4 2023
|
Ten Core Partners, LP
New York, NY |
BUY
|
- |
460+ 0.27% |
$90.3K - $123K
|
171K
$56.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
459New |
$90.1K - $123K
|
459
$151K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
458+ 2.39% |
$89.9K - $122K
|
19.6K
$6.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
457+ 8.28% |
$89.7K - $122K
|
5.97K
$1.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
456+ 9.04% |
$89.5K - $122K
|
5.5K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
452+ 45.2% |
$88.7K - $121K
|
1.45K
$479K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
451+ 35.4% |
$88.5K - $121K
|
1.73K
$569K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
450+ 14.61% |
$88.3K - $120K
|
3.53K
$1.16M
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
449+ 52.58% |
$88.1K - $120K
|
1.3K
$430K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
445+ 166.04% |
$87.3K - $119K
|
713
$235K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
445+ 11.02% |
$87.3K - $119K
|
4.48K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
443+ 6.15% |
$86.9K - $118K
|
7.64K
$2.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
442+ 9.02% |
$86.7K - $118K
|
5.34K
$1.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
441+ 0.52% |
$86.5K - $118K
|
84.8K
$28M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
438+ 2.46% |
$86K - $117K
|
18.2K
$6.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
433+ 31.96% |
$85K - $116K
|
1.79K
$590K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
431+ 26.77% |
$84.6K - $115K
|
2.04K
$674K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
427+ 20.8% |
$83.8K - $114K
|
2.48K
$818K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
425+ 22.9% |
$83.4K - $114K
|
2.28K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
425+ 5.93% |
$83.4K - $114K
|
7.59K
$2.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
422New |
$82.8K - $113K
|
422
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
422+ 1.32% |
$82.8K - $113K
|
32.3K
$10.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
420+ 2.45% |
$82.4K - $112K
|
17.6K
$5.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
418+ 15.03% |
$82K - $112K
|
3.2K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
414+ 4.02% |
$81.2K - $111K
|
10.7K
$3.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
414+ 6.66% |
$81.2K - $111K
|
6.63K
$2.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
414+ 7.29% |
$81.2K - $111K
|
6.09K
$2.01M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
413+ 24.54% |
$81.1K - $110K
|
2.1K
$692K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
411+ 13.81% |
$80.7K - $110K
|
3.39K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
411+ 31.52% |
$80.7K - $110K
|
1.72K
$566K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
409+ 99.76% |
$80.3K - $109K
|
819
$270K
|