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 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
400+ 23.39% |
$78.5K - $107K
|
2.11K
$696K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
396+ 24.4% |
$77.7K - $106K
|
2.02K
$666K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
393+ 5.26% |
$77.1K - $105K
|
7.87K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
390+ 1.48% |
$76.5K - $104K
|
26.7K
$8.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
383+ 3.52% |
$75.2K - $102K
|
11.3K
$3.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
381+ 48.97% |
$74.8K - $102K
|
1.16K
$382K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
380+ 1.37% |
$74.6K - $102K
|
28.1K
$9.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
375+ 3.44% |
$73.6K - $100K
|
11.3K
$3.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
374+ 3.86% |
$73.4K - $100K
|
10.1K
$3.32M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
372+ 29.62% |
$73K - $99.4K
|
1.63K
$537K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
366+ 6.91% |
$71.8K - $97.8K
|
5.66K
$1.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
360+ 5.45% |
$70.7K - $96.2K
|
6.97K
$2.3M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
360New |
$70.7K - $96.2K
|
360
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
359+ 5.51% |
$70.5K - $95.9K
|
6.87K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
358+ 4.94% |
$70.3K - $95.7K
|
7.6K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
357+ 0.65% |
$70.1K - $95.4K
|
55.4K
$18.3M
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
357+ 2.31% |
$70.1K - $95.4K
|
15.8K
$5.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
356+ 11.46% |
$69.9K - $95.1K
|
3.46K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
349+ 0.85% |
$68.5K - $93.3K
|
41.5K
$13.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
343+ 2.52% |
$67.3K - $91.7K
|
14K
$4.61M
|
|
|
Feb 22, 2024
Q4 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
340+ 32.63% |
$66.7K - $90.9K
|
1.38K
$456K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
340+ 8.13% |
$66.7K - $90.9K
|
4.52K
$1.49M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
339+ 2.53% |
$66.5K - $90.6K
|
13.7K
$4.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
337+ 2.61% |
$66.1K - $90.1K
|
13.2K
$4.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
337+ 2.44% |
$66.1K - $90.1K
|
14.1K
$4.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
333+ 1.09% |
$65.4K - $89K
|
30.8K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
332+ 21.07% |
$65.2K - $88.7K
|
1.91K
$630K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
330+ 20.09% |
$64.8K - $88.2K
|
1.97K
$651K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
328+ 32.13% |
$64.4K - $87.7K
|
1.35K
$445K
|
|
|
Feb 15, 2024
Q4 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
326+ 15.53% |
$64K - $87.1K
|
2.43K
$800K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
325+ 21.02% |
$63.8K - $86.9K
|
1.87K
$617K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
324+ 1.77% |
$63.6K - $86.6K
|
18.6K
$6.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
317+ 23.48% |
$62.2K - $84.7K
|
1.67K
$550K
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
317+ 13.67% |
$62.2K - $84.7K
|
2.64K
$870K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
317+ 0.69% |
$62.2K - $84.7K
|
46.4K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
315+ 29.86% |
$61.8K - $84.2K
|
1.37K
$452K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
313+ 14.98% |
$61.4K - $83.6K
|
2.4K
$793K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
311+ 20.89% |
$61K - $83.1K
|
1.8K
$594K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
308+ 6.97% |
$60.4K - $82.3K
|
4.73K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
305New |
$59.9K - $81.5K
|
305
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
300+ 6.72% |
$58.9K - $80.2K
|
4.76K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
299New |
$58.7K - $79.9K
|
299
$98.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
296+ 7.67% |
$58.1K - $79.1K
|
4.15K
$1.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
296+ 0.62% |
$58.1K - $79.1K
|
48K
$15.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
296+ 1.59% |
$58.1K - $79.1K
|
18.9K
$6.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
296+ 2.56% |
$58.1K - $79.1K
|
11.8K
$3.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
295+ 8.01% |
$57.9K - $78.8K
|
3.98K
$1.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
292+ 973.33% |
$57.3K - $78K
|
322
$106K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
289+ 3.06% |
$56.7K - $77.2K
|
9.73K
$3.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
288+ 28.04% |
$56.5K - $77K
|
1.32K
$434K
|