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 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
308+ 6.97% |
$60.4K - $82.3K
|
4.73K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
305New |
$59.9K - $81.5K
|
305
$79.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
300+ 6.72% |
$58.9K - $80.2K
|
4.76K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
299New |
$58.7K - $79.9K
|
299
$77.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
296+ 7.67% |
$58.1K - $79.1K
|
4.15K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
296+ 0.62% |
$58.1K - $79.1K
|
48K
$12.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
296+ 1.59% |
$58.1K - $79.1K
|
18.9K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
296+ 2.56% |
$58.1K - $79.1K
|
11.8K
$3.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
295+ 8.01% |
$57.9K - $78.8K
|
3.98K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
292+ 973.33% |
$57.3K - $78K
|
322
$83.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
289+ 3.06% |
$56.7K - $77.2K
|
9.73K
$2.54M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
288+ 28.04% |
$56.5K - $77K
|
1.32K
$343K
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
BUY
|
- |
287+ 1.19% |
$56.3K - $76.7K
|
24.4K
$6.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
285+ 0.8% |
$55.9K - $76.2K
|
36K
$9.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
284+ 0.56% |
$55.7K - $75.9K
|
50.7K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
277+ 2.21% |
$54.4K - $74K
|
12.8K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
275+ 38.79% |
$54K - $73.5K
|
984
$256K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
273+ 16.03% |
$53.6K - $73K
|
1.98K
$515K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
271+ 2.35% |
$53.2K - $72.4K
|
11.8K
$3.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
270New |
$53K - $72.2K
|
270
$70.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
270+ 7.85% |
$53K - $72.2K
|
3.71K
$966K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
268+ 14.15% |
$52.6K - $71.6K
|
2.16K
$563K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
268+ 13.91% |
$52.6K - $71.6K
|
2.2K
$572K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
265New |
$52K - $70.8K
|
265
$69.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
264+ 3.5% |
$51.8K - $70.6K
|
7.81K
$2.03M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
260+ 2.18% |
$51K - $69.5K
|
12.2K
$3.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
260+ 3.76% |
$51K - $69.5K
|
7.18K
$1.87M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
260+ 2.77% |
$51K - $69.5K
|
9.64K
$2.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
259New |
$50.8K - $69.2K
|
259
$67.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
257+ 0.74% |
$50.4K - $68.7K
|
35.2K
$9.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
255+ 0.36% |
$50K - $68.1K
|
71.7K
$18.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
254New |
$49.8K - $67.9K
|
254
$66.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
250+ 0.99% |
$49.1K - $66.8K
|
25.4K
$6.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
250+ 7.54% |
$49.1K - $66.8K
|
3.57K
$929K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
248+ 2.06% |
$48.7K - $66.3K
|
12.3K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
248+ 2.49% |
$48.7K - $66.3K
|
10.2K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
247+ 16.49% |
$48.5K - $66K
|
1.75K
$455K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
243+ 11.44% |
$47.7K - $64.9K
|
2.37K
$617K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
241+ 2.16% |
$47.3K - $64.4K
|
11.4K
$2.97M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
238New |
$46.7K - $63.6K
|
238
$62K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
232+ 11.54% |
$45.5K - $62K
|
2.24K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
231+ 15.2% |
$45.3K - $61.7K
|
1.75K
$456K
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
227+ 2.69% |
$44.5K - $60.7K
|
8.67K
$2.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
225+ 14.88% |
$44.2K - $60.1K
|
1.74K
$453K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
225+ 2.89% |
$44.2K - $60.1K
|
8.02K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
225+ 9.36% |
$44.2K - $60.1K
|
2.63K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
224+ 15.12% |
$44K - $59.9K
|
1.71K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
223+ 3.68% |
$43.8K - $59.6K
|
6.29K
$1.64M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
222+ 15.22% |
$43.6K - $59.3K
|
1.68K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
222+ 20.75% |
$43.6K - $59.3K
|
1.29K
$337K
|