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 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
221+ 5.4% |
$43.4K - $59.1K
|
4.31K
$1.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
219+ 2.03% |
$43K - $58.5K
|
11K
$2.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
213+ 79.78% |
$41.8K - $56.9K
|
480
$125K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
210+ 5.05% |
$41.2K - $56.1K
|
4.37K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
209+ 15.22% |
$41K - $55.9K
|
1.58K
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
209New |
$41K - $55.9K
|
209
$54.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
208+ 5.78% |
$40.8K - $55.6K
|
3.81K
$992K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
208+ 1.58% |
$40.8K - $55.6K
|
13.4K
$3.49M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
207+ 0.12% |
$40.6K - $55.3K
|
170K
$44.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
206+ 0.65% |
$40.4K - $55.1K
|
31.7K
$8.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
205+ 0.88% |
$40.2K - $54.8K
|
23.4K
$6.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
204+ 2.79% |
$40K - $54.5K
|
7.52K
$1.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
200+ 18.1% |
$39.3K - $53.5K
|
1.31K
$340K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
199+ 8.79% |
$39.1K - $53.2K
|
2.46K
$642K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
197+ 3.64% |
$38.7K - $52.6K
|
5.61K
$1.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
196+ 1.28% |
$38.5K - $52.4K
|
15.6K
$4.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
195+ 5.05% |
$38.3K - $52.1K
|
4.05K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
194+ 4.49% |
$38.1K - $51.8K
|
4.51K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
193+ 6.23% |
$37.9K - $51.6K
|
3.29K
$858K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
193+ 10.87% |
$37.9K - $51.6K
|
1.97K
$513K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
193New |
$37.9K - $51.6K
|
193
$50.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
192+ 8.16% |
$37.7K - $51.3K
|
2.54K
$663K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
190+ 3.88% |
$37.3K - $50.8K
|
5.09K
$1.33M
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
189+ 4.46% |
$37.1K - $50.5K
|
4.43K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
189+ 0.14% |
$37.1K - $50.5K
|
137K
$35.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
187+ 0.69% |
$36.7K - $50K
|
27.5K
$7.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
185+ 3.85% |
$36.3K - $49.4K
|
5K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
182+ 3.04% |
$35.7K - $48.6K
|
6.17K
$1.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
177+ 0.28% |
$34.7K - $47.3K
|
62.7K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
176+ 0.18% |
$34.5K - $47K
|
99.8K
$26M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
175+ 20.83% |
$34.3K - $46.8K
|
1.02K
$265K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
175+ 0.49% |
$34.3K - $46.8K
|
36.1K
$9.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
174+ 14.42% |
$34.1K - $46.5K
|
1.38K
$360K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
174+ 7.84% |
$34.1K - $46.5K
|
2.39K
$623K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
172+ 1.36% |
$33.8K - $46K
|
12.8K
$3.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
170+ 1.73% |
$33.4K - $45.4K
|
10K
$2.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
169+ 1.06% |
$33.2K - $45.2K
|
16.1K
$4.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
167+ 3.79% |
$32.8K - $44.6K
|
4.58K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
167+ 3.86% |
$32.8K - $44.6K
|
4.5K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
166+ 6.6% |
$32.6K - $44.4K
|
2.68K
$698K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
166+ 1.16% |
$32.6K - $44.4K
|
14.4K
$3.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
165+ 1.96% |
$32.4K - $44.1K
|
8.59K
$2.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
165+ 15.99% |
$32.4K - $44.1K
|
1.2K
$312K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
165+ 0.16% |
$32.4K - $44.1K
|
102K
$26.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
164+ 4.76% |
$32.2K - $43.8K
|
3.61K
$941K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
164+ 9.83% |
$32.2K - $43.8K
|
1.83K
$477K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
162+ 6.01% |
$31.8K - $43.3K
|
2.86K
$744K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
162+ 3.56% |
$31.8K - $43.3K
|
4.72K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
162New |
$31.8K - $43.3K
|
162
$42.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
161+ 5.69% |
$31.6K - $43K
|
2.99K
$780K
|