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 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
160+ 2.07% |
$31.4K - $42.8K
|
7.91K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
157+ 2.63% |
$30.8K - $42K
|
6.13K
$1.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
156+ 6.86% |
$30.6K - $41.7K
|
2.43K
$633K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
156+ 7.75% |
$30.6K - $41.7K
|
2.17K
$565K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
155+ 1.08% |
$30.4K - $41.4K
|
14.5K
$3.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
154+ 12.84% |
$30.2K - $41.2K
|
1.35K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
153New |
$30K - $40.9K
|
153
$39.9K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
152+ 6.74% |
$29.8K - $40.6K
|
2.41K
$627K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
151+ 3.56% |
$29.6K - $40.4K
|
4.4K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
150+ 5.8% |
$29.4K - $40.1K
|
2.74K
$713K
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
150+ 5.32% |
$29.4K - $40.1K
|
2.97K
$774K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
150New |
$29.4K - $40.1K
|
150
$39.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
149+ 103.47% |
$29.2K - $39.8K
|
293
$76.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
148+ 8.34% |
$29K - $39.6K
|
1.92K
$501K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
148+ 8.34% |
$29K - $39.6K
|
1.92K
$501K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
146+ 139.05% |
$28.7K - $39K
|
251
$65.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
146+ 5.98% |
$28.7K - $39K
|
2.59K
$675K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
145+ 4.02% |
$28.5K - $38.8K
|
3.75K
$978K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
144+ 3.71% |
$28.3K - $38.5K
|
4.02K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
143+ 2.84% |
$28.1K - $38.2K
|
5.18K
$1.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
142+ 4.93% |
$27.9K - $37.9K
|
3.02K
$788K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
141+ 0.76% |
$27.7K - $37.7K
|
18.7K
$4.87M
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
141New |
$27.7K - $37.7K
|
141
$36.7K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
140+ 23.93% |
$27.5K - $37.4K
|
725
$189K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
140New |
$27.5K - $37.4K
|
140
$36.5K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
139+ 12.16% |
$27.3K - $37.1K
|
1.28K
$334K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
136+ 6.91% |
$26.7K - $36.3K
|
2.1K
$548K
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
136+ 2.28% |
$26.7K - $36.3K
|
6.11K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
135+ 0.21% |
$26.5K - $36.1K
|
65.2K
$17M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
134New |
$26.3K - $35.8K
|
134
$34.9K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
134New |
$26.3K - $35.8K
|
134
$34.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
133+ 7.01% |
$26.1K - $35.5K
|
2.03K
$529K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
133+ 1.68% |
$26.1K - $35.5K
|
8.04K
$2.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
132+ 30.56% |
$25.9K - $35.3K
|
564
$147K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
132+ 2.35% |
$25.9K - $35.3K
|
5.76K
$1.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
132+ 7.07% |
$25.9K - $35.3K
|
2K
$521K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
131+ 7.12% |
$25.7K - $35K
|
1.97K
$514K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
130+ 10.93% |
$25.5K - $34.7K
|
1.32K
$344K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
130+ 2.37% |
$25.5K - $34.7K
|
5.61K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
129+ 19.75% |
$25.3K - $34.5K
|
782
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
129+ 5.98% |
$25.3K - $34.5K
|
2.29K
$596K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
128+ 6.78% |
$25.1K - $34.2K
|
2.02K
$525K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
127+ 9.3% |
$24.9K - $33.9K
|
1.49K
$389K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
127+ 2.78% |
$24.9K - $33.9K
|
4.69K
$1.22M
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
127+ 9.26% |
$24.9K - $33.9K
|
1.5K
$390K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
125+ 892.86% |
$24.5K - $33.4K
|
139
$36.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
123+ 4.26% |
$24.1K - $32.9K
|
3.01K
$784K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
122+ 1.18% |
$23.9K - $32.6K
|
10.5K
$2.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
121+ 1.62% |
$23.7K - $32.3K
|
7.58K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
121+ 3.07% |
$23.7K - $32.3K
|
4.06K
$1.06M
|