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 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
115+ 1.27% |
$22.6K - $30.7K
|
9.18K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
115+ 6.09% |
$22.6K - $30.7K
|
2K
$661K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
114+ 11.33% |
$22.4K - $30.5K
|
1.12K
$370K
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
112+ 0.93% |
$22K - $29.9K
|
12.2K
$4.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
110+ 0.42% |
$21.6K - $29.4K
|
26.6K
$8.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
110+ 1.02% |
$21.6K - $29.4K
|
10.9K
$3.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
109New |
$21.4K - $29.1K
|
109
$36K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
108+ 720.0% |
$21.2K - $28.9K
|
123
$40.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
106+ 8.04% |
$20.8K - $28.3K
|
1.42K
$470K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
106+ 8.45% |
$20.8K - $28.3K
|
1.36K
$449K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
105+ 1.35% |
$20.6K - $28.1K
|
7.88K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
105+ 8.61% |
$20.6K - $28.1K
|
1.32K
$437K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
104+ 2.22% |
$20.4K - $27.8K
|
4.79K
$1.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
102+ 0.26% |
$20K - $27.3K
|
39.4K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
102+ 3.21% |
$20K - $27.3K
|
3.28K
$1.08M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
100+ 333.33% |
$19.6K - $26.7K
|
130
$42.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
100+ 4.78% |
$19.6K - $26.7K
|
2.19K
$724K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100+ 16.67% |
$19.6K - $26.7K
|
700
$231K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
100+ 6.82% |
$19.6K - $26.7K
|
1.57K
$517K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100+ 16.67% |
$19.6K - $26.7K
|
700
$231K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
99+ 3.87% |
$19.4K - $26.5K
|
2.66K
$877K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
99+ 54.4% |
$19.4K - $26.5K
|
281
$92.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
99+ 8.94% |
$19.4K - $26.5K
|
1.21K
$398K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
98+ 18.6% |
$19.2K - $26.2K
|
625
$206K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
97+ 3.39% |
$19K - $25.9K
|
2.96K
$977K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
97+ 3.43% |
$19K - $25.9K
|
2.92K
$965K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
97New |
$19K - $25.9K
|
97
$32K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
97New |
$19K - $25.9K
|
97
$32K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
97+ 101.04% |
$19K - $25.9K
|
193
$63.7K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
97+ 3.39% |
$19K - $25.9K
|
2.96K
$977K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
96+ 4.06% |
$18.8K - $25.7K
|
2.46K
$813K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
96+ 1.57% |
$18.8K - $25.7K
|
6.22K
$2.05M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
95+ 1.34% |
$18.6K - $25.4K
|
7.16K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
93+ 0.85% |
$18.3K - $24.9K
|
11.1K
$3.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
92+ 10.82% |
$18.1K - $24.6K
|
942
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
92+ 7.12% |
$18.1K - $24.6K
|
1.39K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
92+ 2.55% |
$18.1K - $24.6K
|
3.69K
$1.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
90+ 1.45% |
$17.7K - $24.1K
|
6.29K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
90+ 8.55% |
$17.7K - $24.1K
|
1.14K
$377K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
88+ 5.97% |
$17.3K - $23.5K
|
1.56K
$516K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
87+ 0.15% |
$17.1K - $23.3K
|
58.5K
$19.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
87+ 6.64% |
$17.1K - $23.3K
|
1.4K
$461K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
86+ 4.68% |
$16.9K - $23K
|
1.93K
$635K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
85New |
$16.7K - $22.7K
|
85
$28.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
82+ 2.07% |
$16.1K - $21.9K
|
4.04K
$1.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
82+ 2.03% |
$16.1K - $21.9K
|
4.13K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
82+ 2.52% |
$16.1K - $21.9K
|
3.34K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
81New |
$15.9K - $21.6K
|
81
$26.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
81+ 3.37% |
$15.9K - $21.6K
|
2.49K
$820K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
80+ 2.48% |
$15.7K - $21.4K
|
3.3K
$1.09M
|