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 14, 2024
Q4 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
120+ 3.91% |
$23.6K - $32.1K
|
3.19K
$831K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
119+ 4.78% |
$23.4K - $31.8K
|
2.61K
$679K
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
119+ 7.07% |
$23.4K - $31.8K
|
1.8K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
119+ 1.2% |
$23.4K - $31.8K
|
10K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
119+ 9.92% |
$23.4K - $31.8K
|
1.32K
$344K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
119New |
$23.4K - $31.8K
|
119
$31K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
118+ 0.95% |
$23.2K - $31.5K
|
12.5K
$3.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
118+ 1.71% |
$23.2K - $31.5K
|
7.01K
$1.83M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
118+ 5.6% |
$23.2K - $31.5K
|
2.23K
$580K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
117+ 0.52% |
$23K - $31.3K
|
22.7K
$5.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
117+ 1.43% |
$23K - $31.3K
|
8.28K
$2.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
117New |
$23K - $31.3K
|
117
$30.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
117+ 4.15% |
$23K - $31.3K
|
2.93K
$764K
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
115+ 1.98% |
$22.6K - $30.7K
|
5.94K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
115+ 1.27% |
$22.6K - $30.7K
|
9.18K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
115+ 6.09% |
$22.6K - $30.7K
|
2K
$522K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
114+ 11.33% |
$22.4K - $30.5K
|
1.12K
$292K
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
112+ 0.93% |
$22K - $29.9K
|
12.2K
$3.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
110+ 0.42% |
$21.6K - $29.4K
|
26.6K
$6.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
110+ 1.02% |
$21.6K - $29.4K
|
10.9K
$2.83M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
109New |
$21.4K - $29.1K
|
109
$28.4K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
108+ 720.0% |
$21.2K - $28.9K
|
123
$32.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
106+ 8.04% |
$20.8K - $28.3K
|
1.42K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
106+ 8.45% |
$20.8K - $28.3K
|
1.36K
$355K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
105+ 1.35% |
$20.6K - $28.1K
|
7.88K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
105+ 8.61% |
$20.6K - $28.1K
|
1.32K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
104+ 2.22% |
$20.4K - $27.8K
|
4.79K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
102+ 0.26% |
$20K - $27.3K
|
39.4K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
102+ 3.21% |
$20K - $27.3K
|
3.28K
$855K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
100+ 333.33% |
$19.6K - $26.7K
|
130
$33.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
100+ 4.78% |
$19.6K - $26.7K
|
2.19K
$572K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100+ 16.67% |
$19.6K - $26.7K
|
700
$182K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
100+ 6.82% |
$19.6K - $26.7K
|
1.57K
$408K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100+ 16.67% |
$19.6K - $26.7K
|
700
$182K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
99+ 3.87% |
$19.4K - $26.5K
|
2.66K
$692K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
99+ 54.4% |
$19.4K - $26.5K
|
281
$73.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
99+ 8.94% |
$19.4K - $26.5K
|
1.21K
$315K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
98+ 18.6% |
$19.2K - $26.2K
|
625
$163K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
97+ 3.39% |
$19K - $25.9K
|
2.96K
$772K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
97+ 3.43% |
$19K - $25.9K
|
2.92K
$762K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
97New |
$19K - $25.9K
|
97
$25.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
97New |
$19K - $25.9K
|
97
$25.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
97+ 101.04% |
$19K - $25.9K
|
193
$50.3K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
97+ 3.39% |
$19K - $25.9K
|
2.96K
$772K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
97+ 8.84% |
$19K - $25.9K
|
1.19K
$311K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
96+ 4.06% |
$18.8K - $25.7K
|
2.46K
$642K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
96+ 1.57% |
$18.8K - $25.7K
|
6.22K
$1.62M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
95+ 1.34% |
$18.6K - $25.4K
|
7.16K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
93+ 0.85% |
$18.3K - $24.9K
|
11.1K
$2.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
92+ 10.82% |
$18.1K - $24.6K
|
942
$246K
|