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 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
80+ 7.8% |
$15.7K - $21.4K
|
1.11K
$365K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
79+ 0.78% |
$15.5K - $21.1K
|
10.2K
$3.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
79+ 61.72% |
$15.5K - $21.1K
|
207
$68.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
79+ 0.24% |
$15.5K - $21.1K
|
33K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
79+ 2.13% |
$15.5K - $21.1K
|
3.8K
$1.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
78+ 4.51% |
$15.3K - $20.8K
|
1.81K
$596K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
77+ 2.53% |
$15.1K - $20.6K
|
3.13K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
77New |
$15.1K - $20.6K
|
77
$25.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
76+ 3.34% |
$14.9K - $20.3K
|
2.35K
$776K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
76+ 7.13% |
$14.9K - $20.3K
|
1.14K
$377K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
75+ 1.52% |
$14.7K - $20K
|
5.01K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
73+ 19.62% |
$14.3K - $19.5K
|
445
$147K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
73+ 1.16% |
$14.3K - $19.5K
|
6.39K
$2.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
BUY
|
- |
73+ 2.65% |
$14.3K - $19.5K
|
2.83K
$932K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
73+ 6.34% |
$14.3K - $19.5K
|
1.22K
$404K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
71+ 3.82% |
$13.9K - $19K
|
1.93K
$637K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
71+ 4.52% |
$13.9K - $19K
|
1.64K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
71+ 3.26% |
$13.9K - $19K
|
2.25K
$741K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
71+ 1.02% |
$13.9K - $19K
|
7.04K
$2.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
BUY
|
- |
70+ 0.2% |
$13.7K - $18.7K
|
35K
$11.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
70+ 1.26% |
$13.7K - $18.7K
|
5.62K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
69New |
$13.5K - $18.4K
|
69
$22.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
69New |
$13.5K - $18.4K
|
69
$22.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
68+ 45.33% |
$13.3K - $18.2K
|
218
$71.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
68+ 4.2% |
$13.3K - $18.2K
|
1.69K
$557K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
67+ 5.16% |
$13.1K - $17.9K
|
1.37K
$451K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
65+ 4.1% |
$12.8K - $17.4K
|
1.65K
$545K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
65+ 1.75% |
$12.8K - $17.4K
|
3.78K
$1.25M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
65+ 112.07% |
$12.8K - $17.4K
|
123
$40.6K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
64+ 26.02% |
$12.6K - $17.1K
|
310
$102K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
64+ 2.22% |
$12.6K - $17.1K
|
2.95K
$974K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
64+ 3.46% |
$12.6K - $17.1K
|
1.91K
$632K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
63New |
$12.4K - $16.8K
|
63
$20.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
63+ 0.78% |
$12.4K - $16.8K
|
8.19K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
63+ 2.93% |
$12.4K - $16.8K
|
2.21K
$731K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
62New |
$12.2K - $16.6K
|
62
$20.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
62+ 3.75% |
$12.2K - $16.6K
|
1.72K
$567K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
60+ 1.22% |
$11.8K - $16K
|
4.98K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
58+ 4.1% |
$11.4K - $15.5K
|
1.47K
$485K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
57+ 1.9% |
$11.2K - $15.2K
|
3.06K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
56+ 1.75% |
$11K - $15K
|
3.25K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
55+ 2.52% |
$10.8K - $14.7K
|
2.24K
$739K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
55New |
$10.8K - $14.7K
|
55
$18.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
55+ 0.94% |
$10.8K - $14.7K
|
5.9K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
55+ 5.17% |
$10.8K - $14.7K
|
1.12K
$369K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
53+ 3.67% |
$10.4K - $14.2K
|
1.5K
$494K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
53+ 0.17% |
$10.4K - $14.2K
|
30.8K
$10.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
52+ 3.51% |
$10.2K - $13.9K
|
1.53K
$506K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
51+ 2.38% |
$10K - $13.6K
|
2.19K
$723K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
50+ 4.09% |
$9.81K - $13.4K
|
1.27K
$420K
|