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 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
50+ 5.03% |
$9.81K - $13.4K
|
1.05K
$345K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
50+ 4.03% |
$9.81K - $13.4K
|
1.29K
$426K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
49+ 3.24% |
$9.62K - $13.1K
|
1.56K
$515K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
47+ 39.5% |
$9.22K - $12.6K
|
166
$54.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
47+ 5.16% |
$9.22K - $12.6K
|
957
$316K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
44+ 0.36% |
$8.64K - $11.8K
|
12.1K
$4M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
44+ 0.66% |
$8.64K - $11.8K
|
6.7K
$2.21M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
43New |
$8.44K - $11.5K
|
43
$14.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
43+ 0.57% |
$8.44K - $11.5K
|
7.65K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
43+ 3.67% |
$8.44K - $11.5K
|
1.22K
$401K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
42+ 0.9% |
$8.24K - $11.2K
|
4.71K
$1.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
42New |
$8.24K - $11.2K
|
42
$13.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
41+ 1.22% |
$8.05K - $11K
|
3.41K
$1.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
41+ 0.23% |
$8.05K - $11K
|
18.2K
$6M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
41+ 2.67% |
$8.05K - $11K
|
1.58K
$520K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
41+ 2.72% |
$8.05K - $11K
|
1.55K
$511K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
41New |
$8.05K - $11K
|
41
$13.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
40+ 0.72% |
$7.85K - $10.7K
|
5.57K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
40+ 0.59% |
$7.85K - $10.7K
|
6.86K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
40+ 7.8% |
$7.85K - $10.7K
|
553
$182K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
39+ 3.88% |
$7.65K - $10.4K
|
1.05K
$345K
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
39+ 0.44% |
$7.65K - $10.4K
|
8.9K
$2.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
39+ 0.47% |
$7.65K - $10.4K
|
8.27K
$2.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
39+ 2.93% |
$7.65K - $10.4K
|
1.37K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
39+ 4.5% |
$7.65K - $10.4K
|
906
$299K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
39+ 0.49% |
$7.65K - $10.4K
|
8K
$2.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
38+ 1.68% |
$7.46K - $10.2K
|
2.29K
$757K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38+ 0.15% |
$7.46K - $10.2K
|
24.8K
$8.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
37+ 2.69% |
$7.26K - $9.89K
|
1.41K
$466K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
37+ 2.94% |
$7.26K - $9.89K
|
1.3K
$427K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
37New |
$7.26K - $9.89K
|
37
$12.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
37+ 0.96% |
$7.26K - $9.89K
|
3.89K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
36+ 0.34% |
$7.07K - $9.62K
|
10.5K
$3.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
36+ 0.35% |
$7.07K - $9.62K
|
10.4K
$3.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36+ 11.36% |
$7.07K - $9.62K
|
353
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
35+ 2.82% |
$6.87K - $9.35K
|
1.28K
$422K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
34+ 0.23% |
$6.67K - $9.09K
|
14.6K
$4.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
34+ 0.83% |
$6.67K - $9.09K
|
4.12K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
34New |
$6.67K - $9.09K
|
34
$11.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
33+ 1.08% |
$6.48K - $8.82K
|
3.09K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
32+ 1.52% |
$6.28K - $8.55K
|
2.14K
$705K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
31+ 0.28% |
$6.08K - $8.28K
|
10.9K
$3.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
31+ 0.15% |
$6.08K - $8.28K
|
20.6K
$6.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
31+ 5.88% |
$6.08K - $8.28K
|
558
$184K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
31+ 0.6% |
$6.08K - $8.28K
|
5.22K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
31+ 1.3% |
$6.08K - $8.28K
|
2.41K
$795K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
31+ 1.55% |
$6.08K - $8.28K
|
2.03K
$668K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
31New |
$6.08K - $8.28K
|
31
$10.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
30+ 4.36% |
$5.89K - $8.02K
|
718
$237K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
30+ 1.21% |
$5.89K - $8.02K
|
2.51K
$830K
|