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 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
31+ 5.88% |
$6.08K - $8.28K
|
558
$182K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
31+ 0.6% |
$6.08K - $8.28K
|
5.22K
$1.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
31+ 1.3% |
$6.08K - $8.28K
|
2.41K
$787K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
31+ 1.55% |
$6.08K - $8.28K
|
2.03K
$661K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
31New |
$6.08K - $8.28K
|
31
$10.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
30+ 4.36% |
$5.89K - $8.02K
|
718
$234K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
30+ 1.21% |
$5.89K - $8.02K
|
2.51K
$821K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
30+ 1.6% |
$5.89K - $8.02K
|
1.91K
$623K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
30+ 0.25% |
$5.89K - $8.02K
|
12.1K
$3.94M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
29+ 1.14% |
$5.69K - $7.75K
|
2.58K
$843K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
29+ 0.35% |
$5.69K - $7.75K
|
8.21K
$2.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
29+ 1.52% |
$5.69K - $7.75K
|
1.94K
$634K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28+ 1.42% |
$5.5K - $7.48K
|
2K
$652K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
27+ 1.79% |
$5.3K - $7.22K
|
1.53K
$501K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27+ 1.86% |
$5.3K - $7.22K
|
1.48K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
27+ 0.82% |
$5.3K - $7.22K
|
3.33K
$1.09M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
27+ 2700.0% |
$5.3K - $7.22K
|
28
$9.14K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
27+ 5.22% |
$5.3K - $7.22K
|
544
$178K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
26+ 13.61% |
$5.1K - $6.95K
|
217
$70.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
26+ 6.62% |
$5.1K - $6.95K
|
419
$137K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
25+ 4.85% |
$4.91K - $6.68K
|
540
$176K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
25+ 2.18% |
$4.91K - $6.68K
|
1.17K
$383K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
25+ 0.51% |
$4.91K - $6.68K
|
4.9K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
25+ 0.92% |
$4.91K - $6.68K
|
2.74K
$895K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
25+ 0.19% |
$4.91K - $6.68K
|
13K
$4.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
25+ 1.93% |
$4.91K - $6.68K
|
1.32K
$430K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 0.23% |
$4.71K - $6.41K
|
10.5K
$3.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24+ 2.27% |
$4.71K - $6.41K
|
1.08K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
24+ 0.3% |
$4.71K - $6.41K
|
8.06K
$2.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
23+ 0.34% |
$4.51K - $6.15K
|
6.81K
$2.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
23+ 1.31% |
$4.51K - $6.15K
|
1.78K
$581K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.82% |
$4.51K - $6.15K
|
2.84K
$927K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
22+ 1.0% |
$4.32K - $5.88K
|
2.23K
$729K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
22+ 0.0% |
$4.32K - $5.88K
|
901K
$294M
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
22+ 1.15% |
$4.32K - $5.88K
|
1.94K
$633K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
21+ 0.13% |
$4.12K - $5.61K
|
15.8K
$5.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
21+ 1.09% |
$4.12K - $5.61K
|
1.94K
$635K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
21+ 1.05% |
$4.12K - $5.61K
|
2.03K
$663K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
20+ 0.47% |
$3.93K - $5.35K
|
4.26K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
20+ 1.81% |
$3.93K - $5.35K
|
1.13K
$367K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
20+ 1.9% |
$3.93K - $5.35K
|
1.08K
$351K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
19+ 0.65% |
$3.73K - $5.08K
|
2.94K
$961K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
19New |
$3.73K - $5.08K
|
19
$6.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
18New |
$3.53K - $4.81K
|
18
$5.88K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
18New |
$3.53K - $4.81K
|
18
$5.88K
|
|
|
Feb 10, 2025
Q4 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
18+ 0.91% |
$3.53K - $4.81K
|
2K
$654K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
17+ 0.65% |
$3.34K - $4.54K
|
2.65K
$866K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
17+ 0.99% |
$3.34K - $4.54K
|
1.73K
$566K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
17+ 1700.0% |
$3.34K - $4.54K
|
18
$5.88K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
16+ 0.92% |
$3.14K - $4.28K
|
1.76K
$573K
|