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 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
20+ 1.9% |
$3.93K - $5.35K
|
1.08K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
19+ 0.65% |
$3.73K - $5.08K
|
2.94K
$767K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
19New |
$3.73K - $5.08K
|
19
$4.95K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
18New |
$3.53K - $4.81K
|
18
$4.69K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
18New |
$3.53K - $4.81K
|
18
$4.69K
|
|
|
Feb 10, 2025
Q4 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
18+ 0.91% |
$3.53K - $4.81K
|
2K
$522K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
17+ 0.65% |
$3.34K - $4.54K
|
2.65K
$691K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
17+ 0.99% |
$3.34K - $4.54K
|
1.73K
$451K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
17+ 1700.0% |
$3.34K - $4.54K
|
18
$4.69K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
16+ 0.92% |
$3.14K - $4.28K
|
1.76K
$457K
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
15+ 0.08% |
$2.94K - $4.01K
|
18.5K
$4.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 1.89% |
$2.94K - $4.01K
|
810
$211K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
15+ 0.24% |
$2.94K - $4.01K
|
6.19K
$1.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
15New |
$2.94K - $4.01K
|
15
$3.91K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.36% |
$2.94K - $4.01K
|
4.16K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15+ 0.71% |
$2.94K - $4.01K
|
2.14K
$557K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
15+ 0.96% |
$2.94K - $4.01K
|
1.57K
$410K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
14+ 0.09% |
$2.75K - $3.74K
|
16.2K
$4.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14+ 66.67% |
$2.75K - $3.74K
|
35
$9.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
14New |
$2.75K - $3.74K
|
14
$3.65K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
13+ 0.4% |
$2.55K - $3.47K
|
3.23K
$841K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
12+ 0.15% |
$2.36K - $3.21K
|
8.04K
$2.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
12+ 0.32% |
$2.36K - $3.21K
|
3.8K
$991K
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
11+ 0.51% |
$2.16K - $2.94K
|
2.15K
$560K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
11+ 0.98% |
$2.16K - $2.94K
|
1.13K
$296K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
11+ 0.22% |
$2.16K - $2.94K
|
5.01K
$1.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
11+ 0.02% |
$2.16K - $2.94K
|
49.7K
$13M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
11+ 0.79% |
$2.16K - $2.94K
|
1.4K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11New |
$2.16K - $2.94K
|
11
$2.87K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
10New |
$1.96K - $2.67K
|
10
$2.61K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 5.46% |
$1.96K - $2.67K
|
193
$50.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
10+ 0.7% |
$1.96K - $2.67K
|
1.43K
$373K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10+ 0.66% |
$1.96K - $2.67K
|
1.52K
$397K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10+ 13.7% |
$1.96K - $2.67K
|
83
$21.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.58% |
$1.96K - $2.67K
|
1.72K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10+ 0.04% |
$1.96K - $2.67K
|
23.7K
$6.18M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10New |
$1.96K - $2.67K
|
10
$2.61K
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
9+ 0.19% |
$1.77K - $2.41K
|
4.75K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
9+ 0.41% |
$1.77K - $2.41K
|
2.21K
$575K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9New |
$1.77K - $2.41K
|
9
$2.35K
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
8+ 0.34% |
$1.57K - $2.14K
|
2.39K
$623K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.57% |
$1.57K - $2.14K
|
1.41K
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8+ 1.1% |
$1.57K - $2.14K
|
734
$191K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 2.0% |
$1.57K - $2.14K
|
408
$106K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 1.47% |
$1.57K - $2.14K
|
554
$144K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
7+ 0.56% |
$1.37K - $1.87K
|
1.26K
$329K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7+ 0.37% |
$1.37K - $1.87K
|
1.9K
$496K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6New |
$1.18K - $1.6K
|
6
$1.56K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6+ 600.0% |
$1.18K - $1.6K
|
7
$1.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
6+ 0.5% |
$1.18K - $1.6K
|
1.21K
$314K
|