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 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.03% |
$589 - $802
|
295
$96.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
3+ 1.58% |
$589 - $802
|
193
$63K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
3New |
$589 - $802
|
3
$980
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$393 - $535
|
17.9K
$5.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
2+ 0.01% |
$393 - $535
|
27.9K
$9.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2+ 0.04% |
$393 - $535
|
5.05K
$1.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 2.67% |
$393 - $535
|
77
$25.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
2+ 7.69% |
$393 - $535
|
28
$9.14K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
1+ 0.08% |
$196 - $267
|
1.19K
$390K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1+ 0.0% |
$196 - $267
|
26K
$8.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.31% |
$196 - $267
|
324
$106K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1+ 0.07% |
$196 - $267
|
1.41K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.03% |
$196 - $267
|
3.61K
$1.18M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$196 - $267
|
1
$327
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1- 0.04% |
$196 - $267
|
2.29K
$748K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-1- 0.11% |
$196 - $267
|
875
$286K
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1- 0.07% |
$196 - $267
|
1.33K
$435K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2- 0.17% |
$393 - $535
|
1.19K
$388K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2- 0.16% |
$393 - $535
|
1.24K
$403K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2- 0.14% |
$393 - $535
|
1.46K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 0.44% |
$393 - $535
|
450
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-2- 0.03% |
$393 - $535
|
6.35K
$2.07M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2- 2.25% |
$393 - $535
|
87
$28.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3- 0.12% |
$589 - $802
|
2.4K
$784K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-3- 0.09% |
$589 - $802
|
3.32K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-3- 1.29% |
$589 - $802
|
230
$75.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-4- 21.05% |
$785 - $1.07K
|
15
$4.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4- 0.22% |
$785 - $1.07K
|
1.82K
$593K
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
SELL
|
- |
-4- 0.2% |
$785 - $1.07K
|
1.99K
$650K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4- 0.33% |
$785 - $1.07K
|
1.2K
$391K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-4- 44.44% |
$785 - $1.07K
|
5
$1.63K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-5- 3.73% |
$981 - $1.34K
|
129
$42.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-5- 0.27% |
$981 - $1.34K
|
1.83K
$596K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-5- 17.24% |
$981 - $1.34K
|
24
$7.84K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.33% |
$981 - $1.34K
|
1.53K
$499K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-5- 0.22% |
$981 - $1.34K
|
2.25K
$736K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6- 0.25% |
$1.18K - $1.6K
|
2.38K
$776K
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-6- 0.06% |
$1.18K - $1.6K
|
10.2K
$3.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-6- 0.22% |
$1.18K - $1.6K
|
2.68K
$876K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-6- 0.49% |
$1.18K - $1.6K
|
1.21K
$396K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.43% |
$1.37K - $1.87K
|
1.61K
$526K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-7- 4.83% |
$1.37K - $1.87K
|
138
$45.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-7- 11.86% |
$1.37K - $1.87K
|
52
$17K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7- 0.24% |
$1.37K - $1.87K
|
2.87K
$938K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-8- 0.44% |
$1.57K - $2.14K
|
1.8K
$588K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-9- 0.69% |
$1.77K - $2.41K
|
1.3K
$424K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-9Closed |
$1.77K - $2.41K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-10- 0.55% |
$1.96K - $2.67K
|
1.81K
$590K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-10- 0.81% |
$1.96K - $2.67K
|
1.22K
$399K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-10- 0.68% |
$1.96K - $2.67K
|
1.46K
$478K
|