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 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-6- 0.49% |
$1.18K - $1.6K
|
1.21K
$316K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.43% |
$1.37K - $1.87K
|
1.61K
$420K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-7- 4.83% |
$1.37K - $1.87K
|
138
$36K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-7- 11.86% |
$1.37K - $1.87K
|
52
$13.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7- 0.24% |
$1.37K - $1.87K
|
2.87K
$749K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-8- 0.44% |
$1.57K - $2.14K
|
1.8K
$470K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-9- 0.69% |
$1.77K - $2.41K
|
1.3K
$339K
|
|
|
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
$471K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-10- 0.81% |
$1.96K - $2.67K
|
1.22K
$319K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-10- 0.68% |
$1.96K - $2.67K
|
1.46K
$382K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-10- 0.14% |
$1.96K - $2.67K
|
7.09K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-10- 0.49% |
$1.96K - $2.67K
|
2.02K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-10- 0.68% |
$1.96K - $2.67K
|
1.45K
$378K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11- 0.84% |
$2.16K - $2.94K
|
1.29K
$336K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-11- 6.15% |
$2.16K - $2.94K
|
168
$43.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-11- 36.67% |
$2.16K - $2.94K
|
19
$4.95K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-11- 0.31% |
$2.16K - $2.94K
|
3.56K
$928K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-11- 0.39% |
$2.16K - $2.94K
|
2.79K
$728K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-12- 0.54% |
$2.36K - $3.21K
|
2.2K
$574K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-13- 1.05% |
$2.55K - $3.47K
|
1.22K
$319K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-13- 0.16% |
$2.55K - $3.47K
|
8.09K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-13- 1.0% |
$2.55K - $3.47K
|
1.29K
$335K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-14- 7.87% |
$2.75K - $3.74K
|
164
$42.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-14- 0.43% |
$2.75K - $3.74K
|
3.27K
$852K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-14- 5.34% |
$2.75K - $3.74K
|
248
$64.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-14- 6.7% |
$2.75K - $3.74K
|
195
$50.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-15- 0.23% |
$2.94K - $4.01K
|
6.57K
$1.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-15- 0.86% |
$2.94K - $4.01K
|
1.73K
$450K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-15- 0.01% |
$2.94K - $4.01K
|
179K
$46.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-16- 1.11% |
$3.14K - $4.28K
|
1.43K
$372K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16- 3.53% |
$3.14K - $4.28K
|
437
$114K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-17- 0.89% |
$3.34K - $4.54K
|
1.89K
$492K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-17- 1.46% |
$3.34K - $4.54K
|
1.15K
$300K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-17- 0.66% |
$3.34K - $4.54K
|
2.55K
$664K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-17- 5.67% |
$3.34K - $4.54K
|
283
$73.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-18- 15.25% |
$3.53K - $4.81K
|
100
$26.1K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-18- 0.02% |
$3.53K - $4.81K
|
85.1K
$22.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-19- 1.59% |
$3.73K - $5.08K
|
1.17K
$306K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-19- 0.55% |
$3.73K - $5.08K
|
3.45K
$899K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-20- 1.49% |
$3.93K - $5.35K
|
1.33K
$345K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-20- 1.45% |
$3.93K - $5.35K
|
1.36K
$354K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-20- 0.78% |
$3.93K - $5.35K
|
2.55K
$664K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-20- 31.25% |
$3.93K - $5.35K
|
44
$11.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-20- 0.43% |
$3.93K - $5.35K
|
4.67K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-20- 1.29% |
$3.93K - $5.35K
|
1.54K
$400K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-20- 9.8% |
$3.93K - $5.35K
|
184
$48K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-20- 0.18% |
$3.93K - $5.35K
|
11.2K
$2.91M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-21- 1.12% |
$4.12K - $5.61K
|
1.86K
$484K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-21- 0.68% |
$4.12K - $5.61K
|
3.05K
$794K
|