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 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-12- 0.54% |
$2.36K - $3.21K
|
2.2K
$727K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-13- 1.05% |
$2.55K - $3.47K
|
1.22K
$404K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-13- 0.16% |
$2.55K - $3.47K
|
8.09K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-13- 1.0% |
$2.55K - $3.47K
|
1.29K
$425K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-14- 7.87% |
$2.75K - $3.74K
|
164
$54.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-14- 0.43% |
$2.75K - $3.74K
|
3.27K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-14- 5.34% |
$2.75K - $3.74K
|
248
$81.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-14- 6.7% |
$2.75K - $3.74K
|
195
$64.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-15- 0.23% |
$2.94K - $4.01K
|
6.57K
$2.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-15- 0.86% |
$2.94K - $4.01K
|
1.73K
$570K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-15- 0.01% |
$2.94K - $4.01K
|
179K
$59.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-16- 1.11% |
$3.14K - $4.28K
|
1.43K
$471K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16- 3.53% |
$3.14K - $4.28K
|
437
$144K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-17- 0.89% |
$3.34K - $4.54K
|
1.89K
$622K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-17- 1.46% |
$3.34K - $4.54K
|
1.15K
$380K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-17- 0.66% |
$3.34K - $4.54K
|
2.55K
$841K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-17- 5.67% |
$3.34K - $4.54K
|
283
$93.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-18- 15.25% |
$3.53K - $4.81K
|
100
$33K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-18- 0.02% |
$3.53K - $4.81K
|
85.1K
$28.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-19- 1.59% |
$3.73K - $5.08K
|
1.17K
$387K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-19- 0.55% |
$3.73K - $5.08K
|
3.45K
$1.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-20- 1.49% |
$3.93K - $5.35K
|
1.33K
$437K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-20- 1.45% |
$3.93K - $5.35K
|
1.36K
$448K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-20- 0.78% |
$3.93K - $5.35K
|
2.55K
$841K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-20- 31.25% |
$3.93K - $5.35K
|
44
$14.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-20- 0.43% |
$3.93K - $5.35K
|
4.67K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-20- 1.29% |
$3.93K - $5.35K
|
1.54K
$507K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-20- 9.8% |
$3.93K - $5.35K
|
184
$60.7K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-20- 0.18% |
$3.93K - $5.35K
|
11.2K
$3.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-21- 1.12% |
$4.12K - $5.61K
|
1.86K
$612K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-21- 0.68% |
$4.12K - $5.61K
|
3.05K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-21- 1.74% |
$4.12K - $5.61K
|
1.19K
$392K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-22- 0.21% |
$4.32K - $5.88K
|
10.3K
$3.42M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-23- 0.91% |
$4.51K - $6.15K
|
2.51K
$827K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-23- 0.32% |
$4.51K - $6.15K
|
7.25K
$2.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-23- 5.05% |
$4.51K - $6.15K
|
432
$143K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-24- 1.67% |
$4.71K - $6.41K
|
1.42K
$467K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-24- 0.8% |
$4.71K - $6.41K
|
2.99K
$986K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-24- 5.94% |
$4.71K - $6.41K
|
380
$125K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-25- 0.29% |
$4.91K - $6.68K
|
8.63K
$2.85M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-26- 0.33% |
$5.1K - $6.95K
|
7.87K
$2.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-26- 1.29% |
$5.1K - $6.95K
|
1.98K
$655K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-27- 0.27% |
$5.3K - $7.22K
|
10.1K
$3.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
SELL
|
- |
-28- 0.11% |
$5.5K - $7.48K
|
26K
$8.59M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-29- 2.63% |
$5.69K - $7.75K
|
1.07K
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-29- 0.75% |
$5.69K - $7.75K
|
3.82K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-29- 0.2% |
$5.69K - $7.75K
|
14.5K
$4.78M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-30- 5.61% |
$5.89K - $8.02K
|
505
$167K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-30- 2.84% |
$5.89K - $8.02K
|
1.03K
$339K
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-30- 0.78% |
$5.89K - $8.02K
|
3.84K
$1.27M
|