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 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-21- 1.74% |
$4.12K - $5.61K
|
1.19K
$309K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-22- 0.21% |
$4.32K - $5.88K
|
10.3K
$2.7M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-23- 0.91% |
$4.51K - $6.15K
|
2.51K
$653K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-23- 0.32% |
$4.51K - $6.15K
|
7.25K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-23- 5.05% |
$4.51K - $6.15K
|
432
$113K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-24- 1.67% |
$4.71K - $6.41K
|
1.42K
$369K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-24- 0.8% |
$4.71K - $6.41K
|
2.99K
$779K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-24- 5.94% |
$4.71K - $6.41K
|
380
$99K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-25- 0.29% |
$4.91K - $6.68K
|
8.63K
$2.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-26- 0.33% |
$5.1K - $6.95K
|
7.87K
$2.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-26- 1.29% |
$5.1K - $6.95K
|
1.98K
$517K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-27- 0.27% |
$5.3K - $7.22K
|
10.1K
$2.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
SELL
|
- |
-28- 0.11% |
$5.5K - $7.48K
|
26K
$6.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-29- 2.63% |
$5.69K - $7.75K
|
1.07K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-29- 0.75% |
$5.69K - $7.75K
|
3.82K
$996K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-29- 0.2% |
$5.69K - $7.75K
|
14.5K
$3.78M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-30- 5.61% |
$5.89K - $8.02K
|
505
$132K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-30- 2.84% |
$5.89K - $8.02K
|
1.03K
$267K
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-30- 0.78% |
$5.89K - $8.02K
|
3.84K
$1M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-31- 2.22% |
$6.08K - $8.28K
|
1.37K
$356K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-31- 21.23% |
$6.08K - $8.28K
|
115
$30K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-31- 0.12% |
$6.08K - $8.28K
|
26.6K
$6.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-32- 0.3% |
$6.28K - $8.55K
|
10.6K
$2.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-33- 0.15% |
$6.48K - $8.82K
|
21.6K
$5.64M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-33- 0.8% |
$6.48K - $8.82K
|
4.1K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-33- 2.1% |
$6.48K - $8.82K
|
1.54K
$400K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-34- 15.74% |
$6.67K - $9.09K
|
182
$47.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-35- 0.8% |
$6.87K - $9.35K
|
4.36K
$1.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-35- 0.17% |
$6.87K - $9.35K
|
20.6K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-35- 4.26% |
$6.87K - $9.35K
|
787
$205K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-36- 0.16% |
$7.07K - $9.62K
|
22K
$5.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-37- 3.4% |
$7.26K - $9.89K
|
1.05K
$274K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-37- 2.57% |
$7.26K - $9.89K
|
1.4K
$365K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-37- 2.99% |
$7.26K - $9.89K
|
1.2K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-37- 1.74% |
$7.26K - $9.89K
|
2.09K
$545K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-37- 2.57% |
$7.26K - $9.89K
|
1.4K
$366K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-38- 2.56% |
$7.46K - $10.2K
|
1.45K
$377K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-38- 0.02% |
$7.46K - $10.2K
|
202K
$52.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-38- 1.11% |
$7.46K - $10.2K
|
3.37K
$879K
|
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-39- 4.2% |
$7.65K - $10.4K
|
889
$232K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-40- 2.94% |
$7.85K - $10.7K
|
1.32K
$345K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-43- 0.41% |
$8.44K - $11.5K
|
10.5K
$2.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-43- 2.43% |
$8.44K - $11.5K
|
1.73K
$451K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-43- 3.98% |
$8.44K - $11.5K
|
1.04K
$271K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-44- 0.24% |
$8.64K - $11.8K
|
18.1K
$4.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-44- 3.69% |
$8.64K - $11.8K
|
1.15K
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44- 0.63% |
$8.64K - $11.8K
|
6.91K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-44- 0.16% |
$8.64K - $11.8K
|
27.2K
$7.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-45- 0.09% |
$8.83K - $12K
|
47.9K
$12.5M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-45- 8.18% |
$8.83K - $12K
|
505
$132K
|