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 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-31- 2.22% |
$6.08K - $8.28K
|
1.37K
$467K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-31- 21.23% |
$6.08K - $8.28K
|
115
$39.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-31- 0.12% |
$6.08K - $8.28K
|
26.6K
$9.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-32- 0.3% |
$6.28K - $8.55K
|
10.6K
$3.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-33- 0.15% |
$6.48K - $8.82K
|
21.6K
$7.4M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-33- 0.8% |
$6.48K - $8.82K
|
4.1K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-33- 2.1% |
$6.48K - $8.82K
|
1.54K
$525K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-34- 15.74% |
$6.67K - $9.09K
|
182
$62.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-35- 0.8% |
$6.87K - $9.35K
|
4.36K
$1.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-35- 0.17% |
$6.87K - $9.35K
|
20.6K
$7.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-35- 4.26% |
$6.87K - $9.35K
|
787
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-36- 0.16% |
$7.07K - $9.62K
|
22K
$7.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-37- 3.4% |
$7.26K - $9.89K
|
1.05K
$359K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-37- 2.57% |
$7.26K - $9.89K
|
1.4K
$479K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-37- 2.99% |
$7.26K - $9.89K
|
1.2K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-37- 1.74% |
$7.26K - $9.89K
|
2.09K
$716K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-37- 2.57% |
$7.26K - $9.89K
|
1.4K
$480K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-38- 2.56% |
$7.46K - $10.2K
|
1.45K
$495K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-38- 0.02% |
$7.46K - $10.2K
|
202K
$68.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-38- 1.11% |
$7.46K - $10.2K
|
3.37K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-40- 2.94% |
$7.85K - $10.7K
|
1.32K
$452K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-43- 0.41% |
$8.44K - $11.5K
|
10.5K
$3.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-43- 2.43% |
$8.44K - $11.5K
|
1.73K
$591K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-44- 0.24% |
$8.64K - $11.8K
|
18.1K
$6.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-44- 3.69% |
$8.64K - $11.8K
|
1.15K
$393K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44- 0.63% |
$8.64K - $11.8K
|
6.91K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-44- 0.16% |
$8.64K - $11.8K
|
27.2K
$9.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-45- 0.09% |
$8.83K - $12K
|
47.9K
$16.4M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-45- 8.18% |
$8.83K - $12K
|
505
$173K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-45- 2.44% |
$8.83K - $12K
|
1.8K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-45- 0.28% |
$8.83K - $12K
|
15.8K
$5.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-45- 0.48% |
$8.83K - $12K
|
9.37K
$3.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.44% |
$9.03K - $12.3K
|
10.5K
$3.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-46- 28.22% |
$9.03K - $12.3K
|
117
$40K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-47- 0.46% |
$9.22K - $12.6K
|
10.2K
$3.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-47- 1.0% |
$9.22K - $12.6K
|
4.65K
$1.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-48- 0.67% |
$9.42K - $12.8K
|
7.07K
$2.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-48- 0.4% |
$9.42K - $12.8K
|
11.9K
$4.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-48- 0.94% |
$9.42K - $12.8K
|
5.07K
$1.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-49- 0.55% |
$9.62K - $13.1K
|
8.81K
$3.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-49- 3.14% |
$9.62K - $13.1K
|
1.51K
$517K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-49- 0.03% |
$9.62K - $13.1K
|
166K
$56.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-50- 0.63% |
$9.81K - $13.4K
|
7.91K
$2.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-51- 0.87% |
$10K - $13.6K
|
5.78K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-51- 29.65% |
$10K - $13.6K
|
121
$41.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-52- 1.49% |
$10.2K - $13.9K
|
3.44K
$1.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-53- 0.12% |
$10.4K - $14.2K
|
44.8K
$15.3M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-54- 0.61% |
$10.6K - $14.4K
|
8.8K
$3.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-54- 9.75% |
$10.6K - $14.4K
|
500
$171K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-55- 3.85% |
$10.8K - $14.7K
|
1.37K
$470K
|