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 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-55- 0.24% |
$10.8K - $14.7K
|
23.1K
$7.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56- 6.6% |
$11K - $15K
|
792
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-56- 5.27% |
$11K - $15K
|
1.01K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-56- 3.57% |
$11K - $15K
|
1.51K
$517K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-57- 35.85% |
$11.2K - $15.2K
|
102
$34.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-57- 0.78% |
$11.2K - $15.2K
|
7.25K
$2.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-57- 4.69% |
$11.2K - $15.2K
|
1.16K
$396K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-57- 2.27% |
$11.2K - $15.2K
|
2.45K
$838K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-58- 1.22% |
$11.4K - $15.5K
|
4.71K
$1.61M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-58- 4.87% |
$11.4K - $15.5K
|
1.13K
$388K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-59- 3.53% |
$11.6K - $15.8K
|
1.61K
$552K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-59- 0.46% |
$11.6K - $15.8K
|
12.7K
$4.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-59- 1.0% |
$11.6K - $15.8K
|
5.84K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-60- 18.18% |
$11.8K - $16K
|
270
$92.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-60- 0.66% |
$11.8K - $16K
|
9.08K
$3.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-60- 1.08% |
$11.8K - $16K
|
5.49K
$1.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-60- 0.13% |
$11.8K - $16K
|
47.8K
$16.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-60- 1.05% |
$11.8K - $16K
|
5.64K
$1.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-60- 0.8% |
$11.8K - $16K
|
7.47K
$2.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-61- 4.25% |
$12K - $16.3K
|
1.37K
$470K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-63- 1.72% |
$12.4K - $16.8K
|
3.61K
$1.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-64- 5.08% |
$12.6K - $17.1K
|
1.2K
$409K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-64- 0.51% |
$12.6K - $17.1K
|
12.6K
$4.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 30.7% |
$13K - $17.6K
|
149
$51K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-68- 0.06% |
$13.3K - $18.2K
|
114K
$38.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-68- 1.0% |
$13.3K - $18.2K
|
6.74K
$2.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-69- 0.33% |
$13.5K - $18.4K
|
21K
$7.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-70- 0.97% |
$13.7K - $18.7K
|
7.14K
$2.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-70- 5.0% |
$13.7K - $18.7K
|
1.33K
$455K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-70- 1.23% |
$13.7K - $18.7K
|
5.61K
$1.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-71- 0.22% |
$13.9K - $19K
|
31.5K
$10.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-74- 2.7% |
$14.5K - $19.8K
|
2.67K
$914K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-75- 1.74% |
$14.7K - $20K
|
4.25K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-75- 2.88% |
$14.7K - $20K
|
2.53K
$865K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-75- 4.56% |
$14.7K - $20K
|
1.57K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-75- 1.33% |
$14.7K - $20K
|
5.57K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-75- 1.28% |
$14.7K - $20K
|
5.79K
$1.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-76- 7.14% |
$14.9K - $20.3K
|
989
$338K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-76- 6.34% |
$14.9K - $20.3K
|
1.12K
$384K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-77- 2.68% |
$15.1K - $20.6K
|
2.8K
$957K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-78- 7.03% |
$15.3K - $20.8K
|
1.03K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-79- 0.31% |
$15.5K - $21.1K
|
25.7K
$8.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-80- 4.35% |
$15.7K - $21.4K
|
1.76K
$601K
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
SELL
|
- |
-80- 0.08% |
$15.7K - $21.4K
|
100K
$34.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-81- 0.45% |
$15.9K - $21.6K
|
17.9K
$6.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-81- 7.58% |
$15.9K - $21.6K
|
988
$338K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-82- 1.46% |
$16.1K - $21.9K
|
5.53K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-82- 1.45% |
$16.1K - $21.9K
|
5.59K
$1.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-85- 7.42% |
$16.7K - $22.7K
|
1.06K
$363K
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-85- 6.51% |
$16.7K - $22.7K
|
1.22K
$417K
|