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 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-45- 2.44% |
$8.83K - $12K
|
1.8K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-45- 0.28% |
$8.83K - $12K
|
15.8K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-45- 0.48% |
$8.83K - $12K
|
9.37K
$2.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.44% |
$9.03K - $12.3K
|
10.5K
$2.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-46- 28.22% |
$9.03K - $12.3K
|
117
$30.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-47- 0.46% |
$9.22K - $12.6K
|
10.2K
$2.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-47- 1.0% |
$9.22K - $12.6K
|
4.65K
$1.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-48- 0.67% |
$9.42K - $12.8K
|
7.07K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-48- 0.4% |
$9.42K - $12.8K
|
11.9K
$3.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-48- 0.94% |
$9.42K - $12.8K
|
5.07K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-49- 0.55% |
$9.62K - $13.1K
|
8.81K
$2.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-49- 3.14% |
$9.62K - $13.1K
|
1.51K
$394K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-49- 0.03% |
$9.62K - $13.1K
|
166K
$43.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-50- 0.63% |
$9.81K - $13.4K
|
7.91K
$2.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-51- 0.87% |
$10K - $13.6K
|
5.78K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-51- 29.65% |
$10K - $13.6K
|
121
$31.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-52- 1.49% |
$10.2K - $13.9K
|
3.44K
$897K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-53- 0.12% |
$10.4K - $14.2K
|
44.8K
$11.7M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-54- 0.61% |
$10.6K - $14.4K
|
8.8K
$2.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-54- 9.75% |
$10.6K - $14.4K
|
500
$130K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-55- 3.85% |
$10.8K - $14.7K
|
1.37K
$358K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-55- 0.24% |
$10.8K - $14.7K
|
23.1K
$6.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56- 6.6% |
$11K - $15K
|
792
$206K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-56- 5.27% |
$11K - $15K
|
1.01K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-56- 3.57% |
$11K - $15K
|
1.51K
$394K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-57- 35.85% |
$11.2K - $15.2K
|
102
$26.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-57- 0.78% |
$11.2K - $15.2K
|
7.25K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-57- 4.69% |
$11.2K - $15.2K
|
1.16K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-57- 2.27% |
$11.2K - $15.2K
|
2.45K
$639K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-58- 1.22% |
$11.4K - $15.5K
|
4.71K
$1.23M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-58- 4.87% |
$11.4K - $15.5K
|
1.13K
$296K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-59- 3.53% |
$11.6K - $15.8K
|
1.61K
$421K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-59- 0.46% |
$11.6K - $15.8K
|
12.7K
$3.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-59- 1.0% |
$11.6K - $15.8K
|
5.84K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-60- 18.18% |
$11.8K - $16K
|
270
$70.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-60- 0.66% |
$11.8K - $16K
|
9.08K
$2.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-60- 1.08% |
$11.8K - $16K
|
5.49K
$1.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-60- 0.13% |
$11.8K - $16K
|
47.8K
$12.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-60- 1.05% |
$11.8K - $16K
|
5.64K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-60- 0.8% |
$11.8K - $16K
|
7.47K
$1.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-61- 4.25% |
$12K - $16.3K
|
1.37K
$358K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-63- 1.72% |
$12.4K - $16.8K
|
3.61K
$941K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-64- 5.08% |
$12.6K - $17.1K
|
1.2K
$312K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-64- 0.51% |
$12.6K - $17.1K
|
12.6K
$3.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 30.7% |
$13K - $17.6K
|
149
$38.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-68- 0.06% |
$13.3K - $18.2K
|
114K
$29.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-68- 1.0% |
$13.3K - $18.2K
|
6.74K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-69- 0.33% |
$13.5K - $18.4K
|
21K
$5.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-70- 0.97% |
$13.7K - $18.7K
|
7.14K
$1.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-70- 5.0% |
$13.7K - $18.7K
|
1.33K
$347K
|