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
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-130- 1.03% |
$25.5K - $34.7K
|
12.4K
$4.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-130- 10.63% |
$25.5K - $34.7K
|
1.09K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-130- 20.7% |
$25.5K - $34.7K
|
498
$164K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-132- 5.01% |
$25.9K - $35.3K
|
2.5K
$825K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-134- 11.99% |
$26.3K - $35.8K
|
984
$325K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-135- 2.67% |
$26.5K - $36.1K
|
4.92K
$1.62M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-136- 2.8% |
$26.7K - $36.3K
|
4.72K
$1.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-136- 4.28% |
$26.7K - $36.3K
|
3.04K
$1M
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-136- 2.1% |
$26.7K - $36.3K
|
6.35K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-136- 0.11% |
$26.7K - $36.3K
|
123K
$40.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-139- 1.72% |
$27.3K - $37.1K
|
7.97K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-139- 20.26% |
$27.3K - $37.1K
|
547
$181K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-140- 3.76% |
$27.5K - $37.4K
|
3.59K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-140- 0.64% |
$27.5K - $37.4K
|
21.6K
$7.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-143- 1.89% |
$28.1K - $38.2K
|
7.42K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-143- 0.53% |
$28.1K - $38.2K
|
26.8K
$8.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-145- 2.08% |
$28.5K - $38.8K
|
6.84K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-145- 0.48% |
$28.5K - $38.8K
|
30.1K
$9.92M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-146- 11.21% |
$28.7K - $39K
|
1.16K
$381K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-146- 6.11% |
$28.7K - $39K
|
2.24K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-146- 13.24% |
$28.7K - $39K
|
957
$316K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-148- 1.33% |
$29K - $39.6K
|
11K
$3.64M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-148- 0.82% |
$29K - $39.6K
|
17.8K
$5.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-150- 3.55% |
$29.4K - $40.1K
|
4.08K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-150- 5.58% |
$29.4K - $40.1K
|
2.54K
$838K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-150- 0.69% |
$29.4K - $40.1K
|
21.5K
$7.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-151- 2.79% |
$29.6K - $40.4K
|
5.26K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-152- 8.54% |
$29.8K - $40.6K
|
1.63K
$537K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-154- 5.47% |
$30.2K - $41.2K
|
2.66K
$878K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-154- 6.63% |
$30.2K - $41.2K
|
2.17K
$716K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-155- 1.68% |
$30.4K - $41.4K
|
9.07K
$2.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-157- 0.73% |
$30.8K - $42K
|
21.5K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-157- 4.68% |
$30.8K - $42K
|
3.2K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-163- 14.91% |
$32K - $43.6K
|
930
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-165- 1.41% |
$32.4K - $44.1K
|
11.5K
$3.81M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-165- 1.2% |
$32.4K - $44.1K
|
13.5K
$4.47M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-166- 14.24% |
$32.6K - $44.4K
|
1K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-169- 0.5% |
$33.2K - $45.2K
|
33.7K
$11.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-170- 1.14% |
$33.4K - $45.4K
|
14.7K
$4.85M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-171- 4.52% |
$33.6K - $45.7K
|
3.62K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-176- 13.9% |
$34.5K - $47K
|
1.09K
$360K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-177- 1.91% |
$34.7K - $47.3K
|
9.1K
$3M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-178- 32.07% |
$34.9K - $47.6K
|
377
$124K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-178- 1.05% |
$34.9K - $47.6K
|
16.7K
$5.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-179- 1.08% |
$35.1K - $47.8K
|
16.4K
$5.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-180- 12.78% |
$35.3K - $48.1K
|
1.23K
$406K
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-182- 2.2% |
$35.7K - $48.6K
|
8.08K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-182- 5.03% |
$35.7K - $48.6K
|
3.44K
$1.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-184- 18.99% |
$36.1K - $49.2K
|
785
$259K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-185- 17.27% |
$36.3K - $49.4K
|
886
$292K
|