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 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-105- 1.57% |
$20.6K - $28.1K
|
6.58K
$1.72M
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-105- 1.85% |
$20.6K - $28.1K
|
5.58K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-108- 6.75% |
$21.2K - $28.9K
|
1.49K
$389K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-110- 5.52% |
$21.6K - $29.4K
|
1.88K
$490K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-111- 10.15% |
$21.8K - $29.7K
|
983
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-111- 10.06% |
$21.8K - $29.7K
|
992
$259K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-111- 6.49% |
$21.8K - $29.7K
|
1.6K
$417K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-112- 10.27% |
$22K - $29.9K
|
979
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-112- 3.71% |
$22K - $29.9K
|
2.9K
$757K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-113- 7.85% |
$22.2K - $30.2K
|
1.33K
$346K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-115- 1.65% |
$22.6K - $30.7K
|
6.85K
$1.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-115- 2.34% |
$22.6K - $30.7K
|
4.79K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-117- 3.53% |
$23K - $31.3K
|
3.2K
$833K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-117- 6.43% |
$23K - $31.3K
|
1.7K
$444K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-118- 1.36% |
$23.2K - $31.5K
|
8.53K
$2.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-121- 2.84% |
$23.7K - $32.3K
|
4.13K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-123- 1.98% |
$24.1K - $32.9K
|
6.08K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-124- 1.32% |
$24.3K - $33.1K
|
9.26K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-124- 2.47% |
$24.3K - $33.1K
|
4.91K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-126- 5.09% |
$24.7K - $33.7K
|
2.35K
$613K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-127- 5.1% |
$24.9K - $33.9K
|
2.36K
$616K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-130- 1.03% |
$25.5K - $34.7K
|
12.4K
$3.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-130- 10.63% |
$25.5K - $34.7K
|
1.09K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-130- 20.7% |
$25.5K - $34.7K
|
498
$130K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-132- 5.01% |
$25.9K - $35.3K
|
2.5K
$652K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-134- 11.99% |
$26.3K - $35.8K
|
984
$256K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-135- 2.67% |
$26.5K - $36.1K
|
4.92K
$1.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-136- 2.8% |
$26.7K - $36.3K
|
4.72K
$1.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-136- 4.28% |
$26.7K - $36.3K
|
3.04K
$792K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-136- 2.1% |
$26.7K - $36.3K
|
6.35K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-136- 0.11% |
$26.7K - $36.3K
|
123K
$32.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-139- 1.72% |
$27.3K - $37.1K
|
7.97K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-139- 20.26% |
$27.3K - $37.1K
|
547
$143K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-140- 3.76% |
$27.5K - $37.4K
|
3.59K
$935K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-140- 0.64% |
$27.5K - $37.4K
|
21.6K
$5.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-143- 1.89% |
$28.1K - $38.2K
|
7.42K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-143- 0.53% |
$28.1K - $38.2K
|
26.8K
$7M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-145- 2.08% |
$28.5K - $38.8K
|
6.84K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-145- 0.48% |
$28.5K - $38.8K
|
30.1K
$7.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-146- 11.21% |
$28.7K - $39K
|
1.16K
$301K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-146- 6.11% |
$28.7K - $39K
|
2.24K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-146- 13.24% |
$28.7K - $39K
|
957
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-148- 1.33% |
$29K - $39.6K
|
11K
$2.87M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-148- 0.82% |
$29K - $39.6K
|
17.8K
$4.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-150- 3.55% |
$29.4K - $40.1K
|
4.08K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-150- 5.58% |
$29.4K - $40.1K
|
2.54K
$662K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-150- 0.69% |
$29.4K - $40.1K
|
21.5K
$5.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-151- 2.79% |
$29.6K - $40.4K
|
5.26K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-152- 8.54% |
$29.8K - $40.6K
|
1.63K
$424K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-154- 5.47% |
$30.2K - $41.2K
|
2.66K
$694K
|