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 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-154- 6.63% |
$30.2K - $41.2K
|
2.17K
$565K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-155- 1.68% |
$30.4K - $41.4K
|
9.07K
$2.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-157- 0.73% |
$30.8K - $42K
|
21.5K
$5.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-157- 4.68% |
$30.8K - $42K
|
3.2K
$833K
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-163- 14.91% |
$32K - $43.6K
|
930
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-165- 1.41% |
$32.4K - $44.1K
|
11.5K
$3.01M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-165- 1.2% |
$32.4K - $44.1K
|
13.5K
$3.53M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-166- 14.24% |
$32.6K - $44.4K
|
1K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-169- 0.5% |
$33.2K - $45.2K
|
33.7K
$8.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-170- 1.14% |
$33.4K - $45.4K
|
14.7K
$3.83M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-171- 4.52% |
$33.6K - $45.7K
|
3.62K
$942K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-176- 13.9% |
$34.5K - $47K
|
1.09K
$284K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-177- 1.91% |
$34.7K - $47.3K
|
9.1K
$2.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-178- 32.07% |
$34.9K - $47.6K
|
377
$98.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-178- 1.05% |
$34.9K - $47.6K
|
16.7K
$4.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-179- 1.08% |
$35.1K - $47.8K
|
16.4K
$4.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-180- 12.78% |
$35.3K - $48.1K
|
1.23K
$320K
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-182- 2.2% |
$35.7K - $48.6K
|
8.08K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-182- 5.03% |
$35.7K - $48.6K
|
3.44K
$896K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-184- 18.99% |
$36.1K - $49.2K
|
785
$205K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-185- 17.27% |
$36.3K - $49.4K
|
886
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-185- 5.3% |
$36.3K - $49.4K
|
3.31K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-186- 0.52% |
$36.5K - $49.7K
|
35.7K
$9.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-187- 12.94% |
$36.7K - $50K
|
1.26K
$328K
|
|
|
Jan 29, 2025
Q4 2023
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-187- 18.41% |
$36.7K - $50K
|
829
$216K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-190- 14.63% |
$37.3K - $50.8K
|
1.11K
$289K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-194- 11.25% |
$38.1K - $51.8K
|
1.53K
$399K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-195- 6.15% |
$38.3K - $52.1K
|
2.98K
$776K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-201- 2.48% |
$39.4K - $53.7K
|
7.9K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-201- 62.81% |
$39.4K - $53.7K
|
119
$31K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-203- 0.92% |
$39.8K - $54.3K
|
22K
$5.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-205- 0.49% |
$40.2K - $54.8K
|
41.6K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-206- 13.46% |
$40.4K - $55.1K
|
1.32K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-206- 1.86% |
$40.4K - $55.1K
|
10.9K
$2.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-208- 4.41% |
$40.8K - $55.6K
|
4.51K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-210- 4.0% |
$41.2K - $56.1K
|
5.05K
$1.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-215- 1.63% |
$42.2K - $57.5K
|
13K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-217- 14.87% |
$42.6K - $58K
|
1.24K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-219- 0.09% |
$43K - $58.5K
|
250K
$65.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-221- 6.76% |
$43.4K - $59.1K
|
3.05K
$794K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-223- 4.39% |
$43.8K - $59.6K
|
4.86K
$1.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-223- 4.39% |
$43.8K - $59.6K
|
4.86K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-224- 3.17% |
$44K - $59.9K
|
6.84K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-224- 0.13% |
$44K - $59.9K
|
167K
$43.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-226- 5.73% |
$44.4K - $60.4K
|
3.72K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-226- 10.89% |
$44.4K - $60.4K
|
1.85K
$482K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-227- 0.25% |
$44.5K - $60.7K
|
91.2K
$23.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-229- 4.46% |
$44.9K - $61.2K
|
4.91K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-235- 12.42% |
$46.1K - $62.8K
|
1.66K
$432K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-236- 21.51% |
$46.3K - $63.1K
|
861
$224K
|