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 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-185- 5.3% |
$36.3K - $49.4K
|
3.31K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-186- 0.52% |
$36.5K - $49.7K
|
35.7K
$12.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-187- 12.94% |
$36.7K - $50K
|
1.26K
$430K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-190- 14.63% |
$37.3K - $50.8K
|
1.11K
$379K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-194- 11.25% |
$38.1K - $51.8K
|
1.53K
$523K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-195- 6.15% |
$38.3K - $52.1K
|
2.98K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-201- 2.48% |
$39.4K - $53.7K
|
7.9K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-201- 62.81% |
$39.4K - $53.7K
|
119
$40.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-203- 0.92% |
$39.8K - $54.3K
|
22K
$7.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-205- 0.49% |
$40.2K - $54.8K
|
41.6K
$14.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-206- 13.46% |
$40.4K - $55.1K
|
1.32K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-206- 1.86% |
$40.4K - $55.1K
|
10.9K
$3.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-208- 4.41% |
$40.8K - $55.6K
|
4.51K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-210- 4.0% |
$41.2K - $56.1K
|
5.05K
$1.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-215- 1.63% |
$42.2K - $57.5K
|
13K
$4.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-217- 14.87% |
$42.6K - $58K
|
1.24K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-219- 0.09% |
$43K - $58.5K
|
250K
$85.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-221- 6.76% |
$43.4K - $59.1K
|
3.05K
$1.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-223- 4.39% |
$43.8K - $59.6K
|
4.86K
$1.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-223- 4.39% |
$43.8K - $59.6K
|
4.86K
$1.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-224- 3.17% |
$44K - $59.9K
|
6.84K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-224- 0.13% |
$44K - $59.9K
|
167K
$57.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-226- 5.73% |
$44.4K - $60.4K
|
3.72K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-226- 10.89% |
$44.4K - $60.4K
|
1.85K
$633K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-227- 0.25% |
$44.5K - $60.7K
|
91.2K
$31.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-229- 4.46% |
$44.9K - $61.2K
|
4.91K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-235- 12.42% |
$46.1K - $62.8K
|
1.66K
$567K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-236- 21.51% |
$46.3K - $63.1K
|
861
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-237- 20.24% |
$46.5K - $63.3K
|
934
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-238- 4.4% |
$46.7K - $63.6K
|
5.17K
$1.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-239- 10.38% |
$46.9K - $63.9K
|
2.06K
$706K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-239- 0.24% |
$46.9K - $63.9K
|
98.3K
$33.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-242- 4.52% |
$47.5K - $64.7K
|
5.11K
$1.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-245- 15.77% |
$48.1K - $65.5K
|
1.31K
$448K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-246- 5.71% |
$48.3K - $65.7K
|
4.07K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-247- 5.96% |
$48.5K - $66K
|
3.9K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-247- 4.48% |
$48.5K - $66K
|
5.27K
$1.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-250- 78.62% |
$49.1K - $66.8K
|
68
$23.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-250- 4.87% |
$49.1K - $66.8K
|
4.88K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-250- 51.98% |
$49.1K - $66.8K
|
231
$79K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-250- 4.77% |
$49.1K - $66.8K
|
4.99K
$1.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-251- 11.67% |
$49.3K - $67.1K
|
1.9K
$650K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-256- 23.93% |
$50.2K - $68.4K
|
814
$278K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-258- 0.52% |
$50.6K - $69K
|
49.3K
$16.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-259- 8.92% |
$50.8K - $69.2K
|
2.65K
$905K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-262- 5.02% |
$51.4K - $70K
|
4.95K
$1.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-264- 17.89% |
$51.8K - $70.6K
|
1.21K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-265- 3.09% |
$52K - $70.8K
|
8.32K
$2.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-267- 1.65% |
$52.4K - $71.4K
|
15.9K
$5.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-270- 1.99% |
$53K - $72.2K
|
13.3K
$4.55M
|