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
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-237- 20.24% |
$46.5K - $63.3K
|
934
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-238- 4.4% |
$46.7K - $63.6K
|
5.17K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-239- 10.38% |
$46.9K - $63.9K
|
2.06K
$538K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-239- 0.24% |
$46.9K - $63.9K
|
98.3K
$25.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-242- 4.52% |
$47.5K - $64.7K
|
5.11K
$1.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-245- 15.77% |
$48.1K - $65.5K
|
1.31K
$341K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-246- 5.71% |
$48.3K - $65.7K
|
4.07K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-247- 5.96% |
$48.5K - $66K
|
3.9K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-247- 4.48% |
$48.5K - $66K
|
5.27K
$1.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-250- 78.62% |
$49.1K - $66.8K
|
68
$17.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-250- 4.87% |
$49.1K - $66.8K
|
4.88K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-250- 51.98% |
$49.1K - $66.8K
|
231
$60.2K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-250- 4.77% |
$49.1K - $66.8K
|
4.99K
$1.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-251- 11.67% |
$49.3K - $67.1K
|
1.9K
$495K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-256- 23.93% |
$50.2K - $68.4K
|
814
$212K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-258- 0.52% |
$50.6K - $69K
|
49.3K
$12.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-259- 8.92% |
$50.8K - $69.2K
|
2.65K
$690K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-262- 5.02% |
$51.4K - $70K
|
4.95K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-264- 17.89% |
$51.8K - $70.6K
|
1.21K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-265- 3.09% |
$52K - $70.8K
|
8.32K
$2.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-267- 1.65% |
$52.4K - $71.4K
|
15.9K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-270- 1.99% |
$53K - $72.2K
|
13.3K
$3.47M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-272- 10.73% |
$53.4K - $72.7K
|
2.26K
$590K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-273- 12.36% |
$53.6K - $73K
|
1.94K
$504K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-274- 5.65% |
$53.8K - $73.2K
|
4.57K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-275- 1.18% |
$54K - $73.5K
|
23K
$6M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-280- 8.49% |
$55K - $74.8K
|
3.02K
$787K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-286- 7.64% |
$56.1K - $76.4K
|
3.46K
$901K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-288- 0.79% |
$56.5K - $77K
|
35.9K
$9.37M
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
SELL
|
- |
-290- 1.75% |
$56.9K - $77.5K
|
16.3K
$4.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-292- 5.93% |
$57.3K - $78K
|
4.64K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-297- 1.97% |
$58.3K - $79.4K
|
14.8K
$3.85M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-297- 3.58% |
$58.3K - $79.4K
|
7.99K
$2.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-299- 9.53% |
$58.7K - $79.9K
|
2.84K
$740K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-299- 1.34% |
$58.7K - $79.9K
|
22.1K
$5.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-300- 1.55% |
$58.9K - $80.2K
|
19.1K
$4.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-300- 29.18% |
$58.9K - $80.2K
|
728
$190K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-301- 1.45% |
$59.1K - $80.4K
|
20.5K
$5.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-302- 0.61% |
$59.3K - $80.7K
|
49.2K
$12.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-303- 11.91% |
$59.5K - $81K
|
2.24K
$584K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-305- 4.46% |
$59.9K - $81.5K
|
6.54K
$1.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-309- 6.35% |
$60.6K - $82.6K
|
4.56K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-309- 4.01% |
$60.6K - $82.6K
|
7.41K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-311- 2.23% |
$61K - $83.1K
|
13.6K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-312- 4.12% |
$61.2K - $83.4K
|
7.27K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-313- 13.47% |
$61.4K - $83.6K
|
2.01K
$524K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-318- 3.82% |
$62.4K - $85K
|
8K
$2.08M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-318- 3.31% |
$62.4K - $85K
|
9.28K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-325- 12.75% |
$63.8K - $86.9K
|
2.22K
$580K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-327- 3.7% |
$64.2K - $87.4K
|
8.51K
$2.22M
|