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
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-372- 0.27% |
$73K - $99.4K
|
138K
$47.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-373- 0.75% |
$73.2K - $99.7K
|
49.5K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-375- 22.69% |
$73.6K - $100K
|
1.28K
$437K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-376- 6.2% |
$73.8K - $100K
|
5.69K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-378- 36.88% |
$74.2K - $101K
|
647
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-381- 24.64% |
$74.8K - $102K
|
1.17K
$398K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-381- 11.63% |
$74.8K - $102K
|
2.9K
$990K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-393- 5.9% |
$77.1K - $105K
|
6.26K
$2.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-395- 2.73% |
$77.5K - $106K
|
14K
$4.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-396- 15.09% |
$77.7K - $106K
|
2.23K
$762K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-399- 7.33% |
$78.3K - $107K
|
5.05K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-400- 1.52% |
$78.5K - $107K
|
25.9K
$8.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-400- 8.39% |
$78.5K - $107K
|
4.37K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-401- 4.76% |
$78.7K - $107K
|
8.02K
$2.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-402- 20.34% |
$78.9K - $107K
|
1.57K
$538K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-405- 0.23% |
$79.5K - $108K
|
172K
$58.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-405- 9.44% |
$79.5K - $108K
|
3.89K
$1.33M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-411- 1.56% |
$80.7K - $110K
|
25.9K
$8.87M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-414- 6.49% |
$81.2K - $111K
|
5.96K
$2.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-416- 2.33% |
$81.6K - $111K
|
17.5K
$5.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-417- 17.72% |
$81.8K - $111K
|
1.94K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-418- 3.8% |
$82K - $112K
|
10.6K
$3.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-428- 1.96% |
$84K - $114K
|
21.4K
$7.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-441- 6.15% |
$86.5K - $118K
|
6.73K
$2.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-441- 12.54% |
$86.5K - $118K
|
3.08K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-444- 9.75% |
$87.1K - $119K
|
4.11K
$1.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-457- 7.84% |
$89.7K - $122K
|
5.37K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-458- 33.21% |
$89.9K - $122K
|
921
$315K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-458- 14.5% |
$89.9K - $122K
|
2.7K
$924K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-459- 8.01% |
$90.1K - $123K
|
5.27K
$1.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-465- 8.31% |
$91.3K - $124K
|
5.13K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-470- 36.15% |
$92.2K - $126K
|
830
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-472- 6.3% |
$92.6K - $126K
|
7.02K
$2.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-473- 5.66% |
$92.8K - $126K
|
7.89K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-474- 2.32% |
$93K - $127K
|
20K
$6.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-475- 2.85% |
$93.2K - $127K
|
16.2K
$5.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-481- 5.56% |
$94.4K - $129K
|
8.16K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-488- 19.53% |
$95.8K - $130K
|
2.01K
$688K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-489- 11.63% |
$96K - $131K
|
3.72K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-489- 7.65% |
$96K - $131K
|
5.91K
$2.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-492- 22.98% |
$96.6K - $131K
|
1.65K
$564K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-492- 5.13% |
$96.6K - $131K
|
9.09K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-498- 4.4% |
$97.7K - $133K
|
10.8K
$3.7M
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-500- 1.57% |
$98.1K - $134K
|
31.4K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-500- 31.11% |
$98.1K - $134K
|
1.11K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-502- 4.49% |
$98.5K - $134K
|
10.7K
$3.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-506- 2.52% |
$99.3K - $135K
|
19.6K
$6.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-507- 10.72% |
$99.5K - $135K
|
4.22K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-507- 5.73% |
$99.5K - $135K
|
8.34K
$2.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-516- 0.84% |
$101K - $138K
|
60.6K
$20.7M
|