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 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-327- 1.08% |
$64.2K - $87.4K
|
30K
$7.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
SELL
|
- |
-328- 0.65% |
$64.4K - $87.7K
|
50.1K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-328- 0.47% |
$64.4K - $87.7K
|
69.5K
$18.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-332- 3.62% |
$65.2K - $88.7K
|
8.84K
$2.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-334- 2.49% |
$65.5K - $89.3K
|
13.1K
$3.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-335- 14.4% |
$65.7K - $89.5K
|
1.99K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-337- 11.21% |
$66.1K - $90.1K
|
2.67K
$696K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-346- 19.9% |
$67.9K - $92.5K
|
1.39K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-352- 2.39% |
$69.1K - $94.1K
|
14.4K
$3.75M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-353- 2.83% |
$69.3K - $94.3K
|
12.1K
$3.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-355- 4.69% |
$69.7K - $94.9K
|
7.22K
$1.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-357- 7.9% |
$70.1K - $95.4K
|
4.16K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-357- 5.31% |
$70.1K - $95.4K
|
6.37K
$1.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-358- 0.18% |
$70.3K - $95.7K
|
201K
$52.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-363- 1.43% |
$71.2K - $97K
|
25.1K
$6.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-364- 8.84% |
$71.4K - $97.3K
|
3.75K
$978K
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-366- 3.16% |
$71.8K - $97.8K
|
11.2K
$2.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-368- 4.68% |
$72.2K - $98.3K
|
7.5K
$1.95M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-368- 15.3% |
$72.2K - $98.3K
|
2.04K
$531K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-368- 4.68% |
$72.2K - $98.3K
|
7.5K
$1.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-370- 96.35% |
$72.6K - $98.9K
|
14
$3.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-371- 0.42% |
$72.8K - $99.1K
|
87.7K
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-372- 0.27% |
$73K - $99.4K
|
138K
$36M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-373- 0.75% |
$73.2K - $99.7K
|
49.5K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-375- 22.69% |
$73.6K - $100K
|
1.28K
$333K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-376- 6.2% |
$73.8K - $100K
|
5.69K
$1.48M
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-377- 20.05% |
$74K - $101K
|
1.5K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-378- 36.88% |
$74.2K - $101K
|
647
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-381- 24.64% |
$74.8K - $102K
|
1.17K
$304K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-381- 11.63% |
$74.8K - $102K
|
2.9K
$755K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-393- 5.9% |
$77.1K - $105K
|
6.26K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-395- 2.73% |
$77.5K - $106K
|
14K
$3.66M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-396- 15.09% |
$77.7K - $106K
|
2.23K
$581K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-399- 7.33% |
$78.3K - $107K
|
5.05K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-400- 1.52% |
$78.5K - $107K
|
25.9K
$6.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-400- 8.39% |
$78.5K - $107K
|
4.37K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-401- 4.76% |
$78.7K - $107K
|
8.02K
$2.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-402- 20.34% |
$78.9K - $107K
|
1.57K
$410K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-405- 0.23% |
$79.5K - $108K
|
172K
$44.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-405- 9.44% |
$79.5K - $108K
|
3.89K
$1.01M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-411- 1.56% |
$80.7K - $110K
|
25.9K
$6.76M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-414- 6.49% |
$81.2K - $111K
|
5.96K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-416- 2.33% |
$81.6K - $111K
|
17.5K
$4.55M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-417- 17.72% |
$81.8K - $111K
|
1.94K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-418- 3.8% |
$82K - $112K
|
10.6K
$2.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-428- 1.96% |
$84K - $114K
|
21.4K
$5.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-441- 6.15% |
$86.5K - $118K
|
6.73K
$1.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-441- 12.54% |
$86.5K - $118K
|
3.08K
$802K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-444- 9.75% |
$87.1K - $119K
|
4.11K
$1.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-457- 7.84% |
$89.7K - $122K
|
5.37K
$1.4M
|