Purchases and Sales Made in Q4 2023 in Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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 07, 2024 Q4 2023
Invst, LLC

Indianapolis, IN
SELL
 -
-518
- 3.14%
$102K - $138K
16K $5.28M
Jan 02, 2024 Q4 2023
Park National Corp

SELL
 -
-525
- 22.78%
$103K - $140K
1.78K $587K
Feb 15, 2024 Q4 2023
Peloton Wealth Strategists

Indianapolis, IN
SELL
 -
-525
- 2.03%
$103K - $140K
25.4K $8.37M
Jan 12, 2024 Q4 2023
New Hampshire Trust

Concord, NH
SELL
 -
-529
- 3.56%
$104K - $141K
14.3K $4.73M
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
SELL
 -
-530
- 16.69%
$104K - $142K
2.65K $873K
Feb 09, 2024 Q4 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
SELL
 -
-547
- 1.39%
$107K - $146K
38.7K $12.8M
Jan 30, 2024 Q4 2023
Sentry Investment Management LLC

SELL
 -
-549
- 9.71%
$108K - $147K
5.11K $1.69M
Feb 09, 2024 Q4 2023
Avantax Planning Partners, Inc.

SELL
 -
-551
- 10.73%
$108K - $147K
4.59K $1.51M
Jan 31, 2024 Q4 2023
Twin Capital Management Inc

SELL
 -
-553
- 2.24%
$109K - $148K
24.1K $7.96M
Feb 06, 2024 Q4 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
SELL
 -
-554
- 14.81%
$109K - $148K
3.19K $1.05M
Feb 05, 2024 Q4 2023
Citizens Business Bank

Ontario, CA
SELL
 -
-572
- 4.91%
$112K - $153K
11.1K $3.65M
Feb 13, 2024 Q4 2023
Personal Cfo Solutions, LLC

SELL
 -
-574
- 6.92%
$113K - $153K
7.72K $2.55M
Feb 12, 2024 Q4 2023
Guinness Atkinson Asset Management Inc

Pasadena, CA
SELL
 -
-575
- 2.11%
$113K - $154K
26.7K $8.8M
Feb 13, 2024 Q4 2023
Belpointe Asset Management LLC

SELL
 -
-576
- 10.33%
$113K - $154K
5K $1.65M
Feb 08, 2024 Q4 2023
Independent Advisor Alliance

SELL
 -
-578
- 1.92%
$113K - $154K
29.5K $9.75M
Jan 16, 2024 Q4 2023
Windward Capital Management CO

SELL
 -
-588
- 0.29%
$115K - $157K
206K $67.9M
Oct 03, 2024 Q4 2023
Windward Capital Management CO

SELL
 -
-588
- 0.29%
$115K - $157K
206K $67.9M
Jan 18, 2024 Q4 2023
Washington Trust Advisors, Inc.

SELL
 -
-599
- 23.61%
$118K - $160K
1.94K $640K
Jan 11, 2024 Q4 2023
One Ascent Financial Services LLC

Birmingham, AL
SELL
 -
-602
- 18.97%
$118K - $161K
2.57K $848K
Feb 14, 2024 Q4 2023
Vident Advisory, LLC

Alpharetta, GA
SELL
 -
-603
- 3.26%
$118K - $161K
17.9K $5.91M
Jan 17, 2024 Q4 2023
Schechter Investment Advisors, LLC

Birmingham, MI
SELL
 -
-620
- 4.23%
$122K - $166K
14.1K $4.64M
Feb 01, 2024 Q4 2023
F

SELL
 -
-621
- 8.01%
$122K - $166K
7.13K $2.35M
May 20, 2024 Q4 2023
Petredis Investment Advisors LLC

Warrendale, PA
SELL
 -
-634
- 3.1%
$124K - $169K
19.8K $6.54M
Feb 12, 2024 Q4 2023
New Republic Capital, LLC

Charlotte, NC
SELL
 -
-638
- 23.69%
$125K - $171K
2.06K $678K
Jan 29, 2024 Q4 2023
Cornerstone Wealth Group, LLC

SELL
 -
-640
- 3.62%
$126K - $171K
17K $5.62M
Feb 02, 2024 Q4 2023
Prentiss Smith & CO Inc

Brattleboro, VT
SELL
 -
-643
- 3.61%
$126K - $172K
17.2K $5.67M
Jan 30, 2024 Q4 2023
Sumitomo Life Insurance CO

SELL
 -
-647
- 4.94%
$127K - $173K
12.5K $4.11M
Jan 16, 2024 Q4 2023
Hbw Advisory Services LLC

SELL
 -
-651
- 3.14%
$128K - $174K
20.1K $6.64M
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-654
- 3.25%
$128K - $175K
19.5K $6.43M
Jan 31, 2024 Q4 2023
Institute For Wealth Management, Llc.

SELL
 -
-663
- 6.87%
$130K - $177K
8.99K $2.97M
Feb 13, 2024 Q4 2023
Prudent Man Advisors, LLC

SELL
 -
-665
- 12.86%
$131K - $178K
4.51K $1.49M
Feb 15, 2024 Q4 2023
Morse Asset Management, Inc

Darien, CT
SELL
 -
-670
- 9.48%
$131K - $179K
6.4K $2.11M
Jan 16, 2024 Q4 2023
D.B. Root & Company, LLC

SELL
 -
-672
- 34.73%
$132K - $180K
1.26K $417K
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

SELL
 -
-681
- 2.06%
$134K - $182K
32.3K $10.7M
Feb 14, 2024 Q4 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-687
- 14.09%
$135K - $184K
4.19K $1.38M
Feb 05, 2024 Q4 2023
Dover Advisors, LLC

Richmond, VA
SELL
 -
-688
- 24.95%
$135K - $184K
2.07K $683K
Jan 30, 2024 Q4 2023
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-693
- 8.67%
$136K - $185K
7.3K $2.41M
Feb 14, 2024 Q4 2023
Metropolitan Life Insurance CO

New York, NY
SELL
 -
-693
- 1.72%
$136K - $185K
39.6K $13.1M
Jan 22, 2024 Q4 2023
State Of Michigan Retirement System

SELL
 -
-700
- 0.26%
$137K - $187K
266K $87.9M
Feb 13, 2024 Q4 2023
Vantage Financial Partners Ltd., Inc.

SELL
 -
-700
- 10.89%
$137K - $187K
5.73K $1.89M
Feb 14, 2024 Q4 2023
Sustainable Insight Capital Management, LLC

New York, NY
SELL
 -
-700
- 43.78%
$137K - $187K
899 $297K
Feb 14, 2024 Q4 2023
Fred Alger Management, LLC

New York, NY
SELL
 -
-705
- 10.0%
$138K - $188K
6.35K $2.09M
Jan 30, 2024 Q4 2023
First Interstate Bank

Billings, MT
SELL
 -
-712
- 3.79%
$140K - $190K
18.1K $5.97M
Feb 14, 2024 Q4 2023
State Of Wyoming

Cheyenne, WY
SELL
 -
-723
- 24.1%
$142K - $193K
2.28K $751K
Feb 01, 2024 Q4 2023
Community Bank & Trust, Waco, Texas

Waco, TX
SELL
 -
-747
- 16.03%
$147K - $200K
3.91K $1.29M
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-753
- 0.06%
$148K - $201K
1.36M $449M
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-757
- 52.24%
$149K - $202K
692 $228K
Feb 14, 2024 Q4 2023
Rational Advisors LLC

Huntington, NY
SELL
 -
-759
Closed
$149K - $203K
0 $0
Feb 06, 2024 Q4 2023
Stokes Family Office, LLC

SELL
 -
-761
- 36.19%
$149K - $203K
1.34K $443K

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