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 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-458- 33.21% |
$89.9K - $122K
|
921
$240K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-458- 14.5% |
$89.9K - $122K
|
2.7K
$704K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-459- 8.01% |
$90.1K - $123K
|
5.27K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-465- 8.31% |
$91.3K - $124K
|
5.13K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-470- 36.15% |
$92.2K - $126K
|
830
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-472- 6.3% |
$92.6K - $126K
|
7.02K
$1.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-473- 5.66% |
$92.8K - $126K
|
7.89K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-474- 2.32% |
$93K - $127K
|
20K
$5.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-475- 2.85% |
$93.2K - $127K
|
16.2K
$4.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-481- 5.56% |
$94.4K - $129K
|
8.16K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-488- 19.53% |
$95.8K - $130K
|
2.01K
$524K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-489- 11.63% |
$96K - $131K
|
3.72K
$968K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-489- 7.65% |
$96K - $131K
|
5.91K
$1.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-492- 22.98% |
$96.6K - $131K
|
1.65K
$430K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-492- 5.13% |
$96.6K - $131K
|
9.09K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-498- 4.4% |
$97.7K - $133K
|
10.8K
$2.82M
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-500- 1.57% |
$98.1K - $134K
|
31.4K
$8.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-500- 31.11% |
$98.1K - $134K
|
1.11K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-502- 4.49% |
$98.5K - $134K
|
10.7K
$2.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-506- 2.52% |
$99.3K - $135K
|
19.6K
$5.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-507- 10.72% |
$99.5K - $135K
|
4.22K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-507- 5.73% |
$99.5K - $135K
|
8.34K
$2.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-516- 0.84% |
$101K - $138K
|
60.6K
$15.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-518- 3.14% |
$102K - $138K
|
16K
$4.17M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-525- 22.78% |
$103K - $140K
|
1.78K
$464K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-525- 2.03% |
$103K - $140K
|
25.4K
$6.61M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-529- 3.56% |
$104K - $141K
|
14.3K
$3.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-530- 16.69% |
$104K - $142K
|
2.65K
$689K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-547- 1.39% |
$107K - $146K
|
38.7K
$10.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-549- 9.71% |
$108K - $147K
|
5.11K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-551- 10.73% |
$108K - $147K
|
4.59K
$1.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-553- 2.24% |
$109K - $148K
|
24.1K
$6.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-554- 14.81% |
$109K - $148K
|
3.19K
$830K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-567- 7.46% |
$111K - $152K
|
7.04K
$1.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-572- 4.91% |
$112K - $153K
|
11.1K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-574- 6.92% |
$113K - $153K
|
7.72K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-575- 2.11% |
$113K - $154K
|
26.7K
$6.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-576- 10.33% |
$113K - $154K
|
5K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-578- 1.92% |
$113K - $154K
|
29.5K
$7.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-588- 0.29% |
$115K - $157K
|
206K
$53.6M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-588- 0.29% |
$115K - $157K
|
206K
$53.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-599- 23.61% |
$118K - $160K
|
1.94K
$505K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-602- 18.97% |
$118K - $161K
|
2.57K
$670K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-603- 3.26% |
$118K - $161K
|
17.9K
$4.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-620- 4.23% |
$122K - $166K
|
14.1K
$3.66M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
SELL
|
- |
-621- 8.01% |
$122K - $166K
|
7.13K
$1.86M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-634- 3.1% |
$124K - $169K
|
19.8K
$5.16M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-638- 23.69% |
$125K - $171K
|
2.06K
$536K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-640- 3.62% |
$126K - $171K
|
17K
$4.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-643- 3.61% |
$126K - $172K
|
17.2K
$4.48M
|