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 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-665- 12.86% |
$131K - $178K
|
4.51K
$1.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-670- 9.48% |
$131K - $179K
|
6.4K
$1.72M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-672- 34.73% |
$132K - $180K
|
1.26K
$339K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-681- 2.06% |
$134K - $182K
|
32.3K
$8.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-687- 14.09% |
$135K - $184K
|
4.19K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-688- 24.95% |
$135K - $184K
|
2.07K
$556K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-693- 8.67% |
$136K - $185K
|
7.3K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-693- 1.72% |
$136K - $185K
|
39.6K
$10.6M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.26% |
$137K - $187K
|
266K
$71.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-700- 10.89% |
$137K - $187K
|
5.73K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-700- 43.78% |
$137K - $187K
|
899
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-705- 10.0% |
$138K - $188K
|
6.35K
$1.7M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-712- 3.79% |
$140K - $190K
|
18.1K
$4.85M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-723- 24.1% |
$142K - $193K
|
2.28K
$611K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-747- 16.03% |
$147K - $200K
|
3.91K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-753- 0.06% |
$148K - $201K
|
1.36M
$365M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-757- 52.24% |
$149K - $202K
|
692
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-759Closed |
$149K - $203K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-761- 36.19% |
$149K - $203K
|
1.34K
$360K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-764- 0.81% |
$150K - $204K
|
93.9K
$25.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-768- 4.13% |
$151K - $205K
|
17.8K
$4.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-775- 1.67% |
$152K - $207K
|
45.7K
$12.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-779- 0.57% |
$153K - $208K
|
136K
$36.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-784- 1.84% |
$154K - $210K
|
41.8K
$11.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-788- 6.38% |
$155K - $211K
|
11.6K
$3.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-790- 7.65% |
$155K - $211K
|
9.53K
$2.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-797- 2.6% |
$156K - $213K
|
29.8K
$8M
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-800- 3.63% |
$157K - $214K
|
21.2K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-809- 13.79% |
$159K - $216K
|
5.06K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-810- 25.06% |
$159K - $216K
|
2.42K
$650K
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-813- 5.69% |
$160K - $217K
|
13.5K
$3.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-821- 18.32% |
$161K - $219K
|
3.66K
$982K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-828- 46.49% |
$162K - $221K
|
953
$256K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-829- 7.47% |
$163K - $222K
|
10.3K
$2.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-838- 15.68% |
$164K - $224K
|
4.51K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-849- 29.3% |
$167K - $227K
|
2.05K
$550K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-855- 3.08% |
$168K - $228K
|
26.9K
$7.22M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-858- 16.02% |
$168K - $229K
|
4.5K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-889- 3.3% |
$174K - $238K
|
26.1K
$7M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-891- 3.22% |
$175K - $238K
|
26.8K
$7.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-892- 3.6% |
$175K - $238K
|
23.9K
$6.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-895- 1.52% |
$176K - $239K
|
58K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-899- 19.98% |
$176K - $240K
|
3.6K
$966K
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-900- 4.71% |
$177K - $241K
|
18.2K
$4.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-905- 1.35% |
$178K - $242K
|
66.1K
$17.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-909- 61.05% |
$178K - $243K
|
580
$156K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-910- 22.84% |
$179K - $243K
|
3.08K
$825K
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-912- 3.24% |
$179K - $244K
|
27.3K
$7.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-929- 1.21% |
$182K - $248K
|
76.1K
$20.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-932- 4.63% |
$183K - $249K
|
19.2K
$5.15M
|