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 20, 2025
Q4 2023
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
36.3KNew |
$7.12M - $9.69M
|
36.3K
$9.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
34.8KNew |
$6.84M - $9.31M
|
34.8K
$9.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
34.8KNew |
$6.83M - $9.3M
|
34.8K
$9.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
34.6K+ 20.03% |
$6.8M - $9.26M
|
208K
$55.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
34K+ 8.05% |
$6.66M - $9.08M
|
456K
$122M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
33.6K+ 121.48% |
$6.59M - $8.98M
|
61.2K
$16.4M
|
|
|
Aug 01, 2024
Q4 2023
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
33.3KNew |
$6.54M - $8.91M
|
33.3K
$8.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
32.5K+ 39.21% |
$6.38M - $8.69M
|
115K
$31M
|
|
|
Feb 06, 2024
Q4 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
32.2K+ 2.01% |
$6.32M - $8.6M
|
1.63M
$437M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
31.3K+ 26.94% |
$6.14M - $8.36M
|
147K
$39.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
30.2K+ 97.11% |
$5.92M - $8.07M
|
61.3K
$16.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
30KNew |
$5.89M - $8.02M
|
30K
$8.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
30K+ 57.87% |
$5.89M - $8.02M
|
81.8K
$22M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
29.6K+ 294.25% |
$5.81M - $7.91M
|
39.7K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Governors Lane LP
New York, NY |
BUY
|
- |
29.3K+ 34.27% |
$5.75M - $7.83M
|
115K
$30.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
29.1K+ 2285.41% |
$5.72M - $7.79M
|
30.4K
$8.16M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
29KNew |
$5.7M - $7.76M
|
29K
$7.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
28.6K+ 4.26% |
$5.61M - $7.64M
|
700K
$188M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
28.3K+ 596.82% |
$5.56M - $7.57M
|
33.1K
$8.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
28.3K+ 1.77% |
$5.54M - $7.55M
|
1.62M
$436M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.3K+ 1.24% |
$5.36M - $7.29M
|
2.23M
$599M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
27.2K+ 1351.74% |
$5.33M - $7.26M
|
29.2K
$7.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
27K+ 6.9% |
$5.29M - $7.2M
|
417K
$112M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
26.8K+ 20.18% |
$5.26M - $7.16M
|
160K
$42.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
26.5K+ 34.06% |
$5.2M - $7.08M
|
104K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.9K+ 26.84% |
$5.08M - $6.92M
|
122K
$32.9M
|
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
25.8K+ 2.11% |
$5.06M - $6.89M
|
1.25M
$336M
|
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
25.5KNew |
$5M - $6.81M
|
25.5K
$6.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
25.3K+ 96.39% |
$4.96M - $6.75M
|
51.5K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Maytus Capital Management, LLC
New York, NY |
BUY
|
- |
25KNew |
$4.91M - $6.68M
|
25K
$6.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
25K+ 5.19% |
$4.9M - $6.68M
|
507K
$136M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 1.7% |
$4.87M - $6.63M
|
1.49M
$399M
|
|
|
Feb 09, 2024
Q4 2023
|
Insight Holdings Group, LLC
New York, NY |
BUY
|
- |
24.3K+ 28.62% |
$4.77M - $6.49M
|
109K
$29.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.7K+ 23.3% |
$4.66M - $6.34M
|
126K
$33.7M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
23.4K+ 26.38% |
$4.59M - $6.25M
|
112K
$30.1M
|
|
|
Aug 07, 2024
Q4 2023
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
23.1KNew |
$4.54M - $6.18M
|
23.1K
$6.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
22.8K+ 10.97% |
$4.47M - $6.09M
|
230K
$61.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
22.7KNew |
$4.45M - $6.06M
|
22.7K
$6.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
22.5K+ 62.85% |
$4.42M - $6.01M
|
58.3K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
22.5KNew |
$4.42M - $6.01M
|
22.5K
$6.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
21.8K+ 6.4% |
$4.27M - $5.82M
|
362K
$97M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.7K+ 7.97% |
$4.27M - $5.81M
|
294K
$79M
|
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
21.7KNew |
$4.26M - $5.8M
|
21.7K
$5.83M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
21.6K+ 824.57% |
$4.24M - $5.78M
|
24.2K
$6.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
21.5KNew |
$4.22M - $5.74M
|
21.5K
$5.77M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
21.2K+ 2.17% |
$4.16M - $5.66M
|
997K
$267M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
21K+ 490.21% |
$4.13M - $5.62M
|
25.3K
$6.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
20.6K+ 25.75% |
$4.04M - $5.5M
|
100K
$27M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.3K+ 11.19% |
$3.99M - $5.43M
|
202K
$54.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
20.1KNew |
$3.95M - $5.38M
|
20.1K
$5.4M
|