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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-941- 10.03% |
$185K - $251K
|
8.44K
$2.26M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-954- 12.88% |
$187K - $255K
|
6.45K
$1.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-956- 2.68% |
$188K - $255K
|
34.7K
$9.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-977- 7.74% |
$192K - $261K
|
11.6K
$3.12M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-978- 5.04% |
$192K - $261K
|
18.4K
$4.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-981- 6.52% |
$193K - $262K
|
14.1K
$3.77M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-993- 4.81% |
$195K - $265K
|
19.7K
$5.27M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-993Closed |
$195K - $265K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-1K- 33.33% |
$196K - $267K
|
2K
$537K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1K- 4.53% |
$197K - $268K
|
21.1K
$5.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.01K- 4.86% |
$197K - $269K
|
19.7K
$5.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.02K- 1.06% |
$200K - $272K
|
95.1K
$25.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.03K- 3.77% |
$201K - $274K
|
26.2K
$7.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.05K- 16.35% |
$205K - $279K
|
5.35K
$1.43M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.05K- 2.62% |
$206K - $281K
|
39.1K
$10.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.12K- 20.8% |
$219K - $298K
|
4.25K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.12K- 1.22% |
$220K - $299K
|
90.6K
$24.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-1.12K- 1.12% |
$220K - $299K
|
99.2K
$26.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.12K- 4.38% |
$220K - $300K
|
24.5K
$6.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-1.18K- 1.42% |
$232K - $316K
|
81.9K
$22M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.2K- 42.68% |
$235K - $319K
|
1.61K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-1.21K- 1.4% |
$236K - $322K
|
84.7K
$22.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.21K- 0.24% |
$237K - $323K
|
500K
$134M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.22K- 61.72% |
$240K - $327K
|
759
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.26K- 7.21% |
$248K - $338K
|
16.3K
$4.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.28K- 8.5% |
$251K - $342K
|
13.8K
$3.69M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.28K- 5.81% |
$252K - $343K
|
20.8K
$5.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.3K- 19.02% |
$254K - $346K
|
5.51K
$1.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.3K- 6.53% |
$256K - $348K
|
18.6K
$5M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.31K- 15.54% |
$257K - $350K
|
7.12K
$1.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.33K- 7.7% |
$260K - $354K
|
15.9K
$4.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.33K- 9.53% |
$260K - $354K
|
12.6K
$3.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-1.33K- 0.56% |
$261K - $356K
|
238K
$63.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.39K- 3.37% |
$273K - $371K
|
39.8K
$10.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-1.4K- 26.27% |
$274K - $373K
|
3.92K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.42K- 6.93% |
$278K - $379K
|
19K
$5.1M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.43K- 5.25% |
$280K - $382K
|
25.8K
$6.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.43K- 18.53% |
$281K - $383K
|
6.3K
$1.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.45K- 36.4% |
$284K - $387K
|
2.53K
$679K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.45K- 15.99% |
$285K - $388K
|
7.63K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
SELL
|
- |
-1.48K- 19.96% |
$290K - $395K
|
5.92K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.5K- 20.16% |
$293K - $400K
|
5.92K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.5K- 2.91% |
$294K - $400K
|
50K
$13.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 2.49% |
$294K - $401K
|
58.8K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.52K- 3.74% |
$297K - $405K
|
39K
$10.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.52K- 60.3% |
$298K - $406K
|
1K
$268K
|
|
|
Jan 30, 2024
Q4 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.54K- 19.06% |
$301K - $410K
|
6.52K
$1.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.55K- 14.31% |
$304K - $415K
|
9.29K
$2.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.56K- 7.18% |
$305K - $416K
|
20.1K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.56K- 12.83% |
$306K - $416K
|
10.6K
$2.84M
|