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 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-1.56K- 37.0% |
$306K - $417K
|
2.66K
$713K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.57K- 22.91% |
$308K - $419K
|
5.27K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.58K- 18.99% |
$310K - $422K
|
6.74K
$1.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.58K- 9.01% |
$311K - $423K
|
16K
$4.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.59K- 12.9% |
$311K - $424K
|
10.7K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-1.6K- 14.36% |
$313K - $427K
|
9.53K
$2.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.61K- 7.89% |
$316K - $430K
|
18.8K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-1.62K- 1.81% |
$317K - $432K
|
87.6K
$23.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.63K- 11.66% |
$321K - $437K
|
12.4K
$3.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.66K- 1.39% |
$326K - $444K
|
118K
$31.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.67K- 2.53% |
$328K - $446K
|
64.2K
$17.2M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.67K- 10.67% |
$328K - $447K
|
14K
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.68K- 45.82% |
$329K - $448K
|
1.98K
$532K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.69K- 4.17% |
$332K - $452K
|
38.9K
$10.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-1.7K- 3.24% |
$333K - $454K
|
50.7K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.7K- 1.46% |
$333K - $454K
|
115K
$30.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.73K- 0.34% |
$340K - $462K
|
507K
$136M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.78K- 24.77% |
$350K - $476K
|
5.41K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-1.79K- 46.2% |
$351K - $478K
|
2.08K
$558K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.8K- 18.24% |
$353K - $480K
|
8.05K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1.8K- 2.56% |
$353K - $481K
|
68.4K
$18.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-1.81K- 22.1% |
$355K - $484K
|
6.38K
$1.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.82K- 16.95% |
$357K - $486K
|
8.9K
$2.39M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-1.88K- 27.21% |
$368K - $501K
|
5.02K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.89K- 17.93% |
$371K - $505K
|
8.65K
$2.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.9K- 19.05% |
$372K - $506K
|
8.05K
$2.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.9K- 9.03% |
$372K - $507K
|
19.1K
$5.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.93K- 2.42% |
$379K - $516K
|
77.9K
$20.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.93K- 13.79% |
$380K - $517K
|
12.1K
$3.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.94K- 55.35% |
$381K - $519K
|
1.57K
$420K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.94K- 20.92% |
$381K - $519K
|
7.35K
$1.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.96K- 42.36% |
$385K - $525K
|
2.67K
$717K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2K- 11.61% |
$393K - $535K
|
15.2K
$4.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.04K- 15.06% |
$401K - $546K
|
11.5K
$3.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.07K- 24.32% |
$407K - $554K
|
6.45K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 5.6% |
$415K - $566K
|
35.7K
$9.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-2.18K- 70.78% |
$428K - $583K
|
900
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-2.2K- 2.46% |
$432K - $589K
|
87.2K
$23.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.21K- 54.23% |
$434K - $591K
|
1.87K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-2.22K- 1.45% |
$435K - $592K
|
150K
$40.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.22K- 10.39% |
$436K - $594K
|
19.2K
$5.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.23K- 16.74% |
$437K - $595K
|
11.1K
$2.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.27K- 1.37% |
$445K - $606K
|
164K
$44M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.29K- 79.22% |
$449K - $611K
|
600
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-2.32K- 19.31% |
$456K - $621K
|
9.71K
$2.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-2.33K- 36.25% |
$456K - $622K
|
4.09K
$1.1M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.34K- 28.9% |
$458K - $624K
|
5.75K
$1.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.34K- 4.74% |
$459K - $625K
|
46.9K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.36K- 6.58% |
$463K - $630K
|
33.5K
$8.98M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.38K- 2.96% |
$466K - $635K
|
77.9K
$20.9M
|