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 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-3.73K- 5.3% |
$732K - $997K
|
66.7K
$17.9M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-3.77K- 4.99% |
$741K - $1.01M
|
71.8K
$19.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-3.86K- 22.84% |
$758K - $1.03M
|
13K
$3.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.91K- 0.71% |
$767K - $1.04M
|
545K
$146M
|
|
|
Feb 14, 2024
Q4 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-4K- 20.53% |
$786K - $1.07M
|
15.5K
$4.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-4.01K- 1.98% |
$786K - $1.07M
|
198K
$53.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-4.06K- 40.93% |
$797K - $1.09M
|
5.86K
$1.57M
|
|
|
Feb 15, 2024
Q4 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-4.07K- 31.5% |
$798K - $1.09M
|
8.84K
$2.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4.07K- 31.87% |
$798K - $1.09M
|
8.7K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-4.11K- 24.63% |
$806K - $1.1M
|
12.6K
$3.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.14K- 5.01% |
$813K - $1.11M
|
78.5K
$21.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.23K- 20.11% |
$830K - $1.13M
|
16.8K
$4.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-4.26K- 6.57% |
$836K - $1.14M
|
60.5K
$16.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.28K- 4.02% |
$840K - $1.14M
|
102K
$27.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Consolidated Investment Group LLC
|
SELL
|
- |
-4.4K- 15.94% |
$864K - $1.18M
|
23.2K
$6.23M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-4.43K- 12.2% |
$870K - $1.18M
|
31.9K
$8.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4.47K- 0.94% |
$878K - $1.2M
|
470K
$126M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.47K- 18.71% |
$878K - $1.2M
|
19.4K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
SELL
|
- |
-4.5K- 3.87% |
$883K - $1.2M
|
112K
$30M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.52K- 92.0% |
$887K - $1.21M
|
393
$105K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-4.52K- 2.34% |
$887K - $1.21M
|
189K
$50.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-4.56K- 2.28% |
$894K - $1.22M
|
196K
$52.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.61K- 6.59% |
$904K - $1.23M
|
65.3K
$17.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.61K- 3.0% |
$905K - $1.23M
|
149K
$40M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-4.63K- 8.93% |
$908K - $1.24M
|
47.2K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.65K- 3.83% |
$912K - $1.24M
|
117K
$31.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-4.66K- 5.2% |
$914K - $1.25M
|
85K
$22.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-4.8K- 2.16% |
$942K - $1.28M
|
218K
$58.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.81K- 70.74% |
$943K - $1.28M
|
1.99K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-4.83K- 0.92% |
$947K - $1.29M
|
522K
$140M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-4.94K- 0.23% |
$969K - $1.32M
|
2.16M
$581M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-4.98K- 8.61% |
$978K - $1.33M
|
52.9K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.01K- 1.85% |
$983K - $1.34M
|
265K
$71.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.13K- 46.38% |
$1.01M - $1.37M
|
5.93K
$1.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-5.15K- 14.36% |
$1.01M - $1.38M
|
30.7K
$8.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.36K- 1.1% |
$1.05M - $1.43M
|
483K
$130M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.45K- 87.35% |
$1.07M - $1.46M
|
790
$212K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-5.75K- 57.35% |
$1.13M - $1.54M
|
4.28K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-5.79K- 2.63% |
$1.14M - $1.55M
|
214K
$57.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
SELL
|
- |
-5.81K- 50.97% |
$1.14M - $1.55M
|
5.59K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-5.97K- 2.1% |
$1.17M - $1.6M
|
279K
$74.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-6.05K- 6.76% |
$1.19M - $1.62M
|
83.4K
$22.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-6.06K- 57.21% |
$1.19M - $1.62M
|
4.53K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.07K- 9.83% |
$1.19M - $1.62M
|
55.7K
$14.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.09K- 4.47% |
$1.2M - $1.63M
|
130K
$34.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6.26K- 17.16% |
$1.23M - $1.67M
|
30.2K
$8.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-6.39K- 60.76% |
$1.25M - $1.71M
|
4.13K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6.49K- 14.67% |
$1.27M - $1.73M
|
37.7K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-6.6K- 40.67% |
$1.3M - $1.76M
|
9.63K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-6.65K- 7.99% |
$1.31M - $1.78M
|
76.5K
$20.5M
|