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 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-8.56K- 19.1% |
$1.68M - $2.29M
|
36.2K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-8.56K- 2.62% |
$1.68M - $2.29M
|
318K
$109M
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-8.64K- 21.59% |
$1.7M - $2.31M
|
31.4K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-8.8K- 72.41% |
$1.73M - $2.35M
|
3.35K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.07K- 23.95% |
$1.78M - $2.42M
|
28.8K
$9.85M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-9.07KClosed |
$1.78M - $2.42M
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.11K- 49.91% |
$1.79M - $2.44M
|
9.14K
$3.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-9.24K- 2.66% |
$1.81M - $2.47M
|
338K
$116M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-9.24K- 2.66% |
$1.81M - $2.47M
|
338K
$116M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-9.29K- 96.67% |
$1.82M - $2.48M
|
320
$109K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-9.76K- 71.16% |
$1.92M - $2.61M
|
3.96K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-9.92K- 13.34% |
$1.95M - $2.65M
|
64.4K
$22M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-10.1K- 18.53% |
$1.98M - $2.69M
|
44.2K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-10.2K- 1.7% |
$2M - $2.73M
|
591K
$202M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-10.2K- 6.41% |
$2.01M - $2.74M
|
150K
$51.1M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-10.3K- 4.02% |
$2.02M - $2.75M
|
245K
$83.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-10.4K- 3.37% |
$2.04M - $2.77M
|
298K
$102M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-10.4K- 24.1% |
$2.04M - $2.78M
|
32.7K
$11.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-10.5K- 52.64% |
$2.06M - $2.81M
|
9.47K
$3.24M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-10.7K- 9.2% |
$2.09M - $2.85M
|
105K
$35.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-10.7K- 48.92% |
$2.1M - $2.86M
|
11.2K
$3.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-10.8K- 2.61% |
$2.12M - $2.88M
|
403K
$138M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-11K- 11.65% |
$2.17M - $2.95M
|
83.7K
$28.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-11.2K- 93.61% |
$2.2M - $2.99M
|
764
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-11.5K- 7.19% |
$2.26M - $3.07M
|
149K
$50.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-11.7K- 1.81% |
$2.3M - $3.13M
|
636K
$218M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-11.9K- 95.19% |
$2.33M - $3.17M
|
600
$205K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-12K- 4.78% |
$2.36M - $3.21M
|
239K
$81.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-12.6K- 4.8% |
$2.47M - $3.36M
|
249K
$85.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-12.6K- 92.96% |
$2.48M - $3.37M
|
956
$327K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.7K- 19.98% |
$2.49M - $3.39M
|
50.8K
$17.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-12.7K- 99.49% |
$2.5M - $3.4M
|
65
$22.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-13K- 5.02% |
$2.55M - $3.48M
|
246K
$84.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-13.6K- 99.99% |
$2.67M - $3.63M
|
2
$684
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-14.1K- 2.89% |
$2.77M - $3.77M
|
473K
$162M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-14.1K- 8.79% |
$2.77M - $3.77M
|
147K
$50.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-14.2K- 43.31% |
$2.78M - $3.78M
|
18.5K
$6.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-14.3K- 94.42% |
$2.8M - $3.82M
|
844
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14.4K- 1.76% |
$2.83M - $3.86M
|
807K
$276M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-14.6K- 25.83% |
$2.87M - $3.91M
|
42.1K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-15.2K- 23.57% |
$2.98M - $4.06M
|
49.3K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-15.4K- 47.38% |
$3.03M - $4.12M
|
17.1K
$5.86M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-15.6K- 0.1% |
$3.06M - $4.16M
|
14.9M
$5.1B
|
|
|
Feb 13, 2024
Q4 2023
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-15.9K- 5.61% |
$3.12M - $4.24M
|
267K
$91.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16K- 20.3% |
$3.15M - $4.29M
|
63K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
SELL
|
- |
-16.9K- 8.37% |
$3.31M - $4.5M
|
185K
$63.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-17.3K- 18.48% |
$3.39M - $4.62M
|
76.2K
$26.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.6K- 60.38% |
$3.46M - $4.71M
|
11.6K
$3.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-17.8K- 48.2% |
$3.49M - $4.76M
|
19.1K
$6.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-17.8K- 24.47% |
$3.5M - $4.76M
|
55K
$18.8M
|