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
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-6.79K- 99.97% |
$1.33M - $1.81M
|
2
$537
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-6.8K- 11.95% |
$1.33M - $1.82M
|
50.1K
$13.4M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-7.2K- 15.88% |
$1.41M - $1.92M
|
38.2K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-7.21K- 7.46% |
$1.42M - $1.93M
|
89.5K
$24M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-7.34K- 1.9% |
$1.44M - $1.96M
|
379K
$102M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.44K- 49.37% |
$1.46M - $1.99M
|
7.63K
$2.05M
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-7.53K- 0.39% |
$1.48M - $2.01M
|
1.93M
$519M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.57K- 20.32% |
$1.48M - $2.02M
|
29.7K
$7.96M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-7.67K- 20.56% |
$1.51M - $2.05M
|
29.6K
$7.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-7.71K- 3.51% |
$1.51M - $2.06M
|
212K
$56.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.75K- 3.79% |
$1.52M - $2.07M
|
197K
$52.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-7.83K- 96.75% |
$1.54M - $2.09M
|
263
$70.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-7.83K- 1.28% |
$1.54M - $2.09M
|
603K
$162M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-7.9K- 6.79% |
$1.55M - $2.11M
|
108K
$29.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7.95K- 28.35% |
$1.56M - $2.12M
|
20.1K
$5.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.02K- 26.66% |
$1.57M - $2.14M
|
22.1K
$5.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.05K- 28.04% |
$1.58M - $2.15M
|
20.7K
$5.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-8.29K- 11.87% |
$1.63M - $2.22M
|
61.6K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-8.38K- 1.74% |
$1.64M - $2.24M
|
474K
$127M
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-8.53K- 74.26% |
$1.67M - $2.28M
|
2.96K
$793K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-8.56K- 19.1% |
$1.68M - $2.29M
|
36.2K
$9.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-8.56K- 2.62% |
$1.68M - $2.29M
|
318K
$85.4M
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-8.64K- 21.59% |
$1.7M - $2.31M
|
31.4K
$8.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-8.8K- 72.41% |
$1.73M - $2.35M
|
3.35K
$900K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.07K- 23.95% |
$1.78M - $2.42M
|
28.8K
$7.73M
|
|
|
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
$2.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-9.24K- 2.66% |
$1.81M - $2.47M
|
338K
$90.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-9.24K- 2.66% |
$1.81M - $2.47M
|
338K
$90.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-9.29K- 96.67% |
$1.82M - $2.48M
|
320
$85.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-9.76K- 71.16% |
$1.92M - $2.61M
|
3.96K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-9.92K- 13.34% |
$1.95M - $2.65M
|
64.4K
$17.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-10.1K- 18.53% |
$1.98M - $2.69M
|
44.2K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-10.2K- 1.7% |
$2M - $2.73M
|
591K
$159M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-10.2K- 6.41% |
$2.01M - $2.74M
|
150K
$40.1M
|
|
|
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
$65.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-10.4K- 3.37% |
$2.04M - $2.77M
|
298K
$79.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-10.4K- 24.1% |
$2.04M - $2.78M
|
32.7K
$8.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-10.5K- 52.64% |
$2.06M - $2.81M
|
9.47K
$2.54M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-10.7K- 9.2% |
$2.09M - $2.85M
|
105K
$28.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-10.7K- 48.92% |
$2.1M - $2.86M
|
11.2K
$3M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-10.8K- 2.61% |
$2.12M - $2.88M
|
403K
$108M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-11K- 11.65% |
$2.17M - $2.95M
|
83.7K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-11.2K- 93.61% |
$2.2M - $2.99M
|
764
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-11.5K- 7.19% |
$2.26M - $3.07M
|
149K
$39.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-11.7K- 1.81% |
$2.3M - $3.13M
|
636K
$171M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-11.9K- 95.19% |
$2.33M - $3.17M
|
600
$161K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-12K- 4.78% |
$2.36M - $3.21M
|
239K
$64.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-12.6K- 4.8% |
$2.47M - $3.36M
|
249K
$66.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-12.6K- 92.96% |
$2.48M - $3.37M
|
956
$257K
|