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 13, 2024
Q4 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
19.5K+ 75.93% |
$3.83M - $5.22M
|
45.3K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
19.5K+ 150.49% |
$3.83M - $5.22M
|
32.5K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
19.4K+ 9.91% |
$3.81M - $5.19M
|
215K
$70.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
19.4K+ 116.58% |
$3.81M - $5.18M
|
36K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
19.3K+ 10.43% |
$3.79M - $5.17M
|
205K
$66.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18.9K+ 124.6% |
$3.71M - $5.06M
|
34.1K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 362.29% |
$3.67M - $4.99M
|
23.8K
$7.77M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 362.29% |
$3.67M - $4.99M
|
23.8K
$7.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
18.4K+ 0.31% |
$3.61M - $4.92M
|
5.95M
$1.94B
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
18.2K+ 4.68% |
$3.57M - $4.87M
|
408K
$133M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.9K+ 305.12% |
$3.52M - $4.8M
|
23.8K
$7.76M
|
|
|
Jan 25, 2024
Q4 2023
|
La Financiere De L'Echiquier
|
BUY
|
- |
17.3K+ 43.25% |
$3.4M - $4.62M
|
57.3K
$18.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
17.2K+ 8.8% |
$3.38M - $4.61M
|
213K
$69.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.1K+ 1.72% |
$3.35M - $4.57M
|
1.01M
$328M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
17KNew |
$3.33M - $4.53M
|
17K
$5.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
16.8K+ 6.72% |
$3.3M - $4.5M
|
267K
$87M
|
|
|
Feb 14, 2024
Q4 2023
|
Light Street Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
16.3K+ 29.4% |
$3.21M - $4.36M
|
71.9K
$23.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
16.1K+ 20.27% |
$3.17M - $4.32M
|
95.8K
$31.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
15.5KNew |
$3.04M - $4.13M
|
15.5K
$5.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
15.4K+ 674.08% |
$3.02M - $4.11M
|
17.6K
$5.75M
|
|
|
Mar 11, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
15.3K+ 1807.11% |
$2.99M - $4.08M
|
16.1K
$5.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
14.9K+ 198.83% |
$2.93M - $3.99M
|
22.4K
$7.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
14.8KNew |
$2.9M - $3.95M
|
14.8K
$4.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14.5K+ 1.95% |
$2.84M - $3.87M
|
758K
$247M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
14.4K+ 2.34% |
$2.82M - $3.84M
|
627K
$204M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
14.2K+ 15.08% |
$2.79M - $3.81M
|
109K
$35.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
14.2K+ 12.48% |
$2.79M - $3.81M
|
128K
$41.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.1K+ 54.43% |
$2.77M - $3.78M
|
40.1K
$13.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Tran Capital Management, L.P.
|
BUY
|
- |
14.1K+ 32.51% |
$2.76M - $3.76M
|
57.3K
$18.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
13.9KNew |
$2.74M - $3.73M
|
13.9K
$4.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13.7K+ 2.65% |
$2.68M - $3.65M
|
529K
$172M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13.6K+ 7.84% |
$2.68M - $3.64M
|
188K
$61.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
13.6KNew |
$2.67M - $3.64M
|
13.6K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
13.4K+ 8.66% |
$2.64M - $3.59M
|
169K
$54.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
13.4KNew |
$2.63M - $3.58M
|
13.4K
$4.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.3K+ 18.66% |
$2.61M - $3.56M
|
84.7K
$27.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.3K+ 66.02% |
$2.61M - $3.56M
|
33.5K
$10.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13K+ 2.57% |
$2.55M - $3.47M
|
519K
$169M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
13K+ 1.53% |
$2.54M - $3.46M
|
858K
$279M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
12.9KNew |
$2.53M - $3.45M
|
12.9K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.9K+ 20.92% |
$2.53M - $3.44M
|
74.4K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
12.7K+ 21.16% |
$2.49M - $3.39M
|
72.7K
$23.7M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
12.6KNew |
$2.48M - $3.38M
|
12.6K
$4.12M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
12.5K+ 0.81% |
$2.46M - $3.35M
|
1.55M
$506M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.2K+ 25.72% |
$2.39M - $3.25M
|
59.5K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.1K+ 25.26% |
$2.38M - $3.24M
|
60.2K
$19.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.1KNew |
$2.38M - $3.24M
|
12.1K
$3.95M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1K+ 274.54% |
$2.37M - $3.22M
|
16.5K
$5.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
11.9K+ 0.58% |
$2.34M - $3.19M
|
2.05M
$669M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.6K+ 10.52% |
$2.28M - $3.1M
|
122K
$39.7M
|