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 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1K+ 274.54% |
$2.37M - $3.22M
|
16.5K
$4.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
11.9K+ 0.58% |
$2.34M - $3.19M
|
2.05M
$535M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.6K+ 10.52% |
$2.28M - $3.1M
|
122K
$31.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
11.5KNew |
$2.26M - $3.07M
|
11.5K
$3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
11.4KNew |
$2.24M - $3.04M
|
11.4K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
11.3K+ 16.72% |
$2.23M - $3.03M
|
79.2K
$20.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
11.2K+ 222.96% |
$2.19M - $2.98M
|
16.2K
$4.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
11.1K+ 4137.17% |
$2.18M - $2.97M
|
11.4K
$2.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
11K+ 11.72% |
$2.16M - $2.94M
|
105K
$27.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
11KNew |
$2.16M - $2.94M
|
11K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
11KNew |
$2.16M - $2.94M
|
11K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
10.7K+ 68.04% |
$2.1M - $2.86M
|
26.5K
$6.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
10.7KNew |
$2.1M - $2.86M
|
10.7K
$2.79M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
10.6KNew |
$2.09M - $2.85M
|
10.6K
$2.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
10.6KNew |
$2.09M - $2.84M
|
10.6K
$2.77M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
10.6KNew |
$2.08M - $2.84M
|
10.6K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
10.6K+ 77.4% |
$2.07M - $2.82M
|
24.2K
$6.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
10.4K+ 2.4% |
$2.04M - $2.78M
|
444K
$116M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
10.3K+ 7.43% |
$2.02M - $2.75M
|
149K
$38.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.2K+ 29.72% |
$2.01M - $2.74M
|
44.7K
$11.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10.2K+ 4.32% |
$2.01M - $2.73M
|
247K
$64.4M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.2K+ 17.47% |
$2M - $2.72M
|
68.4K
$17.8M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
10.1K+ 1.09% |
$1.99M - $2.71M
|
938K
$245M
|
|
|
Feb 08, 2024
Q4 2023
|
Trivest Advisors LTD
Hong Kong, K3 |
BUY
|
- |
10KNew |
$1.96M - $2.67M
|
10K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
10KNew |
$1.96M - $2.67M
|
10K
$2.61M
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10KNew |
$1.96M - $2.67M
|
10K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
9.9KNew |
$1.94M - $2.64M
|
9.9K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
9.78K+ 47.08% |
$1.92M - $2.61M
|
30.5K
$7.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
9.72KNew |
$1.91M - $2.6M
|
9.72K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.58K+ 63.94% |
$1.88M - $2.56M
|
24.6K
$6.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
9.5KNew |
$1.86M - $2.54M
|
9.5K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
9.36KNew |
$1.84M - $2.5M
|
9.36K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
9.31KNew |
$1.83M - $2.49M
|
9.31K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
9.29K+ 2.4% |
$1.82M - $2.48M
|
397K
$103M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
9.27KNew |
$1.82M - $2.48M
|
9.27K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
9.27K+ 3.28% |
$1.82M - $2.48M
|
292K
$76M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
9.13K+ 16.68% |
$1.79M - $2.44M
|
63.9K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
9.09K+ 49.76% |
$1.78M - $2.43M
|
27.4K
$7.13M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
9.09K+ 49.76% |
$1.78M - $2.43M
|
27.4K
$7.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
9.02KNew |
$1.77M - $2.41M
|
9.02K
$2.35M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
8.91K+ 117.69% |
$1.75M - $2.38M
|
16.5K
$4.3M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
8.68KNew |
$1.7M - $2.32M
|
8.68K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
8.56KNew |
$1.68M - $2.29M
|
8.56K
$2.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
8.54K+ 20.33% |
$1.67M - $2.28M
|
50.5K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.45K+ 35.1% |
$1.66M - $2.26M
|
32.5K
$8.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
8.43KNew |
$1.65M - $2.25M
|
8.43K
$2.2M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
8.27KNew |
$1.62M - $2.21M
|
8.27K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.24K+ 12.64% |
$1.62M - $2.2M
|
73.5K
$19.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
8.08K+ 6.17% |
$1.59M - $2.16M
|
139K
$36.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.98K+ 19.0% |
$1.57M - $2.13M
|
50K
$13M
|