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 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
7.85K+ 2.85% |
$1.54M - $2.1M
|
284K
$97M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.81K+ 119.7% |
$1.53M - $2.09M
|
14.3K
$4.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
7.77KNew |
$1.53M - $2.08M
|
7.77K
$2.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
7.73KNew |
$1.52M - $2.07M
|
7.73K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
7.6K+ 15.5% |
$1.49M - $2.03M
|
56.6K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
7.53K+ 3.51% |
$1.48M - $2.01M
|
222K
$75.8M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
7.52KNew |
$1.48M - $2.01M
|
7.52K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.42K+ 1.93% |
$1.46M - $1.98M
|
391K
$134M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.41K+ 12.48% |
$1.45M - $1.98M
|
66.8K
$22.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
7.37K+ 25.12% |
$1.45M - $1.97M
|
36.7K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
7.3K+ 304.17% |
$1.43M - $1.95M
|
9.7K
$3.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
7.27K+ 15.26% |
$1.43M - $1.94M
|
54.9K
$18.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
7.27KNew |
$1.43M - $1.94M
|
7.27K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.21K+ 11.42% |
$1.42M - $1.93M
|
70.4K
$24.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.16K+ 9.35% |
$1.4M - $1.91M
|
83.7K
$28.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
7.07KNew |
$1.39M - $1.89M
|
7.07K
$2.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
6.95KNew |
$1.36M - $1.86M
|
6.95K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
6.93KNew |
$1.36M - $1.85M
|
6.93K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.9KNew |
$1.35M - $1.84M
|
6.9K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
6.89KNew |
$1.35M - $1.84M
|
6.89K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
6.88KNew |
$1.35M - $1.84M
|
6.88K
$2.35M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
6.74K+ 16.36% |
$1.32M - $1.8M
|
47.9K
$16.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.71K+ 4.19% |
$1.32M - $1.79M
|
167K
$57M
|
|
|
Feb 14, 2024
Q4 2023
|
Bwcp, LP
Dallas, TX |
BUY
|
- |
6.65K+ 14.95% |
$1.31M - $1.78M
|
51.1K
$17.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
6.64KNew |
$1.3M - $1.77M
|
6.64K
$2.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.61K+ 7.74% |
$1.3M - $1.77M
|
92K
$31.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
6.58KNew |
$1.29M - $1.76M
|
6.58K
$2.25M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
6.54KNew |
$1.28M - $1.75M
|
6.54K
$2.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6.53K+ 1.59% |
$1.28M - $1.74M
|
418K
$143M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
6.51K+ 284.58% |
$1.28M - $1.74M
|
8.8K
$3.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.51K+ 13.74% |
$1.28M - $1.74M
|
53.9K
$18.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Varenne Capital Partners
|
BUY
|
- |
6.42KNew |
$1.26M - $1.71M
|
6.42K
$2.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
6.39K+ 2.32% |
$1.25M - $1.71M
|
282K
$96.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
6.39KNew |
$1.25M - $1.71M
|
6.39K
$2.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.26K+ 232.02% |
$1.23M - $1.67M
|
8.96K
$3.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.23K+ 215.92% |
$1.22M - $1.66M
|
9.11K
$3.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
6.1K+ 508.33% |
$1.2M - $1.63M
|
7.3K
$2.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.06K+ 35.31% |
$1.19M - $1.62M
|
23.2K
$7.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6.05KNew |
$1.19M - $1.62M
|
6.05K
$2.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6.01K+ 2.57% |
$1.18M - $1.61M
|
240K
$82.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.01K+ 2.57% |
$1.18M - $1.61M
|
240K
$82.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
6.01KNew |
$1.18M - $1.61M
|
6.01K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
6KNew |
$1.18M - $1.6M
|
6K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.98KNew |
$1.17M - $1.6M
|
5.98K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.96K+ 159.91% |
$1.17M - $1.59M
|
9.69K
$3.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.96K+ 85171.43% |
$1.17M - $1.59M
|
5.97K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.94K+ 1.39% |
$1.17M - $1.59M
|
433K
$148M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.88KNew |
$1.15M - $1.57M
|
5.88K
$2.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
5.86K+ 457.33% |
$1.15M - $1.57M
|
7.15K
$2.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
5.83K+ 41.06% |
$1.14M - $1.56M
|
20K
$6.85M
|