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 08, 2024
Q4 2023
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
5.76KNew |
$1.13M - $1.54M
|
5.76K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
5.76KNew |
$1.13M - $1.54M
|
5.76K
$1.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
5.74K+ 393.48% |
$1.13M - $1.53M
|
7.2K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
5.69KNew |
$1.12M - $1.52M
|
5.69K
$1.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.66KNew |
$1.11M - $1.51M
|
5.66K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
5.55KNew |
$1.09M - $1.48M
|
5.55K
$1.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.51KNew |
$1.08M - $1.47M
|
5.51K
$1.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.49K+ 10.5% |
$1.08M - $1.47M
|
57.7K
$19.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.48K+ 26.98% |
$1.08M - $1.47M
|
25.8K
$8.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.48K+ 7.6% |
$1.08M - $1.46M
|
77.6K
$26.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
5.44KNew |
$1.07M - $1.45M
|
5.44K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
5.42K+ 14.54% |
$1.06M - $1.45M
|
42.7K
$14.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.34KNew |
$1.05M - $1.43M
|
5.34K
$1.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
5.29K+ 91.27% |
$1.04M - $1.41M
|
11.1K
$3.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5.26K+ 32.05% |
$1.03M - $1.4M
|
21.7K
$7.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
5.25K+ 10.61% |
$1.03M - $1.4M
|
54.7K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.18K+ 1.54% |
$1.02M - $1.39M
|
342K
$117M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.15K+ 4.0% |
$1.01M - $1.38M
|
134K
$45.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
5K+ 5.88% |
$981K - $1.34M
|
90K
$30.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.99K+ 110.35% |
$979K - $1.33M
|
9.51K
$3.25M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.99K+ 4.19% |
$979K - $1.33M
|
124K
$42.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.98KNew |
$977K - $1.33M
|
4.98K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
4.93K+ 33.63% |
$968K - $1.32M
|
19.6K
$6.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.89K+ 35.79% |
$959K - $1.31M
|
18.6K
$6.34M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.88KNew |
$958K - $1.3M
|
4.88K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
4.79K+ 0.46% |
$941K - $1.28M
|
1.04M
$357M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
4.78K+ 23.22% |
$938K - $1.28M
|
25.4K
$8.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4.76K+ 0.04% |
$933K - $1.27M
|
11.3M
$3.88B
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.74KNew |
$930K - $1.27M
|
4.74K
$1.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
4.72K+ 361.29% |
$927K - $1.26M
|
6.03K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
4.65K+ 35.09% |
$912K - $1.24M
|
17.9K
$6.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.62KNew |
$907K - $1.24M
|
4.62K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
4.5K+ 42.94% |
$883K - $1.2M
|
15K
$5.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
4.45K+ 94.68% |
$873K - $1.19M
|
9.15K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.4KNew |
$864K - $1.18M
|
4.4K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.37K+ 84.32% |
$858K - $1.17M
|
9.56K
$3.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
4.36K+ 9.71% |
$856K - $1.17M
|
49.3K
$16.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
4.33K+ 4.36% |
$850K - $1.16M
|
104K
$35.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Granger Management LLC
|
BUY
|
- |
4.31KNew |
$845K - $1.15M
|
4.31K
$1.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.29K+ 165.12% |
$843K - $1.15M
|
6.89K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.25KNew |
$834K - $1.14M
|
4.25K
$1.45M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.23KNew |
$829K - $1.13M
|
4.23K
$1.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
4.21K+ 98.71% |
$826K - $1.12M
|
8.47K
$2.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.2K+ 11.68% |
$824K - $1.12M
|
40.2K
$13.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.16KNew |
$817K - $1.11M
|
4.16K
$1.42M
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
4.14KNew |
$813K - $1.11M
|
4.14K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.11KNew |
$806K - $1.1M
|
4.11K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.1KNew |
$804K - $1.09M
|
4.1K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.06KNew |
$798K - $1.09M
|
4.06K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.05K+ 0.47% |
$796K - $1.08M
|
875K
$299M
|