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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
4.14KNew |
$813K - $1.11M
|
4.14K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.11KNew |
$806K - $1.1M
|
4.11K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.1KNew |
$804K - $1.09M
|
4.1K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.06KNew |
$798K - $1.09M
|
4.06K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.05K+ 0.47% |
$796K - $1.08M
|
875K
$250M
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
BUY
|
- |
4.05KNew |
$794K - $1.08M
|
4.05K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.03KNew |
$790K - $1.08M
|
4.03K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.01K+ 5.98% |
$787K - $1.07M
|
71K
$20.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.98K+ 11055.56% |
$781K - $1.06M
|
4.02K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
3.95K+ 12.2% |
$775K - $1.06M
|
36.3K
$10.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3.89K+ 57.3% |
$764K - $1.04M
|
10.7K
$3.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.88K+ 0.74% |
$761K - $1.04M
|
530K
$151M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
3.85K+ 102.67% |
$756K - $1.03M
|
7.6K
$2.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.8K+ 125.5% |
$747K - $1.02M
|
6.84K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.78K+ 1.98% |
$741K - $1.01M
|
195K
$55.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.75KNew |
$735K - $1M
|
3.75K
$1.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Parametrica Management LTD
|
BUY
|
- |
3.74KNew |
$735K - $1M
|
3.74K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.74K+ 83.33% |
$734K - $999K
|
8.23K
$2.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.74K+ 0.93% |
$733K - $998K
|
404K
$116M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3.73KNew |
$732K - $997K
|
3.73K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.7K+ 127.49% |
$726K - $989K
|
6.6K
$1.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
BUY
|
- |
3.68KNew |
$722K - $983K
|
3.68K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.66KNew |
$717K - $977K
|
3.66K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.65KNew |
$716K - $975K
|
3.65K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
3.64KNew |
$715K - $973K
|
3.64K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.6K+ 20.14% |
$707K - $963K
|
21.5K
$6.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Sycomore Asset Management
|
BUY
|
- |
3.6K+ 6.39% |
$707K - $963K
|
60K
$17.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.6K+ 9.71% |
$707K - $963K
|
40.7K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.6KNew |
$707K - $962K
|
3.6K
$1.03M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.6KNew |
$707K - $962K
|
3.6K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.6K+ 27.69% |
$706K - $961K
|
16.6K
$4.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.55KNew |
$697K - $950K
|
3.55K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.55K+ 0.44% |
$696K - $948K
|
815K
$233M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.53KNew |
$693K - $943K
|
3.53K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
3.53K+ 18.61% |
$692K - $942K
|
22.5K
$6.43M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.52K+ 171.59% |
$691K - $941K
|
5.57K
$1.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.51K+ 33.0% |
$690K - $939K
|
14.2K
$4.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
BUY
|
- |
3.5K+ 20.8% |
$687K - $936K
|
20.3K
$5.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
3.5KNew |
$687K - $935K
|
3.5K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.49KNew |
$685K - $933K
|
3.49K
$998K
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.47KNew |
$681K - $927K
|
3.47K
$992K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.47K+ 59.72% |
$681K - $927K
|
9.28K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.46K+ 1922.78% |
$679K - $925K
|
3.64K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.46K+ 24.85% |
$679K - $924K
|
17.4K
$4.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.45K+ 17.39% |
$677K - $922K
|
23.3K
$6.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.43K+ 4.21% |
$673K - $916K
|
84.9K
$24.3M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.42KNew |
$671K - $913K
|
3.42K
$977K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.4KNew |
$667K - $908K
|
3.4K
$972K
|
|
|
Feb 14, 2024
Q4 2023
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
3.38K+ 41.32% |
$663K - $903K
|
11.6K
$3.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
3.37K+ 11.75% |
$661K - $900K
|
32K
$9.16M
|