Purchases and Sales Made in Q4 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q4 2024. 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 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3.83MNew |
$1.04B - $1.41B
|
3.83M
$1.28B
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
335KNew |
$90.6M - $123M
|
335K
$112M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
314KNew |
$85M - $115M
|
314K
$105M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
243K+ 11.88% |
$65.8M - $89.4M
|
2.29M
$766M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
92.2K+ 7486.61% |
$25M - $33.9M
|
93.5K
$31.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
63KNew |
$17.1M - $23.2M
|
63K
$21.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
52.1K+ 57.49% |
$14.1M - $19.2M
|
143K
$47.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
48.5K+ 664.78% |
$13.1M - $17.8M
|
55.7K
$18.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
48K+ 8112.84% |
$13M - $17.7M
|
48.6K
$16.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
45.2KNew |
$12.2M - $16.6M
|
45.2K
$15.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
42KNew |
$11.4M - $15.5M
|
42K
$14.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
40.8KNew |
$11.1M - $15M
|
40.8K
$13.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
32.7KNew |
$8.86M - $12M
|
32.7K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
27.2K+ 23.46% |
$7.37M - $10M
|
143K
$47.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
26.5K+ 13.07% |
$7.17M - $9.74M
|
229K
$76.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
18.7K+ 884.0% |
$5.06M - $6.87M
|
20.8K
$6.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.8K+ 8.4% |
$4.56M - $6.2M
|
217K
$72.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
14.8K+ 59.2% |
$4.01M - $5.44M
|
39.8K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
12.9KNew |
$3.5M - $4.75M
|
12.9K
$4.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
12.4K+ 1562.44% |
$3.37M - $4.58M
|
13.2K
$4.43M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
12.1K+ 673.66% |
$3.29M - $4.47M
|
13.9K
$4.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
12KNew |
$3.25M - $4.41M
|
12K
$4.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
11.4K+ 13.1% |
$3.1M - $4.21M
|
98.7K
$33M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
11.1K+ 11.57% |
$3.01M - $4.08M
|
107K
$35.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 5.27% |
$2.82M - $3.82M
|
207K
$69.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
9.89K+ 5.01% |
$2.68M - $3.64M
|
207K
$69.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
8.79KNew |
$2.38M - $3.23M
|
8.79K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.72K+ 11.52% |
$2.36M - $3.21M
|
84.4K
$28.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.41KNew |
$2.28M - $3.09M
|
8.41K
$2.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7.75K+ 3.36% |
$2.1M - $2.85M
|
239K
$79.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.5K+ 62.07% |
$2.03M - $2.76M
|
19.6K
$6.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.34K+ 44.88% |
$1.99M - $2.7M
|
23.7K
$7.92M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.23K+ 85.67% |
$1.96M - $2.66M
|
15.7K
$5.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.64K+ 146.79% |
$1.8M - $2.44M
|
11.2K
$3.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
6.43K+ 17.12% |
$1.74M - $2.37M
|
44K
$14.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
6.23KNew |
$1.69M - $2.29M
|
6.23K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.09K+ 2380.08% |
$1.65M - $2.24M
|
6.35K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
5.6K+ 560.0% |
$1.52M - $2.06M
|
6.6K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.75K+ 14.98% |
$1.29M - $1.75M
|
36.5K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.71K+ 37.88% |
$1.27M - $1.73M
|
17.1K
$5.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.7K+ 18.09% |
$1.27M - $1.73M
|
30.7K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.69KNew |
$1.27M - $1.72M
|
4.69K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.65K+ 1.89% |
$1.26M - $1.71M
|
251K
$83.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
4.48K+ 1.78% |
$1.21M - $1.65M
|
256K
$85.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
4.46KNew |
$1.21M - $1.64M
|
4.46K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.21K+ 11.13% |
$1.14M - $1.55M
|
42.1K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.2K+ 12.68% |
$1.14M - $1.55M
|
37.3K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.08K+ 35.16% |
$1.11M - $1.5M
|
15.7K
$5.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.78K+ 7.54% |
$1.02M - $1.39M
|
53.9K
$18.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.71K+ 30.39% |
$1M - $1.36M
|
15.9K
$5.32M
|