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 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-2- 12.5% |
$542 - $736
|
14
$4.67K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2- 0.09% |
$542 - $736
|
2.2K
$735K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3- 0.09% |
$813 - $1.1K
|
3.49K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4- 0.03% |
$1.08K - $1.47K
|
12.6K
$4.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-4- 0.37% |
$1.08K - $1.47K
|
1.08K
$361K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-5- 0.16% |
$1.35K - $1.84K
|
3.14K
$1.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-5- 2.56% |
$1.35K - $1.84K
|
190
$63.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-5- 0.05% |
$1.35K - $1.84K
|
9.59K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-6- 0.33% |
$1.63K - $2.21K
|
1.84K
$613K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6- 0.46% |
$1.63K - $2.21K
|
1.29K
$432K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-7- 0.33% |
$1.9K - $2.58K
|
2.1K
$702K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-8- 0.41% |
$2.17K - $2.94K
|
1.95K
$650K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-8- 0.1% |
$2.17K - $2.94K
|
7.78K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-8- 0.46% |
$2.17K - $2.94K
|
1.73K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 1.0% |
$2.17K - $2.94K
|
796
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-9- 1.11% |
$2.44K - $3.31K
|
801
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 8.11% |
$2.44K - $3.31K
|
102
$34.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-10- 0.27% |
$2.71K - $3.68K
|
3.67K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-10- 0.79% |
$2.71K - $3.68K
|
1.26K
$421K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-10- 0.75% |
$2.71K - $3.68K
|
1.32K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-10- 0.16% |
$2.71K - $3.68K
|
6.18K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-10- 0.3% |
$2.71K - $3.68K
|
3.37K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-11- 0.97% |
$2.98K - $4.05K
|
1.13K
$376K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-11- 1.25% |
$2.98K - $4.05K
|
872
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-11- 1.34% |
$2.98K - $4.05K
|
811
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-13- 0.33% |
$3.52K - $4.78K
|
3.88K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-14- 5.88% |
$3.79K - $5.15K
|
224
$74.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-15- 1.1% |
$4.06K - $5.52K
|
1.34K
$448K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-15- 0.42% |
$4.06K - $5.52K
|
3.53K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-15- 1.43% |
$4.06K - $5.52K
|
1.03K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-16- 0.3% |
$4.33K - $5.89K
|
5.34K
$1.78M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-19- 1.76% |
$5.15K - $6.99K
|
1.06K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-19- 61.29% |
$5.15K - $6.99K
|
12
$4.01K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-22- 23.66% |
$5.96K - $8.09K
|
71
$23.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-24- 64.86% |
$6.5K - $8.83K
|
13
$4.34K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-26- 47.27% |
$7.04K - $9.56K
|
29
$9.68K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-26- 0.41% |
$7.04K - $9.56K
|
6.33K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-27- 0.81% |
$7.31K - $9.93K
|
3.32K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-30- 10.42% |
$8.13K - $11K
|
258
$86.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-32- 1.81% |
$8.67K - $11.8K
|
1.74K
$579K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 3.87% |
$8.67K - $11.8K
|
794
$265K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-35- 0.44% |
$9.48K - $12.9K
|
7.86K
$2.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-36- 2.93% |
$9.75K - $13.2K
|
1.19K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-37- 0.64% |
$10K - $13.6K
|
5.73K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-48- 43.24% |
$13K - $17.7K
|
63
$21K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-49- 2.57% |
$13.3K - $18K
|
1.86K
$621K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-50- 3.06% |
$13.5K - $18.4K
|
1.59K
$529K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 0.9% |
$13.5K - $18.4K
|
5.5K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 1.36% |
$13.5K - $18.4K
|
3.63K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-51- 0.84% |
$13.8K - $18.8K
|
6.05K
$2.02M
|