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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
4.11K+ 1.82% |
$1.11M - $1.51M
|
229K
$59.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.11KNew |
$1.11M - $1.51M
|
4.11K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.08K+ 35.16% |
$1.11M - $1.5M
|
15.7K
$4.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.05KNew |
$1.1M - $1.49M
|
4.05K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.02K+ 3.31% |
$1.09M - $1.48M
|
126K
$32.7M
|
|
|
May 07, 2025
Q4 2024
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
4KNew |
$1.08M - $1.47M
|
4K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Elwood Capital Partners LP
New York, NY |
BUY
|
- |
4KNew |
$1.08M - $1.47M
|
4K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4K+ 0.43% |
$1.08M - $1.47M
|
940K
$245M
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
3.97KNew |
$1.07M - $1.46M
|
3.97K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3.96KNew |
$1.07M - $1.46M
|
3.96K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.95K+ 13.32% |
$1.07M - $1.45M
|
33.6K
$8.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
BUY
|
- |
3.93KNew |
$1.06M - $1.44M
|
3.93K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
3.92K+ 9.27% |
$1.06M - $1.44M
|
46.2K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.91KNew |
$1.06M - $1.44M
|
3.91K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.91K+ 3052.34% |
$1.06M - $1.44M
|
4.04K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
3.89KNew |
$1.05M - $1.43M
|
3.89K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.84K+ 10.99% |
$1.04M - $1.41M
|
38.8K
$10.1M
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
3.8KNew |
$1.03M - $1.4M
|
3.8K
$990K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.78K+ 7.54% |
$1.02M - $1.39M
|
53.9K
$14.1M
|
|
|
May 06, 2025
Q4 2024
|
Anb Bank
Denver, CO |
BUY
|
- |
3.75KNew |
$1.02M - $1.38M
|
3.75K
$978K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
3.72KNew |
$1.01M - $1.37M
|
3.72K
$970K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.71K+ 30.39% |
$1M - $1.36M
|
15.9K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.7KNew |
$1M - $1.36M
|
3.7K
$965K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
3.63KNew |
$982K - $1.33M
|
3.63K
$945K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
3.62KNew |
$981K - $1.33M
|
3.62K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.62KNew |
$980K - $1.33M
|
3.62K
$943K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.56K+ 37.48% |
$963K - $1.31M
|
13K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
3.55K+ 266.72% |
$962K - $1.31M
|
4.88K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
3.5K+ 4.0% |
$948K - $1.29M
|
91.1K
$23.7M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.49K+ 43625.0% |
$945K - $1.28M
|
3.5K
$912K
|
|
|
Feb 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
3.43KNew |
$929K - $1.26M
|
3.43K
$893K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
3.41K+ 88.7% |
$923K - $1.25M
|
7.25K
$1.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
3.38K+ 131.73% |
$915K - $1.24M
|
5.94K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3.35K+ 23.11% |
$908K - $1.23M
|
17.9K
$4.66M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.35K+ 1.59% |
$908K - $1.23M
|
214K
$55.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.35K+ 175.91% |
$908K - $1.23M
|
5.26K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.35K+ 3.14% |
$908K - $1.23M
|
110K
$28.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
3.34KNew |
$904K - $1.23M
|
3.34K
$870K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
3.24K+ 24.45% |
$878K - $1.19M
|
16.5K
$4.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.24K+ 16.75% |
$877K - $1.19M
|
22.6K
$5.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.23K+ 7.37% |
$875K - $1.19M
|
47K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.21K+ 1.09% |
$870K - $1.18M
|
297K
$77.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.19KNew |
$864K - $1.17M
|
3.19K
$831K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.19K+ 13.36% |
$863K - $1.17M
|
27K
$7.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3.16K+ 68.77% |
$857K - $1.16M
|
7.77K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
3.16K+ 29.34% |
$857K - $1.16M
|
13.9K
$3.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.16K+ 24.54% |
$855K - $1.16M
|
16K
$4.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
3.15K+ 77.81% |
$854K - $1.16M
|
7.21K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.11KNew |
$843K - $1.14M
|
3.11K
$811K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.1K+ 13.75% |
$840K - $1.14M
|
25.7K
$6.69M
|