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
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-54- 1.29% |
$14.6K - $19.9K
|
4.15K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.36% |
$15.4K - $21K
|
4.14K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-59- 5.73% |
$16K - $21.7K
|
971
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-59- 54.63% |
$16K - $21.7K
|
49
$16.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-59- 1.09% |
$16K - $21.7K
|
5.36K
$1.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-60- 3.05% |
$16.3K - $22.1K
|
1.91K
$637K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-61- 0.76% |
$16.5K - $22.4K
|
8K
$2.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-61- 0.06% |
$16.5K - $22.4K
|
101K
$33.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-62- 1.92% |
$16.8K - $22.8K
|
3.17K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-62- 0.27% |
$16.8K - $22.8K
|
23.2K
$7.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-67- 10.49% |
$18.1K - $24.6K
|
572
$191K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-67- 3.96% |
$18.1K - $24.6K
|
1.63K
$543K
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-70- 0.85% |
$19K - $25.8K
|
8.17K
$2.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-71- 1.06% |
$19.2K - $26.1K
|
6.61K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-76- 9.04% |
$20.6K - $28K
|
765
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-77- 6.09% |
$20.9K - $28.3K
|
1.19K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-78- 2.0% |
$21.1K - $28.7K
|
3.82K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-78- 1.09% |
$21.1K - $28.7K
|
7.1K
$2.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-80- 4.86% |
$21.7K - $29.4K
|
1.57K
$523K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-86- 71.67% |
$23.3K - $31.6K
|
34
$11.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-87- 10.36% |
$23.6K - $32K
|
753
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-90- 8.73% |
$24.4K - $33.1K
|
941
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-90- 0.63% |
$24.4K - $33.1K
|
14.1K
$4.72M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-96- 9.81% |
$26K - $35.3K
|
883
$295K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-97- 3.1% |
$26.3K - $35.7K
|
3.03K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-99- 3.13% |
$26.8K - $36.4K
|
3.06K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-100- 8.77% |
$27.1K - $36.8K
|
1.04K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 2.45% |
$27.1K - $36.8K
|
3.99K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-102- 64.56% |
$27.6K - $37.5K
|
56
$18.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-102- 3.76% |
$27.6K - $37.5K
|
2.61K
$872K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-103- 1.69% |
$27.9K - $37.9K
|
5.98K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-104- 6.79% |
$28.2K - $38.3K
|
1.43K
$477K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-107- 1.26% |
$29K - $39.4K
|
8.4K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-109- 8.64% |
$29.5K - $40.1K
|
1.15K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-117- 3.24% |
$31.7K - $43K
|
3.5K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-117- 15.75% |
$31.7K - $43K
|
626
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-120- 13.04% |
$32.5K - $44.1K
|
800
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-121- 0.72% |
$32.8K - $44.5K
|
16.7K
$5.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-121- 1.47% |
$32.8K - $44.5K
|
8.09K
$2.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-123- 1.17% |
$33.3K - $45.2K
|
10.4K
$3.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-127- 5.03% |
$34.4K - $46.7K
|
2.4K
$800K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-130- 0.86% |
$35.2K - $47.8K
|
15K
$5.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-133- 17.14% |
$36K - $48.9K
|
643
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-138- 0.67% |
$37.4K - $50.8K
|
20.5K
$6.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-139- 10.32% |
$37.7K - $51.1K
|
1.21K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-145- 1.59% |
$39.3K - $53.3K
|
9K
$3M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-150- 13.02% |
$40.6K - $55.2K
|
1K
$335K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-151- 1.35% |
$40.9K - $55.5K
|
11.1K
$3.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-151- 0.63% |
$40.9K - $55.5K
|
23.9K
$7.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-151- 4.09% |
$40.9K - $55.5K
|
3.54K
$1.18M
|