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 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.51K+ 2.45% |
$679K - $922K
|
105K
$27.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.5K+ 4.31% |
$678K - $921K
|
60.5K
$15.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.5K+ 83.33% |
$677K - $920K
|
5.5K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.49K+ 58.86% |
$674K - $915K
|
6.71K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.48K+ 7.3% |
$671K - $912K
|
36.4K
$9.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
2.47K+ 36.9% |
$670K - $909K
|
9.17K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.47KNew |
$669K - $908K
|
2.47K
$643K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.46KNew |
$667K - $906K
|
2.46K
$642K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.46K+ 126.74% |
$666K - $905K
|
4.4K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.44K+ 1.44% |
$661K - $897K
|
172K
$44.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.43KNew |
$659K - $895K
|
2.43K
$634K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.41K+ 78.39% |
$653K - $886K
|
5.48K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2.41K+ 1.64% |
$652K - $885K
|
149K
$39M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.38K+ 12.67% |
$644K - $875K
|
21.2K
$5.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
BUY
|
- |
2.35KNew |
$637K - $864K
|
2.35K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.35K+ 1.07% |
$636K - $864K
|
222K
$57.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.33KNew |
$631K - $858K
|
2.33K
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.32K+ 14.57% |
$630K - $855K
|
18.3K
$4.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.32K+ 26.71% |
$630K - $855K
|
11K
$2.87M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.32KNew |
$628K - $853K
|
2.32K
$604K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.3KNew |
$624K - $847K
|
2.3K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.29K+ 0.25% |
$621K - $844K
|
908K
$237M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.27KNew |
$615K - $835K
|
2.27K
$591K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.27KNew |
$614K - $834K
|
2.27K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.27K+ 45.44% |
$614K - $834K
|
7.25K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.26K+ 9.77% |
$612K - $832K
|
25.4K
$6.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.25KNew |
$609K - $827K
|
2.25K
$586K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.25KNew |
$609K - $827K
|
2.25K
$586K
|
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
2.24KNew |
$607K - $824K
|
2.24K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.24K+ 354.52% |
$606K - $823K
|
2.87K
$747K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
2.23KNew |
$604K - $820K
|
2.23K
$581K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.22K+ 44.3% |
$601K - $816K
|
7.22K
$1.88M
|
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.22KNew |
$600K - $815K
|
2.22K
$577K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.19KNew |
$594K - $807K
|
2.19K
$572K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
2.18KNew |
$590K - $802K
|
2.18K
$568K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.17K+ 2.65% |
$587K - $798K
|
83.9K
$21.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.16KNew |
$586K - $795K
|
2.16K
$563K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.16K+ 4.22% |
$585K - $795K
|
53.3K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
2.15KNew |
$581K - $789K
|
2.15K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
2.15K+ 41.62% |
$581K - $789K
|
7.3K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.14K+ 52.55% |
$581K - $789K
|
6.22K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2.14KNew |
$580K - $788K
|
2.14K
$558K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.11K+ 20.46% |
$572K - $777K
|
12.4K
$3.24M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.1K+ 9.83% |
$569K - $773K
|
23.5K
$6.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.1K+ 91.27% |
$569K - $773K
|
4.4K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
2.1KNew |
$569K - $772K
|
2.1K
$547K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
2.09KNew |
$565K - $768K
|
2.09K
$544K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.09K+ 59.33% |
$565K - $767K
|
5.6K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.08KNew |
$562K - $763K
|
2.08K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.08K+ 24.5% |
$562K - $763K
|
10.5K
$2.75M
|