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 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-155- 10.78% |
$42K - $57K
|
1.28K
$428K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-155- 0.93% |
$42K - $57K
|
16.5K
$5.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-158- 0.09% |
$42.8K - $58.1K
|
175K
$58.4M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-160- 9.24% |
$43.3K - $58.9K
|
1.57K
$525K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-160- 12.69% |
$43.3K - $58.9K
|
1.1K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-161- 7.05% |
$43.6K - $59.2K
|
2.12K
$709K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-161- 0.92% |
$43.6K - $59.2K
|
17.4K
$5.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-162- 2.19% |
$43.9K - $59.6K
|
7.24K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-165- 2.13% |
$44.7K - $60.7K
|
7.59K
$2.53M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-165- 13.98% |
$44.7K - $60.7K
|
1.02K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-166- 1.6% |
$45K - $61.1K
|
10.2K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-173- 10.08% |
$46.9K - $63.6K
|
1.54K
$515K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-175- 1.96% |
$47.4K - $64.4K
|
8.77K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-178- 2.1% |
$48.2K - $65.5K
|
8.29K
$2.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-185- 6.96% |
$50.1K - $68.1K
|
2.47K
$826K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-185- 1.92% |
$50.1K - $68.1K
|
9.45K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-187- 3.88% |
$50.7K - $68.8K
|
4.63K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-190- 16.95% |
$51.5K - $69.9K
|
931
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-199- 0.47% |
$53.9K - $73.2K
|
41.8K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-200- 43.2% |
$54.2K - $73.6K
|
263
$87.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-200- 2.56% |
$54.2K - $73.6K
|
7.63K
$2.55M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-213- 5.47% |
$57.7K - $78.4K
|
3.68K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-225- 7.44% |
$60.9K - $82.8K
|
2.8K
$935K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-226- 2.08% |
$61.2K - $83.1K
|
10.7K
$3.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-233- 3.31% |
$63.1K - $85.7K
|
6.81K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-234- 4.36% |
$63.4K - $86.1K
|
5.13K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-238- 15.08% |
$64.5K - $87.6K
|
1.34K
$447K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-242- 24.1% |
$65.6K - $89K
|
762
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-244- 0.58% |
$66.1K - $89.8K
|
41.8K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-244- 7.94% |
$66.1K - $89.8K
|
2.83K
$945K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-245- 0.76% |
$66.4K - $90.1K
|
31.8K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-248- 3.79% |
$67.2K - $91.2K
|
6.3K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-250- 0.77% |
$67.7K - $92K
|
32.2K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-261- 1.13% |
$70.7K - $96K
|
22.8K
$7.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-265- 9.16% |
$71.8K - $97.5K
|
2.63K
$877K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-269- 4.7% |
$72.9K - $99K
|
5.46K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-270- 1.83% |
$73.1K - $99.3K
|
14.5K
$4.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-275- 2.07% |
$74.5K - $101K
|
13K
$4.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-280- 1.62% |
$75.8K - $103K
|
17K
$5.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-282- 29.65% |
$76.4K - $104K
|
669
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-290- 3.32% |
$78.6K - $107K
|
8.44K
$2.82M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-294- 4.84% |
$79.6K - $108K
|
5.78K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-314- 2.46% |
$85.1K - $116K
|
12.4K
$4.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-316- 1.86% |
$85.6K - $116K
|
16.7K
$5.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-316- 22.28% |
$85.6K - $116K
|
1.1K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-321- 0.96% |
$86.9K - $118K
|
33.3K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-328- 16.09% |
$88.8K - $121K
|
1.71K
$571K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-336- 5.0% |
$91K - $124K
|
6.38K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-338- 74.12% |
$91.6K - $124K
|
118
$39.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-359- 1.24% |
$97.2K - $132K
|
28.6K
$9.57M
|