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
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-361- 1.76% |
$97.8K - $133K
|
20.1K
$6.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-362- 1.81% |
$98.1K - $133K
|
19.7K
$6.57M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-367- 1.71% |
$99.4K - $135K
|
21.1K
$7.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-394- 12.89% |
$107K - $145K
|
2.66K
$889K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-397- 11.47% |
$108K - $146K
|
3.06K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-401- 6.98% |
$109K - $148K
|
5.35K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-420- 21.4% |
$114K - $155K
|
1.54K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-421- 4.52% |
$114K - $155K
|
8.89K
$2.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-437- 10.22% |
$118K - $161K
|
3.84K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-443- 6.67% |
$120K - $163K
|
6.2K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-445- 2.04% |
$121K - $164K
|
21.3K
$7.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-449- 8.48% |
$122K - $165K
|
4.85K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-454- 4.01% |
$123K - $167K
|
10.9K
$3.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-461- 2.21% |
$125K - $170K
|
20.4K
$6.81M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-472- 8.77% |
$128K - $174K
|
4.91K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-475- 9.85% |
$129K - $175K
|
4.35K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-508- 10.86% |
$138K - $187K
|
4.17K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-515- 6.63% |
$139K - $189K
|
7.26K
$2.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-526- 11.55% |
$142K - $193K
|
4.03K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-563- 0.9% |
$152K - $207K
|
62K
$20.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-565- 11.97% |
$153K - $208K
|
4.16K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-569- 0.91% |
$154K - $209K
|
62.1K
$20.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-571- 15.44% |
$155K - $210K
|
3.13K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-579- 6.17% |
$157K - $213K
|
8.81K
$2.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-589- 8.9% |
$160K - $217K
|
6.03K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-606- 5.34% |
$164K - $223K
|
10.8K
$3.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-661- 35.27% |
$179K - $243K
|
1.21K
$405K
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-662- 2.74% |
$179K - $244K
|
23.5K
$7.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-696- 2.92% |
$189K - $256K
|
23.1K
$7.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-703- 3.85% |
$190K - $259K
|
17.6K
$5.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-722- 38.08% |
$196K - $266K
|
1.17K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-755- 4.26% |
$205K - $278K
|
17K
$5.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-767- 5.17% |
$208K - $282K
|
14.1K
$4.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-770- 1.25% |
$209K - $283K
|
61K
$20.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-783- 8.12% |
$212K - $288K
|
8.86K
$2.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-797- 6.0% |
$216K - $293K
|
12.5K
$4.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-870- 2.37% |
$236K - $320K
|
35.8K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-872- 11.7% |
$236K - $321K
|
6.58K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-879- 0.99% |
$238K - $323K
|
87.5K
$29.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-926- 5.39% |
$251K - $341K
|
16.3K
$5.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-944- 35.95% |
$256K - $347K
|
1.68K
$562K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-982- 3.03% |
$266K - $361K
|
31.4K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1K- 3.53% |
$271K - $368K
|
27.3K
$9.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.01K- 16.71% |
$274K - $372K
|
5.04K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.1K- 10.88% |
$298K - $405K
|
9.01K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.11K- 2.34% |
$299K - $406K
|
46.1K
$15.4M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.16K- 19.23% |
$314K - $426K
|
4.87K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.31K- 44.58% |
$355K - $482K
|
1.63K
$544K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.32K- 16.12% |
$357K - $484K
|
6.85K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-1.37K- 11.69% |
$370K - $503K
|
10.3K
$3.45M
|