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 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
2.05KNew |
$555K - $754K
|
2.05K
$534K
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.04KNew |
$554K - $752K
|
2.04K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.04KNew |
$552K - $750K
|
2.04K
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
2.04K+ 52.57% |
$551K - $749K
|
5.91K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2.03KNew |
$551K - $748K
|
2.03K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
2.03KNew |
$549K - $746K
|
2.03K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.01K+ 102.4% |
$544K - $739K
|
3.97K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.01K+ 13.04% |
$543K - $738K
|
17.4K
$4.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.99KNew |
$538K - $731K
|
1.99K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.98KNew |
$537K - $729K
|
1.98K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
1.96KNew |
$532K - $722K
|
1.96K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.96KNew |
$532K - $722K
|
1.96K
$512K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.95K+ 333.9% |
$528K - $717K
|
2.53K
$660K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.95K+ 10.57% |
$528K - $717K
|
20.4K
$5.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.95K+ 4.38% |
$528K - $717K
|
46.5K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
1.94K+ 9.09% |
$526K - $714K
|
23.3K
$6.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.94K+ 14.06% |
$524K - $712K
|
15.7K
$4.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.92KNew |
$521K - $707K
|
1.92K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.92K+ 4.33% |
$520K - $707K
|
46.3K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
1.91K+ 127.55% |
$518K - $703K
|
3.41K
$889K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.91K+ 16.69% |
$516K - $701K
|
13.3K
$3.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.91KNew |
$516K - $701K
|
1.91K
$497K
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
1.9KNew |
$515K - $700K
|
1.9K
$496K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.9KNew |
$515K - $699K
|
1.9K
$495K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
1.9K+ 3.22% |
$514K - $697K
|
60.8K
$15.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
1.89KNew |
$511K - $694K
|
1.89K
$492K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.88KNew |
$510K - $693K
|
1.88K
$491K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.87KNew |
$506K - $688K
|
1.87K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.86KNew |
$505K - $685K
|
1.86K
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.86K+ 25.81% |
$504K - $685K
|
9.07K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.86K+ 1.88% |
$504K - $684K
|
101K
$26.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.85K+ 7.84% |
$501K - $681K
|
25.4K
$6.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.84K+ 33.05% |
$498K - $677K
|
7.4K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.82KNew |
$493K - $669K
|
1.82K
$474K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.82KNew |
$492K - $668K
|
1.82K
$473K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.8KNew |
$489K - $664K
|
1.8K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1.8KNew |
$489K - $664K
|
1.8K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
BUY
|
- |
1.8KNew |
$488K - $662K
|
1.8K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.79K+ 54.64% |
$485K - $659K
|
5.07K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
1.77KNew |
$480K - $652K
|
1.77K
$462K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.77KNew |
$480K - $651K
|
1.77K
$462K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
1.76KNew |
$476K - $646K
|
1.76K
$458K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.75K+ 25.07% |
$475K - $645K
|
8.75K
$2.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.74K+ 21.75% |
$471K - $640K
|
9.73K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.73KNew |
$468K - $636K
|
1.73K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
BUY
|
- |
1.73K+ 1.3% |
$467K - $635K
|
134K
$35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
1.72KNew |
$466K - $633K
|
1.72K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.72K+ 3.56% |
$466K - $632K
|
49.9K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.72K+ 11.12% |
$466K - $632K
|
17.2K
$4.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.72K+ 2.91% |
$465K - $631K
|
60.7K
$15.8M
|