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
|
Elefante Mark B
Boston, MA |
BUY
|
- |
1.71KNew |
$464K - $631K
|
1.71K
$447K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.71K+ 62.01% |
$464K - $630K
|
4.47K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.71KNew |
$462K - $628K
|
1.71K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.7K+ 1701.0% |
$461K - $626K
|
1.8K
$469K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.69K+ 2.05% |
$459K - $623K
|
84.1K
$21.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
1.69KNew |
$458K - $622K
|
1.69K
$441K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.69KNew |
$457K - $621K
|
1.69K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.67K+ 3.84% |
$453K - $615K
|
45.2K
$11.8M
|
|
|
Jun 20, 2025
Q4 2024
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
1.66KNew |
$449K - $610K
|
1.66K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
1.66K+ 7.78% |
$449K - $609K
|
22.9K
$5.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
1.66K+ 25.88% |
$448K - $609K
|
8.05K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.65K+ 20.01% |
$448K - $608K
|
9.92K
$2.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
1.65KNew |
$448K - $608K
|
1.65K
$431K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.64K+ 83.41% |
$445K - $605K
|
3.62K
$942K
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.64KNew |
$444K - $604K
|
1.64K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.64K+ 24.58% |
$444K - $603K
|
8.3K
$2.16M
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.62KNew |
$439K - $596K
|
1.62K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.61K+ 110.62% |
$437K - $594K
|
3.07K
$801K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.61K+ 50.71% |
$437K - $594K
|
4.8K
$1.25M
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
1.59KNew |
$431K - $585K
|
1.59K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.58K+ 59.54% |
$427K - $580K
|
4.22K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.57K+ 35.18% |
$424K - $576K
|
6.02K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.56K+ 6.4% |
$422K - $574K
|
25.9K
$6.75M
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.54K+ 63.9% |
$418K - $567K
|
3.96K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.54K+ 23.24% |
$417K - $566K
|
8.16K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.53KNew |
$414K - $563K
|
1.53K
$399K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.53K+ 2.58% |
$413K - $561K
|
60.5K
$15.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
1.51K+ 3.37% |
$408K - $555K
|
46.3K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.51K+ 4.76% |
$408K - $555K
|
33.2K
$8.65M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.5K+ 152.9% |
$407K - $553K
|
2.49K
$648K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.5KNew |
$406K - $551K
|
1.5K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.49KNew |
$405K - $550K
|
1.49K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.48K+ 1.34% |
$401K - $544K
|
112K
$29.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.48K+ 0.19% |
$400K - $543K
|
762K
$198M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
1.47KNew |
$399K - $542K
|
1.47K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.47KNew |
$398K - $540K
|
1.47K
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.47K+ 77.15% |
$397K - $539K
|
3.36K
$877K
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.47KNew |
$397K - $539K
|
1.47K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.46KNew |
$395K - $537K
|
1.46K
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.46KNew |
$395K - $537K
|
1.46K
$381K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.46KNew |
$395K - $537K
|
1.46K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
1.46K+ 101.68% |
$394K - $535K
|
2.89K
$752K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.45K+ 7.55% |
$393K - $534K
|
20.7K
$5.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.45KNew |
$392K - $532K
|
1.45K
$377K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.44K+ 13.92% |
$389K - $529K
|
11.8K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.42K+ 4.86% |
$385K - $523K
|
30.7K
$8M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.41KNew |
$382K - $519K
|
1.41K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.41K+ 6.14% |
$381K - $517K
|
24.3K
$6.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.41K+ 13.07% |
$381K - $517K
|
12.2K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.41K+ 5.92% |
$381K - $517K
|
25.1K
$6.55M
|