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 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
852New |
$231K - $313K
|
852
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
850+ 4.69% |
$230K - $313K
|
19K
$4.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
850New |
$230K - $313K
|
850
$222K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
850New |
$230K - $313K
|
850
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
848+ 95.07% |
$230K - $312K
|
1.74K
$453K
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
848New |
$230K - $312K
|
848
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
844New |
$229K - $310K
|
844
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
839New |
$227K - $309K
|
839
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
837+ 12.12% |
$227K - $308K
|
7.74K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
837New |
$227K - $308K
|
837
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
835New |
$226K - $307K
|
835
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
834+ 1.87% |
$226K - $307K
|
45.5K
$11.8M
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
831New |
$225K - $306K
|
831
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
829+ 21.84% |
$225K - $305K
|
4.62K
$1.21M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
828New |
$224K - $305K
|
828
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
824New |
$223K - $303K
|
824
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
818+ 1.82% |
$222K - $301K
|
45.7K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
818New |
$222K - $301K
|
818
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
813New |
$220K - $299K
|
813
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
808New |
$219K - $297K
|
808
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
807+ 8.45% |
$219K - $297K
|
10.4K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
802New |
$217K - $295K
|
802
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
801+ 29.42% |
$217K - $295K
|
3.52K
$918K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
799+ 86.85% |
$216K - $294K
|
1.72K
$448K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
798New |
$216K - $294K
|
798
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
791New |
$214K - $291K
|
791
$206K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
790New |
$214K - $291K
|
790
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
790+ 52.04% |
$214K - $291K
|
2.31K
$602K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
789+ 16.34% |
$214K - $290K
|
5.62K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
789New |
$214K - $290K
|
789
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
786New |
$213K - $289K
|
786
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
785New |
$213K - $289K
|
785
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
783New |
$212K - $288K
|
783
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
783New |
$212K - $288K
|
783
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
781New |
$212K - $287K
|
781
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
780+ 3.25% |
$211K - $287K
|
24.8K
$6.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
772New |
$209K - $284K
|
772
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
772New |
$209K - $284K
|
772
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
772+ 45.87% |
$209K - $284K
|
2.46K
$640K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
771New |
$209K - $284K
|
771
$201K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
771+ 3.31% |
$209K - $284K
|
24.1K
$6.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
769+ 4.9% |
$208K - $283K
|
16.5K
$4.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
769New |
$208K - $283K
|
769
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
767New |
$208K - $282K
|
767
$200K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
763+ 0.61% |
$207K - $281K
|
127K
$33.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
758+ 10.53% |
$205K - $279K
|
7.96K
$2.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
757New |
$205K - $278K
|
757
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
757New |
$205K - $278K
|
757
$197K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
757New |
$205K - $278K
|
757
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
756New |
$205K - $278K
|
756
$197K
|