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 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.21K+ 11.13% |
$1.14M - $1.55M
|
42.1K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.2K+ 12.68% |
$1.14M - $1.55M
|
37.3K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.08K+ 35.16% |
$1.11M - $1.5M
|
15.7K
$5.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.78K+ 7.54% |
$1.02M - $1.39M
|
53.9K
$18M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.71K+ 30.39% |
$1M - $1.36M
|
15.9K
$5.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.56K+ 37.48% |
$963K - $1.31M
|
13K
$4.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
3.55K+ 266.72% |
$962K - $1.31M
|
4.88K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.24K+ 16.75% |
$877K - $1.19M
|
22.6K
$7.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3.16K+ 68.77% |
$857K - $1.16M
|
7.77K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.1K+ 13.75% |
$840K - $1.14M
|
25.7K
$8.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.89K+ 24.04% |
$781K - $1.06M
|
14.9K
$4.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.78K+ 9.87% |
$752K - $1.02M
|
30.9K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.67K+ 11.12% |
$724K - $984K
|
26.7K
$8.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.55K+ 179.35% |
$692K - $940K
|
3.98K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
2.55K+ 33.53% |
$690K - $937K
|
10.1K
$3.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
2.53K+ 3.47% |
$685K - $931K
|
75.5K
$25.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.49K+ 58.86% |
$674K - $915K
|
6.71K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.3KNew |
$624K - $847K
|
2.3K
$769K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.22K+ 44.3% |
$601K - $816K
|
7.22K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.19KNew |
$594K - $807K
|
2.19K
$733K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
2.18KNew |
$590K - $802K
|
2.18K
$728K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.16KNew |
$586K - $795K
|
2.16K
$722K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.16K+ 4.22% |
$585K - $795K
|
53.3K
$17.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.11K+ 20.46% |
$572K - $777K
|
12.4K
$4.15M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.1K+ 9.83% |
$569K - $773K
|
23.5K
$7.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.04KNew |
$554K - $752K
|
2.04K
$682K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2.03KNew |
$551K - $748K
|
2.03K
$679K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.95K+ 10.57% |
$528K - $717K
|
20.4K
$6.81M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.94K+ 14.06% |
$524K - $712K
|
15.7K
$5.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
1.91K+ 127.55% |
$518K - $703K
|
3.41K
$1.14M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.91K+ 16.69% |
$516K - $701K
|
13.3K
$4.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.91KNew |
$516K - $701K
|
1.91K
$636K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
1.9K+ 3.22% |
$514K - $697K
|
60.8K
$20.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.88KNew |
$510K - $693K
|
1.88K
$629K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.86K+ 1.88% |
$504K - $684K
|
101K
$33.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.85K+ 7.84% |
$501K - $681K
|
25.4K
$8.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.82KNew |
$493K - $669K
|
1.82K
$607K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.8KNew |
$489K - $664K
|
1.8K
$602K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.71K+ 62.01% |
$464K - $630K
|
4.47K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
1.66K+ 7.78% |
$449K - $609K
|
22.9K
$7.66M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.58K+ 59.54% |
$427K - $580K
|
4.22K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.57K+ 35.18% |
$424K - $576K
|
6.02K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.54K+ 23.24% |
$417K - $566K
|
8.16K
$2.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
1.51K+ 3.37% |
$408K - $555K
|
46.3K
$15.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.48K+ 0.19% |
$400K - $543K
|
762K
$254M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.47K+ 77.15% |
$397K - $539K
|
3.36K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.46KNew |
$395K - $537K
|
1.46K
$487K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.45K+ 7.55% |
$393K - $534K
|
20.7K
$6.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.41KNew |
$382K - $519K
|
1.41K
$471K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.41K+ 6.14% |
$381K - $517K
|
24.3K
$8.11M
|