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
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
589+ 0.3% |
$160K - $217K
|
197K
$60.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
579+ 18.46% |
$157K - $213K
|
3.72K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
567+ 5.93% |
$154K - $209K
|
10.1K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
565+ 70.19% |
$153K - $208K
|
1.37K
$422K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
563+ 29.49% |
$152K - $207K
|
2.47K
$762K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
562+ 0.97% |
$152K - $207K
|
58.6K
$18.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
556+ 10.09% |
$151K - $205K
|
6.07K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
551New |
$149K - $203K
|
551
$170K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
549+ 2.28% |
$149K - $202K
|
24.6K
$7.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
548+ 9.54% |
$148K - $202K
|
6.29K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
545+ 24.0% |
$148K - $200K
|
2.82K
$868K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
537+ 7.96% |
$145K - $198K
|
7.28K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
537+ 10.55% |
$145K - $198K
|
5.63K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
527+ 41.99% |
$143K - $194K
|
1.78K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
526+ 12.79% |
$142K - $193K
|
4.64K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
526+ 25.46% |
$142K - $193K
|
2.59K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
510+ 1.87% |
$138K - $188K
|
27.8K
$8.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
509+ 27.4% |
$138K - $187K
|
2.37K
$730K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
504New |
$137K - $185K
|
504
$155K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
498+ 8.05% |
$135K - $183K
|
6.68K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
498+ 127.69% |
$135K - $183K
|
888
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
496+ 6.99% |
$134K - $182K
|
7.59K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
492+ 10.64% |
$133K - $181K
|
5.12K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
492+ 35.45% |
$133K - $181K
|
1.88K
$580K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
491+ 3.23% |
$133K - $181K
|
15.7K
$4.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
491+ 1.17% |
$133K - $181K
|
42.4K
$13.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
485New |
$131K - $178K
|
485
$150K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
482+ 13.22% |
$131K - $177K
|
4.13K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
481+ 14.02% |
$130K - $177K
|
3.91K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
481+ 38.2% |
$130K - $177K
|
1.74K
$536K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
477+ 12.58% |
$129K - $175K
|
4.27K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
476+ 10.16% |
$129K - $175K
|
5.16K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
475+ 6.18% |
$129K - $175K
|
8.17K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
474+ 13.0% |
$128K - $174K
|
4.12K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
473+ 1.42% |
$128K - $174K
|
33.8K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
470+ 5.94% |
$127K - $173K
|
8.38K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
470+ 17.41% |
$127K - $173K
|
3.17K
$977K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
464+ 40.14% |
$126K - $171K
|
1.62K
$499K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
459+ 50.44% |
$124K - $169K
|
1.37K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
454+ 7.31% |
$123K - $167K
|
6.66K
$2.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
452+ 1.28% |
$122K - $166K
|
35.6K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
449+ 6.12% |
$122K - $165K
|
7.78K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
444+ 39.33% |
$120K - $163K
|
1.57K
$485K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
443+ 42.72% |
$120K - $163K
|
1.48K
$456K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
441+ 42.32% |
$119K - $162K
|
1.48K
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
441+ 19.31% |
$119K - $162K
|
2.73K
$840K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
440+ 5.66% |
$119K - $162K
|
8.21K
$2.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
431+ 5.53% |
$117K - $159K
|
8.23K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
427+ 5.96% |
$116K - $157K
|
7.59K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
427+ 13.18% |
$116K - $157K
|
3.67K
$1.13M
|