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 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
426+ 54.76% |
$115K - $157K
|
1.2K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
426+ 8.48% |
$115K - $157K
|
5.45K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
425+ 16.18% |
$115K - $156K
|
3.05K
$941K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
425+ 9.36% |
$115K - $156K
|
4.97K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
423+ 5.95% |
$115K - $156K
|
7.53K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
423New |
$115K - $156K
|
423
$130K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
422+ 13.12% |
$114K - $155K
|
3.64K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
418+ 8.32% |
$113K - $154K
|
5.44K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
416+ 0.49% |
$113K - $153K
|
86.2K
$26.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
415+ 2.44% |
$112K - $153K
|
17.4K
$5.37M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
411+ 8.63% |
$111K - $151K
|
5.18K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
411+ 56.22% |
$111K - $151K
|
1.14K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
410+ 6.88% |
$111K - $151K
|
6.37K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
410+ 30.99% |
$111K - $151K
|
1.73K
$534K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
407+ 6.22% |
$110K - $150K
|
6.95K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
405+ 8.61% |
$110K - $149K
|
5.11K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
403+ 8.96% |
$109K - $148K
|
4.9K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
402+ 1.79% |
$109K - $148K
|
22.9K
$7.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
401+ 0.5% |
$109K - $148K
|
80.6K
$24.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
401+ 20.73% |
$109K - $148K
|
2.34K
$720K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
400New |
$108K - $147K
|
400
$123K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
400+ 4.05% |
$108K - $147K
|
10.3K
$3.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
397+ 8.16% |
$108K - $146K
|
5.26K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
393+ 38.8% |
$106K - $145K
|
1.41K
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
392+ 2.7% |
$106K - $144K
|
14.9K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
390+ 1.73% |
$106K - $143K
|
22.9K
$7.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
380+ 5.45% |
$103K - $140K
|
7.35K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
380+ 3.55% |
$103K - $140K
|
11.1K
$3.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
377+ 1.26% |
$102K - $139K
|
30.4K
$9.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
373+ 12.29% |
$101K - $137K
|
3.41K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
373+ 31.11% |
$101K - $137K
|
1.57K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
370+ 2.54% |
$100K - $136K
|
14.9K
$4.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
369+ 32.06% |
$100K - $136K
|
1.52K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
369+ 3.48% |
$100K - $136K
|
11K
$3.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
368New |
$99.7K - $135K
|
368
$113K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
368+ 6.7% |
$99.7K - $135K
|
5.86K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
367+ 0.44% |
$99.4K - $135K
|
82.9K
$25.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
365New |
$98.9K - $134K
|
365
$113K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
364+ 18.02% |
$98.6K - $134K
|
2.38K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
362+ 4.92% |
$98.1K - $133K
|
7.73K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
362New |
$98.1K - $133K
|
362
$112K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
357+ 11.63% |
$96.7K - $131K
|
3.43K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
356+ 35.96% |
$96.4K - $131K
|
1.35K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
351+ 39.62% |
$95.1K - $129K
|
1.24K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
351+ 20.48% |
$95.1K - $129K
|
2.07K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
345+ 2.07% |
$93.5K - $127K
|
17K
$5.24M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
344+ 3.13% |
$93.2K - $127K
|
11.3K
$3.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
336+ 4.18% |
$91K - $124K
|
8.37K
$2.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
334+ 41.03% |
$90.5K - $123K
|
1.15K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
333+ 1.69% |
$90.2K - $123K
|
20.1K
$6.19M
|