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 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
258+ 10.81% |
$69.9K - $94.9K
|
2.64K
$815K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
257+ 4.0% |
$69.6K - $94.5K
|
6.68K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
257+ 6.27% |
$69.6K - $94.5K
|
4.36K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
256+ 34.78% |
$69.3K - $94.2K
|
992
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
254+ 10.86% |
$68.8K - $93.4K
|
2.59K
$799K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
253+ 11.03% |
$68.5K - $93.1K
|
2.55K
$785K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
251+ 19.72% |
$68K - $92.3K
|
1.52K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
251+ 27.02% |
$68K - $92.3K
|
1.18K
$364K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
251+ 32.3% |
$68K - $92.3K
|
1.03K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
250+ 130.89% |
$67.7K - $92K
|
441
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
250+ 0.93% |
$67.7K - $92K
|
27.3K
$8.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
245New |
$66.4K - $90.1K
|
245
$75.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
244New |
$66.1K - $89.8K
|
244
$75.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
240+ 4.93% |
$65K - $88.3K
|
5.11K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
240+ 30.15% |
$65K - $88.3K
|
1.04K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
237+ 19.55% |
$64.2K - $87.2K
|
1.45K
$447K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
237+ 0.36% |
$64.2K - $87.2K
|
66.9K
$20.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
236+ 15.06% |
$63.9K - $86.8K
|
1.8K
$556K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
235+ 24.35% |
$63.7K - $86.4K
|
1.2K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
234+ 9.76% |
$63.4K - $86.1K
|
2.63K
$811K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
234+ 3.0% |
$63.4K - $86.1K
|
8.02K
$2.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
232+ 2.64% |
$62.8K - $85.3K
|
9.04K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
230+ 1.32% |
$62.3K - $84.6K
|
17.6K
$5.43M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
227+ 2.24% |
$61.5K - $83.5K
|
10.3K
$3.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
223+ 26.8% |
$60.4K - $82K
|
1.06K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
222+ 3.23% |
$60.1K - $81.7K
|
7.09K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
222+ 0.88% |
$60.1K - $81.7K
|
25.5K
$7.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
221+ 3.92% |
$59.9K - $81.3K
|
5.86K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
220+ 7.23% |
$59.6K - $80.9K
|
3.26K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
219+ 4.3% |
$59.3K - $80.6K
|
5.32K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
218New |
$59K - $80.2K
|
218
$67.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
218+ 21.29% |
$59K - $80.2K
|
1.24K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
218+ 5.22% |
$59K - $80.2K
|
4.4K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
217+ 4.71% |
$58.8K - $79.8K
|
4.83K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
217+ 11.72% |
$58.8K - $79.8K
|
2.07K
$638K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
217+ 7.2% |
$58.8K - $79.8K
|
3.23K
$996K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
216+ 21.56% |
$58.5K - $79.5K
|
1.22K
$376K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
216+ 6.33% |
$58.5K - $79.5K
|
3.63K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
215+ 4.78% |
$58.2K - $79.1K
|
4.71K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
214+ 16.34% |
$58K - $78.7K
|
1.52K
$470K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
213+ 1.09% |
$57.7K - $78.4K
|
19.7K
$6.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
212New |
$57.4K - $78K
|
212
$65.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
212+ 24.77% |
$57.4K - $78K
|
1.07K
$329K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
211+ 2.94% |
$57.2K - $77.6K
|
7.4K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
210+ 4.19% |
$56.9K - $77.3K
|
5.22K
$1.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
208+ 5.21% |
$56.3K - $76.5K
|
4.2K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
208+ 6.65% |
$56.3K - $76.5K
|
3.34K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
206+ 15.76% |
$55.8K - $75.8K
|
1.51K
$466K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
206+ 0.43% |
$55.8K - $75.8K
|
47.6K
$14.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
205+ 11.7% |
$55.5K - $75.4K
|
1.96K
$603K
|