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
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.41K+ 13.07% |
$381K - $517K
|
12.2K
$4.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.35KNew |
$367K - $498K
|
1.35K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.28KNew |
$348K - $472K
|
1.28K
$429K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.27K+ 13.72% |
$345K - $468K
|
10.5K
$3.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.25K+ 4.06% |
$339K - $461K
|
32.1K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.22KNew |
$331K - $449K
|
1.22K
$408K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.22K+ 38.97% |
$330K - $448K
|
4.34K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.18KNew |
$319K - $433K
|
1.18K
$393K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.17KNew |
$318K - $432K
|
1.17K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.12KNew |
$304K - $412K
|
1.12K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.11KNew |
$299K - $406K
|
1.11K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.09KNew |
$294K - $400K
|
1.09K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.06KNew |
$288K - $391K
|
1.06K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.06K+ 30.56% |
$287K - $390K
|
4.52K
$1.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.04K+ 35.71% |
$281K - $382K
|
3.95K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.03K+ 15.02% |
$280K - $380K
|
7.92K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.02K+ 1.59% |
$277K - $377K
|
65.6K
$21.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
990+ 14.28% |
$268K - $364K
|
7.93K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
988New |
$268K - $363K
|
988
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
964New |
$261K - $355K
|
964
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
925+ 4.81% |
$251K - $340K
|
20.2K
$6.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
924+ 186.29% |
$250K - $340K
|
1.42K
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
916New |
$248K - $337K
|
916
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
903+ 27.17% |
$245K - $332K
|
4.23K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
891+ 4.65% |
$241K - $328K
|
20K
$6.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
880New |
$238K - $324K
|
880
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
878+ 5.89% |
$238K - $323K
|
15.8K
$5.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
872+ 16.12% |
$236K - $321K
|
6.28K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
867+ 12.44% |
$235K - $319K
|
7.84K
$2.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
866New |
$235K - $319K
|
866
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
852New |
$231K - $313K
|
852
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
837+ 12.12% |
$227K - $308K
|
7.74K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
807+ 8.45% |
$219K - $297K
|
10.4K
$3.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
801+ 29.42% |
$217K - $295K
|
3.52K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
799+ 86.85% |
$216K - $294K
|
1.72K
$574K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
791New |
$214K - $291K
|
791
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
785New |
$213K - $289K
|
785
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
769+ 4.9% |
$208K - $283K
|
16.5K
$5.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
763+ 0.61% |
$207K - $281K
|
127K
$42.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
758+ 10.53% |
$205K - $279K
|
7.96K
$2.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
757New |
$205K - $278K
|
757
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
756New |
$205K - $278K
|
756
$252K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
754New |
$204K - $277K
|
754
$252K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
752+ 3.96% |
$204K - $277K
|
19.8K
$6.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
747New |
$202K - $275K
|
747
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
741New |
$201K - $273K
|
741
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
740+ 36.74% |
$200K - $272K
|
2.75K
$920K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
731+ 5.23% |
$198K - $269K
|
14.7K
$4.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
723New |
$196K - $266K
|
723
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
718New |
$194K - $264K
|
718
$240K
|