Purchases and Sales Made in Q4 2024 in Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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 14, 2025 Q4 2024
Mpwm Advisory Solutions, LLC

Alpharetta, GA
BUY
 -
57
New
$15.4K - $21K
57 $14.9K
Jan 13, 2025 Q4 2024
Consilio Wealth Advisors, LLC

BUY
 -
56
+ 5.38%
$15.2K - $20.6K
1.1K $286K
Jan 24, 2025 Q4 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
56
+ 3.24%
$15.2K - $20.6K
1.79K $465K
Jan 08, 2025 Q4 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
55
+ 2.16%
$14.9K - $20.2K
2.6K $678K
Jan 16, 2025 Q4 2024
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
55
+ 0.03%
$14.9K - $20.2K
197K $51.3M
Jan 24, 2025 Q4 2024
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
54
+ 1.49%
$14.6K - $19.9K
3.68K $959K
Feb 14, 2025 Q4 2024
Seven Springs Wealth Group, LLC

BUY
 -
54
+ 1.3%
$14.6K - $19.9K
4.2K $1.09M
Jan 13, 2025 Q4 2024
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
53
+ 4.42%
$14.4K - $19.5K
1.25K $327K
Feb 03, 2025 Q4 2024
Centricity Wealth Management, LLC

Westerville, OH
BUY
 -
53
New
$14.4K - $19.5K
53 $13.8K
Feb 04, 2025 Q4 2024
Midwest Capital Advisors, LLC

Grand Rapids, MI
BUY
 -
53
New
$14.4K - $19.5K
53 $13.8K
Jan 15, 2025 Q4 2024
Integrated Investment Consultants, LLC

BUY
 -
52
+ 3.57%
$14.1K - $19.1K
1.51K $394K
Feb 13, 2025 Q4 2024
Wealth Dimensions Group, Ltd.

BUY
 -
52
+ 4.26%
$14.1K - $19.1K
1.27K $332K
Feb 13, 2025 Q4 2024
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
52
+ 1.59%
$14.1K - $19.1K
3.33K $867K
Jan 13, 2025 Q4 2024
Winthrop Advisory Group LLC

BUY
 -
51
+ 2.69%
$13.8K - $18.8K
1.95K $508K
Jan 17, 2025 Q4 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
51
+ 2.28%
$13.8K - $18.8K
2.29K $596K
Jan 27, 2025 Q4 2024
Hager Investment Management Services, LLC

New London, NH
BUY
 -
51
New
$13.8K - $18.8K
51 $13.3K
Jan 31, 2025 Q4 2024
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
51
+ 2.93%
$13.8K - $18.8K
1.79K $467K
Feb 10, 2025 Q4 2024
Mascoma Wealth Management LLC

BUY
 -
51
+ 10.92%
$13.8K - $18.8K
518 $135K
Feb 13, 2025 Q4 2024
Sgl Investment Advisors, Inc.

Missoula, MT
BUY
 -
51
+ 7.42%
$13.8K - $18.8K
738 $192K
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
51
New
$13.8K - $18.8K
51 $13.3K
Apr 01, 2025 Q4 2024
High Note Wealth, LLC

Deephaven, MN
BUY
 -
51
+ 1.89%
$13.8K - $18.8K
2.75K $718K
Jan 16, 2025 Q4 2024
Big Sur Wealth Management LLC

Miami, FL
BUY
 -
50
+ 0.5%
$13.5K - $18.4K
10K $2.61M
Jan 17, 2025 Q4 2024
Sheets Smith Wealth Management

BUY
 -
50
+ 3.89%
$13.5K - $18.4K
1.33K $348K
Jan 17, 2025 Q4 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
50
+ 3.18%
$13.5K - $18.4K
1.62K $423K
Jan 22, 2025 Q4 2024
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
50
+ 0.68%
$13.5K - $18.4K
7.35K $1.92M
Jan 29, 2025 Q4 2024
Tfc Financial Management

BUY
 -
50
+ 4.12%
$13.5K - $18.4K
1.26K $329K
Feb 05, 2025 Q4 2024
Providence First Trust CO

BUY
 -
50
New
$13.5K - $18.4K
50 $13K
Feb 05, 2025 Q4 2024
Nixon Peabody Trust CO

Boston, MA
BUY
 -
50
+ 0.06%
$13.5K - $18.4K
78.4K $20.4M
Feb 11, 2025 Q4 2024
Old Point Trust & Financial Services N A

BUY
 -
50
+ 1.34%
$13.5K - $18.4K
3.77K $983K
Feb 12, 2025 Q4 2024
Pfc Capital Group, Inc.

Los Angeles, CA
BUY
 -
50
+ 0.64%
$13.5K - $18.4K
7.87K $2.05M
Feb 28, 2025 Q4 2024
Menard Financial Group LLC

Houston, TX
BUY
 -
50
New
$13.5K - $18.4K
50 $13K
Jan 28, 2025 Q4 2024
Xy Capital LTD

Central, K3
BUY
 -
48
New
$13K - $17.7K
48 $12.5K
Jan 23, 2025 Q4 2024
Vander Pol Investments L.L.C.

Caledonia, MI
BUY
 -
47
+ 4.19%
$12.7K - $17.3K
1.17K $305K
Feb 13, 2025 Q4 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
47
+ 2.56%
$12.7K - $17.3K
1.89K $492K
Feb 14, 2025 Q4 2024
Marshall & Sterling Wealth Advisors Inc.

Poughkeepsie, NY
BUY
 -
47
New
$12.7K - $17.3K
47 $12.2K
Mar 10, 2025 Q4 2024
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
47
+ 0.83%
$12.7K - $17.3K
5.74K $1.49M
Jan 29, 2025 Q4 2024
Hemington Wealth Management

BUY
 -
46
+ 6.01%
$12.5K - $16.9K
811 $211K
Feb 04, 2025 Q4 2024
Rpg Investment Advisory, LLC

BUY
 -
46
+ 0.12%
$12.5K - $16.9K
38.1K $9.94M
Jan 30, 2025 Q4 2024
Dt Investment Partners, LLC

BUY
 -
45
+ 5.58%
$12.2K - $16.6K
852 $222K
Jan 28, 2025 Q4 2024
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
44
+ 2.23%
$11.9K - $16.2K
2.01K $525K
Feb 13, 2025 Q4 2024
Dynamic Wealth Strategies, LLC

Granite Bay, CA
BUY
 -
44
+ 3.7%
$11.9K - $16.2K
1.23K $322K
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
43
+ 81.13%
$11.6K - $15.8K
96 $25K
Feb 03, 2025 Q4 2024
Sunpointe, LLC

St. Louis, MO
BUY
 -
43
+ 2.54%
$11.6K - $15.8K
1.74K $453K
Feb 03, 2025 Q4 2024
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
43
+ 1.83%
$11.6K - $15.8K
2.39K $624K
Jan 14, 2025 Q4 2024
Cohen Investment Advisors LLC

BUY
 -
42
+ 0.38%
$11.4K - $15.5K
11.2K $2.92M
Feb 04, 2025 Q4 2024
Convergence Financial, LLC

Columbia, MO
BUY
 -
42
+ 0.73%
$11.4K - $15.5K
5.79K $1.51M
Feb 11, 2025 Q4 2024
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
42
+ 5.3%
$11.4K - $15.5K
834 $217K
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
41
New
$11.1K - $15.1K
41 $10.7K
Jan 24, 2025 Q4 2024
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
41
+ 0.52%
$11.1K - $15.1K
7.91K $2.06M

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