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 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
46+ 0.12% |
$12.5K - $16.9K
|
38.1K
$8.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
45+ 5.58% |
$12.2K - $16.6K
|
852
$197K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
44+ 2.23% |
$11.9K - $16.2K
|
2.01K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
44+ 3.7% |
$11.9K - $16.2K
|
1.23K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
43+ 81.13% |
$11.6K - $15.8K
|
96
$22.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
43+ 2.54% |
$11.6K - $15.8K
|
1.74K
$403K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
43+ 1.83% |
$11.6K - $15.8K
|
2.39K
$554K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
42+ 0.38% |
$11.4K - $15.5K
|
11.2K
$2.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
42+ 0.73% |
$11.4K - $15.5K
|
5.79K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
42+ 5.3% |
$11.4K - $15.5K
|
834
$193K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
41New |
$11.1K - $15.1K
|
41
$9.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
41+ 0.52% |
$11.1K - $15.1K
|
7.91K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
41+ 4.47% |
$11.1K - $15.1K
|
958
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
41+ 14.19% |
$11.1K - $15.1K
|
330
$76.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
41+ 0.17% |
$11.1K - $15.1K
|
24.7K
$5.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
41New |
$11.1K - $15.1K
|
41
$9.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
40+ 85.11% |
$10.8K - $14.7K
|
87
$20.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
40+ 1.91% |
$10.8K - $14.7K
|
2.13K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
40+ 4000.0% |
$10.8K - $14.7K
|
41
$9.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
39+ 2.26% |
$10.6K - $14.3K
|
1.77K
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
39+ 2.26% |
$10.6K - $14.3K
|
1.76K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
39New |
$10.6K - $14.3K
|
39
$9.03K
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
39+ 0.86% |
$10.6K - $14.3K
|
4.56K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
38+ 4.29% |
$10.3K - $14K
|
923
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
38+ 1.91% |
$10.3K - $14K
|
2.02K
$469K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
38+ 3.04% |
$10.3K - $14K
|
1.29K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
38New |
$10.3K - $14K
|
38
$8.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
37+ 0.16% |
$10K - $13.6K
|
22.6K
$5.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
37+ 8.98% |
$10K - $13.6K
|
449
$104K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
36+ 0.49% |
$9.75K - $13.2K
|
7.38K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
36New |
$9.75K - $13.2K
|
36
$8.34K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
36New |
$9.75K - $13.2K
|
36
$8.34K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
36New |
$9.75K - $13.2K
|
36
$8.34K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
35+ 0.45% |
$9.48K - $12.9K
|
7.81K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
35+ 22.88% |
$9.48K - $12.9K
|
188
$43.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
35+ 4.5% |
$9.48K - $12.9K
|
813
$188K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
35+ 1.85% |
$9.48K - $12.9K
|
1.92K
$446K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
35+ 2.69% |
$9.48K - $12.9K
|
1.34K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
35+ 0.5% |
$9.48K - $12.9K
|
7.08K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
35+ 3.5% |
$9.48K - $12.9K
|
1.04K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
35New |
$9.48K - $12.9K
|
35
$8.11K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
35+ 0.07% |
$9.48K - $12.9K
|
52.8K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
34New |
$9.21K - $12.5K
|
34
$7.88K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
34+ 3.94% |
$9.21K - $12.5K
|
896
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
33+ 2.32% |
$8.94K - $12.1K
|
1.46K
$338K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.52% |
$8.94K - $12.1K
|
6.41K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
32+ 0.29% |
$8.67K - $11.8K
|
11K
$2.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
32+ 0.96% |
$8.67K - $11.8K
|
3.37K
$780K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
31+ 1.12% |
$8.4K - $11.4K
|
2.81K
$650K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
31+ 0.27% |
$8.4K - $11.4K
|
11.4K
$2.64M
|