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 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
28+ 3.47% |
$7.58K - $10.3K
|
836
$218K
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
28+ 1.37% |
$7.58K - $10.3K
|
2.07K
$540K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
27+ 1.49% |
$7.31K - $9.93K
|
1.84K
$480K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
27+ 4.95% |
$7.31K - $9.93K
|
572
$149K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
26+ 1.63% |
$7.04K - $9.56K
|
1.62K
$422K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
26New |
$7.04K - $9.56K
|
26
$6.78K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
26+ 2.41% |
$7.04K - $9.56K
|
1.11K
$288K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 2.39% |
$6.77K - $9.2K
|
1.07K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
25+ 1.16% |
$6.77K - $9.2K
|
2.19K
$569K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
25+ 1.27% |
$6.77K - $9.2K
|
1.99K
$518K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
25+ 0.04% |
$6.77K - $9.2K
|
64.2K
$16.7M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
25New |
$6.77K - $9.2K
|
25
$6.52K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24+ 31.58% |
$6.5K - $8.83K
|
100
$26.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
24+ 0.53% |
$6.5K - $8.83K
|
4.58K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
24+ 1.37% |
$6.5K - $8.83K
|
1.78K
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
24+ 0.83% |
$6.5K - $8.83K
|
2.91K
$758K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
24+ 41.38% |
$6.5K - $8.83K
|
82
$21.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
24+ 14.2% |
$6.5K - $8.83K
|
193
$50.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
24+ 2.49% |
$6.5K - $8.83K
|
987
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
24+ 0.79% |
$6.5K - $8.83K
|
3.05K
$795K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
23+ 0.61% |
$6.23K - $8.46K
|
3.79K
$987K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
23+ 0.4% |
$6.23K - $8.46K
|
5.81K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
23+ 1.39% |
$6.23K - $8.46K
|
1.68K
$437K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22+ 1.61% |
$5.96K - $8.09K
|
1.39K
$362K
|
|
|
Jun 10, 2025
Q4 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
22+ 0.09% |
$5.96K - $8.09K
|
23.3K
$6.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
21+ 2.51% |
$5.69K - $7.73K
|
859
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
21+ 0.38% |
$5.69K - $7.73K
|
5.5K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
21+ 1.97% |
$5.69K - $7.73K
|
1.09K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
20+ 0.7% |
$5.42K - $7.36K
|
2.86K
$746K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
20+ 0.92% |
$5.42K - $7.36K
|
2.18K
$569K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
20New |
$5.42K - $7.36K
|
20
$5.21K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20+ 1.13% |
$5.42K - $7.36K
|
1.79K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
20New |
$5.42K - $7.36K
|
20
$5.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
20+ 0.23% |
$5.42K - $7.36K
|
8.59K
$2.24M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$5.42K - $7.36K
|
20
$5.21K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
19+ 0.43% |
$5.15K - $6.99K
|
4.41K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
19+ 2.4% |
$5.15K - $6.99K
|
812
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
19+ 237.5% |
$5.15K - $6.99K
|
27
$7.04K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
19+ 30.16% |
$5.15K - $6.99K
|
82
$21.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
19+ 30.16% |
$5.15K - $6.99K
|
82
$21.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
19+ 1.08% |
$5.15K - $6.99K
|
1.78K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 0.72% |
$4.88K - $6.62K
|
2.53K
$660K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
18+ 1.14% |
$4.88K - $6.62K
|
1.59K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18+ 1.12% |
$4.88K - $6.62K
|
1.63K
$425K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
18+ 105.88% |
$4.88K - $6.62K
|
35
$9.12K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
18+ 2.36% |
$4.88K - $6.62K
|
782
$204K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
18+ 0.37% |
$4.88K - $6.62K
|
4.85K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18+ 9.89% |
$4.88K - $6.62K
|
200
$52.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
18New |
$4.88K - $6.62K
|
18
$4.69K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18New |
$4.88K - $6.62K
|
18
$4.69K
|