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
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31+ 4.1% |
$8.4K - $11.4K
|
787
$182K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
31+ 0.05% |
$8.4K - $11.4K
|
58.3K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
30New |
$8.13K - $11K
|
30
$6.95K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
30+ 0.67% |
$8.13K - $11K
|
4.51K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
30+ 2.92% |
$8.13K - $11K
|
1.06K
$245K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
30+ 0.22% |
$8.13K - $11K
|
13.6K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
30+ 2.11% |
$8.13K - $11K
|
1.45K
$336K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
30+ 0.36% |
$8.13K - $11K
|
8.3K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
28+ 2.99% |
$7.58K - $10.3K
|
963
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
28+ 2.31% |
$7.58K - $10.3K
|
1.24K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
28+ 1.42% |
$7.58K - $10.3K
|
1.99K
$462K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
28+ 1.51% |
$7.58K - $10.3K
|
1.88K
$436K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
28+ 3.47% |
$7.58K - $10.3K
|
836
$194K
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
28+ 1.37% |
$7.58K - $10.3K
|
2.07K
$480K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
27+ 1.49% |
$7.31K - $9.93K
|
1.84K
$426K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
27+ 4.95% |
$7.31K - $9.93K
|
572
$133K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
26+ 1.63% |
$7.04K - $9.56K
|
1.62K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
26New |
$7.04K - $9.56K
|
26
$6.02K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
26+ 2.41% |
$7.04K - $9.56K
|
1.11K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 2.39% |
$6.77K - $9.2K
|
1.07K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
25+ 1.16% |
$6.77K - $9.2K
|
2.19K
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
25+ 1.27% |
$6.77K - $9.2K
|
1.99K
$461K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
25+ 0.04% |
$6.77K - $9.2K
|
64.2K
$14.9M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
25New |
$6.77K - $9.2K
|
25
$5.79K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24+ 31.58% |
$6.5K - $8.83K
|
100
$23.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
24+ 0.53% |
$6.5K - $8.83K
|
4.58K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
24+ 1.37% |
$6.5K - $8.83K
|
1.78K
$412K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
24+ 0.83% |
$6.5K - $8.83K
|
2.91K
$674K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
24+ 41.38% |
$6.5K - $8.83K
|
82
$19K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
24+ 14.2% |
$6.5K - $8.83K
|
193
$44.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
24+ 2.49% |
$6.5K - $8.83K
|
987
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
24+ 0.79% |
$6.5K - $8.83K
|
3.05K
$707K
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
24+ 14.2% |
$6.5K - $8.83K
|
193
$44.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
23+ 0.61% |
$6.23K - $8.46K
|
3.79K
$877K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
23+ 0.4% |
$6.23K - $8.46K
|
5.81K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
23+ 1.39% |
$6.23K - $8.46K
|
1.68K
$388K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22+ 1.61% |
$5.96K - $8.09K
|
1.39K
$322K
|
|
|
Jun 10, 2025
Q4 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
22+ 0.09% |
$5.96K - $8.09K
|
23.3K
$5.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
21+ 2.51% |
$5.69K - $7.73K
|
859
$199K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
21+ 0.38% |
$5.69K - $7.73K
|
5.5K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
21+ 1.97% |
$5.69K - $7.73K
|
1.09K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
20+ 0.7% |
$5.42K - $7.36K
|
2.86K
$663K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
20+ 0.92% |
$5.42K - $7.36K
|
2.18K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
20New |
$5.42K - $7.36K
|
20
$4.63K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20+ 1.13% |
$5.42K - $7.36K
|
1.79K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
20New |
$5.42K - $7.36K
|
20
$4.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
20+ 0.23% |
$5.42K - $7.36K
|
8.59K
$1.99M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$5.42K - $7.36K
|
20
$4.63K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
19+ 0.43% |
$5.15K - $6.99K
|
4.41K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
19+ 2.4% |
$5.15K - $6.99K
|
812
$188K
|