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 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
19+ 237.5% |
$5.15K - $6.99K
|
27
$6.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
19+ 30.16% |
$5.15K - $6.99K
|
82
$19K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
19+ 30.16% |
$5.15K - $6.99K
|
82
$19K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
19+ 1.08% |
$5.15K - $6.99K
|
1.78K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 0.72% |
$4.88K - $6.62K
|
2.53K
$587K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
18+ 1.14% |
$4.88K - $6.62K
|
1.59K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18+ 1.12% |
$4.88K - $6.62K
|
1.63K
$378K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
18+ 105.88% |
$4.88K - $6.62K
|
35
$8.11K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
18+ 2.36% |
$4.88K - $6.62K
|
782
$181K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
18+ 0.37% |
$4.88K - $6.62K
|
4.85K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18+ 9.89% |
$4.88K - $6.62K
|
200
$46.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
18New |
$4.88K - $6.62K
|
18
$4.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18New |
$4.88K - $6.62K
|
18
$4.17K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17+ 1.76% |
$4.6K - $6.25K
|
985
$228K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
17+ 94.44% |
$4.6K - $6.25K
|
35
$8.11K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
17+ 0.31% |
$4.6K - $6.25K
|
5.44K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
17New |
$4.6K - $6.25K
|
17
$3.94K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
17+ 0.83% |
$4.6K - $6.25K
|
2.06K
$476K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
17+ 0.1% |
$4.6K - $6.25K
|
17.5K
$4.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
17+ 0.61% |
$4.6K - $6.25K
|
2.79K
$646K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
16+ 0.56% |
$4.33K - $5.89K
|
2.87K
$664K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
16+ 0.51% |
$4.33K - $5.89K
|
3.16K
$731K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
16+ 0.92% |
$4.33K - $5.89K
|
1.76K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
16+ 1.38% |
$4.33K - $5.89K
|
1.18K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
16+ 1.12% |
$4.33K - $5.89K
|
1.44K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
15+ 1.44% |
$4.06K - $5.52K
|
1.06K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
15+ 0.4% |
$4.06K - $5.52K
|
3.72K
$862K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
15+ 1.32% |
$4.06K - $5.52K
|
1.15K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
15+ 0.18% |
$4.06K - $5.52K
|
8.36K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
15+ 0.59% |
$4.06K - $5.52K
|
2.57K
$596K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
15+ 14.29% |
$4.06K - $5.52K
|
120
$27.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.56% |
$4.06K - $5.52K
|
2.7K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
15+ 0.37% |
$4.06K - $5.52K
|
4.04K
$936K
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
15+ 0.12% |
$4.06K - $5.52K
|
12.1K
$2.8M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
15New |
$4.06K - $5.52K
|
15
$3.47K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
14+ 1.12% |
$3.79K - $5.15K
|
1.26K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14+ 0.13% |
$3.79K - $5.15K
|
10.7K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
13+ 1.15% |
$3.52K - $4.78K
|
1.14K
$264K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.75% |
$3.52K - $4.78K
|
1.74K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
13+ 0.98% |
$3.52K - $4.78K
|
1.34K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
12+ 1.65% |
$3.25K - $4.41K
|
740
$171K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
12+ 0.57% |
$3.25K - $4.41K
|
2.13K
$493K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12+ 1.17% |
$3.25K - $4.41K
|
1.04K
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
12+ 0.15% |
$3.25K - $4.41K
|
8.08K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
12+ 0.96% |
$3.25K - $4.41K
|
1.26K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
11+ 0.8% |
$2.98K - $4.05K
|
1.39K
$323K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 3.36% |
$2.98K - $4.05K
|
338
$78.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 0.91% |
$2.98K - $4.05K
|
1.22K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
11New |
$2.98K - $4.05K
|
11
$2.55K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 1.46% |
$2.98K - $4.05K
|
767
$178K
|