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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
6+ 0.73% |
$1.63K - $2.21K
|
829
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6+ 0.68% |
$1.63K - $2.21K
|
894
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
6+ 0.5% |
$1.63K - $2.21K
|
1.2K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
6+ 2.23% |
$1.63K - $2.21K
|
275
$71.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
6+ 0.29% |
$1.63K - $2.21K
|
2.06K
$536K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
6+ 0.53% |
$1.63K - $2.21K
|
1.15K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6+ 0.03% |
$1.63K - $2.21K
|
23.9K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.39% |
$1.63K - $2.21K
|
1.54K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.62% |
$1.35K - $1.84K
|
818
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 0.1% |
$1.35K - $1.84K
|
4.8K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5+ 0.1% |
$1.35K - $1.84K
|
5.06K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.09% |
$1.35K - $1.84K
|
5.47K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
5+ 0.33% |
$1.35K - $1.84K
|
1.51K
$393K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 1.29% |
$1.08K - $1.47K
|
314
$81.8K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
4+ 0.09% |
$1.08K - $1.47K
|
4.23K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4+ 0.38% |
$1.08K - $1.47K
|
1.05K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4+ 0.35% |
$1.08K - $1.47K
|
1.14K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4New |
$1.08K - $1.47K
|
4
$1.04K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.72% |
$813 - $1.1K
|
421
$110K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$813 - $1.1K
|
5.48K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.41% |
$813 - $1.1K
|
736
$192K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 6.38% |
$813 - $1.1K
|
50
$13K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
3+ 0.15% |
$813 - $1.1K
|
2K
$522K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3+ 0.05% |
$813 - $1.1K
|
5.54K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
3+ 0.28% |
$813 - $1.1K
|
1.06K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
3+ 0.01% |
$813 - $1.1K
|
54.1K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3+ 0.14% |
$813 - $1.1K
|
2.09K
$544K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
3+ 0.05% |
$813 - $1.1K
|
5.6K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2+ 0.21% |
$542 - $736
|
941
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2+ 0.11% |
$542 - $736
|
1.8K
$469K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.1% |
$542 - $736
|
1.99K
$518K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.27% |
$542 - $736
|
743
$194K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 10.53% |
$542 - $736
|
21
$5.47K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2+ 0.11% |
$542 - $736
|
1.88K
$489K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.18% |
$542 - $736
|
1.11K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2New |
$542 - $736
|
2
$521
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 2.0% |
$542 - $736
|
102
$26.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2+ 0.03% |
$542 - $736
|
7.93K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2+ 0.19% |
$542 - $736
|
1.04K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2+ 0.67% |
$542 - $736
|
300
$78.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1+ 0.03% |
$271 - $368
|
3.39K
$883K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1+ 0.12% |
$271 - $368
|
833
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.31% |
$271 - $368
|
323
$84.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1+ 0.08% |
$271 - $368
|
1.3K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.13% |
$271 - $368
|
748
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1+ 0.03% |
$271 - $368
|
3.98K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1+ 0.13% |
$271 - $368
|
755
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.07% |
$271 - $368
|
1.44K
$376K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1New |
$271 - $368
|
1
$261
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1+ 0.13% |
$271 - $368
|
773
$201K
|