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 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-8- 2.93% |
$2.17K - $2.94K
|
265
$69.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 0.62% |
$2.17K - $2.94K
|
1.29K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-8- 0.91% |
$2.17K - $2.94K
|
869
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-9- 1.11% |
$2.44K - $3.31K
|
801
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 8.11% |
$2.44K - $3.31K
|
102
$26.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-9- 0.81% |
$2.44K - $3.31K
|
1.11K
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-9- 0.43% |
$2.44K - $3.31K
|
2.07K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-9- 0.24% |
$2.44K - $3.31K
|
3.76K
$979K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-10- 0.3% |
$2.71K - $3.68K
|
3.37K
$878K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-10- 0.16% |
$2.71K - $3.68K
|
6.18K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-10- 0.75% |
$2.71K - $3.68K
|
1.32K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-10- 0.27% |
$2.71K - $3.68K
|
3.67K
$955K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-10- 0.79% |
$2.71K - $3.68K
|
1.26K
$329K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-10- 0.49% |
$2.71K - $3.68K
|
2.02K
$526K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-10- 1.0% |
$2.71K - $3.68K
|
989
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.54% |
$2.71K - $3.68K
|
1.85K
$481K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-10- 0.2% |
$2.71K - $3.68K
|
5.11K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- -0.0% |
$2.71K - $3.68K
|
284K
$74.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-10- 0.88% |
$2.71K - $3.68K
|
1.12K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-11- 1.34% |
$2.98K - $4.05K
|
811
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-11- 0.97% |
$2.98K - $4.05K
|
1.13K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-11- 1.25% |
$2.98K - $4.05K
|
872
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-11- 0.68% |
$2.98K - $4.05K
|
1.61K
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-11- 1.35% |
$2.98K - $4.05K
|
805
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-11- 0.26% |
$2.98K - $4.05K
|
4.26K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-11- 7.97% |
$2.98K - $4.05K
|
127
$33.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-11- 0.11% |
$2.98K - $4.05K
|
10.1K
$2.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-12- 0.33% |
$3.25K - $4.41K
|
3.58K
$933K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-12- 48.0% |
$3.25K - $4.41K
|
13
$3.39K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-12- 5.5% |
$3.25K - $4.41K
|
206
$53.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-12- 0.05% |
$3.25K - $4.41K
|
26.2K
$6.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-13- 0.33% |
$3.52K - $4.78K
|
3.88K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-13- 0.8% |
$3.52K - $4.78K
|
1.62K
$422K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-13- 1.48% |
$3.52K - $4.78K
|
867
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-14- 5.88% |
$3.79K - $5.15K
|
224
$58.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-15- 1.1% |
$4.06K - $5.52K
|
1.34K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-15- 0.42% |
$4.06K - $5.52K
|
3.53K
$919K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-15- 1.43% |
$4.06K - $5.52K
|
1.03K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-15- 0.16% |
$4.06K - $5.52K
|
9.21K
$2.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-15- 1.66% |
$4.06K - $5.52K
|
888
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-15- 0.04% |
$4.06K - $5.52K
|
36.9K
$9.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-16- 0.3% |
$4.33K - $5.89K
|
5.34K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-16- 2.02% |
$4.33K - $5.89K
|
776
$202K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-16- 3.2% |
$4.33K - $5.89K
|
484
$126K
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-17- 0.12% |
$4.6K - $6.25K
|
14K
$3.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-17- 0.35% |
$4.6K - $6.25K
|
4.77K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.04% |
$4.88K - $6.62K
|
1.72K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-18- 0.71% |
$4.88K - $6.62K
|
2.52K
$658K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-18- 1.62% |
$4.88K - $6.62K
|
1.09K
$284K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-19- 1.76% |
$5.15K - $6.99K
|
1.06K
$276K
|