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 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-42- 3.79% |
$11.4K - $15.5K
|
1.07K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-42- 0.18% |
$11.4K - $15.5K
|
22.9K
$5.97M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-44- 1.54% |
$11.9K - $16.2K
|
2.82K
$734K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-44- 1.8% |
$11.9K - $16.2K
|
2.39K
$624K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-45- 0.94% |
$12.2K - $16.6K
|
4.73K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-45- 0.19% |
$12.2K - $16.6K
|
23.8K
$6.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-45- 5.68% |
$12.2K - $16.6K
|
747
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-45- 5.84% |
$12.2K - $16.6K
|
726
$189K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-46- 3.5% |
$12.5K - $16.9K
|
1.27K
$331K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-46- 3.38% |
$12.5K - $16.9K
|
1.31K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-46- 5.21% |
$12.5K - $16.9K
|
837
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-48- 43.24% |
$13K - $17.7K
|
63
$16.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-48- 1.03% |
$13K - $17.7K
|
4.62K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-48- 0.23% |
$13K - $17.7K
|
21.2K
$5.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-49- 2.57% |
$13.3K - $18K
|
1.86K
$485K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-50- 2.06% |
$13.5K - $18.4K
|
2.37K
$618K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-50- 3.06% |
$13.5K - $18.4K
|
1.59K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 0.9% |
$13.5K - $18.4K
|
5.5K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 1.36% |
$13.5K - $18.4K
|
3.63K
$945K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 4.5% |
$13.5K - $18.4K
|
1.06K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-50- 1.98% |
$13.5K - $18.4K
|
2.48K
$645K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-50- 1.78% |
$13.5K - $18.4K
|
2.76K
$718K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-50- 1.03% |
$13.5K - $18.4K
|
4.8K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-50- 0.91% |
$13.5K - $18.4K
|
5.47K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-50- 0.62% |
$13.5K - $18.4K
|
8.05K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-50- 1.63% |
$13.5K - $18.4K
|
3.02K
$786K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-50- 0.81% |
$13.5K - $18.4K
|
6.12K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-51- 0.84% |
$13.8K - $18.8K
|
6.05K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-52- 1.09% |
$14.1K - $19.1K
|
4.71K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-52- 1.29% |
$14.1K - $19.1K
|
3.99K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-54- 1.29% |
$14.6K - $19.9K
|
4.15K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-54- 5.95% |
$14.6K - $19.9K
|
854
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-54- 6.26% |
$14.6K - $19.9K
|
809
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-54- 2.25% |
$14.6K - $19.9K
|
2.35K
$612K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-55- 1.91% |
$14.9K - $20.2K
|
2.83K
$738K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-55- 1.19% |
$14.9K - $20.2K
|
4.56K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-55- 3.61% |
$14.9K - $20.2K
|
1.47K
$382K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-56- 4.26% |
$15.2K - $20.6K
|
1.26K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-56- 5.18% |
$15.2K - $20.6K
|
1.03K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.36% |
$15.4K - $21K
|
4.14K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-57- 0.37% |
$15.4K - $21K
|
15.2K
$3.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-57- 2.96% |
$15.4K - $21K
|
1.87K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-57- 1.35% |
$15.4K - $21K
|
4.16K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-58- 3.02% |
$15.7K - $21.3K
|
1.87K
$486K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-59- 1.09% |
$16K - $21.7K
|
5.36K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-59- 54.63% |
$16K - $21.7K
|
49
$12.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-59- 5.73% |
$16K - $21.7K
|
971
$253K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-60- 3.05% |
$16.3K - $22.1K
|
1.91K
$497K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-60- 1.99% |
$16.3K - $22.1K
|
2.95K
$769K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-61- 0.06% |
$16.5K - $22.4K
|
101K
$26.3M
|