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
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-105- 6.08% |
$28.4K - $38.6K
|
1.62K
$500K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-105- 3.15% |
$28.4K - $38.6K
|
3.23K
$996K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-107- 1.26% |
$29K - $39.4K
|
8.4K
$2.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-108- 0.98% |
$29.3K - $39.7K
|
10.9K
$3.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-108- 1.24% |
$29.3K - $39.7K
|
8.59K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-108- 9.05% |
$29.3K - $39.7K
|
1.09K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-109- 8.64% |
$29.5K - $40.1K
|
1.15K
$355K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-109- 5.58% |
$29.5K - $40.1K
|
1.85K
$569K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-109- 8.33% |
$29.5K - $40.1K
|
1.2K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-110- 0.6% |
$29.8K - $40.5K
|
18.3K
$5.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-111- 9.83% |
$30.1K - $40.8K
|
1.02K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-113- 1.68% |
$30.6K - $41.6K
|
6.61K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-114- 30.24% |
$30.9K - $41.9K
|
263
$81.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-114- 12.5% |
$30.9K - $41.9K
|
798
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-114- 0.68% |
$30.9K - $41.9K
|
16.7K
$5.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-114- 2.89% |
$30.9K - $41.9K
|
3.83K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-117- 3.24% |
$31.7K - $43K
|
3.5K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-117- 15.75% |
$31.7K - $43K
|
626
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-118- 3.93% |
$32K - $43.4K
|
2.89K
$890K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-119- 12.5% |
$32.2K - $43.8K
|
833
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-119- 22.08% |
$32.2K - $43.8K
|
420
$129K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-120- 13.04% |
$32.5K - $44.1K
|
800
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-121- 1.47% |
$32.8K - $44.5K
|
8.09K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-121- 0.72% |
$32.8K - $44.5K
|
16.7K
$5.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-123- 1.17% |
$33.3K - $45.2K
|
10.4K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-123- 6.44% |
$33.3K - $45.2K
|
1.79K
$551K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-123- 1.05% |
$33.3K - $45.2K
|
11.6K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-123- 0.81% |
$33.3K - $45.2K
|
15K
$4.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-124- 4.9% |
$33.6K - $45.6K
|
2.41K
$742K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-125- 41.67% |
$33.9K - $46K
|
175
$54K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-127- 5.03% |
$34.4K - $46.7K
|
2.4K
$739K
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-128- 2.16% |
$34.7K - $47.1K
|
5.8K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-130- 0.86% |
$35.2K - $47.8K
|
15K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-130- 3.96% |
$35.2K - $47.8K
|
3.15K
$971K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-131- 7.93% |
$35.5K - $48.2K
|
1.52K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-131- 0.94% |
$35.5K - $48.2K
|
13.9K
$4.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-133- 17.14% |
$36K - $48.9K
|
643
$198K
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-138- 0.67% |
$37.4K - $50.8K
|
20.5K
$6.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-139- 10.32% |
$37.7K - $51.1K
|
1.21K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-139- 1.35% |
$37.7K - $51.1K
|
10.2K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-139- 2.15% |
$37.7K - $51.1K
|
6.32K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-142- 5.32% |
$38.5K - $52.2K
|
2.53K
$780K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-144- 68.9% |
$39K - $53K
|
65
$20K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-145- 1.59% |
$39.3K - $53.3K
|
9K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-145- 1.51% |
$39.3K - $53.3K
|
9.46K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-145- 1.72% |
$39.3K - $53.3K
|
8.3K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-145- 13.02% |
$39.3K - $53.3K
|
969
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-150- 13.02% |
$40.6K - $55.2K
|
1K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-151- 0.63% |
$40.9K - $55.5K
|
23.9K
$7.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-151- 4.09% |
$40.9K - $55.5K
|
3.54K
$1.09M
|