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 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-289- 1.23% |
$78.3K - $106K
|
23.3K
$7.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-290- 3.32% |
$78.6K - $107K
|
8.44K
$2.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-294- 4.84% |
$79.6K - $108K
|
5.78K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-294- 44.48% |
$79.6K - $108K
|
367
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-301- 5.9% |
$81.5K - $111K
|
4.8K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-305- 3.96% |
$82.6K - $112K
|
7.4K
$2.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-307- 11.73% |
$83.2K - $113K
|
2.31K
$712K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-310- 6.01% |
$84K - $114K
|
4.85K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-313- 5.71% |
$84.8K - $115K
|
5.17K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-314- 2.46% |
$85.1K - $116K
|
12.4K
$3.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-314- 7.17% |
$85.1K - $116K
|
4.07K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-315- 1.34% |
$85.3K - $116K
|
23.2K
$7.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-316- 1.86% |
$85.6K - $116K
|
16.7K
$5.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-316- 22.28% |
$85.6K - $116K
|
1.1K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-319- 5.4% |
$86.4K - $117K
|
5.58K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-321- 0.96% |
$86.9K - $118K
|
33.3K
$10.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-326- 11.47% |
$88.3K - $120K
|
2.52K
$775K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-328- 16.09% |
$88.8K - $121K
|
1.71K
$527K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-334- 0.36% |
$90.5K - $123K
|
91.3K
$28.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-335- 3.04% |
$90.7K - $123K
|
10.7K
$3.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-336- 5.0% |
$91K - $124K
|
6.38K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-338- 74.12% |
$91.6K - $124K
|
118
$36.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-338- 0.55% |
$91.6K - $124K
|
60.6K
$18.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-339- 3.56% |
$91.8K - $125K
|
9.19K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-340- 2.83% |
$92.1K - $125K
|
11.7K
$3.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-341- 2.66% |
$92.4K - $125K
|
12.5K
$3.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-341- 14.25% |
$92.4K - $125K
|
2.05K
$633K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-344- 0.45% |
$93.2K - $127K
|
75.9K
$23.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-346- 1.02% |
$93.7K - $127K
|
33.5K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-346- 8.04% |
$93.7K - $127K
|
3.96K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-350- 14.86% |
$94.8K - $129K
|
2.01K
$618K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-351- 28.68% |
$95.1K - $129K
|
873
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-356- 33.52% |
$96.4K - $131K
|
706
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-356- 2.65% |
$96.4K - $131K
|
13.1K
$4.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-358- 2.5% |
$97K - $132K
|
14K
$4.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-358- 1.17% |
$97K - $132K
|
30.4K
$9.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-359- 1.24% |
$97.2K - $132K
|
28.6K
$8.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-361- 1.76% |
$97.8K - $133K
|
20.1K
$6.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-362- 1.81% |
$98.1K - $133K
|
19.7K
$6.06M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-367- 1.71% |
$99.4K - $135K
|
21.1K
$6.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-373- 6.63% |
$101K - $137K
|
5.26K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-376- 23.14% |
$102K - $138K
|
1.25K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-379- 6.71% |
$103K - $139K
|
5.27K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-383- 1.64% |
$104K - $141K
|
23K
$7.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-390- 24.1% |
$106K - $143K
|
1.23K
$379K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-393- 1.18% |
$106K - $145K
|
32.8K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-394- 12.89% |
$107K - $145K
|
2.66K
$821K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-397- 11.47% |
$108K - $146K
|
3.06K
$945K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-398- 22.89% |
$108K - $146K
|
1.34K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-398- 7.15% |
$108K - $146K
|
5.17K
$1.59M
|