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 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-488- 1.95% |
$132K - $180K
|
24.5K
$6.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-490- 6.64% |
$133K - $180K
|
6.89K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-500- 5.09% |
$135K - $184K
|
9.32K
$2.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-504- 33.38% |
$137K - $185K
|
1.01K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-508- 10.86% |
$138K - $187K
|
4.17K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-511- 3.23% |
$138K - $188K
|
15.3K
$4.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-515- 6.63% |
$139K - $189K
|
7.26K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-520- 12.18% |
$141K - $191K
|
3.75K
$995K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-521- 2.71% |
$141K - $192K
|
18.7K
$4.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-526- 11.55% |
$142K - $193K
|
4.03K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-527- 9.67% |
$143K - $194K
|
4.92K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-541- 8.76% |
$147K - $199K
|
5.63K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-542- 6.35% |
$147K - $199K
|
8K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-542- 1.09% |
$147K - $199K
|
49.1K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-545- 10.82% |
$148K - $200K
|
4.49K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-563- 0.9% |
$152K - $207K
|
62K
$16.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-563- 1.37% |
$152K - $207K
|
40.6K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-565- 11.97% |
$153K - $208K
|
4.16K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-569- 0.91% |
$154K - $209K
|
62.1K
$16.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-571- 15.44% |
$155K - $210K
|
3.13K
$830K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-574- 18.61% |
$155K - $211K
|
2.51K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-576- 6.47% |
$156K - $212K
|
8.32K
$2.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-579- 6.17% |
$157K - $213K
|
8.81K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-587- 0.84% |
$159K - $216K
|
69.4K
$18.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-589- 8.9% |
$160K - $217K
|
6.03K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-590- 12.46% |
$160K - $217K
|
4.15K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-596- 1.36% |
$161K - $219K
|
43.3K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-600- 2.71% |
$163K - $221K
|
21.6K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-600- 3.71% |
$163K - $221K
|
15.6K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-601- 0.21% |
$163K - $221K
|
287K
$76.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-604- 4.61% |
$164K - $222K
|
12.5K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-606- 5.34% |
$164K - $223K
|
10.8K
$2.85M
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-624- 9.01% |
$169K - $230K
|
6.3K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-627- 9.55% |
$170K - $231K
|
5.94K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-639- 6.45% |
$173K - $235K
|
9.26K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-642- 6.98% |
$174K - $236K
|
8.56K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-643- 9.27% |
$174K - $237K
|
6.29K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-649- 48.91% |
$176K - $239K
|
678
$180K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-657- 9.67% |
$178K - $242K
|
6.14K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-661- 35.27% |
$179K - $243K
|
1.21K
$322K
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-662- 2.74% |
$179K - $244K
|
23.5K
$6.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-670- 14.99% |
$181K - $246K
|
3.8K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-673- 1.75% |
$182K - $248K
|
37.9K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-683- 6.86% |
$185K - $251K
|
9.28K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-696- 2.92% |
$189K - $256K
|
23.1K
$6.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-700- 57.61% |
$190K - $258K
|
515
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
SELL
|
- |
-700- 18.42% |
$190K - $258K
|
3.1K
$823K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-701- 15.37% |
$190K - $258K
|
3.86K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-703- 3.85% |
$190K - $259K
|
17.6K
$4.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-712- 5.51% |
$193K - $262K
|
12.2K
$3.24M
|