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 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-975- 5.42% |
$264K - $359K
|
17K
$4.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-982- 3.03% |
$266K - $361K
|
31.4K
$8.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-990- 10.48% |
$268K - $364K
|
8.46K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-998- 2.63% |
$270K - $367K
|
37K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1K- 3.53% |
$271K - $368K
|
27.3K
$7.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.01K- 16.71% |
$274K - $372K
|
5.04K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.03K- 24.1% |
$278K - $378K
|
3.24K
$894K
|
|
|
Feb 13, 2025
Q4 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-1.07K- 40.85% |
$289K - $393K
|
1.55K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.08K- 7.85% |
$291K - $395K
|
12.6K
$3.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-1.08K- 1.4% |
$293K - $397K
|
76.3K
$21.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-1.09K- 6.59% |
$294K - $400K
|
15.4K
$4.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.1K- 10.88% |
$298K - $405K
|
9.01K
$2.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 2.62% |
$299K - $406K
|
41K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.11K- 2.34% |
$299K - $406K
|
46.1K
$12.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.11K- 2.88% |
$301K - $408K
|
37.5K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.12K- 12.27% |
$303K - $412K
|
8K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.12K- 3.32% |
$304K - $412K
|
32.7K
$9.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1.13K- 36.47% |
$307K - $416K
|
1.97K
$544K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.14K- 44.95% |
$309K - $419K
|
1.4K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1.15K- 4.44% |
$312K - $424K
|
24.8K
$6.85M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.16K- 19.23% |
$314K - $426K
|
4.87K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.16K- 32.05% |
$314K - $427K
|
2.46K
$679K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.16K- 0.61% |
$314K - $427K
|
188K
$52M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.17K- 18.71% |
$317K - $431K
|
5.09K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.18K- 2.17% |
$321K - $436K
|
53.3K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.19K- 2.96% |
$323K - $438K
|
39K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.22K- 6.2% |
$331K - $449K
|
18.5K
$5.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.24K- 6.56% |
$336K - $457K
|
17.7K
$4.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.29K- 2.74% |
$351K - $476K
|
46K
$12.7M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.3K- 2.74% |
$352K - $478K
|
46.2K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.3K- 62.46% |
$353K - $479K
|
783
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.31K- 44.58% |
$355K - $482K
|
1.63K
$450K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.32K- 16.12% |
$357K - $484K
|
6.85K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-1.33K- 6.86% |
$360K - $489K
|
18K
$4.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-1.37K- 11.69% |
$370K - $503K
|
10.3K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.37K- 14.66% |
$371K - $504K
|
7.98K
$2.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-1.38K- 22.56% |
$373K - $507K
|
4.73K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.38K- 8.65% |
$373K - $507K
|
14.6K
$4.02M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.38K- 10.67% |
$374K - $508K
|
11.6K
$3.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.4K- 8.67% |
$380K - $516K
|
14.8K
$4.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-1.4K- 6.25% |
$380K - $516K
|
21K
$5.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-1.41K- 60.59% |
$381K - $518K
|
915
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.42K- 19.55% |
$385K - $523K
|
5.85K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.43K- 2.59% |
$388K - $526K
|
53.8K
$14.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
SELL
|
- |
-1.45K- 1.1% |
$392K - $532K
|
130K
$36M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-1.46K- 17.93% |
$394K - $536K
|
6.66K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-1.46K- 68.35% |
$395K - $536K
|
675
$186K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.46K- 3.92% |
$396K - $538K
|
35.8K
$9.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.46K- 48.78% |
$397K - $539K
|
1.54K
$424K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.47K- 5.79% |
$399K - $542K
|
23.9K
$6.61M
|