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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-1.37K- 11.69% |
$370K - $503K
|
10.3K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.37K- 14.66% |
$371K - $504K
|
7.98K
$2.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-1.38K- 22.56% |
$373K - $507K
|
4.73K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.38K- 8.65% |
$373K - $507K
|
14.6K
$3.9M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.38K- 10.67% |
$374K - $508K
|
11.6K
$3.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.4K- 8.67% |
$380K - $516K
|
14.8K
$3.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-1.4K- 6.25% |
$380K - $516K
|
21K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-1.41K- 60.59% |
$381K - $518K
|
915
$245K
|
|
|
Feb 04, 2025
Q4 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.42K- 19.55% |
$385K - $523K
|
5.85K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.43K- 2.59% |
$388K - $526K
|
53.8K
$14.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
SELL
|
- |
-1.45K- 1.1% |
$392K - $532K
|
130K
$34.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-1.46K- 17.93% |
$394K - $536K
|
6.66K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-1.46K- 68.35% |
$395K - $536K
|
675
$181K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.46K- 3.92% |
$396K - $538K
|
35.8K
$9.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.46K- 48.78% |
$397K - $539K
|
1.54K
$411K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.47K- 5.79% |
$399K - $542K
|
23.9K
$6.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.5K- 27.7% |
$406K - $552K
|
3.92K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.52K- 8.09% |
$410K - $557K
|
17.2K
$4.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.53K- 1.24% |
$413K - $561K
|
122K
$32.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.53K- 49.76% |
$414K - $562K
|
1.54K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.53K- 2.53% |
$414K - $562K
|
58.8K
$15.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.53K- 89.1% |
$414K - $562K
|
187
$50.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.54K- 4.11% |
$417K - $567K
|
35.9K
$9.62M
|
|
|
Jul 15, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.54K- 4.11% |
$417K - $567K
|
35.9K
$9.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.55K- 0.47% |
$419K - $569K
|
331K
$88.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.55K- 30.48% |
$419K - $569K
|
3.53K
$945K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-1.55K- 0.76% |
$420K - $571K
|
204K
$54.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.57K- 1.34% |
$424K - $576K
|
115K
$30.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-1.57K- 23.9% |
$425K - $578K
|
5K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.57K- 0.65% |
$426K - $579K
|
241K
$64.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.58K- 11.02% |
$427K - $580K
|
12.7K
$3.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.6K- 3.33% |
$432K - $587K
|
46.3K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-1.63K- 2.56% |
$442K - $600K
|
62.2K
$16.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.65K- 7.34% |
$447K - $608K
|
20.9K
$5.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.68K- 1.87% |
$455K - $618K
|
88.4K
$23.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.68K- 2.49% |
$456K - $619K
|
65.8K
$17.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.74K- 52.65% |
$470K - $639K
|
1.56K
$418K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.75K- 1.88% |
$473K - $642K
|
90.9K
$24.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.77K- 2.6% |
$480K - $652K
|
66.5K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.78K- 13.4% |
$483K - $656K
|
11.5K
$3.09M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.8K- 7.25% |
$488K - $662K
|
23K
$6.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.8K- 8.53% |
$488K - $662K
|
19.3K
$5.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.81K- 26.48% |
$489K - $665K
|
5.02K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.83K- 9.35% |
$495K - $672K
|
17.7K
$4.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.84K- 50.69% |
$499K - $678K
|
1.79K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.85K- 1.19% |
$500K - $679K
|
153K
$41M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.87K- 23.86% |
$505K - $686K
|
5.95K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.9K- 4.75% |
$516K - $700K
|
38.2K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.91K- 3.13% |
$517K - $702K
|
59.1K
$15.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.92K- 20.27% |
$521K - $707K
|
7.56K
$2.02M
|