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 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.5K- 27.7% |
$406K - $552K
|
3.92K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.52K- 8.09% |
$410K - $557K
|
17.2K
$4.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.53K- 1.24% |
$413K - $561K
|
122K
$33.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.53K- 49.76% |
$414K - $562K
|
1.54K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.53K- 2.53% |
$414K - $562K
|
58.8K
$16.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.53K- 89.1% |
$414K - $562K
|
187
$51.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.54K- 4.11% |
$417K - $567K
|
35.9K
$9.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.55K- 0.47% |
$419K - $569K
|
331K
$91.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.55K- 30.48% |
$419K - $569K
|
3.53K
$974K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-1.55K- 0.76% |
$420K - $571K
|
204K
$56.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.57K- 1.34% |
$424K - $576K
|
115K
$31.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-1.57K- 23.9% |
$425K - $578K
|
5K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.57K- 0.65% |
$426K - $579K
|
241K
$66.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.58K- 11.02% |
$427K - $580K
|
12.7K
$3.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.6K- 3.33% |
$432K - $587K
|
46.3K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-1.63K- 2.56% |
$442K - $600K
|
62.2K
$17.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.65K- 7.34% |
$447K - $608K
|
20.9K
$5.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.68K- 1.87% |
$455K - $618K
|
88.4K
$24.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.68K- 2.49% |
$456K - $619K
|
65.8K
$18.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.74K- 52.65% |
$470K - $639K
|
1.56K
$431K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.75K- 1.88% |
$473K - $642K
|
90.9K
$25.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.77K- 2.6% |
$480K - $652K
|
66.5K
$18.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.78K- 13.4% |
$483K - $656K
|
11.5K
$3.18M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.8K- 7.25% |
$488K - $662K
|
23K
$6.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.8K- 8.53% |
$488K - $662K
|
19.3K
$5.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.81K- 26.48% |
$489K - $665K
|
5.02K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.83K- 9.35% |
$495K - $672K
|
17.7K
$4.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.84K- 50.69% |
$499K - $678K
|
1.79K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.85K- 1.19% |
$500K - $679K
|
153K
$42.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.87K- 23.86% |
$505K - $686K
|
5.95K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.9K- 4.75% |
$516K - $700K
|
38.2K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.91K- 3.13% |
$517K - $702K
|
59.1K
$16.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.92K- 20.27% |
$521K - $707K
|
7.56K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-1.93K- 19.12% |
$522K - $709K
|
8.15K
$2.25M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.94K- 1.35% |
$525K - $713K
|
142K
$39.2M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.94K- 8.59% |
$525K - $714K
|
20.7K
$5.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.01K- 3.74% |
$544K - $739K
|
51.7K
$14.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.04K- 46.24% |
$552K - $749K
|
2.37K
$654K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.11K- 7.11% |
$570K - $775K
|
27.5K
$7.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.13K- 3.67% |
$576K - $782K
|
55.9K
$15.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-2.15K- 0.71% |
$582K - $791K
|
301K
$83.1M
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-2.16K- 71.39% |
$586K - $796K
|
867
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.21K- 4.08% |
$598K - $813K
|
51.9K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.21K- 4.13% |
$599K - $814K
|
51.4K
$14.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.24K- 1.23% |
$607K - $824K
|
180K
$49.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 12.34% |
$608K - $826K
|
15.9K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.27K- 0.63% |
$614K - $834K
|
355K
$98M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.28K- 14.43% |
$619K - $840K
|
13.5K
$3.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.31K- 6.16% |
$625K - $849K
|
35.2K
$9.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.31K- 5.66% |
$625K - $849K
|
38.5K
$10.6M
|