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
|
Grandview Asset Management LLC
|
BUY
|
- |
498+ 8.05% |
$135K - $183K
|
6.68K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
492+ 10.64% |
$133K - $181K
|
5.12K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
481+ 14.02% |
$130K - $177K
|
3.91K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
477+ 12.58% |
$129K - $175K
|
4.27K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
475+ 6.18% |
$129K - $175K
|
8.17K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
474+ 13.0% |
$128K - $174K
|
4.12K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
470+ 5.94% |
$127K - $173K
|
8.38K
$2.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
459+ 50.44% |
$124K - $169K
|
1.37K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
449+ 6.12% |
$122K - $165K
|
7.78K
$2.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
441+ 42.32% |
$119K - $162K
|
1.48K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
441+ 19.31% |
$119K - $162K
|
2.73K
$910K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
440+ 5.66% |
$119K - $162K
|
8.21K
$2.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
427+ 5.96% |
$116K - $157K
|
7.59K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
425+ 16.18% |
$115K - $156K
|
3.05K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
423+ 5.95% |
$115K - $156K
|
7.53K
$2.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
418+ 8.32% |
$113K - $154K
|
5.44K
$1.82M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
411+ 8.63% |
$111K - $151K
|
5.18K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
410+ 6.88% |
$111K - $151K
|
6.37K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
407+ 6.22% |
$110K - $150K
|
6.95K
$2.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
403+ 8.96% |
$109K - $148K
|
4.9K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
401+ 0.5% |
$109K - $148K
|
80.6K
$26.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
400New |
$108K - $147K
|
400
$134K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
392+ 2.7% |
$106K - $144K
|
14.9K
$4.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
380+ 5.45% |
$103K - $140K
|
7.35K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
370+ 2.54% |
$100K - $136K
|
14.9K
$4.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
365New |
$98.9K - $134K
|
365
$122K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
364+ 18.02% |
$98.6K - $134K
|
2.38K
$796K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
344+ 3.13% |
$93.2K - $127K
|
11.3K
$3.78M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
336+ 4.18% |
$91K - $124K
|
8.37K
$2.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
334+ 41.03% |
$90.5K - $123K
|
1.15K
$383K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
333+ 1.69% |
$90.2K - $123K
|
20.1K
$6.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
323+ 4.52% |
$87.5K - $119K
|
7.46K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
323+ 4.69% |
$87.5K - $119K
|
7.22K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
321+ 8.72% |
$86.9K - $118K
|
4K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
319+ 13.43% |
$86.4K - $117K
|
2.7K
$900K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
315+ 0.27% |
$85.3K - $116K
|
115K
$38.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
310+ 1.28% |
$84K - $114K
|
24.6K
$8.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
301+ 6.84% |
$81.5K - $111K
|
4.7K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
301+ 15.08% |
$81.5K - $111K
|
2.3K
$767K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
300+ 0.22% |
$81.3K - $110K
|
134K
$44.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
297+ 3.19% |
$80.4K - $109K
|
9.62K
$3.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
292+ 360.49% |
$79.1K - $107K
|
373
$125K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
285+ 1.76% |
$77.2K - $105K
|
16.5K
$5.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
280+ 2.41% |
$75.8K - $103K
|
11.9K
$3.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
276+ 24.6% |
$74.8K - $102K
|
1.4K
$467K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
272+ 4.24% |
$73.7K - $100K
|
6.69K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
271+ 10.13% |
$73.4K - $99.7K
|
2.95K
$984K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
271New |
$73.4K - $99.7K
|
271
$90.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
270+ 33.83% |
$73.1K - $99.3K
|
1.07K
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
268+ 23.34% |
$72.6K - $98.6K
|
1.42K
$473K
|