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 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.36K- 51.29% |
$638K - $867K
|
2.24K
$618K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.42K- 3.56% |
$655K - $890K
|
65.5K
$18.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.43K- 24.83% |
$658K - $894K
|
7.36K
$2.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-2.43K- 1.23% |
$659K - $895K
|
195K
$53.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.43K- 2.44% |
$659K - $895K
|
97.4K
$26.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.46K- 38.44% |
$666K - $905K
|
3.94K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.48K- 8.27% |
$672K - $913K
|
27.5K
$7.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.5K- 13.82% |
$677K - $920K
|
15.6K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-2.51K- 12.48% |
$680K - $923K
|
17.6K
$4.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.54K- 19.46% |
$687K - $934K
|
10.5K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-2.6K- 22.81% |
$704K - $956K
|
8.8K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.64K- 69.78% |
$714K - $970K
|
1.14K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.64K- 1.96% |
$715K - $970K
|
132K
$36.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.67K- 5.05% |
$722K - $980K
|
50.2K
$13.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 10.33% |
$732K - $995K
|
23.5K
$6.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.71K- 1.1% |
$733K - $996K
|
244K
$67.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.77K- 32.67% |
$750K - $1.02M
|
5.71K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-2.82K- 6.41% |
$764K - $1.04M
|
41.2K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-2.85K- 46.97% |
$772K - $1.05M
|
3.22K
$888K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-2.85K- 2.82% |
$772K - $1.05M
|
98K
$27.1M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.92K- 0.32% |
$791K - $1.07M
|
902K
$249M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-2.95K- 52.98% |
$800K - $1.09M
|
2.62K
$723K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.98K- 1.42% |
$806K - $1.1M
|
206K
$56.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-2.98K- 70.95% |
$807K - $1.1M
|
1.22K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.98K- 1.31% |
$808K - $1.1M
|
226K
$62.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-3K- 4.05% |
$812K - $1.1M
|
71K
$19.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-3K- 21.28% |
$813K - $1.1M
|
11.1K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-3.01K- 0.6% |
$816K - $1.11M
|
502K
$139M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.02K- 11.78% |
$819K - $1.11M
|
22.6K
$6.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-3.05K- 16.91% |
$827K - $1.12M
|
15K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-3.07K- 2.02% |
$831K - $1.13M
|
148K
$41M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
SELL
|
- |
-3.1K- 13.36% |
$840K - $1.14M
|
20.1K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-3.1K- 56.36% |
$840K - $1.14M
|
2.4K
$662K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.11K- 6.27% |
$842K - $1.14M
|
46.4K
$12.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.13K- 54.38% |
$847K - $1.15M
|
2.62K
$724K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.16K- 11.46% |
$856K - $1.16M
|
24.4K
$6.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.2K- 5.86% |
$867K - $1.18M
|
51.4K
$14.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.25K- 8.18% |
$881K - $1.2M
|
36.5K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-3.27K- 11.5% |
$885K - $1.2M
|
25.1K
$6.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-3.28K- 1.08% |
$888K - $1.21M
|
300K
$82.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3.29K- 9.02% |
$890K - $1.21M
|
33.1K
$9.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.3K- 4.06% |
$894K - $1.21M
|
77.9K
$21.5M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-3.35K- 48.54% |
$906K - $1.23M
|
3.55K
$979K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.42K- 23.49% |
$925K - $1.26M
|
11.1K
$3.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-3.44K- 10.02% |
$930K - $1.26M
|
30.8K
$8.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-3.5K- 4.83% |
$948K - $1.29M
|
69K
$19M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.54K- 36.33% |
$959K - $1.3M
|
6.21K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.56K- 3.16% |
$963K - $1.31M
|
109K
$30.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.56K- 78.57% |
$963K - $1.31M
|
970
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.7K- 1.52% |
$1M - $1.36M
|
239K
$65.9M
|