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
|
Cooper Financial Group
|
BUY
|
- |
262+ 4.15% |
$71K - $96.4K
|
6.57K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
261+ 4.13% |
$70.7K - $96K
|
6.59K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
257+ 4.0% |
$69.6K - $94.5K
|
6.68K
$2.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
253+ 11.03% |
$68.5K - $93.1K
|
2.55K
$850K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
251+ 19.72% |
$68K - $92.3K
|
1.52K
$509K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
245New |
$66.4K - $90.1K
|
245
$81.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
237+ 19.55% |
$64.2K - $87.2K
|
1.45K
$484K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
236+ 15.06% |
$63.9K - $86.8K
|
1.8K
$602K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
235+ 24.35% |
$63.7K - $86.4K
|
1.2K
$401K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
234+ 9.76% |
$63.4K - $86.1K
|
2.63K
$878K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
234+ 3.0% |
$63.4K - $86.1K
|
8.02K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
227+ 2.24% |
$61.5K - $83.5K
|
10.3K
$3.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
222+ 3.23% |
$60.1K - $81.7K
|
7.09K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
221+ 3.92% |
$59.9K - $81.3K
|
5.86K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
220+ 7.23% |
$59.6K - $80.9K
|
3.26K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
219+ 4.3% |
$59.3K - $80.6K
|
5.32K
$1.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
216+ 21.56% |
$58.5K - $79.5K
|
1.22K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
213+ 1.09% |
$57.7K - $78.4K
|
19.7K
$6.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
212New |
$57.4K - $78K
|
212
$70.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
212+ 24.77% |
$57.4K - $78K
|
1.07K
$357K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
208+ 5.21% |
$56.3K - $76.5K
|
4.2K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
208+ 6.65% |
$56.3K - $76.5K
|
3.34K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
206+ 0.43% |
$55.8K - $75.8K
|
47.6K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
206+ 15.76% |
$55.8K - $75.8K
|
1.51K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
205+ 9.1% |
$55.5K - $75.4K
|
2.46K
$820K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
205+ 11.7% |
$55.5K - $75.4K
|
1.96K
$653K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
205+ 12.64% |
$55.5K - $75.4K
|
1.83K
$610K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
203+ 23.97% |
$55K - $74.7K
|
1.05K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
201+ 87.77% |
$54.4K - $73.9K
|
430
$144K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
198+ 10.73% |
$53.6K - $72.8K
|
2.04K
$682K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
190+ 1.03% |
$51.5K - $69.9K
|
18.6K
$6.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
190+ 11.77% |
$51.5K - $69.9K
|
1.8K
$602K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
190New |
$51.5K - $69.9K
|
190
$63.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
189+ 5.4% |
$51.2K - $69.5K
|
3.69K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
187+ 15.53% |
$50.7K - $68.8K
|
1.39K
$464K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
184+ 7.7% |
$49.8K - $67.7K
|
2.57K
$859K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
180New |
$48.8K - $66.2K
|
180
$60.1K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
179+ 1.52% |
$48.5K - $65.8K
|
12K
$3.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
178New |
$48.2K - $65.5K
|
178
$59.4K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
171+ 5.29% |
$46.3K - $62.9K
|
3.4K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
170+ 11.77% |
$46K - $62.5K
|
1.61K
$539K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
170+ 7.91% |
$46K - $62.5K
|
2.32K
$774K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
169+ 10.56% |
$45.8K - $62.2K
|
1.77K
$591K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
165+ 18.23% |
$44.7K - $60.7K
|
1.07K
$357K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
165New |
$44.7K - $60.7K
|
165
$55.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
163+ 1.67% |
$44.2K - $60K
|
9.91K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
163+ 1.27% |
$44.2K - $60K
|
13K
$4.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
160+ 2.33% |
$43.3K - $58.9K
|
7.03K
$2.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
154+ 6.47% |
$41.7K - $56.7K
|
2.54K
$847K
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
153+ 0.23% |
$41.4K - $56.3K
|
67.3K
$22.5M
|