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 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
10.7KNew |
$2.9M - $3.94M
|
10.7K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
10.5K+ 39.47% |
$2.85M - $3.87M
|
37.2K
$9.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.5K+ 1402.67% |
$2.84M - $3.86M
|
11.2K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
10.5KNew |
$2.83M - $3.85M
|
10.5K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 5.27% |
$2.82M - $3.82M
|
207K
$54.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
10.3K+ 584.79% |
$2.78M - $3.78M
|
12K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
10.2K+ 97.77% |
$2.77M - $3.77M
|
20.7K
$5.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
10.2KNew |
$2.76M - $3.75M
|
10.2K
$2.66M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
10.2K+ 4.15% |
$2.76M - $3.75M
|
256K
$66.6M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
10.2K+ 29040.0% |
$2.75M - $3.74M
|
10.2K
$2.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
10.1K+ 0.29% |
$2.73M - $3.71M
|
3.49M
$910M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
10K+ 15.38% |
$2.71M - $3.68M
|
75K
$19.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Bornite Capital Management LP
|
BUY
|
- |
10K+ 25.0% |
$2.71M - $3.68M
|
50K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
9.99K+ 54.81% |
$2.7M - $3.67M
|
28.2K
$7.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
9.89K+ 5.01% |
$2.68M - $3.64M
|
207K
$54M
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
9.68KNew |
$2.62M - $3.56M
|
9.68K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
- |
9.66KNew |
$2.62M - $3.55M
|
9.66K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.55K+ 37.27% |
$2.59M - $3.51M
|
35.2K
$9.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.55K+ 12.09% |
$2.59M - $3.51M
|
88.5K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.44K+ 2.92% |
$2.56M - $3.47M
|
332K
$86.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
9.15KNew |
$2.48M - $3.37M
|
9.15K
$2.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
9.08K+ 9.27% |
$2.46M - $3.34M
|
107K
$27.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
8.99K+ 1.15% |
$2.44M - $3.31M
|
788K
$205M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.91KNew |
$2.41M - $3.28M
|
8.91K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
8.91KNew |
$2.41M - $3.28M
|
8.91K
$2.32M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
8.84K+ 0.5% |
$2.4M - $3.25M
|
1.78M
$463M
|
|
|
Jan 15, 2025
Q4 2024
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
8.79KNew |
$2.38M - $3.23M
|
8.79K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.72K+ 11.52% |
$2.36M - $3.21M
|
84.4K
$22M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.64K+ 9.63% |
$2.34M - $3.18M
|
98.3K
$25.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
8.61KNew |
$2.33M - $3.17M
|
8.61K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
8.56KNew |
$2.32M - $3.15M
|
8.56K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
BUY
|
- |
8.55KNew |
$2.32M - $3.15M
|
8.55K
$2.23M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
8.5K+ 301.63% |
$2.3M - $3.13M
|
11.3K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.47K+ 1.99% |
$2.29M - $3.12M
|
434K
$113M
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
8.45K+ 10.77% |
$2.29M - $3.11M
|
86.9K
$22.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.41KNew |
$2.28M - $3.09M
|
8.41K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.32K+ 23.2% |
$2.25M - $3.06M
|
44.2K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Contour Asset Management LLC
New York, NY |
BUY
|
- |
8.26K+ 1.29% |
$2.24M - $3.04M
|
647K
$169M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.24K+ 23.47% |
$2.23M - $3.03M
|
43.3K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
8.19K+ 19.6% |
$2.22M - $3.01M
|
49.9K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
8.1K+ 54.0% |
$2.19M - $2.98M
|
23.1K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
8.07K+ 20.58% |
$2.19M - $2.97M
|
47.3K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.96K+ 14.62% |
$2.16M - $2.93M
|
62.4K
$16.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7.75K+ 3.36% |
$2.1M - $2.85M
|
239K
$62.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.7K+ 2.06% |
$2.09M - $2.83M
|
382K
$99.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.64K+ 410.14% |
$2.07M - $2.81M
|
9.5K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
7.6K+ 20.55% |
$2.06M - $2.8M
|
44.6K
$11.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.59K+ 1.61% |
$2.06M - $2.79M
|
479K
$125M
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
7.5KNew |
$2.03M - $2.76M
|
7.5K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.5K+ 62.07% |
$2.03M - $2.76M
|
19.6K
$5.1M
|