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 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
153+ 4.74% |
$41.4K - $56.3K
|
3.38K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
150+ 2.33% |
$40.6K - $55.2K
|
6.58K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
150+ 3.58% |
$40.6K - $55.2K
|
4.34K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
146+ 11.51% |
$39.5K - $53.7K
|
1.42K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
146+ 8.14% |
$39.5K - $53.7K
|
1.94K
$647K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
145+ 32.51% |
$39.3K - $53.3K
|
591
$197K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
142+ 0.74% |
$38.5K - $52.2K
|
19.3K
$6.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
142+ 0.89% |
$38.5K - $52.2K
|
16K
$5.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
137+ 17.47% |
$37.1K - $50.4K
|
921
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
134+ 4.79% |
$36.3K - $49.3K
|
2.93K
$979K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
134+ 7.1% |
$36.3K - $49.3K
|
2.02K
$674K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
133+ 1.03% |
$36K - $48.9K
|
13.1K
$4.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
127+ 1.38% |
$34.4K - $46.7K
|
9.33K
$3.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
127+ 8.97% |
$34.4K - $46.7K
|
1.54K
$515K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
125+ 13.69% |
$33.9K - $46K
|
1.04K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
123+ 0.26% |
$33.3K - $45.2K
|
47.5K
$15.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
122+ 2.23% |
$33K - $44.9K
|
5.6K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
122+ 12.27% |
$33K - $44.9K
|
1.12K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
120+ 5.62% |
$32.5K - $44.1K
|
2.26K
$754K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
118+ 5.32% |
$32K - $43.4K
|
2.34K
$780K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
106+ 1.6% |
$28.7K - $39K
|
6.75K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
106+ 3.22% |
$28.7K - $39K
|
3.4K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
104+ 4.27% |
$28.2K - $38.3K
|
2.54K
$847K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
104+ 5.42% |
$28.2K - $38.3K
|
2.02K
$676K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
103+ 2.08% |
$27.9K - $37.9K
|
5.06K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
102+ 75.0% |
$27.6K - $37.5K
|
238
$79.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
100+ 3.6% |
$27.1K - $36.8K
|
2.88K
$960K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
98+ 9.59% |
$26.5K - $36.1K
|
1.12K
$374K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
98+ 2.34% |
$26.5K - $36.1K
|
4.28K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
96+ 1.03% |
$26K - $35.3K
|
9.37K
$3.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
96+ 3.46% |
$26K - $35.3K
|
2.87K
$959K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
94+ 9.51% |
$25.5K - $34.6K
|
1.08K
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
90+ 63.83% |
$24.4K - $33.1K
|
231
$77.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
89+ 6.78% |
$24.1K - $32.7K
|
1.4K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
87+ 4.69% |
$23.6K - $32K
|
1.94K
$648K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
85+ 10.86% |
$23K - $31.3K
|
868
$290K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
84+ 3.55% |
$22.8K - $30.9K
|
2.45K
$817K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
83+ 5.31% |
$22.5K - $30.5K
|
1.65K
$550K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
83+ 88.3% |
$22.5K - $30.5K
|
177
$59.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
81+ 0.84% |
$21.9K - $29.8K
|
9.75K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
79+ 8.52% |
$21.4K - $29.1K
|
1.01K
$336K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
77+ 1.15% |
$20.9K - $28.3K
|
6.75K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
77+ 7.43% |
$20.9K - $28.3K
|
1.11K
$372K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
77+ 28.95% |
$20.9K - $28.3K
|
343
$115K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
76+ 7.69% |
$20.6K - $28K
|
1.06K
$355K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
75+ 1.2% |
$20.3K - $27.6K
|
6.34K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
75+ 0.68% |
$20.3K - $27.6K
|
11.1K
$3.7M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
75+ 1.68% |
$20.3K - $27.6K
|
4.54K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
72+ 7.47% |
$19.5K - $26.5K
|
1.04K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
71+ 7.68% |
$19.2K - $26.1K
|
995
$332K
|