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 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
7.41KNew |
$2.01M - $2.73M
|
7.41K
$1.93M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
7.37KNew |
$2M - $2.71M
|
7.37K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.34K+ 44.88% |
$1.99M - $2.7M
|
23.7K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
7.33K+ 1.58% |
$1.98M - $2.7M
|
471K
$123M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
7.33KNew |
$1.98M - $2.69M
|
7.33K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.29K+ 15.28% |
$1.97M - $2.68M
|
55K
$14.3M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.23K+ 85.67% |
$1.96M - $2.66M
|
15.7K
$4.08M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
7.21K+ 23.31% |
$1.95M - $2.65M
|
38.1K
$9.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
7.04KNew |
$1.91M - $2.59M
|
7.04K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
7.02KNew |
$1.9M - $2.58M
|
7.02K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7K+ 5.25% |
$1.9M - $2.57M
|
140K
$36.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
6.99KNew |
$1.89M - $2.57M
|
6.99K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
6.88KNew |
$1.86M - $2.53M
|
6.88K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.85K+ 14.28% |
$1.86M - $2.52M
|
54.8K
$14.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.85K+ 15.8% |
$1.85M - $2.52M
|
50.2K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
6.8K+ 15.52% |
$1.84M - $2.5M
|
50.6K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6.77KNew |
$1.83M - $2.49M
|
6.77K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
BUY
|
- |
6.76KNew |
$1.83M - $2.49M
|
6.76K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.64K+ 146.79% |
$1.8M - $2.44M
|
11.2K
$2.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.49KNew |
$1.76M - $2.39M
|
6.49K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.48K+ 137.41% |
$1.75M - $2.38M
|
11.2K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.45K+ 16.28% |
$1.75M - $2.37M
|
46.1K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
6.43K+ 17.12% |
$1.74M - $2.37M
|
44K
$11.5M
|
|
|
Jun 04, 2025
Q4 2024
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
6.43KNew |
$1.74M - $2.36M
|
6.43K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.42K+ 26.72% |
$1.74M - $2.36M
|
30.4K
$7.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.4K+ 11.35% |
$1.73M - $2.36M
|
62.8K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
6.35KNew |
$1.72M - $2.34M
|
6.35K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
6.31KNew |
$1.71M - $2.32M
|
6.31K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
6.29K+ 846.3% |
$1.7M - $2.31M
|
7.03K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.27K+ 35.09% |
$1.7M - $2.31M
|
24.1K
$6.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.26K+ 62.23% |
$1.7M - $2.3M
|
16.3K
$4.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.25K+ 14.3% |
$1.69M - $2.3M
|
50K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.25K+ 27.67% |
$1.69M - $2.3M
|
28.8K
$7.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
6.23KNew |
$1.69M - $2.29M
|
6.23K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
6.12K+ 443.48% |
$1.66M - $2.25M
|
7.5K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.1K+ 15.94% |
$1.65M - $2.24M
|
44.3K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.09K+ 2380.08% |
$1.65M - $2.24M
|
6.35K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.02K+ 68.26% |
$1.63M - $2.22M
|
14.8K
$3.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.02KNew |
$1.63M - $2.21M
|
6.02K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Valliance Asset Management LTD
|
BUY
|
- |
6KNew |
$1.63M - $2.21M
|
6K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
6KNew |
$1.62M - $2.21M
|
6K
$1.56M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
5.85KNew |
$1.58M - $2.15M
|
5.85K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Eos Management, L.P.
|
BUY
|
- |
5.84KNew |
$1.58M - $2.15M
|
5.84K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
5.83KNew |
$1.58M - $2.14M
|
5.83K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
BUY
|
- |
5.79K+ 1.01% |
$1.57M - $2.13M
|
578K
$151M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
5.67KNew |
$1.53M - $2.08M
|
5.67K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
5.65KNew |
$1.53M - $2.08M
|
5.65K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
5.6K+ 560.0% |
$1.52M - $2.06M
|
6.6K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.59K+ 442.55% |
$1.51M - $2.05M
|
6.85K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.54K+ 4.74% |
$1.5M - $2.04M
|
122K
$31.9M
|