Purchases and Sales Made in Q4 2024 in Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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 22, 2025 Q4 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
70
+ 7.35%
$19K - $25.8K
1.02K $342K
Jan 23, 2025 Q4 2024
Dohj, LLC

Seattle, WA
BUY
 -
68
+ 1.27%
$18.4K - $25K
5.44K $1.82M
Jan 24, 2025 Q4 2024
Jacobsen Capital Management

BUY
 -
68
+ 4.31%
$18.4K - $25K
1.65K $550K
Jan 22, 2025 Q4 2024
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
66
+ 3.77%
$17.9K - $24.3K
1.82K $606K
Jan 24, 2025 Q4 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
65
+ 5.8%
$17.6K - $23.9K
1.19K $396K
Jan 14, 2025 Q4 2024
Community Trust & Investment CO

BUY
 -
65
+ 0.07%
$17.6K - $23.9K
87.3K $29.2M
Jan 22, 2025 Q4 2024
Wealth Effects LLC

BUY
 -
65
+ 7.51%
$17.6K - $23.9K
930 $311K
Jan 16, 2025 Q4 2024
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
65
+ 2.31%
$17.6K - $23.9K
2.88K $960K
Jan 15, 2025 Q4 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
64
+ 0.85%
$17.3K - $23.5K
7.59K $2.53M
Jan 21, 2025 Q4 2024
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
64
+ 0.99%
$17.3K - $23.5K
6.52K $2.18M
Jan 24, 2025 Q4 2024
Lazari Capital Management, Inc.

Woodland Hills, CA
BUY
 -
63
+ 1.16%
$17.1K - $23.2K
5.51K $1.84M
Jan 16, 2025 Q4 2024
Dlk Investment Management, LLC

Solana Beach, CA
BUY
 -
63
+ 6.29%
$17.1K - $23.2K
1.07K $356K
Jan 14, 2025 Q4 2024
Sawyer & Company, Inc

BUY
 -
62
+ 0.32%
$16.8K - $22.8K
19.2K $6.42M
Jan 15, 2025 Q4 2024
Udine Wealth Management, Inc.

BUY
 -
61
+ 0.9%
$16.5K - $22.4K
6.84K $2.28M
Jan 16, 2025 Q4 2024
My Legacy Advisors, LLC

BUY
 -
60
+ 2.19%
$16.3K - $22.1K
2.8K $936K
Jan 21, 2025 Q4 2024
Aegon Asset Management Uk PLC

BUY
 -
59
New
$16K - $21.7K
59 $19.7K
Jan 03, 2025 Q4 2024
Modus Advisors, LLC

BUY
 -
59
+ 0.41%
$16K - $21.7K
14.4K $4.81M
Jan 13, 2025 Q4 2024
Ayrshire Capital Management LLC

BUY
 -
59
+ 1.19%
$16K - $21.7K
5.01K $1.67M
Jan 10, 2025 Q4 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
57
+ 0.25%
$15.4K - $21K
22.7K $7.57M
Jan 13, 2025 Q4 2024
Consilio Wealth Advisors, LLC

BUY
 -
56
+ 5.38%
$15.2K - $20.6K
1.1K $366K
Jan 24, 2025 Q4 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
56
+ 3.24%
$15.2K - $20.6K
1.79K $596K
Jan 16, 2025 Q4 2024
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
55
+ 0.03%
$14.9K - $20.2K
197K $65.8M
Jan 08, 2025 Q4 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
55
+ 2.16%
$14.9K - $20.2K
2.6K $869K
Jan 24, 2025 Q4 2024
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
54
+ 1.49%
$14.6K - $19.9K
3.68K $1.23M
Jan 13, 2025 Q4 2024
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
53
+ 4.42%
$14.4K - $19.5K
1.25K $418K
Jan 15, 2025 Q4 2024
Integrated Investment Consultants, LLC

BUY
 -
52
+ 3.57%
$14.1K - $19.1K
1.51K $504K
Jan 17, 2025 Q4 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
51
+ 2.28%
$13.8K - $18.8K
2.29K $763K
Jan 13, 2025 Q4 2024
Winthrop Advisory Group LLC

BUY
 -
51
+ 2.69%
$13.8K - $18.8K
1.95K $651K
Jan 22, 2025 Q4 2024
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
50
+ 0.68%
$13.5K - $18.4K
7.35K $2.45M
Jan 17, 2025 Q4 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
50
+ 3.18%
$13.5K - $18.4K
1.62K $542K
Jan 17, 2025 Q4 2024
Sheets Smith Wealth Management

BUY
 -
50
+ 3.89%
$13.5K - $18.4K
1.33K $445K
Jan 16, 2025 Q4 2024
Big Sur Wealth Management LLC

Miami, FL
BUY
 -
50
+ 0.5%
$13.5K - $18.4K
10K $3.34M
Jan 23, 2025 Q4 2024
Vander Pol Investments L.L.C.

Caledonia, MI
BUY
 -
47
+ 4.19%
$12.7K - $17.3K
1.17K $390K
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
43
+ 81.13%
$11.6K - $15.8K
96 $32.1K
Jan 14, 2025 Q4 2024
Cohen Investment Advisors LLC

BUY
 -
42
+ 0.38%
$11.4K - $15.5K
11.2K $3.75M
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
41
New
$11.1K - $15.1K
41 $13.7K
Jan 24, 2025 Q4 2024
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
41
+ 0.52%
$11.1K - $15.1K
7.91K $2.64M
Jan 22, 2025 Q4 2024
Acorn Creek Capital LLC

Fort Collins, CO
BUY
 -
38
+ 4.29%
$10.3K - $14K
923 $308K
Jan 24, 2025 Q4 2024
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
36
+ 0.49%
$9.75K - $13.2K
7.38K $2.46M
Jan 23, 2025 Q4 2024
Field & Main Bank

BUY
 -
35
+ 0.45%
$9.48K - $12.9K
7.81K $2.61M
Jan 24, 2025 Q4 2024
Muirfield Wealth Advisors LLC

Charlotte, NC
BUY
 -
33
+ 2.32%
$8.94K - $12.1K
1.46K $486K
Jan 21, 2025 Q4 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
32
+ 0.29%
$8.67K - $11.8K
11K $3.68M
Jan 22, 2025 Q4 2024
Nvest Financial, LLC

BUY
 -
31
+ 1.12%
$8.4K - $11.4K
2.81K $937K
Jan 21, 2025 Q4 2024
Embree Financial Group

Chicago, IL
BUY
 -
30
+ 0.67%
$8.13K - $11K
4.51K $1.51M
Jan 16, 2025 Q4 2024
Sugar Maple Asset Management, LLC

Sister Bay, WI
BUY
 -
30
New
$8.13K - $11K
30 $10K
Jan 22, 2025 Q4 2024
Foster Group, Inc.

BUY
 -
30
+ 2.92%
$8.13K - $11K
1.06K $353K
Jan 13, 2025 Q4 2024
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
28
+ 2.99%
$7.58K - $10.3K
963 $322K
Jan 24, 2025 Q4 2024
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
28
+ 2.31%
$7.58K - $10.3K
1.24K $414K
Jan 17, 2025 Q4 2024
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
25
+ 2.39%
$6.77K - $9.2K
1.07K $357K

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