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 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
24+ 0.53% |
$6.5K - $8.83K
|
4.58K
$1.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24+ 31.58% |
$6.5K - $8.83K
|
100
$33.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
20+ 0.7% |
$5.42K - $7.36K
|
2.86K
$955K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
19+ 0.43% |
$5.15K - $6.99K
|
4.41K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
18+ 1.14% |
$4.88K - $6.62K
|
1.59K
$531K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 0.72% |
$4.88K - $6.62K
|
2.53K
$846K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18+ 1.12% |
$4.88K - $6.62K
|
1.63K
$544K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
18+ 105.88% |
$4.88K - $6.62K
|
35
$11.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17+ 1.76% |
$4.6K - $6.25K
|
985
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
17New |
$4.6K - $6.25K
|
17
$5.68K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
17+ 0.83% |
$4.6K - $6.25K
|
2.06K
$686K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
17+ 0.31% |
$4.6K - $6.25K
|
5.44K
$1.82M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
17+ 94.44% |
$4.6K - $6.25K
|
35
$11.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
16+ 0.56% |
$4.33K - $5.89K
|
2.87K
$958K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
16+ 0.51% |
$4.33K - $5.89K
|
3.16K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
16+ 0.92% |
$4.33K - $5.89K
|
1.76K
$587K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
15+ 1.44% |
$4.06K - $5.52K
|
1.06K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
15+ 1.32% |
$4.06K - $5.52K
|
1.15K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
15+ 0.4% |
$4.06K - $5.52K
|
3.72K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
14+ 1.12% |
$3.79K - $5.15K
|
1.26K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
13+ 1.15% |
$3.52K - $4.78K
|
1.14K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
12+ 1.65% |
$3.25K - $4.41K
|
740
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
12+ 0.57% |
$3.25K - $4.41K
|
2.13K
$710K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
11+ 0.8% |
$2.98K - $4.05K
|
1.39K
$465K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 0.4% |
$2.71K - $3.68K
|
2.53K
$845K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8+ 0.34% |
$2.17K - $2.94K
|
2.36K
$788K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8+ 0.11% |
$2.17K - $2.94K
|
7.35K
$2.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 2.01% |
$2.17K - $2.94K
|
406
$136K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7+ 0.29% |
$1.9K - $2.58K
|
2.41K
$806K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
7+ 2.06% |
$1.9K - $2.58K
|
347
$116K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
6+ 0.73% |
$1.63K - $2.21K
|
829
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6+ 0.68% |
$1.63K - $2.21K
|
894
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.62% |
$1.35K - $1.84K
|
818
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.09% |
$1.35K - $1.84K
|
5.47K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5+ 0.1% |
$1.35K - $1.84K
|
5.06K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 0.1% |
$1.35K - $1.84K
|
4.8K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 6.38% |
$813 - $1.1K
|
50
$16.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.41% |
$813 - $1.1K
|
736
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.72% |
$813 - $1.1K
|
421
$141K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$813 - $1.1K
|
5.48K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 10.53% |
$542 - $736
|
21
$7.01K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2+ 0.11% |
$542 - $736
|
1.8K
$601K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2+ 0.21% |
$542 - $736
|
941
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.1% |
$542 - $736
|
1.99K
$664K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.27% |
$542 - $736
|
743
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.31% |
$271 - $368
|
323
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1+ 0.12% |
$271 - $368
|
833
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1+ 0.03% |
$271 - $368
|
3.39K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1+ 0.08% |
$271 - $368
|
1.3K
$435K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1- 0.09% |
$271 - $368
|
1.13K
$379K
|