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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
5.53KNew |
$1.5M - $2.04M
|
5.53K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.51K+ 0.97% |
$1.49M - $2.03M
|
570K
$149M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
5.48KNew |
$1.49M - $2.02M
|
5.48K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5.45KNew |
$1.48M - $2M
|
5.45K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.43K+ 2.26% |
$1.47M - $2M
|
246K
$64.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
5.43KNew |
$1.47M - $2M
|
5.43K
$1.41M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
5.41KNew |
$1.47M - $1.99M
|
5.41K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.35KNew |
$1.45M - $1.97M
|
5.35K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
5.27KNew |
$1.43M - $1.94M
|
5.27K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.26K+ 19.2% |
$1.43M - $1.94M
|
32.7K
$8.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
5.24KNew |
$1.42M - $1.93M
|
5.24K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
5.23K+ 4.29% |
$1.42M - $1.92M
|
127K
$33.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.21K+ 376.08% |
$1.41M - $1.91M
|
6.59K
$1.72M
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
5.18KNew |
$1.4M - $1.9M
|
5.18K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
5.05KNew |
$1.37M - $1.86M
|
5.05K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
5K+ 12.5% |
$1.35M - $1.84M
|
45K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
BUY
|
- |
4.83K+ 643.47% |
$1.31M - $1.78M
|
5.58K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
4.82KNew |
$1.31M - $1.77M
|
4.82K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
4.8KNew |
$1.3M - $1.77M
|
4.8K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
4.79KNew |
$1.3M - $1.76M
|
4.79K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.75K+ 14.98% |
$1.29M - $1.75M
|
36.5K
$9.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
4.73KNew |
$1.28M - $1.74M
|
4.73K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.71K+ 37.88% |
$1.27M - $1.73M
|
17.1K
$4.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.7K+ 18.09% |
$1.27M - $1.73M
|
30.7K
$8M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
BUY
|
- |
4.7KNew |
$1.27M - $1.73M
|
4.7K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.69KNew |
$1.27M - $1.72M
|
4.69K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.65K+ 1.89% |
$1.26M - $1.71M
|
251K
$65.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
4.65KNew |
$1.26M - $1.71M
|
4.65K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.62K+ 5.99% |
$1.25M - $1.7M
|
81.8K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.61KNew |
$1.25M - $1.69M
|
4.61K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.56K+ 17.69% |
$1.24M - $1.68M
|
30.4K
$7.91M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.56K+ 29.57% |
$1.23M - $1.68M
|
20K
$5.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
4.51KNew |
$1.22M - $1.66M
|
4.51K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.5KNew |
$1.22M - $1.66M
|
4.5K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
4.48K+ 1.78% |
$1.21M - $1.65M
|
256K
$66.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.48K+ 0.92% |
$1.21M - $1.65M
|
492K
$128M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
4.46KNew |
$1.21M - $1.64M
|
4.46K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.46K+ 22.77% |
$1.21M - $1.64M
|
24K
$6.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.42KNew |
$1.2M - $1.62M
|
4.42K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
4.41KNew |
$1.2M - $1.62M
|
4.41K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.38KNew |
$1.19M - $1.61M
|
4.38K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.38K+ 49.06% |
$1.19M - $1.61M
|
13.3K
$3.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
4.28K+ 4.29% |
$1.16M - $1.57M
|
104K
$27.1M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
4.24KNew |
$1.15M - $1.56M
|
4.24K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.21K+ 11.13% |
$1.14M - $1.55M
|
42.1K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.2K+ 12.68% |
$1.14M - $1.55M
|
37.3K
$9.73M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
4.17KNew |
$1.13M - $1.53M
|
4.17K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.15K+ 425.98% |
$1.12M - $1.53M
|
5.12K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.12KNew |
$1.12M - $1.52M
|
4.12K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
4.12KNew |
$1.12M - $1.52M
|
4.12K
$1.07M
|