Purchases and Sales Made in Q3 2023 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-63- 1.85% |
$12.8K - $14.8K
|
3.34K
$868K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-63- 4.37% |
$12.8K - $14.8K
|
1.38K
$358K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-63- 5.19% |
$12.8K - $14.8K
|
1.15K
$299K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-63- 25.1% |
$12.8K - $14.8K
|
188
$48.9K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-63- 5.19% |
$12.8K - $14.8K
|
1.15K
$299K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-64- 5.67% |
$13K - $15K
|
1.07K
$277K
|
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-64- 0.72% |
$13K - $15K
|
8.86K
$2.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-65- 0.82% |
$13.2K - $15.2K
|
7.87K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-65- 2.56% |
$13.2K - $15.2K
|
2.48K
$644K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-65- 0.82% |
$13.2K - $15.2K
|
7.87K
$2.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-66- 6.01% |
$13.4K - $15.5K
|
1.03K
$268K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-66- 0.43% |
$13.4K - $15.5K
|
15.2K
$3.95M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-70- 0.78% |
$14.2K - $16.4K
|
8.85K
$2.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-70- 1.22% |
$14.2K - $16.4K
|
5.68K
$1.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-70- 1.23% |
$14.2K - $16.4K
|
5.63K
$1.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-70- 1.36% |
$14.2K - $16.4K
|
5.06K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-71- 3.64% |
$14.4K - $16.6K
|
1.88K
$488K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-71- 2.66% |
$14.4K - $16.6K
|
2.6K
$675K
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-72- 2.74% |
$14.6K - $16.9K
|
2.55K
$663K
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-72- 0.88% |
$14.6K - $16.9K
|
8.1K
$2.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-72- 0.26% |
$14.6K - $16.9K
|
27.2K
$7.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-73- 1.01% |
$14.8K - $17.1K
|
7.16K
$1.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-73- 1.49% |
$14.8K - $17.1K
|
4.83K
$1.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-74- 10.54% |
$15K - $17.3K
|
628
$163K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-75- 1.05% |
$15.2K - $17.6K
|
7.09K
$1.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-75- 1.97% |
$15.2K - $17.6K
|
3.73K
$968K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-75- 6.31% |
$15.2K - $17.6K
|
1.11K
$290K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-77- 5.94% |
$15.6K - $18K
|
1.22K
$317K
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-78- 1.51% |
$15.8K - $18.3K
|
5.08K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-78- 3.34% |
$15.8K - $18.3K
|
2.26K
$587K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-78- 1.51% |
$15.8K - $18.3K
|
5.08K
$1.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-79- 1.12% |
$16K - $18.5K
|
6.99K
$1.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-79- 3.96% |
$16K - $18.5K
|
1.92K
$498K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-79- 31.47% |
$16K - $18.5K
|
172
$44.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-80- 0.16% |
$16.2K - $18.7K
|
49.5K
$12.9M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-81- 25.8% |
$16.4K - $19K
|
233
$60.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-81- 1.7% |
$16.4K - $19K
|
4.7K
$1.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-81- 2.73% |
$16.4K - $19K
|
2.88K
$749K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-81- 2.81% |
$16.4K - $19K
|
2.8K
$728K
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-82- 1.84% |
$16.6K - $19.2K
|
4.38K
$1.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-82- 4.0% |
$16.6K - $19.2K
|
1.97K
$511K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-82- 0.94% |
$16.6K - $19.2K
|
8.65K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-82- 2.65% |
$16.6K - $19.2K
|
3.02K
$784K
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-83- 0.51% |
$16.8K - $19.5K
|
16.2K
$4.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-83- 1.6% |
$16.8K - $19.5K
|
5.12K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-83- 10.85% |
$16.8K - $19.5K
|
682
$177K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-84- 4.67% |
$17K - $19.7K
|
1.72K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-85- 77.27% |
$17.2K - $19.9K
|
25
$6.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-86- 0.42% |
$17.4K - $20.2K
|
20.4K
$5.31M
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-87- 3.07% |
$17.6K - $20.4K
|
2.75K
$714K
|