Purchases and Sales Made in Q3 2021 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.35K+ 11.77% |
$797K - $958K
|
31.8K
$11M
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
3.31K+ 12.61% |
$786K - $945K
|
29.6K
$10.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.31K+ 38.42% |
$786K - $945K
|
11.9K
$4.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
3.3K+ 4.74% |
$785K - $943K
|
73K
$25.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.29K+ 15.94% |
$782K - $940K
|
23.9K
$8.25M
|
|
|
Nov 10, 2021
Q3 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
3.24K+ 13.36% |
$770K - $926K
|
27.5K
$9.48M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.24K+ 96.92% |
$769K - $925K
|
6.58K
$2.27M
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.23K+ 1.84% |
$766K - $921K
|
179K
$61.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
3.19K+ 20.19% |
$759K - $912K
|
19K
$6.55M
|
|
|
Nov 03, 2021
Q3 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
3.18KNew |
$756K - $909K
|
3.18K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.18K+ 0.39% |
$755K - $908K
|
825K
$284M
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
3.17K+ 7.93% |
$754K - $906K
|
43.2K
$14.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.16K+ 19.11% |
$751K - $903K
|
19.7K
$6.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.16K+ 1.3% |
$751K - $903K
|
246K
$84.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
3.11K+ 3.84% |
$739K - $889K
|
84.2K
$29M
|
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
3.1K+ 14.86% |
$737K - $886K
|
24K
$8.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
3.1K+ 100.0% |
$736K - $885K
|
6.2K
$2.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.08KNew |
$733K - $881K
|
3.08K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Mackay Shields LLC
|
BUY
|
- |
3.04K+ 2.09% |
$722K - $868K
|
149K
$51.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
3.02KNew |
$717K - $862K
|
3.02K
$1.04M
|
|
|
Oct 05, 2021
Q3 2021
|
Chickasaw Capital Management LLC
|
BUY
|
- |
3K+ 53.4% |
$711K - $855K
|
8.6K
$2.96M
|
|
|
Oct 25, 2021
Q3 2021
|
Baxter Bros Inc
|
BUY
|
- |
2.98KNew |
$708K - $851K
|
2.98K
$1.03M
|
|
|
Oct 29, 2021
Q3 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.98KNew |
$707K - $850K
|
2.98K
$1.03M
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.97K+ 7.49% |
$705K - $848K
|
42.6K
$14.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
2.95K+ 190.45% |
$701K - $843K
|
4.5K
$1.55M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.95K+ 4.27% |
$701K - $843K
|
72K
$24.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.95K+ 4.37% |
$700K - $842K
|
70.5K
$24.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Waverton Investment Management LTD
|
BUY
|
- |
2.91K+ 2.57% |
$692K - $832K
|
116K
$40.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Westwood Management Corp
|
BUY
|
- |
2.9K+ 15.93% |
$689K - $828K
|
21.1K
$7.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.86K+ 240.02% |
$680K - $817K
|
4.05K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.86KNew |
$679K - $817K
|
2.86K
$985K
|
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.8K+ 4.85% |
$665K - $800K
|
60.5K
$20.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.79K+ 18.8% |
$663K - $797K
|
17.6K
$6.08M
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.79K+ 27.03% |
$663K - $797K
|
13.1K
$4.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
2.76K+ 46.93% |
$656K - $788K
|
8.64K
$2.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.76K+ 4.14% |
$654K - $787K
|
69.3K
$23.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.75K+ 118.65% |
$653K - $785K
|
5.06K
$1.74M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
2.74K+ 1.05% |
$651K - $783K
|
265K
$91.1M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.74K+ 1.05% |
$651K - $783K
|
265K
$91.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
2.73K+ 6.46% |
$649K - $781K
|
45K
$15.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.73K+ 60.77% |
$648K - $779K
|
7.22K
$2.49M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.67K+ 20.71% |
$635K - $763K
|
15.6K
$5.36M
|
|
|
Oct 19, 2021
Q3 2021
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
2.63KNew |
$625K - $752K
|
2.63K
$907K
|
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.62K+ 11.57% |
$621K - $747K
|
25.2K
$8.69M
|
|
|
Nov 05, 2021
Q3 2021
|
Allen Investment Management LLC
|
BUY
|
- |
2.61K+ 6.46% |
$619K - $744K
|
42.9K
$14.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
2.59K+ 11.5% |
$616K - $740K
|
25.1K
$8.66M
|
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
2.59KNew |
$615K - $740K
|
2.59K
$892K
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
2.58K+ 9.4% |
$613K - $737K
|
30K
$10.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.58K+ 8.89% |
$612K - $736K
|
31.6K
$10.9M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.56K+ 36.61% |
$607K - $730K
|
9.53K
$3.28M
|