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
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
2.53K+ 2.16% |
$600K - $722K
|
119K
$41.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.52K+ 11.37% |
$599K - $720K
|
24.7K
$8.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
2.45K+ 6.57% |
$582K - $700K
|
39.7K
$13.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 11.39% |
$580K - $698K
|
23.9K
$8.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
BUY
|
- |
2.42K+ 31.32% |
$576K - $692K
|
10.2K
$3.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.42K+ 8.31% |
$575K - $692K
|
31.6K
$10.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.4K+ 7.17% |
$570K - $686K
|
35.9K
$12.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
2.4KNew |
$570K - $686K
|
2.4K
$827K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.4K+ 61.65% |
$570K - $686K
|
6.29K
$2.17M
|
|
|
Oct 26, 2021
Q3 2021
|
Riverbridge Partners LLC
|
BUY
|
- |
2.37K+ 0.57% |
$563K - $676K
|
421K
$145M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.34K+ 13.68% |
$557K - $670K
|
19.5K
$6.71M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.33K+ 16.02% |
$553K - $666K
|
16.9K
$5.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.33K+ 141.46% |
$553K - $665K
|
3.97K
$1.37M
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.33K+ 1.2% |
$553K - $664K
|
196K
$67.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.33K+ 23.48% |
$553K - $664K
|
12.2K
$4.21M
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Investment Advisors
|
BUY
|
- |
2.32K+ 3.65% |
$550K - $662K
|
65.7K
$22.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Ctc LLC
|
BUY
|
- |
2.32KNew |
$550K - $661K
|
2.32K
$797K
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
2.31KNew |
$549K - $660K
|
2.31K
$796K
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.29KNew |
$544K - $654K
|
2.29K
$788K
|
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
BUY
|
- |
2.28K+ 3.55% |
$543K - $652K
|
66.7K
$23M
|
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 77.42% |
$543K - $652K
|
5.23K
$1.8M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.27K+ 8.21% |
$539K - $648K
|
29.9K
$10.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.26KNew |
$537K - $646K
|
2.26K
$778K
|
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.25K+ 18.78% |
$535K - $644K
|
14.3K
$4.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Mason Capital Management LLC
New York, NY |
BUY
|
- |
2.25KNew |
$534K - $643K
|
2.25K
$775K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.25K+ 1.08% |
$533K - $641K
|
211K
$72.6M
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
2.24K+ 101.08% |
$533K - $640K
|
4.46K
$1.54M
|
|
|
Oct 29, 2021
Q3 2021
|
Shikiar Asset Management Inc
|
BUY
|
- |
2.23K+ 10.39% |
$530K - $638K
|
23.7K
$8.17M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2.23K+ 19.63% |
$530K - $638K
|
13.6K
$4.68M
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.23K+ 2082.24% |
$529K - $636K
|
2.34K
$804K
|
|
|
May 15, 2023
Q3 2021
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
2.23K+ 4.81% |
$529K - $636K
|
48.6K
$16.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.22K+ 0.9% |
$527K - $634K
|
250K
$86M
|
|
|
Nov 15, 2021
Q3 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.21K+ 13.49% |
$524K - $630K
|
18.6K
$6.39M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.2K+ 1196.2% |
$523K - $629K
|
2.39K
$821K
|
|
|
Nov 12, 2021
Q3 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.2KNew |
$523K - $628K
|
2.2K
$758K
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.2K+ 15.83% |
$522K - $628K
|
16.1K
$5.54M
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.18K+ 6.73% |
$518K - $623K
|
34.6K
$11.9M
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
BUY
|
- |
2.17K+ 7.9% |
$515K - $619K
|
29.6K
$10.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.17K+ 765.02% |
$514K - $618K
|
2.45K
$843K
|
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.13K+ 2.81% |
$507K - $610K
|
78K
$26.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.11KNew |
$500K - $602K
|
2.11K
$725K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.1KNew |
$499K - $600K
|
2.1K
$724K
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.09KNew |
$495K - $596K
|
2.09K
$718K
|
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.09K+ 3.7% |
$495K - $596K
|
58.5K
$20.1M
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.08K+ 3.86% |
$494K - $594K
|
56K
$19.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
2.08K+ 15.07% |
$494K - $594K
|
15.9K
$5.47M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
2.07K+ 2.88% |
$493K - $592K
|
74.1K
$25.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
2.06K+ 5.03% |
$489K - $588K
|
43K
$14.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
2.05K+ 2.16% |
$488K - $587K
|
97K
$33.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.04K+ 56.57% |
$484K - $582K
|
5.64K
$1.94M
|