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
|
Savant Capital, LLC
|
BUY
|
- |
2.03K+ 53.21% |
$482K - $580K
|
5.84K
$2.01M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.03KNew |
$482K - $580K
|
2.03K
$699K
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.02K+ 2.9% |
$480K - $577K
|
71.6K
$24.6M
|
|
Oct 19, 2021
Q3 2021
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2K+ 3.27% |
$475K - $571K
|
63.2K
$21.8M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.97K+ 14.62% |
$469K - $564K
|
15.5K
$5.33M
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.96KNew |
$465K - $559K
|
1.96K
$674K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.95K+ 190.24% |
$463K - $557K
|
2.98K
$1.02M
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.94K+ 8.81% |
$462K - $555K
|
24K
$8.26M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1.94K+ 5.2% |
$461K - $554K
|
39.3K
$13.5M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.94K+ 48.09% |
$461K - $554K
|
5.98K
$2.06M
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
1.94K+ 5.73% |
$460K - $554K
|
35.7K
$12.3M
|
|
Nov 23, 2022
Q3 2021
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
1.94K+ 37.72% |
$460K - $553K
|
7.07K
$2.44M
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.91KNew |
$454K - $546K
|
1.91K
$658K
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.9KNew |
$450K - $542K
|
1.9K
$653K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.87K+ 26.87% |
$445K - $535K
|
8.85K
$3.05M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.86K+ 49.19% |
$443K - $532K
|
5.65K
$1.95M
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
BUY
|
- |
1.86K+ 26.56% |
$442K - $531K
|
8.86K
$3.05M
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.85K+ 28.54% |
$438K - $527K
|
8.31K
$2.86M
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.82K+ 1.18% |
$432K - $520K
|
156K
$53.7M
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.81K+ 79.6% |
$430K - $517K
|
4.09K
$1.41M
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$428K - $514K
|
1.8K
$620K
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
1.76K+ 15.3% |
$418K - $503K
|
13.3K
$4.57M
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.75K+ 148.56% |
$416K - $500K
|
2.93K
$1.01M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.74K+ 2.48% |
$413K - $497K
|
71.8K
$24.7M
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.74K+ 158.97% |
$412K - $496K
|
2.83K
$974K
|
|
May 10, 2024
Q3 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.71K+ 57.22% |
$406K - $489K
|
4.7K
$1.62M
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
BUY
|
- |
1.69K+ 3.01% |
$401K - $482K
|
57.8K
$19.9M
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.68K+ 26.89% |
$399K - $480K
|
7.93K
$2.73M
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.68KNew |
$398K - $479K
|
1.68K
$578K
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.67K+ 9.63% |
$396K - $476K
|
19K
$6.53M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.66K+ 14.52% |
$393K - $473K
|
13.1K
$4.5M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.65K+ 6.39% |
$393K - $472K
|
27.5K
$9.48M
|
|
Nov 01, 2021
Q3 2021
|
Meyer Handelman CO
|
BUY
|
- |
1.65K+ 7.71% |
$392K - $471K
|
23.1K
$7.94M
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.65K+ 0.8% |
$391K - $470K
|
208K
$71.6M
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.64KNew |
$390K - $469K
|
1.64K
$566K
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.64K+ 7.68% |
$389K - $468K
|
23K
$7.91M
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.62K+ 6.73% |
$384K - $461K
|
25.6K
$8.82M
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.61K+ 181.53% |
$383K - $460K
|
2.5K
$861K
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.61K+ 1.73% |
$383K - $460K
|
94.8K
$32.6M
|
|
Oct 14, 2021
Q3 2021
|
Security National Bank
|
BUY
|
- |
1.6K+ 9.37% |
$379K - $456K
|
18.6K
$6.42M
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.57K+ 123.06% |
$373K - $448K
|
2.84K
$980K
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
1.55K+ 17.57% |
$367K - $442K
|
10.4K
$3.57M
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.53K+ 44.14% |
$362K - $436K
|
4.98K
$1.72M
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
1.52K+ 4.54% |
$361K - $434K
|
35K
$12.1M
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.52K+ 19.17% |
$360K - $433K
|
9.43K
$3.25M
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 127.06% |
$359K - $432K
|
2.7K
$931K
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.5K+ 24.3% |
$356K - $428K
|
7.67K
$2.64M
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.48K+ 24.07% |
$351K - $422K
|
7.61K
$2.62M
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.48K+ 1.15% |
$350K - $421K
|
130K
$44.8M
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.47KNew |
$350K - $421K
|
1.47K
$508K
|