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 15, 2021
Q3 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.47K+ 14.99% |
$349K - $420K
|
11.3K
$3.89M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.46KNew |
$347K - $418K
|
1.46K
$504K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.45K+ 30.34% |
$344K - $414K
|
6.22K
$2.14M
|
|
|
Oct 27, 2021
Q3 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.45K+ 0.75% |
$343K - $413K
|
193K
$66.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.44K+ 7.27% |
$342K - $411K
|
21.2K
$7.31M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.44K+ 25.68% |
$342K - $411K
|
7.04K
$2.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.43K+ 152.94% |
$340K - $408K
|
2.37K
$815K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
1.43K+ 10.82% |
$339K - $408K
|
14.6K
$5.04M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.42K+ 1.14% |
$338K - $406K
|
126K
$43.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.41K+ 980.56% |
$335K - $403K
|
1.56K
$536K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.41K+ 17.75% |
$334K - $402K
|
9.34K
$3.22M
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.4K+ 19.66% |
$332K - $399K
|
8.5K
$2.93M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.39K+ 4.41% |
$329K - $396K
|
32.8K
$11.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.39K+ 11.04% |
$329K - $396K
|
13.9K
$4.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.38K+ 2.36% |
$328K - $394K
|
59.9K
$20.6M
|
|
|
Oct 04, 2021
Q3 2021
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.37KNew |
$326K - $392K
|
1.37K
$473K
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.37KNew |
$326K - $392K
|
1.37K
$473K
|
|
|
Nov 12, 2021
Q3 2021
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
1.37KNew |
$326K - $392K
|
1.37K
$473K
|
|
|
Nov 04, 2021
Q3 2021
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
1.37KNew |
$325K - $391K
|
1.37K
$471K
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.36KNew |
$324K - $390K
|
1.36K
$470K
|
|
|
Nov 12, 2021
Q3 2021
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
1.36K+ 1.56% |
$324K - $389K
|
88.5K
$30.5M
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
1.35K+ 5.42% |
$322K - $387K
|
26.3K
$9.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.35K+ 84.89% |
$322K - $387K
|
2.95K
$1.02M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.35K+ 7.48% |
$321K - $386K
|
19.4K
$6.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.35K+ 1.66% |
$321K - $386K
|
82.7K
$28.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
1.35KNew |
$320K - $384K
|
1.35K
$464K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.34K+ 9.41% |
$318K - $382K
|
15.6K
$5.36M
|
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.32K+ 83.01% |
$315K - $378K
|
2.92K
$1.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
1.32K+ 23.04% |
$314K - $378K
|
7.07K
$2.43M
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
1.32K+ 6.67% |
$313K - $376K
|
21K
$7.25M
|
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.3K+ 0.65% |
$309K - $371K
|
201K
$69.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
1.3K+ 737.5% |
$308K - $371K
|
1.47K
$508K
|
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
1.3KNew |
$308K - $370K
|
1.3K
$446K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
1.28K+ 3.05% |
$303K - $364K
|
43.1K
$14.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
1.27K+ 3.7% |
$302K - $363K
|
35.6K
$12.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.27K+ 2.19% |
$301K - $362K
|
59.2K
$20.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.27K+ 36.37% |
$301K - $362K
|
4.75K
$1.64M
|
|
|
Nov 15, 2021
Q3 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.25KNew |
$297K - $357K
|
1.25K
$430K
|
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.25KNew |
$296K - $356K
|
1.25K
$430K
|
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.25K+ 25.37% |
$296K - $356K
|
6.16K
$2.12M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.24K+ 3.8% |
$296K - $355K
|
34K
$11.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.24KNew |
$295K - $355K
|
1.24K
$428K
|
|
|
Oct 20, 2021
Q3 2021
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
1.24K+ 0.58% |
$294K - $354K
|
216K
$74.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.24K+ 1.61% |
$294K - $354K
|
78.4K
$27M
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.24KNew |
$293K - $353K
|
1.24K
$425K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.23KNew |
$292K - $352K
|
1.23K
$424K
|
|
|
Nov 15, 2021
Q3 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
1.23K+ 113.46% |
$292K - $352K
|
2.32K
$798K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.23K+ 9.9% |
$291K - $350K
|
13.6K
$4.69M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
1.23K+ 41.19% |
$291K - $350K
|
4.2K
$1.45M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.22KNew |
$290K - $349K
|
1.22K
$421K
|