Purchases and Sales Made in Q3 2021 in Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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
Kercheville Advisors, LLC

BUY
 -
1.22K
New
$290K - $348K
1.22K $417K
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
1.22K
+ 2.29%
$290K - $348K
54.5K $18.6M
Oct 19, 2021 Q3 2021
Professional Financial Advisors, LLC

BUY
 -
1.22K
New
$289K - $348K
1.22K $416K
Nov 01, 2021 Q3 2021
Big Sur Wealth Management LLC

Miami, FL
BUY
 -
1.2K
+ 27.27%
$285K - $343K
5.6K $1.91M
Nov 12, 2021 Q3 2021
Jasper Ridge Partners, L.P.

Menlo Park, CA
BUY
 -
1.2K
+ 2.27%
$284K - $342K
53.9K $18.4M
Oct 20, 2021 Q3 2021
Zhang Financial LLC

BUY
 -
1.2K
New
$284K - $341K
1.2K $408K
Nov 15, 2021 Q3 2021
Lion Street Advisors, LLC

BUY
 -
1.19K
New
$283K - $341K
1.19K $408K
Nov 23, 2021 Q3 2021
Cambridge Trust CO

Boston, MA
BUY
 -
1.18K
+ 0.82%
$281K - $338K
146K $50M
Oct 20, 2021 Q3 2021
Gps Wealth Strategies Group, LLC

BUY
 -
1.18K
+ 5.29%
$280K - $336K
23.4K $8.01M
Nov 02, 2021 Q3 2021
Rnc Capital Management LLC

BUY
 -
1.18K
+ 5.28%
$280K - $336K
23.5K $8.02M
Nov 12, 2021 Q3 2021
Dc Investments Management, LLC

Mclean, VA
BUY
 -
1.17K
New
$278K - $334K
1.17K $400K
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.17K
+ 6.81%
$278K - $334K
18.3K $6.27M
Oct 25, 2021 Q3 2021
Blue Fin Capital, Inc.

BUY
 -
1.17K
New
$277K - $333K
1.17K $399K
Nov 16, 2021 Q3 2021
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
1.16K
+ 13.14%
$276K - $332K
10K $3.42M
Oct 20, 2021 Q3 2021
Johnson Bixby & Associates, LLC

BUY
 -
1.14K
New
$271K - $326K
1.14K $390K
Nov 15, 2021 Q3 2021
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
1.14K
+ 5.32%
$271K - $326K
22.6K $7.71M
Nov 09, 2021 Q3 2021
Svb Wealth LLC

Boston, MA
BUY
 -
1.14K
+ 1.19%
$270K - $324K
97K $33.1M
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

BUY
 -
1.12K
+ 15.7%
$265K - $319K
8.22K $2.81M
Nov 12, 2021 Q3 2021
Central Asset Investments & Management Holdings (Hk) LTD

BUY
 -
1.1K
New
$261K - $314K
1.1K $376K
Nov 05, 2021 Q3 2021
O'Shares Investment Advisers, LLC

BUY
 -
1.1K
+ 4.05%
$260K - $313K
28.1K $9.61M
Nov 04, 2021 Q3 2021
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
1.1K
+ 2.41%
$260K - $313K
46.5K $15.9M
Nov 15, 2021 Q3 2021
Susquehanna International Group Ltd.

Dublin, L2
BUY
 -
1.09K
New
$259K - $312K
1.09K $373K
Nov 16, 2021 Q3 2021
Phocas Financial Corp.

Alameda, CA
BUY
 -
1.09K
New
$259K - $311K
1.09K $372K
Nov 02, 2021 Q3 2021
Allworth Financial LP

BUY
 -
1.06K
+ 39.1%
$253K - $304K
3.78K $1.29M
Nov 03, 2021 Q3 2021
Accuvest Global Advisors

Provo, UT
BUY
 -
1.06K
New
$252K - $302K
1.06K $362K
Nov 12, 2021 Q3 2021
Ci Investments Inc.

Toronto, A6
BUY
 -
1.06K
+ 0.8%
$251K - $302K
133K $45.6M
Nov 15, 2021 Q3 2021
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
1.06K
+ 1.38%
$251K - $301K
77.7K $26.5M
Nov 12, 2021 Q3 2021
Impax Asset Management Group PLC

BUY
 -
1.05K
+ 0.63%
$249K - $300K
168K $57.5M
Nov 01, 2021 Q3 2021
Miracle Mile Advisors, LLC

BUY
 -
1K
+ 12.2%
$238K - $286K
9.21K $3.15M
Oct 21, 2021 Q3 2021
Boenning & Scattergood, Inc.

BUY
 -
1K
+ 44.6%
$238K - $286K
3.24K $1.11M
Nov 08, 2021 Q3 2021
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
998
New
$237K - $285K
998 $341K
Nov 12, 2021 Q3 2021
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
996
+ 73.02%
$237K - $284K
2.36K $806K
Oct 22, 2021 Q3 2021
York Bridge Wealth Partners, LLC

BUY
 -
993
+ 4.57%
$236K - $284K
22.7K $7.76M
Nov 12, 2021 Q3 2021
Loveless Wealth Management LLC

BUY
 -
992
New
$236K - $283K
992 $339K
Nov 12, 2021 Q3 2021
Assetmark, Inc

BUY
 -
991
+ 272.25%
$235K - $283K
1.36K $463K
Oct 28, 2021 Q3 2021
J. L. Bainbridge & Co., Inc.

BUY
 -
989
New
$235K - $282K
989 $338K
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
985
+ 4.43%
$234K - $281K
23.2K $7.93M
Nov 02, 2021 Q3 2021
Cortland Associates Inc

BUY
 -
979
+ 1.27%
$233K - $280K
78K $26.6M
Jan 03, 2023 Q3 2021
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
977
New
$232K - $279K
977 $334K
Nov 12, 2021 Q3 2021
Amj Financial Wealth Management

Leesburg, VA
BUY
 -
973
+ 10.77%
$231K - $278K
10K $3.42M
Nov 09, 2021 Q3 2021
Cornerstone Capital, Inc.

Palo Alto, CA
BUY
 -
970
+ 1.33%
$230K - $277K
73.9K $25.3M
Nov 12, 2021 Q3 2021
Sns Financial Group, LLC

BUY
 -
964
New
$229K - $275K
964 $329K
Oct 13, 2021 Q3 2021
Dt Investment Partners, LLC

BUY
 -
960
New
$228K - $274K
960 $328K
Oct 08, 2021 Q3 2021
Veriti Management LLC

BUY
 -
958
+ 7.39%
$228K - $274K
13.9K $4.76M
Oct 21, 2021 Q3 2021
Slow Capital, Inc.

BUY
 -
954
+ 9.3%
$227K - $272K
11.2K $3.83M
Nov 12, 2021 Q3 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
933
+ 9.89%
$222K - $266K
10.4K $3.54M
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

BUY
 -
930
+ 8.56%
$221K - $266K
11.8K $4.03M
Nov 17, 2021 Q3 2021
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
BUY
 -
930
+ 3.86%
$221K - $266K
25K $8.55M
Aug 28, 2024 Q3 2021
Farmers National Bank

Danville, KY
BUY
 -
918
New
$218K - $262K
918 $314K

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