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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
914New |
$217K - $261K
|
914
$312K
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
913New |
$217K - $261K
|
913
$312K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
912+ 33.64% |
$217K - $260K
|
3.62K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
910+ 6.53% |
$216K - $260K
|
14.9K
$5.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
908+ 46.59% |
$216K - $259K
|
2.86K
$976K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
906+ 5.2% |
$215K - $259K
|
18.3K
$6.26M
|
|
|
Nov 03, 2021
Q3 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
901+ 7.18% |
$214K - $257K
|
13.5K
$4.6M
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
899New |
$214K - $257K
|
899
$307K
|
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
894New |
$212K - $255K
|
894
$305K
|
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
893+ 2.87% |
$212K - $255K
|
32K
$10.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
891+ 8.47% |
$212K - $254K
|
11.4K
$3.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
890+ 16.09% |
$211K - $254K
|
6.42K
$2.19M
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
889New |
$211K - $254K
|
889
$304K
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
886+ 3.08% |
$210K - $253K
|
29.6K
$10.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
878New |
$209K - $251K
|
878
$300K
|
|
|
Oct 21, 2021
Q3 2021
|
Diamant Asset Management, Inc.
|
BUY
|
- |
870New |
$207K - $248K
|
870
$297K
|
|
|
Nov 12, 2021
Q3 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
870New |
$207K - $248K
|
870
$297K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
868+ 35.03% |
$206K - $248K
|
3.35K
$1.14M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
868New |
$206K - $248K
|
868
$297K
|
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
859New |
$204K - $245K
|
859
$294K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
859+ 23.07% |
$204K - $245K
|
4.58K
$1.57M
|
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
858New |
$204K - $245K
|
858
$293K
|
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
855+ 1.76% |
$203K - $244K
|
49.5K
$16.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
853+ 4.86% |
$203K - $244K
|
18.4K
$6.29M
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
853New |
$203K - $244K
|
853
$291K
|
|
|
Nov 12, 2021
Q3 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
849+ 4.42% |
$202K - $242K
|
20K
$6.85M
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
848New |
$201K - $242K
|
848
$290K
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
845New |
$201K - $241K
|
845
$289K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
839+ 15.55% |
$199K - $240K
|
6.23K
$2.13M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
835+ 21.44% |
$198K - $239K
|
4.73K
$1.62M
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
835New |
$198K - $239K
|
835
$285K
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
835New |
$198K - $239K
|
835
$285K
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
833New |
$198K - $238K
|
833
$285K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
832+ 4.09% |
$198K - $238K
|
21.2K
$7.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
829+ 217.02% |
$197K - $237K
|
1.21K
$414K
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
823New |
$196K - $235K
|
823
$281K
|
|
|
Nov 15, 2021
Q3 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
823+ 61.33% |
$196K - $235K
|
2.17K
$740K
|
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
819+ 1.28% |
$195K - $234K
|
65K
$22.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
815+ 0.76% |
$194K - $233K
|
107K
$36.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
812+ 39.46% |
$193K - $232K
|
2.87K
$981K
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
811+ 1.93% |
$193K - $232K
|
42.8K
$14.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
809New |
$192K - $231K
|
809
$276K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
808+ 5.14% |
$192K - $231K
|
16.5K
$5.64M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
807New |
$192K - $231K
|
807
$276K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
801+ 1.24% |
$190K - $229K
|
65.3K
$22.3M
|
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
801New |
$190K - $229K
|
801
$274K
|
|
|
Oct 28, 2021
Q3 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
800+ 4.09% |
$190K - $229K
|
20.3K
$6.95M
|
|
|
Nov 09, 2021
Q3 2021
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
800New |
$190K - $229K
|
800
$273K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
797New |
$189K - $228K
|
797
$272K
|
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
797New |
$189K - $228K
|
797
$272K
|