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 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
790New |
$188K - $226K
|
790
$270K
|
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
790New |
$188K - $226K
|
790
$270K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
790+ 27.08% |
$188K - $226K
|
3.71K
$1.27M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
788+ 4377.78% |
$187K - $225K
|
806
$275K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
785+ 36.6% |
$186K - $224K
|
2.93K
$1M
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
785+ 84.68% |
$186K - $224K
|
1.71K
$585K
|
|
|
Nov 15, 2021
Q3 2021
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
781New |
$186K - $223K
|
781
$267K
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
780+ 7.49% |
$185K - $223K
|
11.2K
$3.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
780+ 13.59% |
$185K - $223K
|
6.52K
$2.23M
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
779New |
$185K - $223K
|
779
$266K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
779New |
$185K - $223K
|
779
$266K
|
|
|
Dec 02, 2021
Q3 2021
|
Claret Asset Management Corp
|
BUY
|
- |
773New |
$184K - $221K
|
773
$264K
|
|
|
Nov 12, 2021
Q3 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
773+ 43.33% |
$184K - $221K
|
2.56K
$874K
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
771+ 11.02% |
$183K - $220K
|
7.77K
$2.65M
|
|
|
Nov 09, 2021
Q3 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
770+ 10.75% |
$183K - $220K
|
7.93K
$2.71M
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
768New |
$182K - $219K
|
768
$262K
|
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
BUY
|
- |
765+ 12.73% |
$182K - $219K
|
6.78K
$2.32M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
763New |
$181K - $218K
|
763
$261K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
761New |
$181K - $217K
|
761
$260K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
761New |
$181K - $217K
|
761
$260K
|
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
761+ 3.11% |
$181K - $217K
|
25.2K
$8.62M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
760New |
$181K - $217K
|
760
$260K
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
759New |
$180K - $217K
|
759
$259K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
756+ 30.67% |
$180K - $216K
|
3.22K
$1.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
756New |
$180K - $216K
|
756
$258K
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
755New |
$179K - $216K
|
755
$258K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
754New |
$179K - $215K
|
754
$258K
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
753New |
$179K - $215K
|
753
$257K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
753+ 36.03% |
$179K - $215K
|
2.84K
$972K
|
|
|
Oct 22, 2021
Q3 2021
|
Sicart Associates LLC
|
BUY
|
- |
750New |
$178K - $214K
|
750
$256K
|
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
747New |
$177K - $213K
|
747
$255K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
746New |
$177K - $213K
|
746
$255K
|
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
744+ 1.64% |
$177K - $213K
|
46.2K
$15.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
743New |
$176K - $212K
|
743
$254K
|
|
|
Oct 13, 2021
Q3 2021
|
Jacobs & CO
|
BUY
|
- |
741New |
$176K - $212K
|
741
$253K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
741+ 1.94% |
$176K - $212K
|
38.9K
$13.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
741+ 1.94% |
$176K - $212K
|
39K
$13.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
740+ 13.34% |
$176K - $211K
|
6.29K
$2.15M
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
740+ 86.35% |
$176K - $211K
|
1.6K
$546K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
740+ 30.44% |
$176K - $211K
|
3.17K
$1.08M
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
738New |
$175K - $211K
|
738
$252K
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
735+ 4.99% |
$175K - $210K
|
15.5K
$5.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
733+ 13.67% |
$174K - $209K
|
6.1K
$2.08M
|
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
725+ 3.64% |
$172K - $207K
|
20.7K
$7.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
725+ 28.77% |
$172K - $207K
|
3.25K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
724+ 21.26% |
$172K - $207K
|
4.13K
$1.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
722+ 22.69% |
$172K - $206K
|
3.9K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
717+ 59.8% |
$170K - $205K
|
1.92K
$655K
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
706+ 3.36% |
$168K - $202K
|
21.7K
$7.42M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
698+ 5.16% |
$166K - $199K
|
14.2K
$4.86M
|