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
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
722+ 22.69% |
$172K - $206K
|
3.9K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
717+ 59.8% |
$170K - $205K
|
1.92K
$507K
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
706+ 3.36% |
$168K - $202K
|
21.7K
$5.75M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
698+ 5.16% |
$166K - $199K
|
14.2K
$3.76M
|
|
|
Nov 05, 2021
Q3 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
694+ 0.72% |
$165K - $198K
|
97.7K
$25.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
693+ 82.11% |
$165K - $198K
|
1.54K
$407K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
693+ 17.52% |
$165K - $198K
|
4.65K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
676+ 3.14% |
$161K - $193K
|
22.2K
$5.87M
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
673+ 1.86% |
$160K - $192K
|
36.9K
$9.78M
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
673+ 41.83% |
$160K - $192K
|
2.28K
$604K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
669+ 2.37% |
$159K - $191K
|
28.9K
$7.65M
|
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
668+ 4.06% |
$159K - $191K
|
17.1K
$4.53M
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
667+ 0.24% |
$158K - $191K
|
281K
$74.4M
|
|
|
Oct 15, 2021
Q3 2021
|
Elite Wealth Management, Inc.
|
BUY
|
- |
666+ 2.56% |
$158K - $190K
|
26.7K
$7.08M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
665+ 6.36% |
$158K - $190K
|
11.1K
$2.95M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
654+ 16.96% |
$155K - $187K
|
4.51K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
654+ 1.09% |
$155K - $187K
|
60.6K
$16M
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
650+ 3.0% |
$154K - $186K
|
22.3K
$5.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
650+ 51.34% |
$154K - $186K
|
1.92K
$507K
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
634+ 17.95% |
$151K - $181K
|
4.17K
$1.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
629+ 7.65% |
$149K - $180K
|
8.86K
$2.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
627+ 17.07% |
$149K - $179K
|
4.3K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
626+ 8.3% |
$149K - $179K
|
8.17K
$2.16M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
621+ 8.83% |
$148K - $177K
|
7.65K
$2.03M
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
620+ 4.77% |
$147K - $177K
|
13.6K
$3.61M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
614+ 25.85% |
$146K - $175K
|
2.99K
$791K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
611+ 4.26% |
$145K - $175K
|
15K
$3.96M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
600+ 32.68% |
$143K - $171K
|
2.44K
$645K
|
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
598+ 0.43% |
$142K - $171K
|
139K
$36.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
594+ 17.76% |
$141K - $170K
|
3.94K
$1.04M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
592+ 2.93% |
$141K - $169K
|
20.8K
$5.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
590+ 9.02% |
$140K - $169K
|
7.13K
$1.89M
|
|
|
Nov 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
587+ 16.49% |
$139K - $168K
|
4.15K
$1.1M
|
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
576+ 6.83% |
$137K - $165K
|
9.02K
$2.39M
|
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
575+ 2.91% |
$137K - $164K
|
20.3K
$5.37M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
575+ 31.06% |
$137K - $164K
|
2.43K
$642K
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
571+ 1.62% |
$136K - $163K
|
35.8K
$9.48M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
562+ 2.48% |
$134K - $161K
|
23.2K
$6.14M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
559+ 9.26% |
$133K - $160K
|
6.59K
$1.75M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
556+ 1.15% |
$132K - $159K
|
48.8K
$12.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
556+ 12.25% |
$132K - $159K
|
5.1K
$1.35M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
551+ 4.03% |
$131K - $157K
|
14.2K
$3.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
551+ 2.51% |
$131K - $157K
|
22.5K
$5.96M
|
|
|
Nov 05, 2021
Q3 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
550+ 12.57% |
$131K - $157K
|
4.93K
$1.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
547+ 14.49% |
$130K - $156K
|
4.32K
$1.14M
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
541+ 2.91% |
$129K - $155K
|
19.1K
$5.06M
|
|
|
Nov 05, 2021
Q3 2021
|
Ocean Capital Management, LLC
|
BUY
|
- |
541+ 2.82% |
$129K - $155K
|
19.7K
$5.22M
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
539+ 0.87% |
$128K - $154K
|
62.7K
$16.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
534+ 13.86% |
$127K - $153K
|
4.39K
$1.16M
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
BUY
|
- |
528+ 11.07% |
$125K - $151K
|
5.3K
$1.4M
|