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 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
520+ 153.85% |
$124K - $149K
|
858
$293K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
518+ 4.03% |
$123K - $148K
|
13.4K
$4.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
517+ 1.17% |
$123K - $148K
|
44.8K
$15.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
515+ 1.67% |
$122K - $147K
|
31.4K
$10.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
513+ 17.06% |
$122K - $147K
|
3.52K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
511+ 124.94% |
$121K - $146K
|
920
$314K
|
|
|
Oct 26, 2021
Q3 2021
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
510+ 24.48% |
$121K - $146K
|
2.59K
$886K
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
507+ 23.33% |
$120K - $145K
|
2.68K
$916K
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
502+ 23.62% |
$119K - $143K
|
2.63K
$898K
|
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
500+ 833.33% |
$119K - $143K
|
560
$191K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
500+ 3.33% |
$119K - $143K
|
15.5K
$5.31M
|
|
|
Nov 10, 2021
Q3 2021
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 5.95% |
$119K - $143K
|
8.9K
$3.04M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
499+ 19.93% |
$119K - $143K
|
3K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
498New |
$118K - $142K
|
498
$170K
|
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
496+ 37.6% |
$118K - $142K
|
1.82K
$620K
|
|
|
Nov 15, 2021
Q3 2021
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
491+ 1.44% |
$117K - $140K
|
34.5K
$11.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Asio Capital, LLC
|
BUY
|
- |
490+ 4.27% |
$116K - $140K
|
12K
$4.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
490+ 5.59% |
$116K - $140K
|
9.25K
$3.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Trust Investment Advisors
|
BUY
|
- |
488+ 14.24% |
$116K - $139K
|
3.92K
$1.34M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
487New |
$116K - $139K
|
487
$166K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
485+ 9.69% |
$115K - $139K
|
5.49K
$1.88M
|
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
BUY
|
- |
484+ 3.84% |
$115K - $138K
|
13.1K
$4.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
482+ 2.91% |
$114K - $138K
|
17K
$5.82M
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
BUY
|
- |
476+ 6.27% |
$113K - $136K
|
8.07K
$2.76M
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
470+ 15.04% |
$112K - $134K
|
3.6K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
470+ 17.56% |
$112K - $134K
|
3.15K
$1.08M
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
469+ 29.78% |
$111K - $134K
|
2.04K
$698K
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
468+ 1.98% |
$111K - $134K
|
24.1K
$8.25M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
467New |
$111K - $133K
|
467
$160K
|
|
|
Oct 07, 2021
Q3 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
466+ 2.76% |
$111K - $133K
|
17.4K
$5.93M
|
|
|
Nov 04, 2021
Q3 2021
|
Freemont Management S.A.
|
BUY
|
- |
463New |
$110K - $132K
|
463
$158K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
458New |
$109K - $131K
|
458
$157K
|
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
BUY
|
- |
457+ 4.09% |
$109K - $131K
|
11.6K
$3.98M
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
455+ 1.85% |
$108K - $130K
|
25K
$8.54M
|
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
452+ 9.06% |
$107K - $129K
|
5.44K
$1.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
449+ 0.48% |
$107K - $128K
|
93.8K
$32.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
447+ 3.17% |
$106K - $128K
|
14.5K
$4.97M
|
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
446+ 1.16% |
$106K - $127K
|
39K
$13.3M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
444New |
$105K - $127K
|
444
$152K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
444+ 11.87% |
$105K - $127K
|
4.18K
$1.43M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
439+ 10.29% |
$104K - $125K
|
4.71K
$1.61M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
438+ 4.37% |
$104K - $125K
|
10.5K
$3.58M
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
438+ 45.67% |
$104K - $125K
|
1.4K
$477K
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
434New |
$103K - $124K
|
434
$148K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
434+ 15.4% |
$103K - $124K
|
3.25K
$1.11M
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
431+ 108.02% |
$102K - $123K
|
830
$284K
|
|
|
Nov 15, 2021
Q3 2021
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
431+ 0.24% |
$102K - $123K
|
178K
$60.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
430+ 51.5% |
$102K - $123K
|
1.27K
$432K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
429+ 14.95% |
$102K - $123K
|
3.3K
$1.13M
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
429+ 3.69% |
$102K - $123K
|
12.1K
$4.12M
|