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 15, 2021
Q3 2021
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
431+ 0.24% |
$102K - $123K
|
178K
$47M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
430+ 51.5% |
$102K - $123K
|
1.27K
$335K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
429+ 14.95% |
$102K - $123K
|
3.3K
$873K
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
429+ 3.69% |
$102K - $123K
|
12.1K
$3.19M
|
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
BUY
|
- |
425+ 1.18% |
$101K - $121K
|
36.5K
$9.66M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
425+ 8.24% |
$101K - $121K
|
5.58K
$1.48M
|
|
|
Feb 20, 2025
Q3 2021
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
425+ 23.94% |
$101K - $121K
|
2.2K
$582K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
424+ 131.27% |
$101K - $121K
|
747
$198K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
423+ 26.37% |
$100K - $121K
|
2.03K
$537K
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
420+ 1.24% |
$99.8K - $120K
|
34.4K
$9.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
419+ 2.12% |
$99.5K - $120K
|
20.1K
$5.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
416+ 9.07% |
$98.8K - $119K
|
5.01K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
416New |
$98.8K - $119K
|
416
$110K
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
415+ 19.18% |
$98.6K - $119K
|
2.58K
$683K
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
413+ 2.83% |
$98.1K - $118K
|
15K
$3.97M
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
411+ 2.73% |
$97.6K - $117K
|
15.5K
$4.09M
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
408+ 7.06% |
$96.9K - $117K
|
6.19K
$1.64M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
405+ 9.7% |
$96.2K - $116K
|
4.58K
$1.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
403+ 366.36% |
$95.7K - $115K
|
513
$136K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
400+ 2.93% |
$95K - $114K
|
14.1K
$3.72M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
397+ 28.02% |
$94.3K - $113K
|
1.81K
$480K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
395+ 41.54% |
$93.8K - $113K
|
1.35K
$356K
|
|
|
Nov 01, 2021
Q3 2021
|
Wd Rutherford LLC
|
BUY
|
- |
393+ 2.55% |
$93.4K - $112K
|
15.8K
$4.19M
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
389+ 12.53% |
$92.4K - $111K
|
3.49K
$925K
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
388+ 9.71% |
$92.2K - $111K
|
4.38K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
387New |
$91.9K - $111K
|
387
$102K
|
|
|
Nov 12, 2021
Q3 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
386+ 3.86% |
$91.7K - $110K
|
10.4K
$2.75M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
384+ 8.41% |
$91.2K - $110K
|
4.95K
$1.31M
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
382+ 7.21% |
$90.7K - $109K
|
5.68K
$1.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
380+ 0.05% |
$90.3K - $109K
|
757K
$200M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
372+ 42.96% |
$88.4K - $106K
|
1.24K
$328K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
370+ 8.85% |
$87.9K - $106K
|
4.55K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
367+ 9.39% |
$87.2K - $105K
|
4.28K
$1.13M
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
366+ 27.5% |
$86.9K - $105K
|
1.7K
$449K
|
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
366+ 5.53% |
$86.9K - $105K
|
6.98K
$1.85M
|
|
|
Oct 20, 2021
Q3 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
364+ 2.95% |
$86.5K - $104K
|
12.7K
$3.37M
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
362+ 0.79% |
$86K - $103K
|
46.2K
$12.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
359+ 6.61% |
$85.3K - $103K
|
5.79K
$1.53M
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
358+ 33.68% |
$85K - $102K
|
1.42K
$376K
|
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
355+ 4.62% |
$84.3K - $101K
|
8.04K
$2.13M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
346+ 3.19% |
$82.2K - $98.8K
|
11.2K
$2.96M
|
|
|
Oct 05, 2021
Q3 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
334+ 31.69% |
$79.3K - $95.4K
|
1.39K
$367K
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
332+ 20.96% |
$78.9K - $94.8K
|
1.92K
$507K
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
329+ 0.7% |
$78.2K - $94K
|
47.3K
$12.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Ns Partners LTD
|
BUY
|
- |
328+ 0.33% |
$77.9K - $93.7K
|
100K
$26.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
328+ 6.01% |
$77.9K - $93.7K
|
5.78K
$1.53M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
327+ 2.47% |
$77.7K - $93.4K
|
13.6K
$3.59M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
326+ 22.65% |
$77.4K - $93.1K
|
1.77K
$467K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
325+ 7.84% |
$77.2K - $92.8K
|
4.47K
$1.18M
|
|
|
Nov 08, 2021
Q3 2021
|
Sky Investment Group LLC
|
BUY
|
- |
324+ 6.52% |
$77K - $92.5K
|
5.29K
$1.4M
|