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 12, 2021
Q3 2021
|
Arden Trust CO
|
BUY
|
- |
250+ 3.97% |
$59.4K - $71.4K
|
6.55K
$2.22M
|
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
250+ 100.0% |
$59.4K - $71.4K
|
500
$169K
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
250+ 29.41% |
$59.4K - $71.4K
|
1.1K
$372K
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
250+ 2.19% |
$59.4K - $71.4K
|
11.7K
$3.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
248+ 4.22% |
$58.9K - $70.8K
|
6.12K
$2.07M
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
245+ 17.6% |
$58.2K - $70K
|
1.64K
$554K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
245+ 5.22% |
$58.2K - $70K
|
4.94K
$1.67M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
243+ 150.0% |
$57.7K - $69.4K
|
405
$137K
|
|
|
Dec 06, 2021
Q3 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
242+ 8.66% |
$57.5K - $69.1K
|
3.04K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
241+ 1.11% |
$57.2K - $68.8K
|
22K
$7.44M
|
|
|
Nov 15, 2021
Q3 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
236+ 8.32% |
$56.1K - $67.4K
|
3.07K
$1.04M
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
235+ 1.23% |
$55.8K - $67.1K
|
19.4K
$6.56M
|
|
|
Oct 13, 2021
Q3 2021
|
Gfg Capital, LLC
|
BUY
|
- |
235+ 4.0% |
$55.8K - $67.1K
|
6.11K
$2.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
235+ 1.14% |
$55.8K - $67.1K
|
20.8K
$7.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
235+ 3.37% |
$55.8K - $67.1K
|
7.21K
$2.44M
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
234+ 4.21% |
$55.6K - $66.8K
|
5.79K
$1.96M
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
232+ 3.77% |
$55.1K - $66.3K
|
6.39K
$2.16M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
231+ 40.67% |
$54.9K - $66K
|
799
$270K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
230+ 7.81% |
$54.6K - $65.7K
|
3.18K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
229+ 3.83% |
$54.4K - $65.4K
|
6.21K
$2.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
229+ 1.0% |
$54.4K - $65.4K
|
23.2K
$7.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
226+ 30.29% |
$53.7K - $64.6K
|
972
$329K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
221+ 2.36% |
$52.5K - $63.1K
|
9.6K
$3.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
216New |
$51.3K - $61.7K
|
216
$73.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Tpi Fund Managers LTD
|
BUY
|
- |
215+ 0.61% |
$51.1K - $61.4K
|
35.4K
$12M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
214+ 10.21% |
$50.8K - $61.1K
|
2.31K
$781K
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
212+ 8.54% |
$50.4K - $60.6K
|
2.7K
$912K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
212+ 3.93% |
$50.4K - $60.6K
|
5.61K
$1.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
212+ 33.49% |
$50.4K - $60.6K
|
845
$286K
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
211+ 2.79% |
$50.1K - $60.3K
|
7.78K
$2.63M
|
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
210+ 5.87% |
$49.9K - $60K
|
3.79K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
206+ 4.6% |
$48.9K - $58.8K
|
4.68K
$1.58M
|
|
|
Nov 04, 2021
Q3 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
205+ 0.72% |
$48.7K - $58.6K
|
28.5K
$9.65M
|
|
|
Oct 06, 2021
Q3 2021
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
203+ 0.41% |
$48.2K - $58K
|
50.3K
$17M
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
203+ 14.74% |
$48.2K - $58K
|
1.58K
$535K
|
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
BUY
|
- |
203+ 6.38% |
$48.2K - $58K
|
3.39K
$1.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
199+ 2.22% |
$47.3K - $56.8K
|
9.14K
$3.09M
|
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
197+ 1.42% |
$46.8K - $56.3K
|
14K
$4.75M
|
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
194+ 7.2% |
$46.1K - $55.4K
|
2.89K
$978K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
193+ 7.77% |
$45.8K - $55.1K
|
2.68K
$906K
|
|
|
Nov 15, 2021
Q3 2021
|
Freedom Day Solutions, LLC
|
BUY
|
- |
192+ 2.03% |
$45.6K - $54.8K
|
9.67K
$3.27M
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
192+ 145.45% |
$45.6K - $54.8K
|
324
$110K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
192+ 25.0% |
$45.6K - $54.8K
|
960
$325K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
191+ 59.87% |
$45.4K - $54.6K
|
510
$173K
|
|
|
Oct 13, 2021
Q3 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
189+ 1.5% |
$44.9K - $54K
|
12.8K
$4.32M
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
189+ 0.46% |
$44.9K - $54K
|
41K
$13.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
189+ 0.46% |
$44.9K - $54K
|
41K
$13.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
188+ 0.67% |
$44.7K - $53.7K
|
28.4K
$9.62M
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
182+ 3.38% |
$43.2K - $52K
|
5.57K
$1.89M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
181+ 8.71% |
$43K - $51.7K
|
2.26K
$764K
|