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
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
178+ 6.5% |
$42.3K - $50.8K
|
2.92K
$988K
|
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
BUY
|
- |
177+ 6.31% |
$42K - $50.6K
|
2.98K
$1.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
176+ 20.47% |
$41.8K - $50.3K
|
1.04K
$351K
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
176+ 2.6% |
$41.8K - $50.3K
|
6.95K
$2.35M
|
|
|
Oct 21, 2021
Q3 2021
|
Oak Asset Management, LLC
|
BUY
|
- |
175+ 20.4% |
$41.6K - $50K
|
1.03K
$350K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
175+ 3.03% |
$41.6K - $50K
|
5.95K
$2.01M
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
175+ 1.18% |
$41.6K - $50K
|
15.1K
$5.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
175+ 8.39% |
$41.6K - $50K
|
2.26K
$765K
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
174+ 2.99% |
$41.3K - $49.7K
|
5.99K
$2.03M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
173+ 14.48% |
$41.1K - $49.4K
|
1.37K
$463K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
170+ 3.22% |
$40.4K - $48.6K
|
5.46K
$1.85M
|
|
|
Oct 28, 2021
Q3 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
170+ 12.97% |
$40.4K - $48.6K
|
1.48K
$501K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
169+ 7.61% |
$40.1K - $48.3K
|
2.39K
$809K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
169+ 3.98% |
$40.1K - $48.3K
|
4.41K
$1.49M
|
|
|
Oct 28, 2021
Q3 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
167+ 2.13% |
$39.7K - $47.7K
|
8.03K
$2.72M
|
|
|
Nov 01, 2021
Q3 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
167+ 1.29% |
$39.7K - $47.7K
|
13.2K
$4.45M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
167+ 5.97% |
$39.7K - $47.7K
|
2.97K
$1M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
167+ 5.15% |
$39.7K - $47.7K
|
3.41K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
167+ 7.26% |
$39.7K - $47.7K
|
2.47K
$835K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
167+ 5.15% |
$39.7K - $47.7K
|
3.41K
$1.15M
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
165+ 11.55% |
$39.2K - $47.1K
|
1.59K
$539K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
165+ 33.0% |
$39.2K - $47.1K
|
665
$225K
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
165+ 1.93% |
$39.2K - $47.1K
|
8.73K
$2.95M
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
164+ 2.6% |
$39K - $46.8K
|
6.47K
$2.19M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
161+ 1.2% |
$38.2K - $46K
|
13.6K
$4.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
160+ 69.57% |
$38K - $45.7K
|
390
$132K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
158+ 13.56% |
$37.5K - $45.1K
|
1.32K
$448K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
157+ 39.25% |
$37.3K - $44.8K
|
557
$189K
|
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
157+ 2.32% |
$37.3K - $44.8K
|
6.93K
$2.35M
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
155+ 3.49% |
$36.8K - $44.3K
|
4.6K
$1.56M
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
155+ 201.3% |
$36.8K - $44.3K
|
232
$78.5K
|
|
|
Oct 19, 2021
Q3 2021
|
First Pacific Financial
|
BUY
|
- |
154+ 5.19% |
$36.6K - $44K
|
3.12K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Tobam
|
BUY
|
- |
154+ 24.52% |
$36.6K - $44K
|
782
$265K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
154+ 2.57% |
$36.6K - $44K
|
6.14K
$2.08M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
153+ 6.87% |
$36.3K - $43.7K
|
2.38K
$806K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
152+ 1.51% |
$36.1K - $43.4K
|
10.2K
$3.45M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
151+ 66.81% |
$35.9K - $43.1K
|
377
$128K
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
150+ 0.3% |
$35.6K - $42.8K
|
49.8K
$16.9M
|
|
|
Nov 15, 2021
Q3 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
150+ 10.5% |
$35.6K - $42.8K
|
1.58K
$534K
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
150+ 15.2% |
$35.6K - $42.8K
|
1.14K
$385K
|
|
|
Oct 22, 2021
Q3 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
150+ 5.0% |
$35.6K - $42.8K
|
3.15K
$1.07M
|
|
|
Oct 26, 2021
Q3 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
150+ 8.38% |
$35.6K - $42.8K
|
1.94K
$656K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
148+ 3.31% |
$35.2K - $42.3K
|
4.62K
$1.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
148+ 7.85% |
$35.2K - $42.3K
|
2.03K
$688K
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
147+ 3.72% |
$34.9K - $42K
|
4.1K
$1.39M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
147+ 4.36% |
$34.9K - $42K
|
3.52K
$1.19M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
146+ 17.14% |
$34.7K - $41.7K
|
998
$338K
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
145+ 15.74% |
$34.4K - $41.4K
|
1.07K
$361K
|
|
|
Nov 15, 2021
Q3 2021
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
145+ 15.18% |
$34.4K - $41.4K
|
1.1K
$372K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
143New |
$34K - $40.8K
|
143
$48.4K
|