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 21, 2021
Q3 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
39+ 1.18% |
$9.26K - $11.1K
|
3.34K
$1.14M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
38New |
$9.03K - $10.9K
|
38
$13K
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
38+ 1.02% |
$9.03K - $10.9K
|
3.77K
$1.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
38+ 2.22% |
$9.03K - $10.9K
|
1.75K
$597K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
38+ 126.67% |
$9.03K - $10.9K
|
68
$23.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
37+ 2.43% |
$8.79K - $10.6K
|
1.56K
$532K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
37+ 2.43% |
$8.79K - $10.6K
|
1.56K
$532K
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
36+ 2.36% |
$8.55K - $10.3K
|
1.56K
$534K
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
36+ 2.6% |
$8.55K - $10.3K
|
1.42K
$485K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
36New |
$8.55K - $10.3K
|
36
$12.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
36+ 0.45% |
$8.55K - $10.3K
|
8.01K
$2.74M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
34+ 2.43% |
$8.08K - $9.71K
|
1.43K
$490K
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
33New |
$7.84K - $9.43K
|
33
$11.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
32+ 2.72% |
$7.6K - $9.14K
|
1.21K
$413K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
32+ 168.42% |
$7.6K - $9.14K
|
51
$17.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
32New |
$7.6K - $9.14K
|
32
$10.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
31+ 10.33% |
$7.36K - $8.85K
|
331
$113K
|
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
31+ 1.35% |
$7.36K - $8.85K
|
2.33K
$796K
|
|
|
Oct 15, 2021
Q3 2021
|
Sequent Asset Management, LLC
|
BUY
|
- |
30+ 1.31% |
$7.13K - $8.57K
|
2.33K
$795K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
30+ 3.04% |
$7.13K - $8.57K
|
1.02K
$348K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
30+ 2.28% |
$7.13K - $8.57K
|
1.34K
$459K
|
|
|
Oct 21, 2021
Q3 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
30+ 6.82% |
$7.13K - $8.57K
|
470
$161K
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
29+ 0.96% |
$6.89K - $8.28K
|
3.05K
$1.04M
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
28+ 19.05% |
$6.65K - $8K
|
175
$59.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
28+ 0.09% |
$6.65K - $8K
|
31.5K
$10.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
27+ 0.02% |
$6.41K - $7.71K
|
169K
$57.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
27+ 2.6% |
$6.41K - $7.71K
|
1.07K
$364K
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
26+ 1.13% |
$6.18K - $7.43K
|
2.32K
$792K
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
26+ 3.34% |
$6.18K - $7.43K
|
805
$275K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
26+ 0.31% |
$6.18K - $7.43K
|
8.38K
$2.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
25+ 5.0% |
$5.94K - $7.14K
|
525
$179K
|
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
24+ 0.42% |
$5.7K - $6.86K
|
5.78K
$1.97M
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
24New |
$5.7K - $6.86K
|
24
$8.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
24+ 0.36% |
$5.7K - $6.86K
|
6.74K
$2.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
23+ 0.69% |
$5.46K - $6.57K
|
3.36K
$1.15M
|
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
23+ 2.54% |
$5.46K - $6.57K
|
929
$317K
|
|
|
Oct 18, 2021
Q3 2021
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
22+ 0.2% |
$5.23K - $6.28K
|
10.9K
$3.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
21+ 0.25% |
$4.99K - $6K
|
8.29K
$2.83M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
21+ 1.43% |
$4.99K - $6K
|
1.49K
$508K
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
21+ 0.74% |
$4.99K - $6K
|
2.86K
$977K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
21+ 0.15% |
$4.99K - $6K
|
14.2K
$4.86M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
20+ 1.23% |
$4.75K - $5.71K
|
1.65K
$565K
|
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
BUY
|
- |
20New |
$4.75K - $5.71K
|
20
$6.83K
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
20+ 0.27% |
$4.75K - $5.71K
|
7.31K
$2.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
20+ 2000.0% |
$4.75K - $5.71K
|
21
$7.18K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
19+ 0.56% |
$4.51K - $5.43K
|
3.41K
$1.17M
|
|
|
Nov 04, 2021
Q3 2021
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
19+ 0.09% |
$4.51K - $5.43K
|
20.6K
$7.04M
|
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
BUY
|
- |
19+ 1.73% |
$4.51K - $5.43K
|
1.12K
$382K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
19+ 13.01% |
$4.51K - $5.43K
|
165
$56.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
19+ 5.49% |
$4.51K - $5.43K
|
365
$125K
|