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
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.8% |
$4.51K - $5.43K
|
2.4K
$819K
|
|
|
Nov 15, 2021
Q3 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
18+ 0.63% |
$4.28K - $5.14K
|
2.88K
$986K
|
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
18+ 1.63% |
$4.28K - $5.14K
|
1.12K
$383K
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 2.01% |
$4.28K - $5.14K
|
914
$312K
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
18+ 1.29% |
$4.28K - $5.14K
|
1.41K
$483K
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
17+ 1.2% |
$4.04K - $4.86K
|
1.43K
$489K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 12.41% |
$4.04K - $4.86K
|
154
$52.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
17+ 4.06% |
$4.04K - $4.86K
|
436
$149K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
17+ 1.76% |
$4.04K - $4.86K
|
984
$336K
|
|
|
Oct 28, 2021
Q3 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
16+ 0.44% |
$3.8K - $4.57K
|
3.69K
$1.26M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 0.61% |
$3.56K - $4.28K
|
2.46K
$840K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
15New |
$3.56K - $4.28K
|
15
$5.13K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15+ 3.33% |
$3.56K - $4.28K
|
465
$159K
|
|
|
Nov 10, 2021
Q3 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
15+ 0.7% |
$3.56K - $4.28K
|
2.15K
$735K
|
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Company, Inc.
|
BUY
|
- |
15+ 0.01% |
$3.56K - $4.28K
|
182K
$62.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
15+ 3.11% |
$3.56K - $4.28K
|
498
$170K
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
15+ 0.25% |
$3.56K - $4.28K
|
6.04K
$2.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15+ 1.76% |
$3.56K - $4.28K
|
866
$296K
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
15+ 0.39% |
$3.56K - $4.28K
|
3.89K
$1.33M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
14+ 0.02% |
$3.33K - $4K
|
62.8K
$21.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.09% |
$3.09K - $3.71K
|
14.5K
$4.97M
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
13+ 5.26% |
$3.09K - $3.71K
|
260
$88.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13+ 0.63% |
$3.09K - $3.71K
|
2.09K
$714K
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
13+ 0.17% |
$3.09K - $3.71K
|
7.61K
$2.6M
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
12+ 0.17% |
$2.85K - $3.43K
|
6.91K
$2.36M
|
|
|
Oct 26, 2021
Q3 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
12+ 0.13% |
$2.85K - $3.43K
|
9.07K
$3.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
12+ 12.24% |
$2.85K - $3.43K
|
110
$37.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.98% |
$2.61K - $3.14K
|
1.13K
$385K
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
11+ 0.72% |
$2.61K - $3.14K
|
1.53K
$524K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
11+ 0.45% |
$2.61K - $3.14K
|
2.46K
$841K
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
10+ 125.0% |
$2.38K - $2.86K
|
18
$6.15K
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
10+ 0.27% |
$2.38K - $2.86K
|
3.67K
$1.25M
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
10+ 1.85% |
$2.38K - $2.86K
|
551
$188K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
10+ 1.85% |
$2.38K - $2.86K
|
551
$188K
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
10+ 3.92% |
$2.38K - $2.86K
|
265
$90.6K
|
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
10+ 0.2% |
$2.38K - $2.86K
|
4.92K
$1.68M
|
|
|
Nov 08, 2021
Q3 2021
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
10+ 0.44% |
$2.38K - $2.86K
|
2.28K
$780K
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10+ 0.95% |
$2.38K - $2.86K
|
1.07K
$365K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
10+ 0.38% |
$2.38K - $2.86K
|
2.62K
$894K
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
9+ 0.15% |
$2.14K - $2.57K
|
6.08K
$2.08M
|
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
BUY
|
- |
9+ 0.46% |
$2.14K - $2.57K
|
1.97K
$674K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9+ 60.0% |
$2.14K - $2.57K
|
24
$8.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
BUY
|
- |
9+ 11.25% |
$2.14K - $2.57K
|
89
$30.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
9+ 0.39% |
$2.14K - $2.57K
|
2.32K
$792K
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9+ 0.97% |
$2.14K - $2.57K
|
937
$320K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
8+ 0.91% |
$1.9K - $2.29K
|
886
$303K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
8New |
$1.9K - $2.29K
|
8
$2.73K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 2.78% |
$1.66K - $2K
|
259
$88.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7+ 0.11% |
$1.66K - $2K
|
6.26K
$2.14M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
7+ 0.04% |
$1.66K - $2K
|
15.6K
$5.35M
|