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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
7New |
$1.66K - $2K
|
7
$2.39K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.35% |
$1.66K - $2K
|
2.02K
$689K
|
|
|
Nov 15, 2021
Q3 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
7+ 0.18% |
$1.66K - $2K
|
3.88K
$1.33M
|
|
|
Oct 04, 2021
Q3 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
6+ 0.04% |
$1.43K - $1.71K
|
14.1K
$4.83M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
6+ 0.3% |
$1.43K - $1.71K
|
1.99K
$678K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6+ 0.43% |
$1.43K - $1.71K
|
1.39K
$475K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6+ 4.14% |
$1.43K - $1.71K
|
151
$51.6K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6+ 0.49% |
$1.43K - $1.71K
|
1.22K
$417K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.33% |
$1.19K - $1.43K
|
1.52K
$519K
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5New |
$1.19K - $1.43K
|
5
$1.71K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
5+ 33.33% |
$1.19K - $1.43K
|
20
$6.83K
|
|
|
Nov 05, 2021
Q3 2021
|
Sitrin Capital Management LLC
|
BUY
|
- |
5+ 0.02% |
$1.19K - $1.43K
|
25K
$8.55M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
5+ 0.07% |
$1.19K - $1.43K
|
7.7K
$2.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5+ 12.82% |
$1.19K - $1.43K
|
44
$15K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
5+ 0.25% |
$1.19K - $1.43K
|
2.03K
$694K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.64% |
$950 - $1.14K
|
627
$214K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4+ 0.36% |
$950 - $1.14K
|
1.1K
$377K
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4+ 0.15% |
$950 - $1.14K
|
2.68K
$915K
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
3+ 0.16% |
$713 - $857
|
1.92K
$657K
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3+ 0.07% |
$713 - $857
|
4.56K
$1.56M
|
|
|
Oct 12, 2021
Q3 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
2+ 0.1% |
$475 - $571
|
1.97K
$671K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 2.02% |
$475 - $571
|
101
$34.5K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.12% |
$475 - $571
|
1.62K
$554K
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2+ 0.1% |
$475 - $571
|
1.98K
$676K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.57% |
$475 - $571
|
352
$120K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.29% |
$475 - $571
|
690
$236K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2+ 0.78% |
$475 - $571
|
258
$88.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 25.0% |
$475 - $571
|
10
$3.42K
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.27% |
$475 - $571
|
752
$257K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.04% |
$238 - $286
|
2.63K
$899K
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$238 - $286
|
1.08K
$370K
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
1+ 0.06% |
$238 - $286
|
1.63K
$557K
|
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$238 - $286
|
2.16K
$738K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1+ 0.1% |
$238 - $286
|
1K
$342K
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.63% |
$238 - $286
|
161
$55K
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.04% |
$238 - $286
|
2.65K
$907K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1- 0.08% |
$238 - $286
|
1.22K
$416K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1- 0.02% |
$238 - $286
|
4.53K
$1.55M
|
|
|
Oct 27, 2021
Q3 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-1- 0.12% |
$238 - $286
|
835
$285K
|
|
|
Nov 15, 2021
Q3 2021
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-2- 0.07% |
$475 - $571
|
2.99K
$1.02M
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-3- 0.04% |
$713 - $857
|
8.16K
$2.79M
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
SELL
|
- |
-3- 0.11% |
$713 - $857
|
2.71K
$926K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-4- 1.2% |
$950 - $1.14K
|
330
$113K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4- 0.54% |
$950 - $1.14K
|
741
$253K
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5- 0.15% |
$1.19K - $1.43K
|
3.43K
$1.17M
|
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-5- 2.38% |
$1.19K - $1.43K
|
205
$70.1K
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-5- 0.11% |
$1.19K - $1.43K
|
4.75K
$1.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-5- 0.37% |
$1.19K - $1.43K
|
1.35K
$461K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5- 0.27% |
$1.19K - $1.43K
|
1.86K
$637K
|