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 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5- 0.15% |
$1.19K - $1.43K
|
3.43K
$909K
|
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-5- 2.38% |
$1.19K - $1.43K
|
205
$54.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-5- 0.11% |
$1.19K - $1.43K
|
4.75K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-5- 0.37% |
$1.19K - $1.43K
|
1.35K
$357K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5- 0.27% |
$1.19K - $1.43K
|
1.86K
$493K
|
|
|
Nov 12, 2021
Q3 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-5- 0.08% |
$1.19K - $1.43K
|
6.49K
$1.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6- 1.34% |
$1.43K - $1.71K
|
441
$117K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-6Closed |
$1.43K - $1.71K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-6- 0.1% |
$1.43K - $1.71K
|
6.23K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
SELL
|
- |
-7- 0.61% |
$1.66K - $2K
|
1.13K
$300K
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-8- 0.34% |
$1.9K - $2.29K
|
2.36K
$625K
|
|
|
Nov 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-9- 0.62% |
$2.14K - $2.57K
|
1.44K
$381K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-9- 0.5% |
$2.14K - $2.57K
|
1.78K
$472K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-9- 1.08% |
$2.14K - $2.57K
|
824
$218K
|
|
|
Oct 14, 2021
Q3 2021
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-10- 0.07% |
$2.38K - $2.86K
|
15.3K
$4.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-10- 0.21% |
$2.38K - $2.86K
|
4.7K
$1.25M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-10- 0.08% |
$2.38K - $2.86K
|
13.1K
$3.48M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-10- 0.12% |
$2.38K - $2.86K
|
8.19K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
SELL
|
- |
-10- 0.14% |
$2.38K - $2.86K
|
7.38K
$1.95M
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-11- 0.1% |
$2.61K - $3.14K
|
10.8K
$2.86M
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-11- 11.58% |
$2.61K - $3.14K
|
84
$22.2K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-12- 0.77% |
$2.85K - $3.43K
|
1.55K
$409K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-12- 2.14% |
$2.85K - $3.43K
|
550
$146K
|
|
|
Nov 16, 2021
Q3 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-12- 0.47% |
$2.85K - $3.43K
|
2.56K
$677K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-12- 0.17% |
$2.85K - $3.43K
|
7.04K
$1.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-13- 5.99% |
$3.09K - $3.71K
|
204
$54K
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-14- 1.2% |
$3.33K - $4K
|
1.15K
$304K
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-15- 0.96% |
$3.56K - $4.28K
|
1.54K
$408K
|
|
|
Oct 28, 2021
Q3 2021
|
Am Investment Strategies LLC
|
SELL
|
- |
-15- 0.79% |
$3.56K - $4.28K
|
1.87K
$496K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-15- 11.03% |
$3.56K - $4.28K
|
121
$32K
|
|
|
Nov 08, 2021
Q3 2021
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-15- 0.42% |
$3.56K - $4.28K
|
3.56K
$942K
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-15- 0.3% |
$3.56K - $4.28K
|
5.01K
$1.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-16- 2.42% |
$3.8K - $4.57K
|
645
$171K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-16- 1.02% |
$3.8K - $4.57K
|
1.56K
$413K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17- 0.08% |
$4.04K - $4.86K
|
22.6K
$5.98M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-17- 13.39% |
$4.04K - $4.86K
|
110
$29.1K
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
SELL
|
- |
-20- 0.01% |
$4.75K - $5.71K
|
187K
$49.4M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-22- 0.36% |
$5.23K - $6.28K
|
6.03K
$1.6M
|
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-22- 1.1% |
$5.23K - $6.28K
|
1.98K
$524K
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-22- 16.67% |
$5.23K - $6.28K
|
110
$29.1K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-22- 0.62% |
$5.23K - $6.28K
|
3.54K
$936K
|
|
|
Oct 15, 2021
Q3 2021
|
Lcm Capital Management Inc
|
SELL
|
- |
-24- 0.78% |
$5.7K - $6.86K
|
3.04K
$805K
|
|
|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-25- 2.09% |
$5.94K - $7.14K
|
1.17K
$310K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-25- 33.33% |
$5.94K - $7.14K
|
50
$13.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-26- 1.38% |
$6.18K - $7.43K
|
1.86K
$493K
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-27- 2.23% |
$6.41K - $7.71K
|
1.18K
$313K
|
|
|
Oct 25, 2021
Q3 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-27- 1.57% |
$6.41K - $7.71K
|
1.69K
$448K
|
|
|
Nov 10, 2021
Q3 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-28- 0.97% |
$6.65K - $8K
|
2.87K
$759K
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-29- 1.19% |
$6.89K - $8.28K
|
2.42K
$640K
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.52% |
$6.89K - $8.28K
|
5.56K
$1.47M
|