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 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-33- 0.3% |
$7.84K - $9.43K
|
11.1K
$3.79M
|
|
|
Nov 05, 2021
Q3 2021
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-34- 0.09% |
$8.08K - $9.71K
|
39.5K
$13.5M
|
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
SELL
|
- |
-35- 1.33% |
$8.31K - $10K
|
2.59K
$885K
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
SELL
|
- |
-35- 4.25% |
$8.31K - $10K
|
788
$269K
|
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
SELL
|
- |
-36- 0.36% |
$8.55K - $10.3K
|
9.92K
$3.39M
|
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-40- 0.88% |
$9.5K - $11.4K
|
4.53K
$1.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-40- 0.08% |
$9.5K - $11.4K
|
48.9K
$16.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-40Closed |
$9.5K - $11.4K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
SELL
|
- |
-41- 0.38% |
$9.74K - $11.7K
|
10.8K
$3.68M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-41- 3.53% |
$9.74K - $11.7K
|
1.12K
$383K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-43- 0.07% |
$10.2K - $12.3K
|
65.6K
$22.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-43- 2.87% |
$10.2K - $12.3K
|
1.46K
$497K
|
|
|
Oct 20, 2021
Q3 2021
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-44- 0.4% |
$10.5K - $12.6K
|
11.1K
$3.78M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-44- 2.93% |
$10.5K - $12.6K
|
1.46K
$499K
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-44- 0.39% |
$10.5K - $12.6K
|
11.1K
$3.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-44- 4.55% |
$10.5K - $12.6K
|
924
$316K
|
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-45- 1.43% |
$10.7K - $12.9K
|
3.11K
$1.06M
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-47- 2.57% |
$11.2K - $13.4K
|
1.78K
$610K
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-47- 3.66% |
$11.2K - $13.4K
|
1.24K
$423K
|
|
|
Nov 03, 2021
Q3 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-48- 0.05% |
$11.4K - $13.7K
|
96.7K
$33M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-49- 0.91% |
$11.6K - $14K
|
5.36K
$1.83M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-49- 5.2% |
$11.6K - $14K
|
893
$305K
|
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-49- 4.41% |
$11.6K - $14K
|
1.06K
$363K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-49- 0.41% |
$11.6K - $14K
|
12K
$4.08M
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-52- 3.53% |
$12.4K - $14.9K
|
1.42K
$485K
|
|
|
Nov 10, 2021
Q3 2021
|
Meridian Management CO
|
SELL
|
- |
-53- 0.24% |
$12.6K - $15.1K
|
22.1K
$7.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-55- 4.08% |
$13.1K - $15.7K
|
1.29K
$442K
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-55- 1.95% |
$13.1K - $15.7K
|
2.77K
$945K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-58- 0.95% |
$13.8K - $16.6K
|
6.03K
$2.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.08% |
$15.4K - $18.6K
|
5.98K
$2.04M
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-65- 0.43% |
$15.4K - $18.6K
|
15.1K
$5.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-67- 2.93% |
$15.9K - $19.1K
|
2.22K
$757K
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-67- 0.24% |
$15.9K - $19.1K
|
27.8K
$9.5M
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-69- 0.1% |
$16.4K - $19.7K
|
67.8K
$23.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-69- 0.88% |
$16.4K - $19.7K
|
7.82K
$2.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-69- 1.19% |
$16.4K - $19.7K
|
5.71K
$1.95M
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
SELL
|
- |
-70- 0.99% |
$16.6K - $20K
|
7.02K
$2.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-70- 1.91% |
$16.6K - $20K
|
3.59K
$1.23M
|
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
SELL
|
- |
-70- 0.91% |
$16.6K - $20K
|
7.6K
$2.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-70- 14.11% |
$16.6K - $20K
|
426
$146K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-73- 4.22% |
$17.3K - $20.9K
|
1.66K
$566K
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-75- 1.13% |
$17.8K - $21.4K
|
6.54K
$2.23M
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-78- 7.44% |
$18.5K - $22.3K
|
970
$331K
|
|
|
Oct 01, 2021
Q3 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-78- 6.77% |
$18.5K - $22.3K
|
1.07K
$367K
|
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-79- 5.4% |
$18.8K - $22.6K
|
1.39K
$473K
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-79- 3.9% |
$18.8K - $22.6K
|
1.95K
$665K
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-81- 0.47% |
$19.2K - $23.1K
|
17K
$5.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-90- 1.27% |
$21.4K - $25.7K
|
7.01K
$2.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Fortis Capital Management LLC
|
SELL
|
- |
-90- 0.84% |
$21.4K - $25.7K
|
10.6K
$3.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-90- 8.12% |
$21.4K - $25.7K
|
1.02K
$348K
|