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 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-91- 0.48% |
$21.6K - $26K
|
19K
$6.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-93- 0.27% |
$22.1K - $26.6K
|
34.1K
$11.6M
|
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-95- 0.55% |
$22.6K - $27.1K
|
17.3K
$5.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-95- 8.79% |
$22.6K - $27.1K
|
986
$337K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-96- 2.2% |
$22.8K - $27.4K
|
4.27K
$1.46M
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-98Closed |
$23.3K - $28K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-98- 0.04% |
$23.3K - $28K
|
245K
$83.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-99- 2.18% |
$23.5K - $28.3K
|
4.45K
$1.52M
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-99- 9.17% |
$23.5K - $28.3K
|
981
$335K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-100- 9.96% |
$23.8K - $28.6K
|
904
$309K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-100- 7.0% |
$23.8K - $28.6K
|
1.33K
$454K
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-101- 3.6% |
$24K - $28.8K
|
2.7K
$923K
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-101- 0.72% |
$24K - $28.8K
|
13.8K
$4.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-103- 2.12% |
$24.5K - $29.4K
|
4.77K
$1.63M
|
|
|
Oct 19, 2021
Q3 2021
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-105- 12.11% |
$24.9K - $30K
|
762
$260K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-106- 10.96% |
$25.2K - $30.3K
|
861
$294K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-109- 0.86% |
$25.9K - $31.1K
|
12.6K
$4.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-110- 3.35% |
$26.1K - $31.4K
|
3.17K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-111- 12.7% |
$26.4K - $31.7K
|
763
$261K
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-113- 1.04% |
$26.8K - $32.3K
|
10.8K
$3.68M
|
|
|
Oct 22, 2021
Q3 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-113- 10.56% |
$26.8K - $32.3K
|
957
$327K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-113- 5.04% |
$26.8K - $32.3K
|
2.13K
$728K
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-114- 0.43% |
$27.1K - $32.6K
|
26.1K
$8.93M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-116- 11.03% |
$27.6K - $33.1K
|
936
$320K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-116- 1.0% |
$27.6K - $33.1K
|
11.5K
$3.92M
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-117- 3.51% |
$27.8K - $33.4K
|
3.22K
$1.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-117- 1.19% |
$27.8K - $33.4K
|
9.71K
$3.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-118- 5.0% |
$28K - $33.7K
|
2.24K
$766K
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-122- 1.53% |
$29K - $34.8K
|
7.86K
$2.69M
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
SELL
|
- |
-128- 1.72% |
$30.4K - $36.6K
|
7.33K
$2.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Citizens & Northern Corp
|
SELL
|
- |
-130- 1.28% |
$30.9K - $37.1K
|
10K
$3.43M
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-132- 4.04% |
$31.4K - $37.7K
|
3.13K
$1.07M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-134- 8.66% |
$31.8K - $38.3K
|
1.41K
$483K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-134- 0.87% |
$31.8K - $38.3K
|
15.3K
$5.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-135- 0.58% |
$32.1K - $38.6K
|
23.3K
$7.97M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-137- 3.55% |
$32.5K - $39.1K
|
3.72K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Gam Holding Ag
|
SELL
|
- |
-138- 0.58% |
$32.8K - $39.4K
|
23.8K
$8.12M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-139- 0.65% |
$33K - $39.7K
|
21.3K
$7.28M
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-140- 3.19% |
$33.3K - $40K
|
4.25K
$1.45M
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-141- 0.4% |
$33.5K - $40.3K
|
34.9K
$11.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-142- 0.98% |
$33.7K - $40.6K
|
14.4K
$4.93M
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-148- 6.59% |
$35.2K - $42.3K
|
2.1K
$717K
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-148- 5.73% |
$35.2K - $42.3K
|
2.43K
$831K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-149Closed |
$35.4K - $42.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-150- 12.42% |
$35.6K - $42.8K
|
1.06K
$362K
|
|
|
Nov 09, 2021
Q3 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-155- 1.24% |
$36.8K - $44.3K
|
12.3K
$4.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-158- 36.74% |
$37.5K - $45.1K
|
272
$92.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-160- 7.98% |
$38K - $45.7K
|
1.84K
$630K
|
|
|
Nov 12, 2021
Q3 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-161- 3.12% |
$38.2K - $46K
|
5K
$1.71M
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-161- 15.05% |
$38.2K - $46K
|
909
$311K
|