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
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-165- 1.8% |
$39.2K - $47.1K
|
9.02K
$3.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-166- 6.36% |
$39.4K - $47.4K
|
2.45K
$842K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-167- 3.51% |
$39.7K - $47.7K
|
4.6K
$1.58M
|
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-168- 2.44% |
$39.9K - $48K
|
6.72K
$2.32M
|
|
|
Oct 29, 2021
Q3 2021
|
Northstar Asset Management LLC
|
SELL
|
- |
-170- 1.73% |
$40.4K - $48.6K
|
9.66K
$3.33M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-171- 0.52% |
$40.6K - $48.8K
|
32.6K
$11.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-171- 0.67% |
$40.6K - $48.8K
|
25.2K
$8.69M
|
|
|
Oct 26, 2021
Q3 2021
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-173- 2.86% |
$41.1K - $49.4K
|
5.87K
$2.02M
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-176- 18.74% |
$41.8K - $50.3K
|
763
$263K
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-176- 10.95% |
$41.8K - $50.3K
|
1.43K
$493K
|
|
|
Nov 09, 2021
Q3 2021
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-177- 1.09% |
$42K - $50.6K
|
16.1K
$5.56M
|
|
|
Oct 12, 2021
Q3 2021
|
Cottage Street Advisors LLC
|
SELL
|
- |
-182- 11.83% |
$43.2K - $52K
|
1.36K
$467K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-186- 6.43% |
$44.2K - $53.1K
|
2.71K
$932K
|
|
|
Oct 14, 2021
Q3 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-187- 15.96% |
$44.4K - $53.4K
|
985
$339K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-189- 2.36% |
$44.9K - $54K
|
7.84K
$2.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-195Closed |
$46.3K - $55.7K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-196- 2.38% |
$46.6K - $56K
|
8.03K
$2.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-199- 6.23% |
$47.3K - $56.8K
|
3K
$1.03M
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-200- 0.33% |
$47.5K - $57.1K
|
60.8K
$20.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-200- 2.96% |
$47.5K - $57.1K
|
6.56K
$2.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-200- 0.77% |
$47.5K - $57.1K
|
25.8K
$8.88M
|
|
|
Nov 10, 2021
Q3 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-200- 5.48% |
$47.5K - $57.1K
|
3.45K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-201- 6.36% |
$47.7K - $57.4K
|
2.96K
$1.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-213- 5.99% |
$50.6K - $60.8K
|
3.35K
$1.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-215- 5.33% |
$51.1K - $61.4K
|
3.82K
$1.31M
|
|
|
Oct 29, 2021
Q3 2021
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-225- 0.7% |
$53.4K - $64.3K
|
31.9K
$11M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-226- 6.05% |
$53.7K - $64.6K
|
3.51K
$1.21M
|
|
|
Nov 10, 2021
Q3 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-228- 2.87% |
$54.2K - $65.1K
|
7.73K
$2.66M
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-233- 12.87% |
$55.3K - $66.6K
|
1.58K
$543K
|
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-235- 19.45% |
$55.8K - $67.1K
|
973
$335K
|
|
|
Nov 09, 2021
Q3 2021
|
Crossvault Capital Management LLC
|
SELL
|
- |
-235- 0.63% |
$55.8K - $67.1K
|
37.1K
$12.8M
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-237- 22.85% |
$56.3K - $67.7K
|
800
$276K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
SELL
|
- |
-239- 20.78% |
$56.8K - $68.3K
|
911
$314K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-244- 5.18% |
$58K - $69.7K
|
4.47K
$1.54M
|
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-245- 3.8% |
$58.2K - $70K
|
6.2K
$2.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-245- 17.55% |
$58.2K - $70K
|
1.15K
$396K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-245- 12.43% |
$58.2K - $70K
|
1.73K
$594K
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-249- 1.85% |
$59.1K - $71.1K
|
13.2K
$4.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-250- 2.31% |
$59.4K - $71.4K
|
10.6K
$3.64M
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-257- 1.58% |
$61.1K - $73.4K
|
16K
$5.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
SELL
|
- |
-257- 22.6% |
$61.1K - $73.4K
|
880
$303K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-260- 30.23% |
$61.8K - $74.3K
|
600
$207K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-262- 2.23% |
$62.2K - $74.8K
|
11.5K
$3.96M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-265- 1.13% |
$63K - $75.7K
|
23.2K
$8M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-274- 0.84% |
$65.1K - $78.3K
|
32.3K
$11.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-275- 8.67% |
$65.3K - $78.5K
|
2.9K
$998K
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-279- 1.49% |
$66.3K - $79.7K
|
18.4K
$6.34M
|
|
|
Aug 02, 2023
Q3 2021
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-279- 3.54% |
$66.3K - $79.7K
|
7.6K
$2.62M
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-282- 2.5% |
$67K - $80.5K
|
11K
$3.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-289- 5.47% |
$68.7K - $82.5K
|
5K
$1.72M
|