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 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-300- 18.05% |
$71.3K - $85.7K
|
1.36K
$469K
|
|
Nov 15, 2021
Q3 2021
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-300- 0.91% |
$71.3K - $85.7K
|
32.7K
$11.2M
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-304Closed |
$72.2K - $86.8K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-306- 37.45% |
$72.7K - $87.4K
|
511
$176K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-307- 3.86% |
$72.9K - $87.7K
|
7.64K
$2.63M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-308- 8.59% |
$73.2K - $88K
|
3.28K
$1.13M
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-316- 1.84% |
$75.1K - $90.3K
|
16.9K
$5.81M
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-318Closed |
$75.5K - $90.8K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-320- 90.4% |
$76K - $91.4K
|
34
$11.7K
|
|
Oct 28, 2021
Q3 2021
|
Emerald Advisers, LLC
|
SELL
|
- |
-335Closed |
$79.6K - $95.7K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-343- 1.58% |
$81.5K - $98K
|
21.4K
$7.36M
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-347- 21.78% |
$82.4K - $99.1K
|
1.25K
$429K
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-350- 2.13% |
$83.1K - $100K
|
16.1K
$5.53M
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-350- 18.02% |
$83.1K - $100K
|
1.59K
$548K
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-350- 4.48% |
$83.1K - $100K
|
7.46K
$2.57M
|
|
Nov 12, 2021
Q3 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-350- 2.78% |
$83.1K - $100K
|
12.2K
$4.21M
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-357- 28.63% |
$84.8K - $102K
|
890
$307K
|
|
Nov 15, 2021
Q3 2021
|
University Of Notre Dame Du Lac
South Bend, IN |
SELL
|
- |
-361- 7.26% |
$85.8K - $103K
|
4.61K
$1.59M
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-366- 4.97% |
$86.9K - $105K
|
7K
$2.41M
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-370- 8.87% |
$87.9K - $106K
|
3.8K
$1.31M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-370Closed |
$87.9K - $106K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-370- 7.21% |
$87.9K - $106K
|
4.76K
$1.64M
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-373- 28.56% |
$88.6K - $107K
|
933
$321K
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
SELL
|
- |
-385- 5.15% |
$91.5K - $110K
|
7.09K
$2.44M
|
|
Nov 12, 2021
Q3 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 4.71% |
$95K - $114K
|
8.1K
$2.79M
|
|
Oct 26, 2021
Q3 2021
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-400- 0.93% |
$95K - $114K
|
42.4K
$14.6M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-400- 2.67% |
$95K - $114K
|
14.6K
$5.03M
|
|
Nov 08, 2021
Q3 2021
|
Geneva Capital Management LLC
|
SELL
|
- |
-408- 2.84% |
$96.9K - $117K
|
14K
$4.82M
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-432- 12.08% |
$103K - $123K
|
3.14K
$1.08M
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-435Closed |
$103K - $124K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
SELL
|
- |
-436- 5.11% |
$104K - $125K
|
8.1K
$2.79M
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-442- 18.14% |
$105K - $126K
|
1.99K
$687K
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-446- 36.14% |
$106K - $127K
|
788
$271K
|
|
Oct 19, 2021
Q3 2021
|
Parker Investment Management, LLC
|
SELL
|
- |
-448- 13.4% |
$106K - $128K
|
2.9K
$997K
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-449- 18.76% |
$107K - $128K
|
1.95K
$670K
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-450- 12.03% |
$107K - $129K
|
3.29K
$1.13M
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-453- 3.25% |
$108K - $129K
|
13.5K
$4.64M
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-460- 2.12% |
$109K - $131K
|
21.2K
$7.31M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-463- 0.9% |
$110K - $132K
|
51.2K
$17.6M
|
|
Nov 12, 2021
Q3 2021
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-470Closed |
$112K - $134K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-473- 1.91% |
$112K - $135K
|
24.3K
$8.37M
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-474Closed |
$113K - $135K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-477- 3.5% |
$113K - $136K
|
13.2K
$4.53M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-479- 7.53% |
$114K - $137K
|
5.88K
$2.02M
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-498- 4.47% |
$118K - $142K
|
10.6K
$3.67M
|
|
Oct 20, 2021
Q3 2021
|
Gvo Asset Management LTD
|
SELL
|
- |
-503Closed |
$119K - $144K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-505- 2.28% |
$120K - $144K
|
21.7K
$7.46M
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
SELL
|
- |
-527- 0.59% |
$125K - $151K
|
88.4K
$30.4M
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-528- 20.25% |
$125K - $151K
|
2.08K
$716K
|
|
Nov 15, 2021
Q3 2021
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-536- 1.28% |
$127K - $153K
|
41.4K
$14.3M
|