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 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-537- 21.95% |
$128K - $153K
|
1.91K
$658K
|
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-550- 1.03% |
$131K - $157K
|
53.1K
$18.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-566- 54.48% |
$134K - $162K
|
473
$163K
|
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-566Closed |
$134K - $162K
|
0
$0
|
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-568- 22.34% |
$135K - $162K
|
1.97K
$680K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-571- 16.35% |
$136K - $163K
|
2.92K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-579- 7.69% |
$138K - $165K
|
6.96K
$2.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-594- 1.0% |
$141K - $170K
|
59.1K
$20.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-597- 41.98% |
$142K - $171K
|
825
$284K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-602- 19.33% |
$143K - $172K
|
2.51K
$866K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-605- 67.9% |
$144K - $173K
|
286
$98.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-616- 24.27% |
$146K - $176K
|
1.92K
$662K
|
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-644- 6.86% |
$153K - $184K
|
8.75K
$3.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-679- 2.94% |
$161K - $194K
|
22.4K
$7.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-680- 12.7% |
$162K - $194K
|
4.68K
$1.61M
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-682- 19.47% |
$162K - $195K
|
2.82K
$971K
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-686- 26.72% |
$163K - $196K
|
1.88K
$648K
|
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-689- 32.15% |
$164K - $197K
|
1.45K
$501K
|
|
|
Oct 08, 2021
Q3 2021
|
Golden Green, Inc.
|
SELL
|
- |
-698- 16.8% |
$166K - $199K
|
3.46K
$1.19M
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-698- 18.63% |
$166K - $199K
|
3.05K
$1.05M
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-702- 2.88% |
$167K - $201K
|
23.7K
$8.17M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-711- 2.26% |
$169K - $203K
|
30.8K
$10.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-713- 0.97% |
$169K - $204K
|
73.1K
$25.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-720- 4.05% |
$171K - $206K
|
17K
$5.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Mirova
Paris, I0 |
SELL
|
- |
-725- 4.79% |
$172K - $207K
|
14.4K
$4.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
SELL
|
- |
-729- 1.52% |
$173K - $208K
|
47.3K
$16.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-732- 1.82% |
$174K - $209K
|
39.5K
$13.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-746- 3.5% |
$177K - $213K
|
20.6K
$7.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-755- 0.69% |
$179K - $216K
|
109K
$37.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-765- 13.51% |
$182K - $219K
|
4.9K
$1.69M
|
|
|
Oct 28, 2021
Q3 2021
|
Parthenon LLC
|
SELL
|
- |
-800- 44.44% |
$190K - $229K
|
1K
$344K
|
|
|
Oct 29, 2021
Q3 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-810- 4.73% |
$192K - $231K
|
16.3K
$5.62M
|
|
|
Oct 25, 2021
Q3 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-822Closed |
$195K - $235K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-843Closed |
$200K - $241K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-850Closed |
$202K - $243K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-878- 1.02% |
$209K - $251K
|
85.4K
$29.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-879- 17.8% |
$209K - $251K
|
4.06K
$1.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-880Closed |
$209K - $251K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-881- 2.36% |
$209K - $252K
|
36.5K
$12.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Oak Ridge Investments LLC
|
SELL
|
- |
-904- 2.2% |
$215K - $258K
|
40.1K
$13.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-908- 18.66% |
$216K - $259K
|
3.96K
$1.36M
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-916Closed |
$218K - $262K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-916- 27.47% |
$218K - $262K
|
2.42K
$833K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-917- 3.09% |
$218K - $262K
|
28.8K
$9.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-917Closed |
$218K - $262K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-921- 25.29% |
$219K - $263K
|
2.72K
$937K
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
SELL
|
- |
-930- 13.68% |
$221K - $266K
|
5.87K
$2.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-935- 4.27% |
$222K - $267K
|
21K
$7.22M
|
|
|
Nov 10, 2021
Q3 2021
|
Palladiem, LLC
|
SELL
|
- |
-939Closed |
$223K - $268K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-945Closed |
$224K - $270K
|
0
$0
|