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 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-948- 3.55% |
$225K - $271K
|
25.8K
$8.87M
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
SELL
|
- |
-949- 9.17% |
$225K - $271K
|
9.4K
$3.24M
|
|
|
Oct 26, 2021
Q3 2021
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-969- 5.04% |
$230K - $277K
|
18.2K
$6.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Windward Capital Management CO
|
SELL
|
- |
-980- 0.47% |
$233K - $280K
|
207K
$71.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-988Closed |
$235K - $282K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-990- 3.06% |
$235K - $283K
|
31.4K
$10.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-992- 38.07% |
$236K - $283K
|
1.61K
$556K
|
|
|
Nov 12, 2021
Q3 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$238K - $286K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-1KClosed |
$238K - $286K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
SELL
|
- |
-1.02KClosed |
$242K - $291K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.02K- 17.92% |
$243K - $292K
|
4.68K
$1.61M
|
|
|
Oct 25, 2021
Q3 2021
|
Benin Management Corp
|
SELL
|
- |
-1.03KClosed |
$243K - $293K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1.03KClosed |
$243K - $293K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.04KClosed |
$247K - $297K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.04K- 20.66% |
$247K - $297K
|
3.99K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.06K- 2.58% |
$251K - $302K
|
39.9K
$13.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 1.17% |
$251K - $302K
|
89.5K
$30.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.07K- 6.24% |
$254K - $305K
|
16.1K
$5.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-1.08K- 12.32% |
$256K - $308K
|
7.67K
$2.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-1.08K- 22.92% |
$256K - $308K
|
3.63K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.09K- 35.21% |
$258K - $310K
|
2K
$689K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.1K- 23.35% |
$261K - $314K
|
3.61K
$1.24M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.1K- 32.16% |
$261K - $314K
|
2.32K
$798K
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.11K- 5.41% |
$263K - $316K
|
19.4K
$6.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.14K- 9.55% |
$271K - $326K
|
10.8K
$3.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-1.14K- 20.06% |
$272K - $327K
|
4.56K
$1.57M
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.15K- 0.79% |
$273K - $328K
|
145K
$49.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.16K- 11.84% |
$275K - $330K
|
8.61K
$2.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-1.16K- 10.91% |
$275K - $330K
|
9.44K
$3.25M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.19K- 39.41% |
$282K - $339K
|
1.83K
$629K
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.22KClosed |
$290K - $349K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.24KClosed |
$295K - $355K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.24KClosed |
$296K - $355K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Sciencast Management LP
|
SELL
|
- |
-1.25KClosed |
$297K - $357K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 14.76% |
$297K - $357K
|
7.22K
$2.49M
|
|
|
Nov 10, 2021
Q3 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.26K- 9.32% |
$299K - $359K
|
12.2K
$4.21M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.26K- 1.01% |
$300K - $361K
|
124K
$42.8M
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.28K- 6.07% |
$304K - $365K
|
19.8K
$6.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.29KClosed |
$307K - $369K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-1.29K- 8.8% |
$307K - $369K
|
13.4K
$4.61M
|
|
|
Oct 25, 2021
Q3 2021
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-1.3K- 31.3% |
$309K - $371K
|
2.85K
$983K
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.31K- 41.98% |
$312K - $375K
|
1.81K
$624K
|
|
|
Nov 15, 2021
Q3 2021
|
Unio Capital LLC
|
SELL
|
- |
-1.35K- 4.54% |
$320K - $385K
|
28.4K
$9.78M
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.46K- 45.1% |
$347K - $418K
|
1.78K
$613K
|
|
|
Nov 03, 2021
Q3 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-1.48K- 19.63% |
$350K - $421K
|
6.04K
$2.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.49K- 9.64% |
$353K - $425K
|
13.9K
$4.8M
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
SELL
|
- |
-1.49KClosed |
$354K - $426K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-1.5K- 1.11% |
$357K - $429K
|
134K
$46.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-1.5K- 0.69% |
$357K - $430K
|
215K
$74M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.51K- 5.26% |
$358K - $430K
|
27.1K
$9.34M
|