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 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-1.51KClosed |
$359K - $431K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.55K- 32.77% |
$367K - $441K
|
3.17K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.57K- 8.21% |
$372K - $447K
|
17.5K
$6.03M
|
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
SELL
|
- |
-1.58K- 25.9% |
$375K - $451K
|
4.52K
$1.56M
|
|
|
Nov 12, 2021
Q3 2021
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-1.59K- 2.11% |
$377K - $454K
|
73.7K
$25.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-1.6K- 24.07% |
$380K - $457K
|
5.05K
$1.74M
|
|
|
Nov 16, 2021
Q3 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.64K- 0.97% |
$388K - $467K
|
167K
$57.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 57.38% |
$400K - $481K
|
1.25K
$431K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-1.71K- 99.48% |
$406K - $488K
|
9
$3.1K
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.8KClosed |
$428K - $514K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Pendal Group LTD
|
SELL
|
- |
-1.86K- 10.02% |
$442K - $532K
|
16.7K
$5.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2K- 12.14% |
$476K - $572K
|
14.5K
$4.99M
|
|
|
Nov 08, 2021
Q3 2021
|
Times Square Capital Management, LLC
|
SELL
|
- |
-2.05KClosed |
$487K - $586K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ovata Capital Management LTD
|
SELL
|
- |
-2.13KClosed |
$507K - $610K
|
0
$0
|
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-2.14KClosed |
$508K - $611K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-2.14K- 26.53% |
$508K - $611K
|
5.93K
$2.04M
|
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
SELL
|
- |
-2.15K- 4.24% |
$511K - $614K
|
48.6K
$16.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Madden Securities Corp
|
SELL
|
- |
-2.19K- 23.3% |
$519K - $624K
|
7.19K
$2.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.28K- 2.66% |
$540K - $650K
|
83.2K
$28.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-2.33K- 55.83% |
$553K - $665K
|
1.84K
$634K
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.34K- 10.44% |
$555K - $668K
|
20.1K
$6.91M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.37K- 31.75% |
$563K - $677K
|
5.09K
$1.75M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.38K- 2.16% |
$565K - $679K
|
108K
$37.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.48K- 3.38% |
$588K - $707K
|
70.7K
$24.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.52KClosed |
$597K - $718K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Silvant Capital Management LLC
|
SELL
|
- |
-2.55K- 14.92% |
$606K - $728K
|
14.5K
$5.01M
|
|
|
Apr 01, 2024
Q3 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-2.61K- 15.12% |
$619K - $745K
|
14.6K
$5.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.63KClosed |
$625K - $751K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.66K- 25.62% |
$631K - $759K
|
7.71K
$2.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-2.77K- 4.85% |
$658K - $791K
|
54.3K
$18.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.82K- 53.69% |
$670K - $805K
|
2.43K
$838K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.83K- 33.38% |
$672K - $808K
|
5.65K
$1.94M
|
|
|
Oct 29, 2021
Q3 2021
|
Twin Capital Management Inc
|
SELL
|
- |
-2.86K- 8.6% |
$679K - $817K
|
30.4K
$10.5M
|
|
|
Oct 18, 2021
Q3 2021
|
Birinyi Associates Inc
|
SELL
|
- |
-2.89K- 22.54% |
$685K - $824K
|
9.92K
$3.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.91K- 11.96% |
$690K - $830K
|
21.4K
$7.37M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.03K- 25.12% |
$721K - $867K
|
9.05K
$3.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-3.05KClosed |
$725K - $871K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3.11K- 11.9% |
$739K - $889K
|
23.1K
$7.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.15KClosed |
$747K - $899K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Tran Capital Management, L.P.
|
SELL
|
- |
-3.17K- 1.29% |
$754K - $906K
|
242K
$83.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Versor Investments LP
|
SELL
|
- |
-3.21KClosed |
$762K - $916K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-3.31K- 18.98% |
$787K - $947K
|
14.1K
$4.87M
|
|
|
Oct 26, 2021
Q3 2021
|
Artemis Investment Management LLP
|
SELL
|
- |
-3.33K- 2.2% |
$791K - $951K
|
148K
$51M
|
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-3.35K- 8.45% |
$797K - $958K
|
36.4K
$12.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Akaris Global Partners, LP
New York, NY |
SELL
|
- |
-3.36K- 7.42% |
$797K - $959K
|
41.9K
$14.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-3.38KClosed |
$803K - $965K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.38K- 0.35% |
$803K - $965K
|
960K
$331M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.43K- 24.15% |
$816K - $981K
|
10.8K
$3.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-3.49KClosed |
$829K - $997K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.5K- 8.14% |
$830K - $999K
|
39.4K
$13.6M
|