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 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.77K+ 24.39% |
$1.85M - $2.22M
|
39.6K
$13.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
7.7K+ 3.89% |
$1.83M - $2.2M
|
206K
$70.8M
|
|
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
7.65KNew |
$1.82M - $2.18M
|
7.65K
$2.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
7.41K+ 142.22% |
$1.76M - $2.12M
|
12.6K
$4.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Brandywine Managers, LLC
Hockessin, DE |
BUY
|
- |
7.36K+ 736.3% |
$1.75M - $2.1M
|
8.36K
$2.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.36K+ 0.79% |
$1.75M - $2.1M
|
942K
$324M
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
7.34K+ 49.65% |
$1.74M - $2.1M
|
22.1K
$7.62M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.25K+ 9.68% |
$1.72M - $2.07M
|
82.2K
$28.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.14K+ 5.89% |
$1.7M - $2.04M
|
128K
$44.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.06K+ 15.07% |
$1.68M - $2.02M
|
53.9K
$18.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
6.95K+ 35.24% |
$1.65M - $1.98M
|
26.7K
$9.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
6.81KNew |
$1.62M - $1.95M
|
6.81K
$2.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
6.8K+ 29.05% |
$1.61M - $1.94M
|
30.2K
$10.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
6.69K+ 5.54% |
$1.59M - $1.91M
|
127K
$43.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
6.61K+ 412.62% |
$1.57M - $1.89M
|
8.21K
$2.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
6.51KNew |
$1.55M - $1.86M
|
6.51K
$2.24M
|
|
|
Nov 08, 2021
Q3 2021
|
Sovarnum Capital L.P.
New York, NY |
BUY
|
- |
6.5KNew |
$1.54M - $1.86M
|
6.5K
$2.24M
|
|
|
Nov 09, 2021
Q3 2021
|
Candriam S.C.A.
|
BUY
|
- |
6.49K+ 1.74% |
$1.54M - $1.85M
|
380K
$131M
|
|
|
Nov 12, 2021
Q3 2021
|
Barings LLC
|
BUY
|
- |
6.42K+ 73.0% |
$1.52M - $1.83M
|
15.2K
$5.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
6.41KNew |
$1.52M - $1.83M
|
6.41K
$2.21M
|
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
6.37K+ 3.5% |
$1.51M - $1.82M
|
188K
$64.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.35K+ 1.07% |
$1.51M - $1.81M
|
599K
$206M
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.33K+ 29.35% |
$1.5M - $1.81M
|
27.9K
$9.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
6.3KNew |
$1.5M - $1.8M
|
6.3K
$2.17M
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
6.17KNew |
$1.47M - $1.76M
|
6.17K
$2.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
6.17K+ 0.92% |
$1.47M - $1.76M
|
679K
$234M
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
6.14K+ 73.86% |
$1.46M - $1.75M
|
14.4K
$4.98M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.04K+ 41.44% |
$1.43M - $1.72M
|
20.6K
$7.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.03K+ 135.16% |
$1.43M - $1.72M
|
10.5K
$3.61M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.01K+ 22.93% |
$1.43M - $1.72M
|
32.2K
$11.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.76K+ 24.68% |
$1.37M - $1.65M
|
29.1K
$10M
|
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
5.73K+ 4.94% |
$1.36M - $1.64M
|
122K
$41.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.55K+ 21.48% |
$1.32M - $1.59M
|
31.4K
$10.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
5.49K+ 443.06% |
$1.31M - $1.57M
|
6.73K
$2.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5.43K+ 12.91% |
$1.29M - $1.55M
|
47.5K
$16.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
5.38K+ 10.53% |
$1.28M - $1.54M
|
56.5K
$19.5M
|
|
|
Oct 07, 2021
Q3 2021
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.35K+ 3.72% |
$1.27M - $1.53M
|
149K
$51.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
5.27K+ 668.27% |
$1.25M - $1.5M
|
6.05K
$2.09M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.14K+ 23.33% |
$1.22M - $1.47M
|
27.2K
$9.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
5.12KNew |
$1.22M - $1.46M
|
5.12K
$1.76M
|
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
5.08KNew |
$1.21M - $1.45M
|
5.08K
$1.75M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.06K+ 14.26% |
$1.2M - $1.45M
|
40.6K
$14M
|
|
|
Nov 15, 2021
Q3 2021
|
Bronson Point Management LLC
Fairfield, CT |
BUY
|
- |
5KNew |
$1.19M - $1.43M
|
5K
$1.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
5KNew |
$1.19M - $1.43M
|
5K
$1.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5KNew |
$1.19M - $1.43M
|
5K
$1.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.91K+ 22.09% |
$1.17M - $1.4M
|
27.1K
$9.34M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.89K+ 4.72% |
$1.16M - $1.4M
|
109K
$37.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.85K+ 29.7% |
$1.15M - $1.39M
|
21.2K
$7.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
4.79K+ 13.97% |
$1.14M - $1.37M
|
39.1K
$13.5M
|
|
|
May 17, 2024
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.74K+ 2.21% |
$1.13M - $1.35M
|
219K
$75.6M
|