Purchases and Sales Made in Q3 2022 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q3 2022. 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 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.3K+ 16.71% |
$187K - $249K
|
9.09K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 13.15% |
$186K - $247K
|
11.1K
$3.67M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.29K+ 29.68% |
$186K - $247K
|
5.64K
$1.86M
|
|
|
Oct 13, 2022
Q3 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.29K+ 5.28% |
$185K - $246K
|
25.7K
$8.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.28K+ 13.54% |
$184K - $245K
|
10.7K
$3.54M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.28K+ 87.01% |
$184K - $245K
|
2.75K
$907K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
1.28K+ 5.24% |
$184K - $244K
|
25.7K
$8.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.27K+ 16.29% |
$182K - $242K
|
9.03K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.24K+ 74.28% |
$179K - $238K
|
2.91K
$962K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.23K+ 14.25% |
$177K - $236K
|
9.89K
$3.26M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1.23K+ 27.07% |
$177K - $236K
|
5.78K
$1.91M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.23K+ 7.02% |
$177K - $235K
|
18.8K
$6.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
1.23K+ 4.28% |
$177K - $235K
|
30K
$9.88M
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
BUY
|
- |
1.23K+ 53.28% |
$176K - $235K
|
3.53K
$1.16M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.23K+ 5.42% |
$176K - $234K
|
23.8K
$7.87M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.22K+ 12.83% |
$175K - $233K
|
10.7K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
1.2K+ 6.77% |
$173K - $230K
|
18.9K
$6.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.2K+ 5.09% |
$172K - $229K
|
24.8K
$8.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
1.2K+ 23.0% |
$172K - $229K
|
6.4K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.19K+ 76.54% |
$172K - $228K
|
2.75K
$909K
|
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.19K+ 0.89% |
$172K - $228K
|
136K
$44.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.19K+ 2.41% |
$170K - $227K
|
50.3K
$16.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.18K+ 3.03% |
$170K - $226K
|
40.1K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.17K+ 83.64% |
$168K - $223K
|
2.56K
$845K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.15K+ 48.32% |
$166K - $220K
|
3.54K
$1.17M
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.15K+ 3.75% |
$165K - $220K
|
31.8K
$10.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
BUY
|
- |
1.14K+ 14.92% |
$164K - $218K
|
8.77K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
1.14K+ 0.87% |
$164K - $217K
|
132K
$43.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.14K+ 0.28% |
$163K - $217K
|
413K
$136M
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.13K+ 7.27% |
$163K - $217K
|
16.7K
$5.51M
|
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.12K+ 0.26% |
$162K - $215K
|
425K
$140M
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.12K+ 12.18% |
$162K - $215K
|
10.3K
$3.41M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
1.12K+ 18.57% |
$161K - $214K
|
7.15K
$2.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
1.12K+ 0.82% |
$161K - $214K
|
137K
$45.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.1K+ 7.94% |
$159K - $211K
|
15K
$4.95M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.1K+ 20.91% |
$158K - $210K
|
6.36K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.1K+ 16.95% |
$158K - $210K
|
7.58K
$2.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Dillon & Associates Inc
|
BUY
|
- |
1.1K+ 5.88% |
$158K - $209K
|
19.7K
$6.51M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1.05K+ 16.48% |
$151K - $201K
|
7.43K
$2.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
1.05K+ 52.5% |
$151K - $201K
|
3.05K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
BUY
|
- |
1.05K+ 0.79% |
$151K - $201K
|
133K
$44M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
1.04K+ 10.66% |
$150K - $199K
|
10.8K
$3.57M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.03K+ 35.56% |
$149K - $198K
|
3.94K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.03K+ 5.55% |
$149K - $198K
|
19.7K
$6.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.03K+ 8.19% |
$148K - $197K
|
13.6K
$4.48M
|
|
|
Oct 18, 2022
Q3 2022
|
Congress Park Capital LLC
|
BUY
|
- |
1.03K+ 19.56% |
$148K - $196K
|
6.28K
$2.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.01K+ 4.93% |
$145K - $193K
|
21.5K
$7.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
BUY
|
- |
1K+ 8.16% |
$144K - $191K
|
13.3K
$4.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1K+ 8.28% |
$144K - $191K
|
13.1K
$4.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
995+ 72.73% |
$143K - $190K
|
2.36K
$780K
|