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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
991+ 1.48% |
$143K - $190K
|
67.8K
$23.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
990New |
$142K - $189K
|
990
$339K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
969+ 9.18% |
$139K - $185K
|
11.5K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
932+ 2.45% |
$134K - $178K
|
39K
$13.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
913+ 6.81% |
$131K - $175K
|
14.3K
$4.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
910+ 4.58% |
$131K - $174K
|
20.8K
$7.11M
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
902+ 12.9% |
$130K - $173K
|
7.9K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
900+ 0.52% |
$129K - $172K
|
173K
$59M
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
898+ 43.61% |
$129K - $172K
|
2.96K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
881+ 0.61% |
$127K - $169K
|
146K
$49.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
880+ 10.45% |
$127K - $168K
|
9.3K
$3.18M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
880+ 14.21% |
$127K - $168K
|
7.08K
$2.42M
|
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
874+ 7.59% |
$126K - $167K
|
12.4K
$4.24M
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
873+ 7.43% |
$126K - $167K
|
12.6K
$4.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
856+ 0.42% |
$123K - $164K
|
205K
$70.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
853New |
$123K - $163K
|
853
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
848+ 8.09% |
$122K - $162K
|
11.3K
$3.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
843+ 19.65% |
$121K - $161K
|
5.13K
$1.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
840+ 0.96% |
$121K - $161K
|
88.2K
$30.2M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
832+ 53.23% |
$120K - $159K
|
2.4K
$819K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
822+ 0.67% |
$118K - $157K
|
124K
$42.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
821+ 9.93% |
$118K - $157K
|
9.09K
$3.11M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
810+ 20.9% |
$117K - $155K
|
4.69K
$1.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
803+ 24.36% |
$116K - $154K
|
4.1K
$1.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
800+ 1.27% |
$115K - $153K
|
63.7K
$21.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
800+ 13.56% |
$115K - $153K
|
6.7K
$2.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
795+ 14.74% |
$114K - $152K
|
6.19K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
783+ 7.64% |
$113K - $150K
|
11K
$3.77M
|
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
776+ 62.68% |
$112K - $148K
|
2.01K
$689K
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
775+ 3.39% |
$111K - $148K
|
23.7K
$8.09M
|
|
|
Oct 26, 2022
Q3 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
762+ 5.4% |
$110K - $146K
|
14.9K
$5.09M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
760+ 2.06% |
$109K - $145K
|
37.6K
$12.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
755+ 4.64% |
$109K - $144K
|
17K
$5.83M
|
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
BUY
|
- |
751+ 4.22% |
$108K - $144K
|
18.6K
$6.35M
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
749+ 4.85% |
$108K - $143K
|
16.2K
$5.54M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
743+ 22.67% |
$107K - $142K
|
4.02K
$1.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
740New |
$106K - $142K
|
740
$253K
|
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
BUY
|
- |
739+ 17.48% |
$106K - $141K
|
4.97K
$1.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
730+ 2.13% |
$105K - $140K
|
35K
$12M
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
730+ 11.41% |
$105K - $140K
|
7.13K
$2.44M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
717+ 114.35% |
$103K - $137K
|
1.34K
$460K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
712+ 4.4% |
$102K - $136K
|
16.9K
$5.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
710+ 16.66% |
$102K - $136K
|
4.97K
$1.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
706+ 4.44% |
$102K - $135K
|
16.6K
$5.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
705New |
$101K - $135K
|
705
$241K
|
|
|
Nov 10, 2022
Q3 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
699+ 19.68% |
$101K - $134K
|
4.25K
$1.45M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
689+ 2.2% |
$99.1K - $132K
|
32K
$10.9M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
678New |
$97.5K - $130K
|
678
$232K
|
|
|
Nov 10, 2022
Q3 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
674+ 8.91% |
$96.9K - $129K
|
8.24K
$2.82M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
662+ 4.07% |
$95.2K - $127K
|
16.9K
$5.78M
|