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 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
659+ 2.55% |
$94.8K - $126K
|
26.5K
$9.06M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
656+ 0.48% |
$94.4K - $125K
|
138K
$47.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
653+ 23.23% |
$93.9K - $125K
|
3.46K
$1.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
650+ 4.6% |
$93.5K - $124K
|
14.8K
$5.06M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
650+ 78.98% |
$93.5K - $124K
|
1.47K
$504K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
626+ 154.19% |
$90K - $120K
|
1.03K
$353K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
625+ 53.24% |
$89.9K - $120K
|
1.8K
$615K
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
623+ 8.21% |
$89.6K - $119K
|
8.21K
$2.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
611+ 7.55% |
$87.9K - $117K
|
8.7K
$2.98M
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Management CO
|
BUY
|
- |
609+ 2.69% |
$87.6K - $116K
|
23.2K
$7.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
607+ 5.66% |
$87.3K - $116K
|
11.3K
$3.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
601+ 9.43% |
$86.4K - $115K
|
6.97K
$2.38M
|
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
600+ 39.42% |
$86.3K - $115K
|
2.12K
$726K
|
|
|
Nov 10, 2022
Q3 2022
|
Baxter Bros Inc
|
BUY
|
- |
599+ 16.9% |
$86.2K - $115K
|
4.14K
$1.42M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
597+ 36.74% |
$85.9K - $114K
|
2.22K
$760K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
595+ 7.44% |
$85.6K - $114K
|
8.59K
$2.94M
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
594+ 31.8% |
$85.4K - $114K
|
2.46K
$842K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
581+ 33.55% |
$83.6K - $111K
|
2.31K
$791K
|
|
|
Nov 10, 2022
Q3 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
575+ 16.78% |
$82.7K - $110K
|
4K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
571New |
$82.1K - $109K
|
571
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
570New |
$82K - $109K
|
570
$195K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
567+ 2.37% |
$81.6K - $108K
|
24.5K
$8.38M
|
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
566+ 3.38% |
$81.4K - $108K
|
17.3K
$5.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
563New |
$81K - $108K
|
563
$193K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
561+ 34.76% |
$80.7K - $107K
|
2.18K
$744K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
559+ 9.35% |
$80.4K - $107K
|
6.54K
$2.24M
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
BUY
|
- |
557+ 4.28% |
$80.1K - $107K
|
13.6K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
552+ 5.29% |
$79.4K - $106K
|
11K
$3.76M
|
|
|
Oct 21, 2022
Q3 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
550+ 21.15% |
$79.1K - $105K
|
3.15K
$1.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
535+ 29.9% |
$77K - $102K
|
2.32K
$795K
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
533+ 1.8% |
$76.7K - $102K
|
30.2K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
532+ 35.21% |
$76.5K - $102K
|
2.04K
$699K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
532+ 11.23% |
$76.5K - $102K
|
5.27K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
526+ 36.81% |
$75.7K - $101K
|
1.96K
$669K
|
|
|
Nov 01, 2022
Q3 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
525+ 5.73% |
$75.5K - $100K
|
9.69K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
523+ 0.27% |
$75.2K - $100K
|
195K
$66.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
516+ 15.4% |
$74.2K - $98.7K
|
3.87K
$1.32M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
509+ 10.95% |
$73.2K - $97.4K
|
5.16K
$1.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
507+ 6.91% |
$72.9K - $97K
|
7.84K
$2.68M
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
503+ 18.33% |
$72.4K - $96.2K
|
3.25K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
1776 Wealth LLC
|
BUY
|
- |
500+ 9.69% |
$71.9K - $95.6K
|
5.66K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
500New |
$71.9K - $95.6K
|
500
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
500+ 15.88% |
$71.9K - $95.6K
|
3.65K
$1.25M
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
496+ 0.36% |
$71.3K - $94.9K
|
140K
$47.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
490+ 4.94% |
$70.5K - $93.7K
|
10.4K
$3.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
490+ 25.79% |
$70.5K - $93.7K
|
2.39K
$817K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
486+ 14.12% |
$69.9K - $93K
|
3.93K
$1.34M
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
480+ 6.2% |
$69K - $91.8K
|
8.22K
$2.81M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
480+ 2.48% |
$69K - $91.8K
|
19.8K
$6.78M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
480+ 8.89% |
$69K - $91.8K
|
5.88K
$2.01M
|