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 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
474+ 3.67% |
$68.2K - $90.7K
|
13.4K
$4.58M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
473+ 3.68% |
$68K - $90.5K
|
13.3K
$4.56M
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
472+ 23.37% |
$67.9K - $90.3K
|
2.49K
$852K
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
471+ 124.93% |
$67.7K - $90.1K
|
848
$290K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
464+ 11.02% |
$66.7K - $88.7K
|
4.67K
$1.6M
|
|
Nov 07, 2022
Q3 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
464+ 24.31% |
$66.7K - $88.7K
|
2.37K
$812K
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
BUY
|
- |
460+ 8.07% |
$66.2K - $88K
|
6.16K
$2.11M
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
460+ 2.69% |
$66.2K - $88K
|
17.5K
$6M
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
460New |
$66.2K - $88K
|
460
$157K
|
|
Oct 13, 2022
Q3 2022
|
Sitrin Capital Management LLC
|
BUY
|
- |
458+ 1.85% |
$65.9K - $87.6K
|
25.2K
$8.61M
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
456+ 0.91% |
$65.6K - $87.2K
|
50.5K
$17.3M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
456+ 6.37% |
$65.6K - $87.2K
|
7.61K
$2.6M
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
456+ 35.63% |
$65.6K - $87.2K
|
1.74K
$594K
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
452+ 3.57% |
$65K - $86.5K
|
13.1K
$4.49M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
452New |
$65K - $86.5K
|
452
$155K
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
451+ 15.06% |
$64.9K - $86.3K
|
3.45K
$1.18M
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
450+ 7.09% |
$64.7K - $86.1K
|
6.8K
$2.33M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
447+ 2.7% |
$64.3K - $85.5K
|
17K
$5.81M
|
|
Oct 13, 2022
Q3 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
446+ 2.47% |
$64.2K - $85.3K
|
18.5K
$6.34M
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
446+ 2.76% |
$64.2K - $85.3K
|
16.6K
$5.68M
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
BUY
|
- |
444+ 49.44% |
$63.9K - $84.9K
|
1.34K
$459K
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
443+ 62.22% |
$63.7K - $84.7K
|
1.16K
$395K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
442+ 9.18% |
$63.6K - $84.5K
|
5.26K
$1.8M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
440+ 1.13% |
$63.3K - $84.2K
|
39.2K
$13.4M
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
438+ 2.33% |
$63K - $83.8K
|
19.2K
$6.58M
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
437+ 5.07% |
$62.9K - $83.6K
|
9.06K
$3.1M
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
435+ 31.18% |
$62.6K - $83.2K
|
1.83K
$626K
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
434+ 11.57% |
$62.4K - $83K
|
4.19K
$1.43M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
430+ 19.51% |
$61.9K - $82.2K
|
2.63K
$901K
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
427+ 0.52% |
$61.4K - $81.7K
|
83.2K
$28.4M
|
|
Nov 14, 2022
Q3 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
426+ 10.34% |
$61.3K - $81.5K
|
4.55K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
423+ 6.44% |
$60.8K - $80.9K
|
6.99K
$2.39M
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
419+ 1.86% |
$60.3K - $80.1K
|
22.9K
$7.84M
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
418+ 5.52% |
$60.1K - $80K
|
8K
$2.73M
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
411+ 2.14% |
$59.1K - $78.6K
|
19.6K
$6.7M
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
409+ 8.31% |
$58.8K - $78.2K
|
5.33K
$1.82M
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
406+ 9.65% |
$58.4K - $77.7K
|
4.61K
$1.58M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
406+ 9.65% |
$58.4K - $77.7K
|
4.61K
$1.58M
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
404+ 14.0% |
$58.1K - $77.3K
|
3.29K
$1.13M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
396New |
$57K - $75.7K
|
396
$135K
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
388+ 3.96% |
$55.8K - $74.2K
|
10.2K
$3.49M
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
385+ 6.98% |
$55.4K - $73.6K
|
5.9K
$2.02M
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
BUY
|
- |
384+ 6.84% |
$55.2K - $73.4K
|
6K
$2.05M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
380+ 3.76% |
$54.7K - $72.7K
|
10.5K
$3.59M
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
375+ 0.88% |
$53.9K - $71.7K
|
43.1K
$14.8M
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
372+ 4.23% |
$53.5K - $71.2K
|
9.16K
$3.13M
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
372+ 9.94% |
$53.5K - $71.2K
|
4.12K
$1.41M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
369+ 19.61% |
$53.1K - $70.6K
|
2.25K
$770K
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
367+ 5.38% |
$52.8K - $70.2K
|
7.19K
$2.46M
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
363+ 13.85% |
$52.2K - $69.4K
|
2.98K
$1.02M
|