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 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
360+ 12.41% |
$51.8K - $68.9K
|
3.26K
$1.11M
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
359+ 33.3% |
$51.6K - $68.7K
|
1.44K
$491K
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
359+ 1.75% |
$51.6K - $68.7K
|
20.9K
$7.14M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
357+ 3.95% |
$51.4K - $68.3K
|
9.4K
$3.22M
|
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
356+ 2.58% |
$51.2K - $68.1K
|
14.2K
$4.84M
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
352+ 3.51% |
$50.6K - $67.3K
|
10.4K
$3.55M
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
352+ 8.82% |
$50.6K - $67.3K
|
4.34K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
352+ 18.43% |
$50.6K - $67.3K
|
2.26K
$774K
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
348+ 0.71% |
$50.1K - $66.6K
|
49.1K
$16.8M
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
347+ 14.48% |
$49.9K - $66.4K
|
2.74K
$939K
|
|
Oct 11, 2022
Q3 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
346+ 7.23% |
$49.8K - $66.2K
|
5.13K
$1.76M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
346+ 3.74% |
$49.8K - $66.2K
|
9.61K
$3.29M
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
345+ 31.74% |
$49.6K - $66K
|
1.43K
$490K
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
344+ 2.67% |
$49.5K - $65.8K
|
13.2K
$4.53M
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
333+ 24.47% |
$47.9K - $63.7K
|
1.69K
$579K
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
332+ 1.07% |
$47.8K - $63.5K
|
31.3K
$10.7M
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
332+ 17.37% |
$47.8K - $63.5K
|
2.24K
$767K
|
|
Nov 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
332+ 17.37% |
$47.8K - $63.5K
|
2.24K
$767K
|
|
Oct 20, 2022
Q3 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
331+ 5.43% |
$47.6K - $63.3K
|
6.42K
$2.2M
|
|
Nov 02, 2022
Q3 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
330+ 6.66% |
$47.5K - $63.1K
|
5.28K
$1.81M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
330+ 1.15% |
$47.5K - $63.1K
|
28.9K
$9.9M
|
|
Nov 14, 2022
Q3 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
330+ 3.16% |
$47.5K - $63.1K
|
10.8K
$3.69M
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
328+ 5.1% |
$47.2K - $62.7K
|
6.76K
$2.31M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
322+ 22.13% |
$46.3K - $61.6K
|
1.78K
$608K
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
321+ 5.45% |
$46.2K - $61.4K
|
6.21K
$2.12M
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
317+ 3522.22% |
$45.6K - $60.6K
|
326
$111K
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
317+ 3.13% |
$45.6K - $60.6K
|
10.5K
$3.57M
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
315+ 5.1% |
$45.3K - $60.3K
|
6.49K
$2.22M
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
313+ 0.79% |
$45K - $59.9K
|
39.9K
$13.7M
|
|
Nov 14, 2022
Q3 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
311+ 0.74% |
$44.7K - $59.5K
|
42.6K
$14.6M
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
307+ 1.27% |
$44.2K - $58.7K
|
24.4K
$8.34M
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
307+ 2.56% |
$44.2K - $58.7K
|
12.3K
$4.21M
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
306+ 6.44% |
$44K - $58.5K
|
5.06K
$1.73M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
302+ 4.48% |
$43.4K - $57.8K
|
7.04K
$2.41M
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
302+ 6.04% |
$43.4K - $57.8K
|
5.31K
$1.81M
|
|
Oct 07, 2022
Q3 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
300+ 5.21% |
$43.2K - $57.4K
|
6.06K
$2.07M
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
300+ 11.08% |
$43.2K - $57.4K
|
3.01K
$1.03M
|
|
Oct 26, 2022
Q3 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
300+ 1.84% |
$43.2K - $57.4K
|
16.6K
$5.68M
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
300+ 40.76% |
$43.2K - $57.4K
|
1.04K
$354K
|
|
Apr 01, 2024
Q3 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
296+ 1.1% |
$42.6K - $56.6K
|
27.2K
$9.29M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
295+ 6.64% |
$42.4K - $56.4K
|
4.74K
$1.62M
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
295+ 4.28% |
$42.4K - $56.4K
|
7.19K
$2.46M
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
294+ 1.31% |
$42.3K - $56.2K
|
22.7K
$7.76M
|
|
Oct 13, 2022
Q3 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
293+ 14.97% |
$42.1K - $56K
|
2.25K
$770K
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
287+ 24.06% |
$41.3K - $54.9K
|
1.48K
$506K
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
282+ 8.44% |
$40.6K - $53.9K
|
3.62K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
281+ 6.43% |
$40.4K - $53.7K
|
4.65K
$1.59M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
280+ 10.2% |
$40.3K - $53.6K
|
3.02K
$1.03M
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
280+ 0.92% |
$40.3K - $53.6K
|
30.7K
$10.5M
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
277+ 4.17% |
$39.8K - $53K
|
6.92K
$2.37M
|