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 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
276+ 22.57% |
$39.7K - $52.8K
|
1.5K
$513K
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
275+ 3.84% |
$39.6K - $52.6K
|
7.44K
$2.54M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
274+ 0.7% |
$39.4K - $52.4K
|
39.6K
$13.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
271+ 1.84% |
$39K - $51.8K
|
15K
$5.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
271+ 11.92% |
$39K - $51.8K
|
2.54K
$870K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
268New |
$38.5K - $51.3K
|
268
$91.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
267+ 18.19% |
$38.4K - $51.1K
|
1.74K
$593K
|
|
|
Oct 18, 2022
Q3 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
267+ 2.82% |
$38.4K - $51.1K
|
9.72K
$3.32M
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
267+ 17.27% |
$38.4K - $51.1K
|
1.81K
$620K
|
|
|
Oct 14, 2022
Q3 2022
|
Windward Capital Management CO
|
BUY
|
- |
265+ 0.13% |
$38.1K - $50.7K
|
208K
$71M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
265+ 1.64% |
$38.1K - $50.7K
|
16.4K
$5.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
262+ 2.28% |
$37.7K - $50.1K
|
11.8K
$4.02M
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
257+ 3.66% |
$37K - $49.2K
|
7.28K
$2.49M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
256+ 10.26% |
$36.8K - $49K
|
2.75K
$941K
|
|
|
Oct 26, 2022
Q3 2022
|
Belvedere Trading LLC
|
BUY
|
- |
253+ 290.8% |
$36.4K - $48.4K
|
340
$116K
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
252+ 8.92% |
$36.2K - $48.2K
|
3.08K
$1.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
250+ 20.58% |
$36K - $47.8K
|
1.47K
$501K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
250+ 100.0% |
$36K - $47.8K
|
500
$171K
|
|
|
Nov 21, 2022
Q3 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
248+ 10.82% |
$35.7K - $47.4K
|
2.54K
$869K
|
|
|
Oct 18, 2022
Q3 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
247+ 0.47% |
$35.5K - $47.2K
|
52.9K
$18.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
247+ 0.13% |
$35.5K - $47.2K
|
185K
$63.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
246+ 0.26% |
$35.4K - $47.1K
|
95.5K
$32.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
245+ 4.46% |
$35.2K - $46.9K
|
5.74K
$1.96M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
244+ 1.46% |
$35.1K - $46.7K
|
16.9K
$5.79M
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
241+ 2.46% |
$34.7K - $46.1K
|
10K
$3.43M
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
241+ 3.35% |
$34.7K - $46.1K
|
7.43K
$2.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
241+ 2.73% |
$34.7K - $46.1K
|
9.06K
$3.1M
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
238+ 14.17% |
$34.2K - $45.5K
|
1.92K
$656K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
237+ 3.75% |
$34.1K - $45.3K
|
6.55K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
232+ 3.62% |
$33.4K - $44.4K
|
6.65K
$2.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
231+ 13.38% |
$33.2K - $44.2K
|
1.96K
$669K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
229+ 7.19% |
$32.9K - $43.8K
|
3.41K
$1.17M
|
|
|
Oct 12, 2022
Q3 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
228+ 2.05% |
$32.8K - $43.6K
|
11.3K
$3.87M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
228+ 4.44% |
$32.8K - $43.6K
|
5.36K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
227+ 0.51% |
$32.7K - $43.4K
|
44.4K
$15.2M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
225+ 576.92% |
$32.4K - $43K
|
264
$90.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
225+ 12.34% |
$32.4K - $43K
|
2.05K
$701K
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
224+ 4.93% |
$32.2K - $42.8K
|
4.76K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
224New |
$32.2K - $42.8K
|
224
$76.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
223+ 1.32% |
$32.1K - $42.7K
|
17.1K
$5.86M
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
222+ 12.96% |
$31.9K - $42.5K
|
1.94K
$662K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
219+ 2.2% |
$31.5K - $41.9K
|
10.2K
$3.49M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
218+ 0.56% |
$31.4K - $41.7K
|
39K
$13.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
216+ 16.5% |
$31.1K - $41.3K
|
1.53K
$522K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
213+ 7.66% |
$30.6K - $40.7K
|
2.99K
$1.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
210+ 16.69% |
$30.2K - $40.2K
|
1.47K
$502K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
210+ 3.46% |
$30.2K - $40.2K
|
6.29K
$2.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
205+ 3.38% |
$29.5K - $39.2K
|
6.27K
$2.14M
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
202+ 1.32% |
$29.1K - $38.6K
|
15.5K
$5.29M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
200+ 23.84% |
$28.8K - $38.3K
|
1.04K
$355K
|