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 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
200+ 1250.0% |
$28.8K - $38.3K
|
216
$71.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
200+ 2.17% |
$28.8K - $38.3K
|
9.42K
$3.11M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
200+ 215.05% |
$28.8K - $38.3K
|
293
$96.7K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
196+ 2.34% |
$28.2K - $37.5K
|
8.59K
$2.83M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
194+ 1.12% |
$27.9K - $37.1K
|
17.6K
$5.79M
|
|
|
Oct 28, 2022
Q3 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
193+ 0.02% |
$27.8K - $36.9K
|
1.12M
$371M
|
|
|
Oct 26, 2022
Q3 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
192+ 1.22% |
$27.6K - $36.7K
|
15.9K
$5.26M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
191+ 6.34% |
$27.5K - $36.5K
|
3.21K
$1.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
191+ 4.43% |
$27.5K - $36.5K
|
4.5K
$1.49M
|
|
|
Oct 21, 2022
Q3 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
190+ 3.54% |
$27.3K - $36.3K
|
5.56K
$1.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
190+ 1.72% |
$27.3K - $36.3K
|
11.3K
$3.71M
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
190+ 2.11% |
$27.3K - $36.3K
|
9.21K
$3.04M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
189+ 13.71% |
$27.2K - $36.2K
|
1.57K
$517K
|
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
188+ 12.78% |
$27K - $36K
|
1.66K
$547K
|
|
|
Feb 07, 2023
Q3 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
188+ 1.44% |
$27K - $36K
|
13.3K
$4.38M
|
|
|
Nov 08, 2022
Q3 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
186+ 3.14% |
$26.8K - $35.6K
|
6.11K
$2.02M
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
185+ 1.71% |
$26.6K - $35.4K
|
11K
$3.63M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
182+ 69.73% |
$26.2K - $34.8K
|
443
$146K
|
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
179+ 2.66% |
$25.7K - $34.2K
|
6.92K
$2.28M
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
172+ 3.3% |
$24.7K - $32.9K
|
5.39K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
171+ 4.07% |
$24.6K - $32.7K
|
4.37K
$1.44M
|
|
|
Nov 01, 2022
Q3 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
169+ 0.99% |
$24.3K - $32.3K
|
17.3K
$5.71M
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
169+ 1.66% |
$24.3K - $32.3K
|
10.3K
$3.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
168+ 2.76% |
$24.2K - $32.1K
|
6.25K
$2.06M
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
167+ 0.56% |
$24K - $31.9K
|
30.1K
$9.92M
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
167+ 506.06% |
$24K - $31.9K
|
200
$66K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
167+ 98.82% |
$24K - $31.9K
|
336
$111K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
165+ 9.4% |
$23.7K - $31.6K
|
1.92K
$634K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
163+ 0.4% |
$23.4K - $31.2K
|
40.7K
$13.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
162+ 1.43% |
$23.3K - $31K
|
11.5K
$3.78M
|
|
|
Oct 19, 2022
Q3 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
160+ 7.11% |
$23K - $30.6K
|
2.41K
$796K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
158+ 0.85% |
$22.7K - $30.2K
|
18.7K
$6.16M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
156+ 4.91% |
$22.4K - $29.8K
|
3.33K
$1.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
153+ 6.28% |
$22K - $29.3K
|
2.59K
$854K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
151+ 146.6% |
$21.7K - $28.9K
|
254
$83.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
150+ 12.0% |
$21.6K - $28.7K
|
1.4K
$462K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
147+ 4.99% |
$21.1K - $28.1K
|
3.09K
$1.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
145+ 10.61% |
$20.9K - $27.7K
|
1.51K
$499K
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
141+ 44.2% |
$20.3K - $27K
|
460
$152K
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
140+ 280.0% |
$20.1K - $26.8K
|
190
$62.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
139+ 1.21% |
$20K - $26.6K
|
11.7K
$3.85M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
138+ 0.08% |
$19.8K - $26.4K
|
171K
$56.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
137+ 8.74% |
$19.7K - $26.2K
|
1.7K
$562K
|
|
|
Nov 01, 2022
Q3 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
136+ 4.6% |
$19.6K - $26K
|
3.09K
$1.02M
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
135+ 3.65% |
$19.4K - $25.8K
|
3.83K
$1.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
132+ 24.44% |
$19K - $25.2K
|
672
$222K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
127+ 3.96% |
$18.3K - $24.3K
|
3.34K
$1.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
127+ 5.36% |
$18.3K - $24.3K
|
2.5K
$823K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
125+ 6.63% |
$18K - $23.9K
|
2.01K
$663K
|
|
|
Nov 07, 2022
Q3 2022
|
Weybosset Research & Management LLC
|
BUY
|
- |
125+ 8.62% |
$18K - $23.9K
|
1.58K
$520K
|