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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
137+ 8.74% |
$19.7K - $26.2K
|
1.7K
$444K
|
|
|
Nov 01, 2022
Q3 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
136+ 4.6% |
$19.6K - $26K
|
3.09K
$805K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
135+ 3.65% |
$19.4K - $25.8K
|
3.83K
$998K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
132+ 24.44% |
$19K - $25.2K
|
672
$175K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
127+ 3.96% |
$18.3K - $24.3K
|
3.34K
$869K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
127+ 5.36% |
$18.3K - $24.3K
|
2.5K
$650K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
125+ 6.63% |
$18K - $23.9K
|
2.01K
$524K
|
|
|
Nov 07, 2022
Q3 2022
|
Weybosset Research & Management LLC
|
BUY
|
- |
125+ 8.62% |
$18K - $23.9K
|
1.58K
$410K
|
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
125+ 4.03% |
$18K - $23.9K
|
3.23K
$841K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
124+ 7.75% |
$17.8K - $23.7K
|
1.73K
$450K
|
|
|
Oct 19, 2022
Q3 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
123+ 6.95% |
$17.7K - $23.5K
|
1.89K
$493K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
123+ 2.14% |
$17.7K - $23.5K
|
5.87K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
121+ 2.44% |
$17.4K - $23.1K
|
5.09K
$1.33M
|
|
|
Nov 01, 2022
Q3 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
115+ 0.81% |
$16.5K - $22K
|
14.3K
$3.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
115+ 8.63% |
$16.5K - $22K
|
1.45K
$377K
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
114New |
$16.4K - $21.8K
|
114
$29.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
110+ 1.04% |
$15.8K - $21K
|
10.6K
$2.77M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
110+ 113.4% |
$15.8K - $21K
|
207
$54K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
110+ 2.98% |
$15.8K - $21K
|
3.8K
$991K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
108New |
$15.5K - $20.7K
|
108
$28.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
108+ 3600.0% |
$15.5K - $20.7K
|
111
$28.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
107+ 1.45% |
$15.4K - $20.5K
|
7.49K
$1.95M
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
106+ 1.0% |
$15.2K - $20.3K
|
10.7K
$2.79M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
106+ 6.16% |
$15.2K - $20.3K
|
1.83K
$476K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
105+ 1.95% |
$15.1K - $20.1K
|
5.49K
$1.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
105+ 1.59% |
$15.1K - $20.1K
|
6.71K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
105+ 2.1% |
$15.1K - $20.1K
|
5.1K
$1.33M
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
103+ 59.88% |
$14.8K - $19.7K
|
275
$71.7K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
103New |
$14.8K - $19.7K
|
103
$26.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
102+ 0.75% |
$14.7K - $19.5K
|
13.6K
$3.55M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
102+ 6.54% |
$14.7K - $19.5K
|
1.66K
$433K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
102+ 0.65% |
$14.7K - $19.5K
|
15.7K
$4.1M
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
100+ 7.23% |
$14.4K - $19.1K
|
1.48K
$387K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
100+ 7.08% |
$14.4K - $19.1K
|
1.51K
$394K
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
100+ 6.9% |
$14.4K - $19.1K
|
1.55K
$404K
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
100+ 3.6% |
$14.4K - $19.1K
|
2.88K
$749K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
100New |
$14.4K - $19.1K
|
100
$26.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
100+ 1.28% |
$14.4K - $19.1K
|
7.9K
$2.06M
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
100+ 4.23% |
$14.4K - $19.1K
|
2.46K
$642K
|
|
|
Nov 14, 2022
Q3 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 1.06% |
$14.4K - $19.1K
|
9.55K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
100+ 4.9% |
$14.4K - $19.1K
|
2.14K
$558K
|
|
|
Nov 02, 2022
Q3 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
99+ 0.5% |
$14.2K - $18.9K
|
19.7K
$5.14M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
98+ 3.3% |
$14.1K - $18.7K
|
3.07K
$799K
|
|
|
Oct 19, 2022
Q3 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
98+ 0.21% |
$14.1K - $18.7K
|
46.5K
$12.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
94+ 1880.0% |
$13.5K - $18K
|
99
$25.8K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94+ 1.49% |
$13.5K - $18K
|
6.42K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
92+ 3.29% |
$13.2K - $17.6K
|
2.89K
$753K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
87+ 5.5% |
$12.5K - $16.6K
|
1.67K
$435K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
86+ 0.74% |
$12.4K - $16.4K
|
11.7K
$3.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
83+ 5.96% |
$11.9K - $15.9K
|
1.48K
$384K
|