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 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
66+ 5.79% |
$9.49K - $12.6K
|
1.21K
$398K
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
65+ 0.85% |
$9.35K - $12.4K
|
7.75K
$2.56M
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
64+ 2.51% |
$9.21K - $12.2K
|
2.62K
$864K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
64+ 2.87% |
$9.21K - $12.2K
|
2.3K
$757K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
64+ 94.12% |
$9.21K - $12.2K
|
132
$43.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
63+ 3.72% |
$9.06K - $12.1K
|
1.76K
$579K
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
63New |
$9.06K - $12.1K
|
63
$20.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
63+ 2.56% |
$9.06K - $12.1K
|
2.53K
$833K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
62+ 0.83% |
$8.92K - $11.9K
|
7.49K
$2.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
BUY
|
- |
60+ 1.34% |
$8.63K - $11.5K
|
4.53K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
60New |
$8.63K - $11.5K
|
60
$19.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
58+ 290.0% |
$8.34K - $11.1K
|
78
$25.7K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
57+ 0.72% |
$8.2K - $10.9K
|
7.96K
$2.63M
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
56+ 62.92% |
$8.06K - $10.7K
|
145
$47.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
56+ 1.94% |
$8.06K - $10.7K
|
2.94K
$971K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
55+ 2.7% |
$7.91K - $10.5K
|
2.09K
$689K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
55+ 2.2% |
$7.91K - $10.5K
|
2.56K
$844K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
55+ 12.97% |
$7.91K - $10.5K
|
479
$158K
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
BUY
|
- |
54+ 12.86% |
$7.77K - $10.3K
|
474
$156K
|
|
|
Oct 12, 2022
Q3 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
53+ 2.65% |
$7.62K - $10.1K
|
2.05K
$677K
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.31% |
$7.62K - $10.1K
|
4.1K
$1.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
53+ 1.56% |
$7.62K - $10.1K
|
3.45K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
52+ 3.21% |
$7.48K - $9.95K
|
1.67K
$552K
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
51+ 3.25% |
$7.34K - $9.75K
|
1.62K
$535K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
51+ 2.38% |
$7.34K - $9.75K
|
2.19K
$723K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
50+ 19.23% |
$7.19K - $9.56K
|
310
$102K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50+ 0.27% |
$7.19K - $9.56K
|
18.8K
$6.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
48+ 3.25% |
$6.9K - $9.18K
|
1.53K
$504K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
47+ 2.27% |
$6.76K - $8.99K
|
2.12K
$700K
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
47+ 3.25% |
$6.76K - $8.99K
|
1.49K
$492K
|
|
|
Oct 21, 2022
Q3 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.29% |
$6.47K - $8.61K
|
3.55K
$1.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
45+ 1.44% |
$6.47K - $8.61K
|
3.17K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
45+ 1.65% |
$6.47K - $8.61K
|
2.77K
$914K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
42+ 3.18% |
$6.04K - $8.03K
|
1.36K
$449K
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
42+ 1.54% |
$6.04K - $8.03K
|
2.76K
$912K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$6.04K - $8.03K
|
42
$13.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
40+ 0.63% |
$5.75K - $7.65K
|
6.36K
$2.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
40+ 0.57% |
$5.75K - $7.65K
|
7.05K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
40+ 2.76% |
$5.75K - $7.65K
|
1.49K
$491K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
39+ 13.0% |
$5.61K - $7.46K
|
339
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
39+ 1.17% |
$5.61K - $7.46K
|
3.38K
$1.11M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
BUY
|
- |
38+ 1.88% |
$5.47K - $7.27K
|
2.06K
$680K
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
37+ 0.36% |
$5.32K - $7.08K
|
10.2K
$3.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
35+ 0.05% |
$5.03K - $6.69K
|
75.5K
$24.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
34+ 9.47% |
$4.89K - $6.5K
|
393
$130K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
33+ 10.51% |
$4.75K - $6.31K
|
347
$115K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
33+ 1.53% |
$4.75K - $6.31K
|
2.18K
$720K
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
32+ 0.86% |
$4.6K - $6.12K
|
3.75K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
32+ 0.68% |
$4.6K - $6.12K
|
4.76K
$1.57M
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
30+ 100.0% |
$4.32K - $5.74K
|
60
$19.8K
|