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
|
Waddell & Associates, LLC
|
BUY
|
- |
30+ 2.19% |
$4.32K - $5.74K
|
1.4K
$479K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
30+ 0.57% |
$4.32K - $5.74K
|
5.33K
$1.82M
|
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
29+ 0.6% |
$4.17K - $5.55K
|
4.87K
$1.66M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
29+ 37.66% |
$4.17K - $5.55K
|
106
$36.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29+ 64.44% |
$4.17K - $5.55K
|
74
$25.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
28+ 0.45% |
$4.03K - $5.36K
|
6.32K
$2.16M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
26+ 0.38% |
$3.74K - $4.97K
|
6.8K
$2.33M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
26+ 1.05% |
$3.74K - $4.97K
|
2.51K
$857K
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
26+ 0.56% |
$3.74K - $4.97K
|
4.64K
$1.59M
|
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
25+ 1.61% |
$3.6K - $4.78K
|
1.58K
$540K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
25+ 0.28% |
$3.6K - $4.78K
|
9.09K
$3.11M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
24+ 1.61% |
$3.45K - $4.59K
|
1.52K
$519K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
24+ 1.76% |
$3.45K - $4.59K
|
1.39K
$475K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
23+ 17.69% |
$3.31K - $4.4K
|
153
$52.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
23+ 0.51% |
$3.31K - $4.4K
|
4.52K
$1.55M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
22+ 22.68% |
$3.16K - $4.21K
|
119
$40.7K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
21+ 0.91% |
$3.02K - $4.02K
|
2.33K
$796K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
21+ 0.83% |
$3.02K - $4.02K
|
2.56K
$874K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21+ 6.86% |
$3.02K - $4.02K
|
327
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
21+ 0.94% |
$3.02K - $4.02K
|
2.25K
$770K
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
21+ 0.02% |
$3.02K - $4.02K
|
128K
$43.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20+ 5.68% |
$2.88K - $3.83K
|
372
$127K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
20+ 1.29% |
$2.88K - $3.83K
|
1.58K
$539K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
20+ 1.17% |
$2.88K - $3.83K
|
1.73K
$593K
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
20+ 0.59% |
$2.88K - $3.83K
|
3.44K
$1.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
20+ 14.81% |
$2.88K - $3.83K
|
155
$53K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
20+ 1.0% |
$2.88K - $3.83K
|
2.03K
$694K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20New |
$2.88K - $3.83K
|
20
$6.84K
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
20+ 0.66% |
$2.88K - $3.83K
|
3.04K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
20+ 1.28% |
$2.88K - $3.83K
|
1.58K
$541K
|
|
|
Nov 21, 2022
Q3 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
20+ 0.95% |
$2.88K - $3.83K
|
2.12K
$725K
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
19+ 0.11% |
$2.73K - $3.63K
|
17K
$5.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
16+ 0.53% |
$2.3K - $3.06K
|
3.02K
$1.03M
|
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
15+ 0.21% |
$2.16K - $2.87K
|
7.19K
$2.46M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
15+ 0.49% |
$2.16K - $2.87K
|
3.11K
$1.06M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
15+ 4.27% |
$2.16K - $2.87K
|
366
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
15+ 0.48% |
$2.16K - $2.87K
|
3.17K
$1.08M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 1.31% |
$2.16K - $2.87K
|
1.16K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
14+ 0.4% |
$2.01K - $2.68K
|
3.5K
$1.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
BUY
|
- |
13+ 0.06% |
$1.87K - $2.49K
|
23.4K
$8.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
13+ 0.23% |
$1.87K - $2.49K
|
5.57K
$1.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
12+ 29.27% |
$1.73K - $2.3K
|
53
$18.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
12+ 0.37% |
$1.73K - $2.3K
|
3.3K
$1.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Trust Investment Advisors
|
BUY
|
- |
11+ 0.3% |
$1.58K - $2.1K
|
3.69K
$1.26M
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10+ 0.27% |
$1.44K - $1.91K
|
3.72K
$1.27M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
10New |
$1.44K - $1.91K
|
10
$3.42K
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
10+ 0.44% |
$1.44K - $1.91K
|
2.28K
$781K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
10+ 1.33% |
$1.44K - $1.91K
|
762
$261K
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
10+ 0.7% |
$1.44K - $1.91K
|
1.43K
$490K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.68% |
$1.44K - $1.91K
|
1.47K
$504K
|