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 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
9+ 0.67% |
$1.29K - $1.72K
|
1.36K
$463K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8+ 0.56% |
$1.15K - $1.53K
|
1.43K
$487K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
8+ 0.19% |
$1.15K - $1.53K
|
4.25K
$1.45M
|
|
|
Nov 09, 2022
Q3 2022
|
Citizens & Northern Corp
|
BUY
|
- |
7+ 0.06% |
$1.01K - $1.34K
|
11.5K
$3.94M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$863 - $1.15K
|
6
$2.05K
|
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
6+ 0.21% |
$863 - $1.15K
|
2.88K
$984K
|
|
|
Nov 03, 2022
Q3 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
6+ 0.02% |
$863 - $1.15K
|
24.4K
$8.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6+ 85.71% |
$863 - $1.15K
|
13
$4.45K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6+ 15.38% |
$863 - $1.15K
|
45
$15.4K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6+ 0.32% |
$863 - $1.15K
|
1.89K
$647K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
5+ 0.23% |
$719 - $956
|
2.2K
$751K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5+ 0.43% |
$719 - $956
|
1.18K
$404K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 0.71% |
$575 - $765
|
565
$193K
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
4+ 12.12% |
$575 - $765
|
37
$12.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.17% |
$575 - $765
|
2.35K
$803K
|
|
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
4+ 26.67% |
$575 - $765
|
19
$6.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4+ 0.2% |
$575 - $765
|
1.97K
$673K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.1% |
$432 - $574
|
3.1K
$1.06M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3+ 0.08% |
$432 - $574
|
3.74K
$1.28M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 2.38% |
$144 - $191
|
43
$14.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1+ 0.9% |
$144 - $191
|
112
$38.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1- 0.59% |
$144 - $191
|
169
$57.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 1.75% |
$144 - $191
|
56
$19.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-1- 0.09% |
$144 - $191
|
1.14K
$390K
|
|
|
Nov 09, 2022
Q3 2022
|
Peterson Wealth Services
|
SELL
|
- |
-3- 0.15% |
$432 - $574
|
1.99K
$681K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.11% |
$432 - $574
|
2.62K
$896K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-4- 0.22% |
$575 - $765
|
1.8K
$614K
|
|
|
Oct 12, 2022
Q3 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-5- 0.03% |
$719 - $956
|
15.6K
$5.33M
|
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-5- 0.22% |
$719 - $956
|
2.3K
$786K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-5- 0.21% |
$719 - $956
|
2.34K
$801K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-7- 0.39% |
$1.01K - $1.34K
|
1.77K
$606K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-7- 0.39% |
$1.01K - $1.34K
|
1.77K
$606K
|
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-8- 0.52% |
$1.15K - $1.53K
|
1.55K
$528K
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-8- 0.57% |
$1.15K - $1.53K
|
1.4K
$477K
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-8- 0.09% |
$1.15K - $1.53K
|
9.3K
$3.18M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-9- 0.6% |
$1.29K - $1.72K
|
1.5K
$511K
|
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-9- 0.44% |
$1.29K - $1.72K
|
2.04K
$698K
|
|
|
Oct 14, 2022
Q3 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-9- 0.27% |
$1.29K - $1.72K
|
3.3K
$1.13M
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 18.18% |
$1.44K - $1.91K
|
45
$15.4K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-10- 0.21% |
$1.44K - $1.91K
|
4.67K
$1.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-10- 4.17% |
$1.44K - $1.91K
|
230
$78.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-11- 9.91% |
$1.58K - $2.1K
|
100
$34.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-11- 1.73% |
$1.58K - $2.1K
|
626
$214K
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-11- 40.74% |
$1.58K - $2.1K
|
16
$5.47K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-12- 0.85% |
$1.73K - $2.3K
|
1.4K
$477K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
SELL
|
- |
-12- 0.38% |
$1.73K - $2.3K
|
3.12K
$1.07M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-12- 0.08% |
$1.73K - $2.3K
|
14.9K
$5.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13- 29.55% |
$1.87K - $2.49K
|
31
$10.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-14- 0.53% |
$2.01K - $2.68K
|
2.64K
$904K
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-15- 0.89% |
$2.16K - $2.87K
|
1.66K
$569K
|