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 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-15- 0.94% |
$2.16K - $2.87K
|
1.57K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-15- 0.22% |
$2.16K - $2.87K
|
6.67K
$2.28M
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-17- 3.04% |
$2.45K - $3.25K
|
543
$186K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-18- 3.82% |
$2.59K - $3.44K
|
453
$155K
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-19- 0.52% |
$2.73K - $3.63K
|
3.66K
$1.25M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-19- 0.14% |
$2.73K - $3.63K
|
13.7K
$4.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-19- 0.73% |
$2.73K - $3.63K
|
2.57K
$879K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-20- 8.16% |
$2.88K - $3.83K
|
225
$77K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.01% |
$3.02K - $4.02K
|
151K
$51.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-23- 1.66% |
$3.31K - $4.4K
|
1.36K
$465K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-24- 0.56% |
$3.45K - $4.59K
|
4.23K
$1.45M
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-24- 0.09% |
$3.45K - $4.59K
|
25.3K
$8.67M
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-24- 0.33% |
$3.45K - $4.59K
|
7.25K
$2.48M
|
|
|
Oct 17, 2022
Q3 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-25- 1.63% |
$3.6K - $4.78K
|
1.51K
$517K
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-25- 36.23% |
$3.6K - $4.78K
|
44
$15K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-27- 5.24% |
$3.88K - $5.16K
|
488
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-27- 0.77% |
$3.88K - $5.16K
|
3.46K
$1.18M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-30- 1.18% |
$4.32K - $5.74K
|
2.51K
$859K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-30- 8.15% |
$4.32K - $5.74K
|
338
$116K
|
|
|
Oct 06, 2022
Q3 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-32- 0.26% |
$4.6K - $6.12K
|
12.2K
$4.19M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-33- 12.64% |
$4.75K - $6.31K
|
228
$78K
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.64% |
$5.03K - $6.69K
|
5.44K
$1.86M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-35- 0.33% |
$5.03K - $6.69K
|
10.5K
$3.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-35- 0.91% |
$5.03K - $6.69K
|
3.81K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-35- 5.89% |
$5.03K - $6.69K
|
559
$191K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-36- 26.47% |
$5.18K - $6.89K
|
100
$34.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-36- 0.1% |
$5.18K - $6.89K
|
37.4K
$12.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-36- 0.27% |
$5.18K - $6.89K
|
13.2K
$4.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-37- 0.22% |
$5.32K - $7.08K
|
16.4K
$5.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-37- 5.27% |
$5.32K - $7.08K
|
665
$227K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-37Closed |
$5.32K - $7.08K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-38- 2.42% |
$5.47K - $7.27K
|
1.53K
$524K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-38- 1.76% |
$5.47K - $7.27K
|
2.13K
$727K
|
|
|
Nov 17, 2022
Q3 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-38- 1.4% |
$5.47K - $7.27K
|
2.67K
$913K
|
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-38- 2.58% |
$5.47K - $7.27K
|
1.44K
$491K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-40- 2.68% |
$5.75K - $7.65K
|
1.45K
$497K
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-40- 6.25% |
$5.75K - $7.65K
|
600
$205K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-41- 0.67% |
$5.9K - $7.84K
|
6.04K
$2.07M
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-42- 2.73% |
$6.04K - $8.03K
|
1.5K
$512K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-42- 42.42% |
$6.04K - $8.03K
|
57
$19.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-43- 0.36% |
$6.19K - $8.22K
|
12K
$4.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-43- 1.17% |
$6.19K - $8.22K
|
3.64K
$1.24M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-43- 43.0% |
$6.19K - $8.22K
|
57
$19.5K
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-43- 0.18% |
$6.19K - $8.22K
|
24.2K
$8.29M
|
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-44- 1.24% |
$6.33K - $8.42K
|
3.52K
$1.2M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-44- 5.54% |
$6.33K - $8.42K
|
750
$257K
|
|
|
Oct 24, 2022
Q3 2022
|
Ocean Capital Management, LLC
|
SELL
|
- |
-44- 0.22% |
$6.33K - $8.42K
|
19.9K
$6.81M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-44- 5.54% |
$6.33K - $8.42K
|
750
$257K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-45- 2.64% |
$6.47K - $8.61K
|
1.66K
$568K
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-45- 2.54% |
$6.47K - $8.61K
|
1.72K
$590K
|