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 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-46- 24.86% |
$6.62K - $8.8K
|
139
$47.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-48- 0.61% |
$6.9K - $9.18K
|
7.81K
$2.67M
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-50- 22.22% |
$7.19K - $9.56K
|
175
$59.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-50- 87.72% |
$7.19K - $9.56K
|
7
$2.39K
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-50- 1.92% |
$7.19K - $9.56K
|
2.56K
$875K
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-50- 0.6% |
$7.19K - $9.56K
|
8.29K
$2.83M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-51- 1.54% |
$7.34K - $9.75K
|
3.26K
$1.11M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-51- 2.1% |
$7.34K - $9.75K
|
2.37K
$812K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-52- 0.64% |
$7.48K - $9.95K
|
8.03K
$2.75M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52- 15.38% |
$7.48K - $9.95K
|
286
$97.8K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-53- 2.87% |
$7.62K - $10.1K
|
1.8K
$614K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-53- 10.41% |
$7.62K - $10.1K
|
456
$156K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-54- 2.45% |
$7.77K - $10.3K
|
2.15K
$735K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-55- 2.89% |
$7.91K - $10.5K
|
1.85K
$632K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-55- 0.2% |
$7.91K - $10.5K
|
27.5K
$9.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-56- 0.7% |
$8.06K - $10.7K
|
7.9K
$2.7M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-58- 12.26% |
$8.34K - $11.1K
|
415
$142K
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-59- 0.02% |
$8.49K - $11.3K
|
270K
$92.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-60- 1.37% |
$8.63K - $11.5K
|
4.3K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-60- 0.24% |
$8.63K - $11.5K
|
25.4K
$8.68M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-61- 22.43% |
$8.77K - $11.7K
|
211
$72.2K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-61- 6.68% |
$8.77K - $11.7K
|
852
$291K
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-64- 2.41% |
$9.21K - $12.2K
|
2.59K
$887K
|
|
|
Oct 06, 2022
Q3 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-65- 0.71% |
$9.35K - $12.4K
|
9.07K
$3.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-65- 2.38% |
$9.35K - $12.4K
|
2.66K
$911K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-67- 1.98% |
$9.64K - $12.8K
|
3.32K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-69- 0.13% |
$9.92K - $13.2K
|
54.2K
$18.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-70- 4.41% |
$10.1K - $13.4K
|
1.52K
$519K
|
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-70- 82.35% |
$10.1K - $13.4K
|
15
$5.13K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-70- 4.73% |
$10.1K - $13.4K
|
1.41K
$482K
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-70- 3.39% |
$10.1K - $13.4K
|
1.99K
$682K
|
|
|
Nov 17, 2022
Q3 2022
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-70- 3.66% |
$10.1K - $13.4K
|
1.84K
$631K
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-71- 0.39% |
$10.2K - $13.6K
|
18.2K
$6.22M
|
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
SELL
|
- |
-71- 0.98% |
$10.2K - $13.6K
|
7.2K
$2.46M
|
|
|
Oct 07, 2022
Q3 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-72- 26.28% |
$10.4K - $13.8K
|
202
$69.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-72- 0.17% |
$10.4K - $13.8K
|
41.9K
$14.3M
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-73- 2.2% |
$10.5K - $14K
|
3.25K
$1.11M
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-74- 0.01% |
$10.6K - $14.2K
|
902K
$308M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-74- 1.53% |
$10.6K - $14.2K
|
4.75K
$1.63M
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-75- 4.25% |
$10.8K - $14.3K
|
1.69K
$577K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-75- 72.82% |
$10.8K - $14.3K
|
28
$9.58K
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-75- 4.46% |
$10.8K - $14.3K
|
1.61K
$549K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-76- 4.64% |
$10.9K - $14.5K
|
1.56K
$534K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-77- 4.52% |
$11.1K - $14.7K
|
1.63K
$556K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-77- 3.05% |
$11.1K - $14.7K
|
2.45K
$837K
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-78- 0.36% |
$11.2K - $14.9K
|
21.6K
$7.39M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-80- 1.34% |
$11.5K - $15.3K
|
5.87K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-82- 2.75% |
$11.8K - $15.7K
|
2.9K
$991K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-84- 1.27% |
$12.1K - $16.1K
|
6.55K
$2.24M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-85- 98.84% |
$12.2K - $16.3K
|
1
$342
|