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 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-86- 1.59% |
$12.4K - $16.4K
|
5.31K
$1.82M
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-86- 8.17% |
$12.4K - $16.4K
|
966
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-86- 3.61% |
$12.4K - $16.4K
|
2.3K
$786K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-87- 1.17% |
$12.5K - $16.6K
|
7.34K
$2.51M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-90- 15.82% |
$12.9K - $17.2K
|
479
$164K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-92- 3.26% |
$13.2K - $17.6K
|
2.73K
$934K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-93- 2.2% |
$13.4K - $17.8K
|
4.14K
$1.41M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-95- 53.98% |
$13.7K - $18.2K
|
81
$27.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-95- 6.56% |
$13.7K - $18.2K
|
1.35K
$463K
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-97- 1.69% |
$14K - $18.6K
|
5.66K
$1.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-97- 23.04% |
$14K - $18.6K
|
324
$111K
|
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-98- 1.39% |
$14.1K - $18.7K
|
6.93K
$2.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-98- 1.45% |
$14.1K - $18.7K
|
6.64K
$2.27M
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-100- 1.26% |
$14.4K - $19.1K
|
7.84K
$2.68M
|
|
|
Nov 03, 2022
Q3 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 5.53% |
$14.4K - $19.1K
|
1.71K
$584K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 4.74% |
$14.4K - $19.1K
|
2.01K
$688K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 1.38% |
$14.4K - $19.1K
|
7.15K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-100- 0.91% |
$14.4K - $19.1K
|
10.9K
$3.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-100- 1.89% |
$14.4K - $19.1K
|
5.2K
$1.78M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-102- 5.14% |
$14.7K - $19.5K
|
1.88K
$644K
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-103- 3.92% |
$14.8K - $19.7K
|
2.53K
$864K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-103- 3.15% |
$14.8K - $19.7K
|
3.17K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-104- 0.23% |
$15K - $19.9K
|
45.1K
$15.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-105- 1.05% |
$15.1K - $20.1K
|
9.87K
$3.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-108- 0.58% |
$15.5K - $20.7K
|
18.7K
$6.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-110- 2.83% |
$15.8K - $21K
|
3.78K
$1.29M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-111- 64.91% |
$16K - $21.2K
|
60
$20.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-111- 4.12% |
$16K - $21.2K
|
2.58K
$883K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-112- 1.15% |
$16.1K - $21.4K
|
9.67K
$3.31M
|
|
|
Oct 21, 2022
Q3 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-114- 0.38% |
$16.4K - $21.8K
|
29.8K
$10.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-115- 6.02% |
$16.5K - $22K
|
1.8K
$614K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-115- 5.22% |
$16.5K - $22K
|
2.09K
$713K
|
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-115- 1.78% |
$16.5K - $22K
|
6.35K
$2.17M
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-119- 2.85% |
$17.1K - $22.8K
|
4.06K
$1.39M
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-122- 2.1% |
$17.5K - $23.3K
|
5.69K
$1.95M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-122- 3.06% |
$17.5K - $23.3K
|
3.86K
$1.32M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-125- 2.56% |
$18K - $23.9K
|
4.77K
$1.63M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-128- 5.1% |
$18.4K - $24.5K
|
2.38K
$815K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-128- 3.66% |
$18.4K - $24.5K
|
3.37K
$1.15M
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-130- 16.15% |
$18.7K - $24.9K
|
675
$231K
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-131- 7.08% |
$18.8K - $25.1K
|
1.72K
$588K
|
|
|
Nov 14, 2022
Q3 2022
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-133- 1.97% |
$19.1K - $25.4K
|
6.63K
$2.27M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-134- 0.78% |
$19.3K - $25.6K
|
17K
$5.81M
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
SELL
|
- |
-135- 3.25% |
$19.4K - $25.8K
|
4.02K
$1.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-135- 6.37% |
$19.4K - $25.8K
|
1.98K
$679K
|
|
|
Oct 27, 2022
Q3 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-135- 0.17% |
$19.4K - $25.8K
|
78.3K
$26.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-135- 1.14% |
$19.4K - $25.8K
|
11.7K
$4.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-138- 0.6% |
$19.8K - $26.4K
|
22.9K
$7.83M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-139- 75.14% |
$20K - $26.6K
|
46
$15.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-140- 1.7% |
$20.1K - $26.8K
|
8.12K
$2.78M
|