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
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-141- 2.38% |
$20.3K - $27K
|
5.79K
$1.98M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-145- 2.91% |
$20.9K - $27.7K
|
4.83K
$1.65M
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-145- 25.85% |
$20.9K - $27.7K
|
416
$142K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-146- 6.91% |
$21K - $27.9K
|
1.97K
$673K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-146- 2.87% |
$21K - $27.9K
|
4.94K
$1.69M
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-148- 0.09% |
$21.3K - $28.3K
|
165K
$56.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-150- 2.42% |
$21.6K - $28.7K
|
6.04K
$2.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-150- 25.38% |
$21.6K - $28.7K
|
441
$151K
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-150- 3.95% |
$21.6K - $28.7K
|
3.65K
$1.25M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-151- 3.87% |
$21.7K - $28.9K
|
3.75K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-151- 40.27% |
$21.7K - $28.9K
|
224
$76.6K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-153- 78.06% |
$22K - $29.3K
|
43
$14.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-154- 0.64% |
$22.2K - $29.5K
|
23.9K
$8.16M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-155- 7.14% |
$22.3K - $29.6K
|
2.02K
$690K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-156- 0.4% |
$22.4K - $29.8K
|
39.3K
$13.4M
|
|
|
May 10, 2024
Q3 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-156- 5.3% |
$22.4K - $29.8K
|
2.79K
$954K
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-157- 2.55% |
$22.6K - $30K
|
6.01K
$2.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-157- 1.69% |
$22.6K - $30K
|
9.11K
$3.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-157- 8.92% |
$22.6K - $30K
|
1.6K
$549K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-161- 0.72% |
$23.2K - $30.8K
|
22.1K
$7.55M
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-162- 4.74% |
$23.3K - $31K
|
3.26K
$1.11M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-163- 9.06% |
$23.4K - $31.2K
|
1.64K
$560K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-166- 4.01% |
$23.9K - $31.8K
|
3.98K
$1.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
SELL
|
- |
-167- 3.05% |
$24K - $31.9K
|
5.3K
$1.81M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-168- 0.27% |
$24.2K - $32.1K
|
61.4K
$21M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-171- 1.24% |
$24.6K - $32.7K
|
13.6K
$4.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-171- 2.35% |
$24.6K - $32.7K
|
7.12K
$2.44M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-172- 18.34% |
$24.7K - $32.9K
|
766
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-174- 6.74% |
$25K - $33.3K
|
2.41K
$824K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-174- 4.95% |
$25K - $33.3K
|
3.34K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-175- 1.96% |
$25.2K - $33.5K
|
8.77K
$3M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-180- 31.91% |
$25.9K - $34.4K
|
384
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-183- 2.48% |
$26.3K - $35K
|
7.2K
$2.46M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-185- 3.61% |
$26.6K - $35.4K
|
4.95K
$1.69M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-187- 30.66% |
$26.9K - $35.8K
|
423
$145K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-187- 10.44% |
$26.9K - $35.8K
|
1.61K
$549K
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-188- 0.1% |
$27K - $36K
|
194K
$66.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-188- 5.2% |
$27K - $36K
|
3.43K
$1.17M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-189- 2.84% |
$27.2K - $36.2K
|
6.46K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-194- 9.95% |
$27.9K - $37.1K
|
1.76K
$601K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-198- 1.85% |
$28.5K - $37.9K
|
10.5K
$3.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-201- 6.8% |
$28.9K - $38.4K
|
2.76K
$943K
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-202- 2.92% |
$29.1K - $38.6K
|
6.72K
$2.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Shikiar Asset Management Inc
|
SELL
|
- |
-203- 0.76% |
$29.2K - $38.8K
|
26.4K
$9.01M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-204- 5.25% |
$29.3K - $39K
|
3.68K
$1.26M
|
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
SELL
|
- |
-205- 8.32% |
$29.5K - $39.2K
|
2.26K
$773K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-205- 1.72% |
$29.5K - $39.2K
|
11.7K
$4.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-213- 2.69% |
$30.6K - $40.7K
|
7.71K
$2.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-213- 7.62% |
$30.6K - $40.7K
|
2.58K
$883K
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-216- 0.66% |
$31.1K - $41.3K
|
32.4K
$11.1M
|