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 07, 2022
Q3 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-222- 8.18% |
$31.9K - $42.5K
|
2.49K
$853K
|
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-224- 0.51% |
$32.2K - $42.8K
|
43.3K
$14.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-227- 3.06% |
$32.7K - $43.4K
|
7.2K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-227- 32.95% |
$32.7K - $43.4K
|
462
$158K
|
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-229- 12.77% |
$32.9K - $43.8K
|
1.56K
$535K
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-230- 4.63% |
$33.1K - $44K
|
4.74K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-231- 1.08% |
$33.2K - $44.2K
|
21.1K
$7.22M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-232- 11.71% |
$33.4K - $44.4K
|
1.75K
$599K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-235- 3.18% |
$33.8K - $44.9K
|
7.16K
$2.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-235- 5.08% |
$33.8K - $44.9K
|
4.39K
$1.5M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-238- 6.95% |
$34.2K - $45.5K
|
3.18K
$1.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-239- 12.03% |
$34.4K - $45.7K
|
1.75K
$598K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-241- 6.98% |
$34.7K - $46.1K
|
3.21K
$1.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-243- 2.52% |
$35K - $46.5K
|
9.41K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-249- 90.88% |
$35.8K - $47.6K
|
25
$8.55K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-250- 11.29% |
$36K - $47.8K
|
1.97K
$672K
|
|
|
Nov 03, 2022
Q3 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-250- 1.61% |
$36K - $47.8K
|
15.3K
$5.24M
|
|
|
Nov 08, 2022
Q3 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-250- 3.9% |
$36K - $47.8K
|
6.17K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-250- 10.85% |
$36K - $47.8K
|
2.05K
$703K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-253- 91.01% |
$36.4K - $48.4K
|
25
$8.55K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-253- 1.06% |
$36.4K - $48.4K
|
23.5K
$8.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-255- 11.42% |
$36.7K - $48.8K
|
1.98K
$677K
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-258- 1.77% |
$37.1K - $49.3K
|
14.4K
$4.91M
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
SELL
|
- |
-260- 1.31% |
$37.4K - $49.7K
|
19.6K
$6.69M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-263- 8.56% |
$37.8K - $50.3K
|
2.81K
$961K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-264- 1.53% |
$38K - $50.5K
|
17K
$5.82M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-264- 4.75% |
$38K - $50.5K
|
5.3K
$1.81M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-264- 1.92% |
$38K - $50.5K
|
13.5K
$4.62M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-265- 1.31% |
$38.1K - $50.7K
|
20K
$6.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-265- 7.7% |
$38.1K - $50.7K
|
3.18K
$1.09M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-267- 7.23% |
$38.4K - $51.1K
|
3.43K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-267- 0.67% |
$38.4K - $51.1K
|
39.5K
$13.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-270- 1.91% |
$38.8K - $51.6K
|
13.9K
$4.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-270- 20.75% |
$38.8K - $51.6K
|
1.03K
$353K
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-273- 5.36% |
$39.3K - $52.2K
|
4.82K
$1.65M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-275- 6.84% |
$39.6K - $52.6K
|
3.74K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-275- 8.89% |
$39.6K - $52.6K
|
2.82K
$964K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-275- 2.18% |
$39.6K - $52.6K
|
12.3K
$4.22M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-276- 11.14% |
$39.7K - $52.8K
|
2.2K
$753K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-283- 0.39% |
$40.7K - $54.1K
|
72.9K
$24.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-283- 2.03% |
$40.7K - $54.1K
|
13.7K
$4.68M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-294- 5.67% |
$42.3K - $56.2K
|
4.89K
$1.67M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-295- 12.09% |
$42.4K - $56.4K
|
2.15K
$734K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-295- 15.96% |
$42.4K - $56.4K
|
1.55K
$531K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-297- 3.12% |
$42.7K - $56.8K
|
9.22K
$3.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-300- 1.9% |
$43.2K - $57.4K
|
15.5K
$5.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-300- 6.14% |
$43.2K - $57.4K
|
4.59K
$1.57M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-301- 3.68% |
$43.3K - $57.6K
|
7.88K
$2.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-302- 8.2% |
$43.4K - $57.8K
|
3.38K
$1.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Quilter PLC
|
SELL
|
- |
-302- 1.9% |
$43.4K - $57.8K
|
15.6K
$5.34M
|