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 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-198- 1.85% |
$28.5K - $37.9K
|
10.5K
$2.74M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-201- 6.8% |
$28.9K - $38.4K
|
2.76K
$719K
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-202- 2.92% |
$29.1K - $38.6K
|
6.72K
$1.75M
|
|
|
Oct 25, 2022
Q3 2022
|
Shikiar Asset Management Inc
|
SELL
|
- |
-203- 0.76% |
$29.2K - $38.8K
|
26.4K
$6.87M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-204- 5.25% |
$29.3K - $39K
|
3.68K
$960K
|
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
SELL
|
- |
-205- 8.32% |
$29.5K - $39.2K
|
2.26K
$589K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-205- 1.72% |
$29.5K - $39.2K
|
11.7K
$3.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-213- 2.69% |
$30.6K - $40.7K
|
7.71K
$2.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-213- 7.62% |
$30.6K - $40.7K
|
2.58K
$673K
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-216- 0.66% |
$31.1K - $41.3K
|
32.4K
$8.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-222- 8.18% |
$31.9K - $42.5K
|
2.49K
$650K
|
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-224- 0.51% |
$32.2K - $42.8K
|
43.3K
$11.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-227- 3.06% |
$32.7K - $43.4K
|
7.2K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-227- 32.95% |
$32.7K - $43.4K
|
462
$120K
|
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-229- 12.77% |
$32.9K - $43.8K
|
1.56K
$408K
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-230- 4.63% |
$33.1K - $44K
|
4.74K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-231- 1.08% |
$33.2K - $44.2K
|
21.1K
$5.5M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-232- 11.71% |
$33.4K - $44.4K
|
1.75K
$456K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-235- 3.18% |
$33.8K - $44.9K
|
7.16K
$1.87M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-235- 5.08% |
$33.8K - $44.9K
|
4.39K
$1.15M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-238- 6.95% |
$34.2K - $45.5K
|
3.18K
$830K
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-239- 12.03% |
$34.4K - $45.7K
|
1.75K
$455K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-241- 6.98% |
$34.7K - $46.1K
|
3.21K
$838K
|
|
|
Nov 10, 2022
Q3 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-243- 2.52% |
$35K - $46.5K
|
9.41K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-249- 90.88% |
$35.8K - $47.6K
|
25
$6.52K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-250- 11.29% |
$36K - $47.8K
|
1.97K
$512K
|
|
|
Nov 03, 2022
Q3 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-250- 1.61% |
$36K - $47.8K
|
15.3K
$3.99M
|
|
|
Nov 08, 2022
Q3 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-250- 3.9% |
$36K - $47.8K
|
6.17K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-250- 10.85% |
$36K - $47.8K
|
2.05K
$535K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-253- 91.01% |
$36.4K - $48.4K
|
25
$6.52K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-253- 1.06% |
$36.4K - $48.4K
|
23.5K
$6.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-255- 11.42% |
$36.7K - $48.8K
|
1.98K
$516K
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-258- 1.77% |
$37.1K - $49.3K
|
14.4K
$3.74M
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
SELL
|
- |
-260- 1.31% |
$37.4K - $49.7K
|
19.6K
$5.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-263- 8.56% |
$37.8K - $50.3K
|
2.81K
$733K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-264- 1.53% |
$38K - $50.5K
|
17K
$4.44M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-264- 4.75% |
$38K - $50.5K
|
5.3K
$1.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-264- 1.92% |
$38K - $50.5K
|
13.5K
$3.52M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-265- 1.31% |
$38.1K - $50.7K
|
20K
$5.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-265- 7.7% |
$38.1K - $50.7K
|
3.18K
$828K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-267- 7.23% |
$38.4K - $51.1K
|
3.43K
$893K
|
|
|
Nov 14, 2022
Q3 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-267- 0.67% |
$38.4K - $51.1K
|
39.5K
$10.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-270- 1.91% |
$38.8K - $51.6K
|
13.9K
$3.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-270- 20.75% |
$38.8K - $51.6K
|
1.03K
$269K
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-273- 5.36% |
$39.3K - $52.2K
|
4.82K
$1.26M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-275- 6.84% |
$39.6K - $52.6K
|
3.74K
$976K
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-275- 8.89% |
$39.6K - $52.6K
|
2.82K
$735K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-275- 2.18% |
$39.6K - $52.6K
|
12.3K
$3.21M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-276- 11.14% |
$39.7K - $52.8K
|
2.2K
$574K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-283- 0.39% |
$40.7K - $54.1K
|
72.9K
$19M
|