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 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-306- 11.94% |
$44K - $58.5K
|
2.26K
$745K
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-308- 5.89% |
$44.3K - $58.9K
|
4.92K
$1.62M
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-308- 96.86% |
$44.3K - $58.9K
|
10
$3.3K
|
|
Nov 10, 2022
Q3 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-310- 3.77% |
$44.6K - $59.3K
|
7.9K
$2.61M
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-311- 1.1% |
$44.7K - $59.5K
|
28K
$9.24M
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-312- 8.82% |
$44.9K - $59.7K
|
3.23K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-314- 2.48% |
$45.2K - $60.1K
|
12.4K
$4.08M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-319- 17.42% |
$45.9K - $61K
|
1.51K
$499K
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-320- 10.67% |
$46K - $61.2K
|
2.68K
$884K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-322- 24.08% |
$46.3K - $61.6K
|
1.02K
$335K
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-329- 38.34% |
$47.3K - $62.9K
|
529
$175K
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-331- 9.66% |
$47.6K - $63.3K
|
3.1K
$1.02M
|
|
Oct 18, 2022
Q3 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-336- 4.33% |
$48.3K - $64.3K
|
7.42K
$2.45M
|
|
Nov 07, 2022
Q3 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-336- 9.71% |
$48.3K - $64.3K
|
3.12K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-337- 11.38% |
$48.5K - $64.5K
|
2.62K
$866K
|
|
Nov 14, 2022
Q3 2022
|
Resonate Capital, LLC
San Francisco, CA |
SELL
|
- |
-340- 2.87% |
$48.9K - $65K
|
11.5K
$3.8M
|
|
Nov 14, 2022
Q3 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-343- 1.47% |
$49.3K - $65.6K
|
23K
$7.6M
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-343- 18.54% |
$49.3K - $65.6K
|
1.51K
$497K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-345- 2.78% |
$49.6K - $66K
|
12.1K
$3.99M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-347- 0.23% |
$49.9K - $66.4K
|
152K
$50.3M
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-348- 93.3% |
$50.1K - $66.6K
|
25
$8.25K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-350- 10.41% |
$50.3K - $66.9K
|
3.01K
$994K
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-350- 19.54% |
$50.3K - $66.9K
|
1.44K
$476K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-355- 3.7% |
$51.1K - $67.9K
|
9.24K
$3.05M
|
|
Nov 14, 2022
Q3 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-358- 3.42% |
$51.5K - $68.5K
|
10.1K
$3.34M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-358- 1.65% |
$51.5K - $68.5K
|
21.4K
$7.05M
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-360- 7.17% |
$51.8K - $68.9K
|
4.66K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-360- 7.52% |
$51.8K - $68.9K
|
4.43K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-360- 14.98% |
$51.8K - $68.9K
|
2.04K
$675K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-360- 10.73% |
$51.8K - $68.9K
|
3K
$988K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-364- 12.36% |
$52.4K - $69.6K
|
2.58K
$852K
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-365- 20.1% |
$52.5K - $69.8K
|
1.45K
$479K
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-369- 20.47% |
$53.1K - $70.6K
|
1.43K
$473K
|
|
Nov 09, 2022
Q3 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-371- 2.53% |
$53.4K - $71K
|
14.3K
$4.71M
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-385- 3.43% |
$55.4K - $73.6K
|
10.8K
$3.58M
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-388- 6.02% |
$55.8K - $74.2K
|
6.06K
$2M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-390- 5.95% |
$56.1K - $74.6K
|
6.16K
$2.03M
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-391- 18.7% |
$56.2K - $74.8K
|
1.7K
$561K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-392- 0.74% |
$56.4K - $75K
|
52.8K
$17.4M
|
|
Oct 27, 2022
Q3 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-395- 15.25% |
$56.8K - $75.6K
|
2.2K
$724K
|
|
Oct 28, 2022
Q3 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-396- 14.98% |
$57K - $75.7K
|
2.25K
$742K
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-398- 4.2% |
$57.2K - $76.1K
|
9.08K
$3M
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-403Closed |
$58K - $77.1K
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-406- 2.06% |
$58.4K - $77.7K
|
19.3K
$6.37M
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-406- 9.52% |
$58.4K - $77.7K
|
3.86K
$1.27M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-407- 1.54% |
$58.5K - $77.8K
|
26K
$8.59M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-413- 13.59% |
$59.4K - $79K
|
2.63K
$867K
|
|
Nov 14, 2022
Q3 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-414- 6.55% |
$59.5K - $79.2K
|
5.91K
$1.95M
|
|
Oct 21, 2022
Q3 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-420- 0.37% |
$60.4K - $80.3K
|
114K
$37.5M
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-421- 13.28% |
$60.6K - $80.5K
|
2.75K
$907K
|