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
|
Occidental Asset Management, LLC
|
SELL
|
- |
-406- 9.52% |
$58.4K - $77.7K
|
3.86K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-407- 1.54% |
$58.5K - $77.8K
|
26K
$8.5M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-413- 13.59% |
$59.4K - $79K
|
2.63K
$857K
|
|
Nov 14, 2022
Q3 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-414- 6.55% |
$59.5K - $79.2K
|
5.91K
$1.93M
|
|
Oct 21, 2022
Q3 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-420- 0.37% |
$60.4K - $80.3K
|
114K
$37.1M
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-421- 13.28% |
$60.6K - $80.5K
|
2.75K
$897K
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-425- 0.85% |
$61.1K - $81.3K
|
49.3K
$16.1M
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-430- 30.28% |
$61.9K - $82.2K
|
990
$323K
|
|
Oct 17, 2022
Q3 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-434- 0.71% |
$62.4K - $83K
|
60.3K
$19.7M
|
|
Oct 18, 2022
Q3 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-440- 2.75% |
$63.3K - $84.2K
|
15.5K
$5.08M
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-445- 11.67% |
$64K - $85.1K
|
3.37K
$1.1M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-452- 1.16% |
$65K - $86.5K
|
38.6K
$12.6M
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-453- 0.5% |
$65.2K - $86.6K
|
90.9K
$29.7M
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-456- 4.42% |
$65.6K - $87.2K
|
9.86K
$3.22M
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-460- 4.36% |
$66.2K - $88K
|
10.1K
$3.3M
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-465- 9.13% |
$66.9K - $88.9K
|
4.63K
$1.51M
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-465- 5.48% |
$66.9K - $88.9K
|
8.03K
$2.62M
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-465- 4.63% |
$66.9K - $88.9K
|
9.57K
$3.12M
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-474- 13.95% |
$68.2K - $90.7K
|
2.93K
$955K
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-476- 1.2% |
$68.5K - $91K
|
39.1K
$12.8M
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-480- 3.07% |
$69K - $91.8K
|
15.2K
$4.96M
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-484- 18.81% |
$69.6K - $92.6K
|
2.09K
$682K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-484- 1.59% |
$69.6K - $92.6K
|
29.9K
$9.77M
|
|
Nov 14, 2022
Q3 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-490- 15.16% |
$70.5K - $93.7K
|
2.74K
$896K
|
|
Nov 10, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-492- 2.64% |
$70.8K - $94.1K
|
18.2K
$5.93M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-494- 10.43% |
$71.1K - $94.5K
|
4.24K
$1.39M
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-496- 3.79% |
$71.3K - $94.9K
|
12.6K
$4.11M
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-499- 10.98% |
$71.8K - $95.4K
|
4.04K
$1.32M
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-499- 0.29% |
$71.8K - $95.4K
|
174K
$56.8M
|
|
Oct 31, 2022
Q3 2022
|
Parthenon LLC
|
SELL
|
- |
-500- 25.0% |
$71.9K - $95.6K
|
1.5K
$490K
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-500- 10.62% |
$71.9K - $95.6K
|
4.21K
$1.37M
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
SELL
|
- |
-511- 11.41% |
$73.5K - $97.7K
|
3.97K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-520- 7.98% |
$74.8K - $99.5K
|
6K
$1.96M
|
|
Oct 06, 2022
Q3 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-526- 11.43% |
$75.7K - $101K
|
4.07K
$1.33M
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-527- 1.05% |
$75.8K - $101K
|
49.9K
$16.3M
|
|
Oct 19, 2022
Q3 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-530- 6.32% |
$76.2K - $101K
|
7.85K
$2.56M
|
|
Nov 10, 2022
Q3 2022
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-531- 0.32% |
$76.4K - $102K
|
165K
$53.8M
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-556- 5.26% |
$80K - $106K
|
10K
$3.27M
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-556- 4.43% |
$80K - $106K
|
12K
$3.92M
|
|
Oct 28, 2022
Q3 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-559- 6.25% |
$80.4K - $107K
|
8.39K
$2.74M
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-567- 13.49% |
$81.6K - $108K
|
3.64K
$1.19M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-567- 0.57% |
$81.6K - $108K
|
98.3K
$32.1M
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-569- 79.03% |
$81.8K - $109K
|
151
$49.3K
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-587- 7.83% |
$84.4K - $112K
|
6.91K
$2.26M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-588- 10.65% |
$84.6K - $112K
|
4.93K
$1.61M
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-593- 1.15% |
$85.3K - $113K
|
51.1K
$16.7M
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-599- 2.44% |
$86.2K - $115K
|
23.9K
$7.81M
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-599- 33.63% |
$86.2K - $115K
|
1.18K
$386K
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-606- 1.36% |
$87.2K - $116K
|
43.8K
$14.3M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-607- 11.32% |
$87.3K - $116K
|
4.76K
$1.55M
|