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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-634- 0.68% |
$91.2K - $121K
|
92K
$31.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-636- 0.65% |
$91.5K - $122K
|
97.3K
$33.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-645- 2.66% |
$92.8K - $123K
|
23.6K
$8.09M
|
|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
SELL
|
- |
-647- 47.82% |
$93.1K - $124K
|
706
$241K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-667- 9.79% |
$95.9K - $128K
|
6.15K
$2.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-669- 6.44% |
$96.2K - $128K
|
9.72K
$3.32M
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-669- 1.58% |
$96.2K - $128K
|
41.7K
$14.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-670- 5.97% |
$96.4K - $128K
|
10.6K
$3.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-685Closed |
$98.5K - $131K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-690Closed |
$99.2K - $132K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-694- 22.37% |
$99.8K - $133K
|
2.41K
$824K
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-699- 3.09% |
$101K - $134K
|
22K
$7.51M
|
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-700- 2.16% |
$101K - $134K
|
31.7K
$10.8M
|
|
|
Apr 05, 2024
Q3 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-700- 1.59% |
$101K - $134K
|
43.4K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-720- 2.59% |
$104K - $138K
|
27.1K
$9.28M
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-722- 9.33% |
$104K - $138K
|
7.02K
$2.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-729- 3.13% |
$105K - $139K
|
22.6K
$7.72M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-739- 76.34% |
$106K - $141K
|
229
$78.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-745- 18.88% |
$107K - $142K
|
3.2K
$1.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-746- 2.58% |
$107K - $143K
|
28.2K
$9.63M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-756- 20.85% |
$109K - $145K
|
2.87K
$982K
|
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-759- 10.86% |
$109K - $145K
|
6.23K
$2.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-764- 7.85% |
$110K - $146K
|
8.97K
$3.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-768- 4.38% |
$110K - $147K
|
16.8K
$5.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-768- 19.69% |
$110K - $147K
|
3.13K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-770- 33.86% |
$111K - $147K
|
1.5K
$514K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-775- 99.74% |
$111K - $148K
|
2
$684
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-789- 5.81% |
$113K - $151K
|
12.8K
$4.38M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-808- 12.6% |
$116K - $155K
|
5.6K
$1.92M
|
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-810- 12.49% |
$117K - $155K
|
5.68K
$1.94M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-817- 23.91% |
$118K - $156K
|
2.6K
$889K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-825- 3.11% |
$119K - $158K
|
25.7K
$8.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-831- 0.78% |
$120K - $159K
|
106K
$36.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-844- 28.35% |
$121K - $161K
|
2.13K
$730K
|
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-847- 0.98% |
$122K - $162K
|
85.5K
$29.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-852- 2.9% |
$123K - $163K
|
28.5K
$9.76M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-853- 1.21% |
$123K - $163K
|
69.4K
$23.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-855- 10.21% |
$123K - $164K
|
7.52K
$2.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-859- 2.85% |
$124K - $164K
|
29.3K
$10M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-865- 6.46% |
$124K - $165K
|
12.5K
$4.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-872- 15.55% |
$125K - $167K
|
4.74K
$1.62M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-874- 30.23% |
$126K - $167K
|
2.02K
$690K
|
|
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-878- 20.11% |
$126K - $168K
|
3.49K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-909- 10.03% |
$131K - $174K
|
8.16K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-925- 2.01% |
$133K - $177K
|
45.1K
$15.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-927- 5.54% |
$133K - $177K
|
15.8K
$5.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-935- 8.73% |
$134K - $179K
|
9.77K
$3.34M
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-945- 3.48% |
$136K - $181K
|
26.2K
$8.97M
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-953- 8.27% |
$137K - $182K
|
10.6K
$3.62M
|
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-959- 25.34% |
$138K - $183K
|
2.83K
$967K
|