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 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-872- 15.55% |
$125K - $167K
|
4.74K
$1.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-874- 30.23% |
$126K - $167K
|
2.02K
$526K
|
|
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-878- 20.11% |
$126K - $168K
|
3.49K
$909K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-909- 10.03% |
$131K - $174K
|
8.16K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-925- 2.01% |
$133K - $177K
|
45.1K
$11.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-927- 5.54% |
$133K - $177K
|
15.8K
$4.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-935- 8.73% |
$134K - $179K
|
9.77K
$2.55M
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-945- 3.48% |
$136K - $181K
|
26.2K
$6.83M
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-953- 8.27% |
$137K - $182K
|
10.6K
$2.76M
|
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-959- 25.34% |
$138K - $183K
|
2.83K
$737K
|
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-959- 34.85% |
$138K - $183K
|
1.79K
$467K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-989- 36.35% |
$142K - $189K
|
1.73K
$451K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-991- 14.34% |
$143K - $190K
|
5.92K
$1.54M
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 10.6% |
$146K - $194K
|
8.55K
$2.23M
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.03K- 36.42% |
$148K - $197K
|
1.8K
$468K
|
|
|
Nov 10, 2022
Q3 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.03K- 5.24% |
$148K - $197K
|
18.6K
$4.85M
|
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.05K- 16.73% |
$150K - $200K
|
5.21K
$1.36M
|
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.05K- 11.85% |
$151K - $200K
|
7.79K
$2.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.05K- 5.38% |
$151K - $201K
|
18.4K
$4.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-1.05K- 1.45% |
$151K - $201K
|
71.3K
$18.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.06K- 1.32% |
$153K - $204K
|
79.8K
$20.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.07K- 2.0% |
$154K - $205K
|
52.6K
$13.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
SELL
|
- |
-1.07K- 8.68% |
$154K - $205K
|
11.3K
$2.95M
|
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.08K- 9.63% |
$155K - $206K
|
10.1K
$2.63M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.09K- 4.76% |
$156K - $208K
|
21.8K
$5.67M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.13K- 12.68% |
$162K - $215K
|
7.75K
$2.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 2.41% |
$163K - $217K
|
46K
$12M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 1.72% |
$163K - $217K
|
65.1K
$17M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.15K- 7.13% |
$166K - $221K
|
15K
$3.92M
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 38.75% |
$168K - $224K
|
1.85K
$482K
|
|
|
Nov 15, 2022
Q3 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.17K- 2.69% |
$169K - $224K
|
42.4K
$11M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.18K- 3.34% |
$169K - $225K
|
34.1K
$8.88M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.18K- 3.87% |
$170K - $226K
|
29.4K
$7.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.19K- 15.23% |
$172K - $228K
|
6.64K
$1.73M
|
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
SELL
|
- |
-1.2K- 12.27% |
$173K - $230K
|
8.6K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.21K- 23.65% |
$174K - $231K
|
3.9K
$1.02M
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 13.33% |
$174K - $232K
|
7.89K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.22K- 4.67% |
$175K - $233K
|
24.9K
$6.49M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.23K- 6.39% |
$176K - $235K
|
18K
$4.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-1.26K- 26.54% |
$181K - $240K
|
3.48K
$906K
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.26K- 2.38% |
$182K - $242K
|
51.9K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.28K- 1.21% |
$185K - $245K
|
105K
$27.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-1.29K- 7.8% |
$185K - $247K
|
15.2K
$3.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.29K- 43.67% |
$186K - $248K
|
1.67K
$435K
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-1.3K- 12.8% |
$186K - $248K
|
8.82K
$2.3M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.31KClosed |
$189K - $251K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Westwood Management Corp
|
SELL
|
- |
-1.32K- 3.03% |
$190K - $253K
|
42.4K
$11.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.34K- 95.71% |
$192K - $256K
|
60
$15.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.35K- 7.77% |
$194K - $258K
|
16K
$4.18M
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-1.35K- 20.28% |
$194K - $258K
|
5.31K
$1.38M
|