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 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.49K- 8.8% |
$215K - $286K
|
15.5K
$5.29M
|
|
|
Oct 28, 2022
Q3 2022
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-1.52K- 24.15% |
$218K - $290K
|
4.76K
$1.63M
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.52K- 58.69% |
$219K - $291K
|
1.07K
$366K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.52K- 69.7% |
$219K - $291K
|
662
$226K
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-1.53K- 29.75% |
$220K - $292K
|
3.61K
$1.23M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.58K- 3.89% |
$227K - $301K
|
38.9K
$13.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-1.65K- 9.23% |
$237K - $315K
|
16.2K
$5.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.65K- 19.9% |
$237K - $315K
|
6.63K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.66K- 27.0% |
$239K - $318K
|
4.5K
$1.54M
|
|
|
Nov 03, 2022
Q3 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.7K- 6.74% |
$244K - $325K
|
23.5K
$8.04M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.7K- 13.79% |
$245K - $326K
|
10.7K
$3.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearline Capital LP
New York, NY |
SELL
|
- |
-1.73K- 24.01% |
$249K - $331K
|
5.47K
$1.87M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.75K- 48.18% |
$251K - $334K
|
1.88K
$642K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.75K- 0.67% |
$252K - $335K
|
259K
$88.7M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.75K- 0.67% |
$252K - $335K
|
259K
$88.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.76K- 37.37% |
$254K - $337K
|
2.96K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.77K- 5.87% |
$254K - $338K
|
28.3K
$9.69M
|
|
|
Oct 25, 2022
Q3 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-1.81K- 13.08% |
$260K - $345K
|
12K
$4.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.84K- 6.81% |
$264K - $351K
|
25.1K
$8.59M
|
|
|
Oct 31, 2022
Q3 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.84K- 11.07% |
$265K - $352K
|
14.8K
$5.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.85K- 2.38% |
$266K - $354K
|
76.1K
$26M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.86K- 9.71% |
$267K - $355K
|
17.2K
$5.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.86K- 24.13% |
$267K - $355K
|
5.84K
$2M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.88K- 31.58% |
$270K - $359K
|
4.07K
$1.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.89K- 4.02% |
$272K - $361K
|
45.1K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-1.9K- 41.83% |
$273K - $363K
|
2.64K
$904K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.91K- 25.9% |
$274K - $365K
|
5.45K
$1.86M
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-1.92K- 31.45% |
$275K - $366K
|
4.17K
$1.43M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.92K- 10.75% |
$276K - $366K
|
15.9K
$5.44M
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.92K- 44.74% |
$276K - $367K
|
2.37K
$810K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.92K- 1.61% |
$276K - $368K
|
117K
$40.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.93K- 38.48% |
$277K - $369K
|
3.08K
$1.05M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.94K- 2.52% |
$278K - $370K
|
75K
$25.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.97K- 5.23% |
$284K - $377K
|
35.8K
$12.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.99K- 14.27% |
$286K - $381K
|
12K
$4.09M
|
|
|
Oct 19, 2022
Q3 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-2K- 3.76% |
$288K - $383K
|
51.2K
$17.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Eulav Asset Management
|
SELL
|
- |
-2K- 0.81% |
$288K - $383K
|
244K
$83.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-2K- 26.43% |
$288K - $383K
|
5.57K
$1.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.04K- 5.5% |
$293K - $389K
|
35K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-2.08K- 22.95% |
$299K - $397K
|
6.98K
$2.39M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.08K- 7.7% |
$299K - $398K
|
24.9K
$8.52M
|
|
|
Oct 24, 2022
Q3 2022
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-2.12K- 1.91% |
$305K - $406K
|
109K
$37.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Verde Capital Management
|
SELL
|
- |
-2.15K- 14.13% |
$309K - $411K
|
13.1K
$4.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-2.18K- 40.64% |
$313K - $417K
|
3.18K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-2.2K- 6.87% |
$316K - $420K
|
29.7K
$10.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-2.2K- 28.4% |
$316K - $421K
|
5.55K
$1.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.2K- 58.71% |
$317K - $422K
|
1.55K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-2.21K- 20.62% |
$317K - $422K
|
8.49K
$2.91M
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.23K- 1.1% |
$320K - $426K
|
199K
$68.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.23K- 11.04% |
$321K - $427K
|
18K
$6.15M
|