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 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.08K- 7.7% |
$299K - $398K
|
24.9K
$6.49M
|
|
|
Oct 24, 2022
Q3 2022
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-2.12K- 1.91% |
$305K - $406K
|
109K
$28.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Verde Capital Management
|
SELL
|
- |
-2.15K- 14.13% |
$309K - $411K
|
13.1K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-2.18K- 40.64% |
$313K - $417K
|
3.18K
$830K
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-2.2K- 6.87% |
$316K - $420K
|
29.7K
$7.75M
|
|
|
Nov 01, 2022
Q3 2022
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-2.2K- 28.4% |
$316K - $421K
|
5.55K
$1.45M
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.2K- 58.71% |
$317K - $422K
|
1.55K
$404K
|
|
|
Nov 14, 2022
Q3 2022
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-2.21K- 20.62% |
$317K - $422K
|
8.49K
$2.21M
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.23K- 1.1% |
$320K - $426K
|
199K
$52M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.23K- 11.04% |
$321K - $427K
|
18K
$4.69M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.25K- 66.02% |
$324K - $431K
|
1.16K
$302K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.26K- 63.87% |
$325K - $432K
|
1.28K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.26K- 14.17% |
$325K - $432K
|
13.7K
$3.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.28K- 3.9% |
$328K - $436K
|
56.1K
$14.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.33K- 43.3% |
$335K - $445K
|
3.05K
$795K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.33K- 5.55% |
$335K - $446K
|
39.7K
$10.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.33K- 9.52% |
$336K - $446K
|
22.2K
$5.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.4K- 8.96% |
$345K - $458K
|
24.4K
$6.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-2.4K- 1.67% |
$345K - $459K
|
141K
$36.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-2.4K- 10.47% |
$345K - $459K
|
20.5K
$5.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.43K- 3.93% |
$350K - $465K
|
59.4K
$15.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.46K- 26.36% |
$353K - $470K
|
6.86K
$1.79M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.49K- 20.96% |
$358K - $476K
|
9.38K
$2.45M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.5K- 20.46% |
$359K - $477K
|
9.7K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-2.58K- 8.56% |
$371K - $494K
|
27.6K
$7.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.64K- 9.96% |
$380K - $506K
|
23.9K
$6.23M
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-2.66K- 10.27% |
$382K - $508K
|
23.2K
$6.05M
|
|
|
Oct 21, 2022
Q3 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-2.66K- 6.78% |
$382K - $508K
|
36.5K
$9.52M
|
|
|
Oct 27, 2022
Q3 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.68K- 22.33% |
$385K - $512K
|
9.3K
$2.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.72K- 30.16% |
$391K - $520K
|
6.3K
$1.64M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.74K- 2.47% |
$394K - $524K
|
108K
$28.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.74K- 3.32% |
$395K - $525K
|
79.8K
$20.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.77K- 1.46% |
$398K - $529K
|
187K
$48.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.79K- 36.29% |
$401K - $534K
|
4.9K
$1.28M
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2.81K- 37.21% |
$404K - $537K
|
4.73K
$1.23M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.82K- 33.38% |
$406K - $540K
|
5.64K
$1.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.91K- 37.54% |
$418K - $556K
|
4.84K
$1.26M
|
|
|
Oct 04, 2022
Q3 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.91K- 5.95% |
$419K - $557K
|
46.1K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-2.94K- 24.01% |
$422K - $562K
|
9.3K
$2.42M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.95K- 14.34% |
$424K - $563K
|
17.6K
$4.58M
|
|
|
Nov 09, 2022
Q3 2022
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-2.95K- 3.07% |
$424K - $563K
|
93K
$24.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.99K- 3.85% |
$430K - $572K
|
74.6K
$19.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3KClosed |
$432K - $574K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-3.07K- 26.3% |
$442K - $588K
|
8.61K
$2.24M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
SELL
|
- |
-3.15K- 23.5% |
$452K - $602K
|
10.2K
$2.67M
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.25K- 13.54% |
$467K - $621K
|
20.7K
$5.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.26K- 21.44% |
$469K - $624K
|
12K
$3.12M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-3.26K- 7.72% |
$469K - $624K
|
39K
$10.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.32K- 67.2% |
$477K - $634K
|
1.62K
$422K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.4K- 9.35% |
$490K - $651K
|
33K
$8.6M
|