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 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-3.63K- 1.55% |
$522K - $694K
|
230K
$77.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.65K- 7.29% |
$525K - $699K
|
46.4K
$15.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3.66K- 8.5% |
$526K - $700K
|
39.4K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-3.77K- 2.0% |
$543K - $722K
|
185K
$62.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.79K- 10.8% |
$545K - $725K
|
31.3K
$10.5M
|
|
|
Oct 18, 2022
Q3 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.8K- 6.96% |
$547K - $727K
|
50.8K
$17.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.86K- 51.34% |
$555K - $738K
|
3.66K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-3.89K- 99.9% |
$559K - $744K
|
4
$1.34K
|
|
|
Nov 10, 2022
Q3 2022
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-3.9K- 13.0% |
$561K - $746K
|
26.1K
$8.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-3.9K- 43.82% |
$561K - $746K
|
5K
$1.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
SELL
|
- |
-4.03K- 7.61% |
$579K - $770K
|
48.9K
$16.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.03K- 93.27% |
$580K - $771K
|
291
$97.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.05K- 41.45% |
$582K - $774K
|
5.71K
$1.92M
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-4.21K- 39.9% |
$606K - $805K
|
6.34K
$2.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
SELL
|
- |
-4.22K- 32.38% |
$606K - $806K
|
8.8K
$2.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-4.24K- 35.32% |
$610K - $812K
|
7.77K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-4.25K- 10.29% |
$611K - $813K
|
37K
$12.4M
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-4.29K- 66.72% |
$617K - $820K
|
2.14K
$718K
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.29K- 4.73% |
$617K - $821K
|
86.4K
$29M
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.41K- 3.92% |
$635K - $844K
|
108K
$36.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-4.42K- 31.34% |
$635K - $844K
|
9.67K
$3.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
SELL
|
- |
-4.46K- 5.46% |
$641K - $853K
|
77.1K
$25.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-4.53K- 75.35% |
$652K - $867K
|
1.48K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-4.54K- 4.36% |
$653K - $869K
|
99.7K
$33.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.57K- 20.03% |
$657K - $874K
|
18.3K
$6.13M
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.61K- 3.23% |
$663K - $882K
|
138K
$46.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-4.61K- 8.6% |
$664K - $883K
|
49K
$16.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.8K- 29.67% |
$691K - $918K
|
11.4K
$3.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-4.81K- 3.81% |
$692K - $921K
|
121K
$40.8M
|
|
|
Nov 09, 2022
Q3 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-4.97K- 0.44% |
$715K - $951K
|
1.12M
$376M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.13K- 65.97% |
$738K - $981K
|
2.65K
$888K
|
|
|
Nov 15, 2022
Q3 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-5.17K- 1.48% |
$743K - $988K
|
344K
$116M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-5.21K- 41.9% |
$750K - $997K
|
7.23K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.4K- 42.38% |
$777K - $1.03M
|
7.35K
$2.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5.46K- 3.48% |
$785K - $1.04M
|
151K
$50.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-5.46K- 9.56% |
$786K - $1.05M
|
51.7K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.48K- 16.06% |
$788K - $1.05M
|
28.6K
$9.61M
|
|
|
Oct 19, 2022
Q3 2022
|
Waverton Investment Management LTD
|
SELL
|
- |
-5.53K- 13.39% |
$796K - $1.06M
|
35.8K
$12M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.66K- 2.62% |
$814K - $1.08M
|
211K
$70.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
SELL
|
- |
-5.69K- 14.19% |
$818K - $1.09M
|
34.4K
$11.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.7K- 2.81% |
$819K - $1.09M
|
197K
$66.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.73KClosed |
$824K - $1.1M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Trybe Capital Management LP
Greenwich, CT |
SELL
|
- |
-5.81K- 8.43% |
$836K - $1.11M
|
63.2K
$21.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-6K- 50.62% |
$863K - $1.15M
|
5.85K
$1.97M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.04K- 44.05% |
$869K - $1.16M
|
7.67K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-6.14K- 54.6% |
$882K - $1.17M
|
5.1K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-6.22K- 23.93% |
$894K - $1.19M
|
19.8K
$6.64M
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.26K- 2.0% |
$900K - $1.2M
|
306K
$103M
|
|
|
Oct 27, 2022
Q3 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-6.44K- 12.92% |
$927K - $1.23M
|
43.4K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-6.49K- 14.94% |
$934K - $1.24M
|
37K
$12.4M
|