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 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-10.4K- 46.09% |
$1.5M - $2M
|
12.2K
$3.98M
|
|
Oct 14, 2022
Q3 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-10.4K- 4.98% |
$1.5M - $2M
|
199K
$65.1M
|
|
Oct 19, 2022
Q3 2022
|
Lgt Group Foundation
|
SELL
|
- |
-10.5K- 37.72% |
$1.51M - $2M
|
17.3K
$5.64M
|
|
Nov 14, 2022
Q3 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10.6K- 20.33% |
$1.52M - $2.03M
|
41.5K
$13.6M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-11K- 2.52% |
$1.58M - $2.1M
|
423K
$138M
|
|
Nov 09, 2022
Q3 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-11K- 50.0% |
$1.58M - $2.1M
|
11K
$3.59M
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-11.1K- 57.77% |
$1.59M - $2.12M
|
8.09K
$2.64M
|
|
Nov 14, 2022
Q3 2022
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-11.2K- 40.17% |
$1.61M - $2.13M
|
16.6K
$5.43M
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.5K- 4.05% |
$1.65M - $2.19M
|
272K
$88.7M
|
|
Nov 14, 2022
Q3 2022
|
Marlowe Partners LP
New York, NY |
SELL
|
- |
-12.1K- 30.87% |
$1.73M - $2.31M
|
27K
$8.81M
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-12.3K- 4.76% |
$1.76M - $2.35M
|
245K
$80.1M
|
|
Nov 14, 2022
Q3 2022
|
Unio Capital LLC
|
SELL
|
- |
-12.4K- 31.73% |
$1.78M - $2.37M
|
26.6K
$8.69M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.4K- 14.55% |
$1.79M - $2.38M
|
73.1K
$23.9M
|
|
Nov 14, 2022
Q3 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-12.5K- 47.21% |
$1.8M - $2.4M
|
14K
$4.58M
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-13.7K- 6.18% |
$1.98M - $2.63M
|
209K
$68.1M
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-13.8K- 71.33% |
$1.98M - $2.63M
|
5.53K
$1.8M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-13.8K- 80.02% |
$1.99M - $2.64M
|
3.45K
$1.13M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-14K- 18.42% |
$2.01M - $2.67M
|
61.9K
$20.2M
|
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-14.1K- 83.08% |
$2.03M - $2.7M
|
2.88K
$939K
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
SELL
|
- |
-14.4K- 16.82% |
$2.08M - $2.76M
|
71.4K
$23.3M
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-14.6K- 84.96% |
$2.11M - $2.8M
|
2.59K
$846K
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-14.7K- 3.73% |
$2.12M - $2.82M
|
381K
$124M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.8K- 1.32% |
$2.12M - $2.82M
|
1.1M
$361M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15K- 30.87% |
$2.16M - $2.87M
|
33.6K
$11M
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-15.5K- 89.68% |
$2.23M - $2.96M
|
1.78K
$582K
|
|
Nov 10, 2022
Q3 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-15.9K- 13.93% |
$2.29M - $3.05M
|
98.5K
$32.2M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-16.6K- 3.36% |
$2.39M - $3.17M
|
477K
$156M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-17K- 82.49% |
$2.44M - $3.24M
|
3.6K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-17.2K- 71.03% |
$2.47M - $3.28M
|
7K
$2.28M
|
|
Oct 20, 2022
Q3 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-17.2K- 38.41% |
$2.48M - $3.29M
|
27.6K
$9.02M
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-17.3K- 19.46% |
$2.48M - $3.3M
|
71.5K
$23.3M
|
|
Oct 12, 2022
Q3 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-17.5K- 49.17% |
$2.52M - $3.35M
|
18.1K
$5.91M
|
|
Nov 09, 2022
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-17.6K- 66.79% |
$2.53M - $3.37M
|
8.75K
$2.86M
|
|
Nov 10, 2022
Q3 2022
|
Generation Investment Management LLP
London, X0 |
SELL
|
- |
-17.8K- 0.54% |
$2.56M - $3.4M
|
3.27M
$1.07B
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18K- 43.69% |
$2.59M - $3.45M
|
23.2K
$7.59M
|
|
Nov 03, 2022
Q3 2022
|
Privium Fund Management B.V.
|
SELL
|
- |
-18.6K- 90.85% |
$2.67M - $3.55M
|
1.87K
$611K
|
|
Oct 24, 2022
Q3 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-18.9K- 17.99% |
$2.73M - $3.62M
|
86.4K
$28.2M
|
|
Nov 14, 2022
Q3 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-19.1K- 53.22% |
$2.74M - $3.65M
|
16.8K
$5.47M
|
|
Nov 14, 2022
Q3 2022
|
First Sabrepoint Capital Management LP
Dallas, TX |
SELL
|
- |
-20K- 28.57% |
$2.88M - $3.83M
|
50K
$16.3M
|
|
Nov 14, 2022
Q3 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-20.4K- 56.13% |
$2.93M - $3.9M
|
15.9K
$5.2M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.3K- 3.09% |
$3.07M - $4.08M
|
669K
$219M
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-21.6K- 15.08% |
$3.1M - $4.12M
|
121K
$39.7M
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-21.6K- 91.59% |
$3.11M - $4.13M
|
1.99K
$648K
|
|
Nov 09, 2022
Q3 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-22.3K- 51.39% |
$3.21M - $4.26M
|
21.1K
$6.88M
|
|
Nov 14, 2022
Q3 2022
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-22.7K- 64.27% |
$3.26M - $4.34M
|
12.6K
$4.12M
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-22.7K- 32.82% |
$3.27M - $4.34M
|
46.5K
$15.2M
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-23.3K- 92.18% |
$3.35M - $4.45M
|
1.98K
$645K
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-23.4K- 92.02% |
$3.37M - $4.49M
|
2.03K
$664K
|
|
Nov 01, 2022
Q3 2022
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-23.5K- 46.75% |
$3.38M - $4.49M
|
26.7K
$8.73M
|
|
Nov 14, 2022
Q3 2022
|
Ing Groep Nv
|
SELL
|
- |
-24K- 7.45% |
$3.45M - $4.59M
|
298K
$97.3M
|