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
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.57K+ 7.13% |
$370K - $492K
|
38.6K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.57K+ 3.26% |
$370K - $492K
|
81.4K
$21.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
2.57K+ 92.1% |
$369K - $491K
|
5.35K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.51K+ 8.37% |
$361K - $480K
|
32.5K
$8.47M
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
2.49K+ 19.16% |
$358K - $475K
|
15.5K
$4.03M
|
|
|
Oct 25, 2022
Q3 2022
|
Versor Investments LP
|
BUY
|
- |
2.46K+ 54.6% |
$353K - $470K
|
6.96K
$1.81M
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.44K+ 7.69% |
$352K - $467K
|
34.2K
$8.92M
|
|
|
Feb 20, 2025
Q3 2022
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
2.42K+ 62.91% |
$348K - $462K
|
6.26K
$1.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
2.39K+ 5.9% |
$343K - $456K
|
42.8K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
2.37KNew |
$340K - $453K
|
2.37K
$617K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.33K+ 5.41% |
$335K - $445K
|
45.4K
$11.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.31K+ 1.71% |
$332K - $442K
|
138K
$35.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.3K+ 11.58% |
$331K - $440K
|
22.2K
$5.78M
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.25K+ 19.03% |
$324K - $431K
|
14.1K
$3.67M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.23K+ 30.97% |
$321K - $427K
|
9.44K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.23K+ 83.02% |
$320K - $426K
|
4.91K
$1.28M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
2.22K+ 9.44% |
$320K - $425K
|
25.8K
$6.72M
|
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
2.22K+ 34.52% |
$319K - $425K
|
8.65K
$2.25M
|
|
|
Oct 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
2.22K+ 108.36% |
$319K - $424K
|
4.26K
$1.11M
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.21K+ 5.03% |
$318K - $423K
|
46.1K
$12M
|
|
|
Nov 08, 2022
Q3 2022
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
2.2K+ 0.73% |
$317K - $422K
|
304K
$79.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 42.57% |
$315K - $419K
|
7.34K
$1.91M
|
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.19K+ 5.6% |
$315K - $419K
|
41.4K
$10.8M
|
|
|
Nov 04, 2022
Q3 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
2.17K+ 41.61% |
$313K - $416K
|
7.4K
$1.93M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.16K+ 30.5% |
$310K - $412K
|
9.22K
$2.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.15K+ 1.05% |
$310K - $412K
|
207K
$53.9M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.14K+ 21.71% |
$308K - $409K
|
12K
$3.12M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
2.14KNew |
$307K - $408K
|
2.14K
$556K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.13K+ 116.35% |
$306K - $407K
|
3.96K
$1.03M
|
|
|
Oct 14, 2022
Q3 2022
|
Golden Green, Inc.
|
BUY
|
- |
2.13K+ 37.08% |
$306K - $407K
|
7.86K
$2.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.1KNew |
$301K - $401K
|
2.1K
$546K
|
|
|
Nov 09, 2022
Q3 2022
|
Ddd Partners, LLC
|
BUY
|
- |
2.08KNew |
$299K - $398K
|
2.08K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.08K+ 14.89% |
$299K - $398K
|
16.1K
$4.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.06KNew |
$296K - $393K
|
2.06K
$536K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.05K+ 63.69% |
$294K - $392K
|
5.26K
$1.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.04K+ 8.6% |
$293K - $390K
|
25.8K
$6.71M
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.03KNew |
$292K - $389K
|
2.03K
$530K
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.99KNew |
$287K - $381K
|
1.99K
$519K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.99K+ 5.49% |
$286K - $380K
|
38.2K
$9.96M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.98K+ 18.29% |
$285K - $379K
|
12.8K
$3.34M
|
|
|
Nov 15, 2022
Q3 2022
|
Bradley Mark J.
|
BUY
|
- |
1.98K+ 20.28% |
$285K - $379K
|
11.7K
$3.06M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 2.43% |
$285K - $379K
|
83.3K
$21.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.95K+ 11.29% |
$280K - $372K
|
19.2K
$5M
|
|
|
Nov 14, 2022
Q3 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.94KNew |
$279K - $371K
|
1.94K
$506K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.93K+ 31.24% |
$277K - $368K
|
8.09K
$2.11M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.91KNew |
$275K - $365K
|
1.91K
$498K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.91K+ 10.86% |
$275K - $365K
|
19.5K
$5.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.91K+ 11.67% |
$274K - $365K
|
18.3K
$4.76M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.9K+ 9.36% |
$273K - $362K
|
22.1K
$5.77M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.9K+ 9.36% |
$273K - $362K
|
22.1K
$5.77M
|