Purchases and Sales Made in Q3 2023 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q3 2023. 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 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.81K+ 3.14% |
$366K - $424K
|
59.4K
$20.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.79K+ 2.74% |
$363K - $420K
|
67K
$23.1M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.79K+ 2.74% |
$363K - $420K
|
67K
$23.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.78K+ 49.78% |
$360K - $417K
|
5.35K
$1.84M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.77K+ 75.56% |
$358K - $414K
|
4.11K
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.75K+ 20.96% |
$354K - $410K
|
10.1K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.73K+ 59.62% |
$350K - $405K
|
4.63K
$1.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
1.71K+ 43.23% |
$346K - $400K
|
5.66K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.7K+ 7.7% |
$343K - $397K
|
23.7K
$8.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.69K+ 0.73% |
$342K - $396K
|
234K
$80.6M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.69K+ 0.73% |
$342K - $396K
|
234K
$80.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.69K+ 47.0% |
$341K - $395K
|
5.27K
$1.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.68K+ 31.44% |
$340K - $394K
|
7.03K
$2.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.62KNew |
$329K - $380K
|
1.62K
$559K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.62K+ 0.22% |
$327K - $379K
|
744K
$256M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.61K+ 43.96% |
$325K - $376K
|
5.26K
$1.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.6K+ 10.64% |
$324K - $375K
|
16.7K
$5.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.58K+ 1.67% |
$321K - $371K
|
96.7K
$33.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.58K+ 5.92% |
$320K - $370K
|
28.3K
$9.74M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1.56K+ 1.6% |
$317K - $367K
|
99.2K
$34.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.56K+ 153.2% |
$315K - $365K
|
2.58K
$887K
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.56K+ 41.45% |
$315K - $365K
|
5.31K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.55KNew |
$314K - $364K
|
1.55K
$535K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
1.55K+ 13.22% |
$314K - $364K
|
13.3K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.55KNew |
$313K - $362K
|
1.55K
$532K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
1.54K+ 26.86% |
$312K - $361K
|
7.27K
$2.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
BUY
|
- |
1.5K+ 4.48% |
$304K - $352K
|
35K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.5KNew |
$303K - $351K
|
1.5K
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.49K+ 10.93% |
$302K - $349K
|
15.1K
$5.21M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
1.49KNew |
$301K - $348K
|
1.49K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Barrier Capital Management, LLC
San Francisco, CA |
BUY
|
- |
1.48K+ 5.34% |
$300K - $348K
|
29.3K
$10.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.48KNew |
$300K - $347K
|
1.48K
$510K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.48KNew |
$299K - $346K
|
1.48K
$508K
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.47K+ 16.54% |
$298K - $345K
|
10.4K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.47K+ 5.72% |
$297K - $344K
|
27.2K
$9.35M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.47K+ 95.69% |
$297K - $344K
|
3K
$1.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.45KNew |
$293K - $339K
|
1.45K
$498K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 83.6% |
$292K - $338K
|
3.17K
$1.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.44KNew |
$292K - $338K
|
1.44K
$497K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.44K+ 12.69% |
$291K - $337K
|
12.8K
$4.4M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.42KNew |
$287K - $332K
|
1.42K
$487K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.41K+ 49.37% |
$286K - $331K
|
4.28K
$1.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.41K+ 4.51% |
$285K - $330K
|
32.6K
$11.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 41.6% |
$283K - $328K
|
4.77K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.39K+ 55.84% |
$281K - $325K
|
3.87K
$1.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.37K+ 3.19% |
$277K - $321K
|
44.3K
$15.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1.37K+ 1.4% |
$276K - $320K
|
99K
$34.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.35KNew |
$273K - $316K
|
1.35K
$465K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.35K+ 8.79% |
$272K - $315K
|
16.7K
$5.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
1.34K+ 0.81% |
$271K - $314K
|
166K
$57.3M
|