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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.05K+ 2.16% |
$212K - $245K
|
49.5K
$17.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.04K+ 8.28% |
$210K - $244K
|
13.6K
$4.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.04K+ 7.99% |
$210K - $243K
|
14K
$4.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.04K+ 5.42% |
$210K - $243K
|
20.1K
$6.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
1.03KNew |
$208K - $240K
|
1.03K
$353K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.02KNew |
$207K - $239K
|
1.02K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.02K+ 1.9% |
$207K - $239K
|
54.8K
$18.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
1.01K+ 29.24% |
$205K - $237K
|
4.47K
$1.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
1.01KNew |
$204K - $236K
|
1.01K
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
1KNew |
$202K - $234K
|
1K
$344K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
996+ 73.45% |
$202K - $233K
|
2.35K
$810K
|
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
990+ 16.29% |
$200K - $232K
|
7.07K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
988+ 3.71% |
$200K - $232K
|
27.6K
$9.52M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
978+ 19.79% |
$198K - $229K
|
5.92K
$2.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
966+ 3.02% |
$196K - $226K
|
32.9K
$11.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
941+ 2.46% |
$191K - $221K
|
39.3K
$13.5M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
941+ 94100.0% |
$191K - $221K
|
942
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
937+ 11.88% |
$190K - $220K
|
8.83K
$3.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
911+ 4.68% |
$184K - $214K
|
20.4K
$7.02M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
901+ 13.85% |
$182K - $211K
|
7.41K
$2.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
901+ 25.67% |
$182K - $211K
|
4.41K
$1.52M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
900+ 4.24% |
$182K - $211K
|
22.1K
$7.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
900+ 10.68% |
$182K - $211K
|
9.33K
$3.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
892+ 0.97% |
$181K - $209K
|
92.9K
$32M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
891+ 26.01% |
$180K - $209K
|
4.32K
$1.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
880+ 2.26% |
$178K - $206K
|
39.7K
$13.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
864+ 15.1% |
$175K - $202K
|
6.58K
$2.27M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
863+ 10.32% |
$175K - $202K
|
9.23K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
858+ 22.16% |
$174K - $201K
|
4.73K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
850+ 2.5% |
$172K - $199K
|
34.8K
$12M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
850+ 5.04% |
$172K - $199K
|
17.7K
$6.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
850New |
$172K - $199K
|
850
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
850New |
$172K - $199K
|
850
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
845+ 6.69% |
$171K - $198K
|
13.5K
$4.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
835+ 16.25% |
$169K - $196K
|
5.97K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
828+ 27.4% |
$168K - $194K
|
3.85K
$1.33M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
822+ 13.54% |
$166K - $193K
|
6.9K
$2.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
821+ 5.77% |
$166K - $192K
|
15K
$5.18M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
819+ 1.62% |
$166K - $192K
|
51.5K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
817+ 4.89% |
$165K - $191K
|
17.5K
$6.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
815+ 21.2% |
$165K - $191K
|
4.66K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
815+ 34.06% |
$165K - $191K
|
3.21K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
812+ 1.46% |
$164K - $190K
|
56.3K
$19.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
804+ 35.62% |
$163K - $188K
|
3.06K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
801+ 36.46% |
$162K - $188K
|
3K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
793+ 10.57% |
$161K - $186K
|
8.3K
$2.86M
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
791+ 0.7% |
$160K - $185K
|
114K
$39.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
773+ 6.78% |
$157K - $181K
|
12.2K
$4.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
773+ 4.29% |
$157K - $181K
|
18.8K
$6.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
767+ 72.77% |
$155K - $180K
|
1.82K
$627K
|