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 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
759+ 16.04% |
$154K - $178K
|
5.49K
$1.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
754+ 170.59% |
$153K - $177K
|
1.2K
$412K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
734+ 3.63% |
$149K - $172K
|
21K
$7.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
732+ 62.99% |
$148K - $172K
|
1.89K
$652K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
731+ 15.07% |
$148K - $171K
|
5.58K
$1.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
720+ 19.14% |
$146K - $169K
|
4.48K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
703+ 4.66% |
$142K - $165K
|
15.8K
$5.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
702+ 9.22% |
$142K - $165K
|
8.32K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.43% |
$142K - $164K
|
163K
$56.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
698+ 5.4% |
$141K - $164K
|
13.6K
$4.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
697+ 256.25% |
$141K - $163K
|
969
$334K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
696+ 25.38% |
$141K - $163K
|
3.44K
$1.18M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
696+ 4.96% |
$141K - $163K
|
14.7K
$5.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
685+ 9.99% |
$139K - $161K
|
7.54K
$2.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
681+ 11.88% |
$138K - $160K
|
6.42K
$2.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
674+ 10.26% |
$136K - $158K
|
7.24K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
665+ 6.7% |
$135K - $156K
|
10.6K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
664+ 10.62% |
$134K - $156K
|
6.92K
$2.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
662+ 12.89% |
$134K - $155K
|
5.8K
$2M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
662+ 4.07% |
$134K - $155K
|
16.9K
$5.84M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
658+ 2.41% |
$133K - $154K
|
27.9K
$9.62M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
655+ 2.25% |
$133K - $154K
|
29.8K
$10.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
655+ 0.74% |
$133K - $154K
|
89.5K
$30.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
652+ 8.38% |
$132K - $153K
|
8.43K
$2.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Ami Asset Management Corp
|
BUY
|
- |
644+ 0.27% |
$130K - $151K
|
239K
$82.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
641+ 5.2% |
$130K - $150K
|
13K
$4.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
640+ 8.66% |
$130K - $150K
|
8.03K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
636+ 52.52% |
$129K - $149K
|
1.85K
$636K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
634+ 6.45% |
$128K - $149K
|
10.5K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
629+ 17.39% |
$127K - $147K
|
4.25K
$1.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
626+ 33.07% |
$127K - $147K
|
2.52K
$868K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
622+ 25.82% |
$126K - $146K
|
3.03K
$1.04M
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
622New |
$126K - $146K
|
622
$214K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
616+ 2.56% |
$125K - $144K
|
24.7K
$8.51M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
610+ 25.01% |
$124K - $143K
|
3.05K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
610+ 6.55% |
$124K - $143K
|
9.92K
$3.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
600+ 5.82% |
$121K - $141K
|
10.9K
$3.76M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
596+ 0.82% |
$121K - $140K
|
72.9K
$25.1M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
593+ 2.76% |
$120K - $139K
|
22K
$7.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
592+ 0.58% |
$120K - $139K
|
102K
$35.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
590+ 7.79% |
$119K - $138K
|
8.16K
$2.81M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
583+ 6.0% |
$118K - $137K
|
10.3K
$3.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
581+ 15.66% |
$118K - $136K
|
4.29K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
579+ 22.63% |
$117K - $136K
|
3.14K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
574+ 14.34% |
$116K - $135K
|
4.58K
$1.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
570+ 2.96% |
$115K - $134K
|
19.8K
$6.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
566+ 0.85% |
$115K - $133K
|
66.8K
$23M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
566+ 0.4% |
$115K - $133K
|
143K
$49.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
559+ 51.57% |
$113K - $131K
|
1.64K
$566K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
555+ 14.71% |
$112K - $130K
|
4.33K
$1.49M
|