Purchases and Sales Made in Q3 2023 in Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
555
+ 14.71%
$112K - $130K
4.33K $1.13M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
550
New
$111K - $129K
550 $143K
Oct 17, 2023 Q3 2023
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
540
+ 2.74%
$109K - $127K
20.2K $5.27M
Oct 18, 2023 Q3 2023
De Dora Capital, Inc.

BUY
 -
538
+ 14.54%
$109K - $126K
4.24K $1.1M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
535
+ 38.43%
$108K - $125K
1.93K $502K
Nov 03, 2023 Q3 2023
Summitry LLC

Foster City, CA
BUY
 -
534
+ 0.26%
$108K - $125K
202K $52.7M
Oct 19, 2023 Q3 2023
Trust CO Of Toledo Na

Holland, OH
BUY
 -
530
+ 4.12%
$107K - $124K
13.4K $3.49M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
528
+ 2.57%
$107K - $124K
21K $5.48M
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
523
+ 19.84%
$106K - $123K
3.16K $823K
Oct 17, 2023 Q3 2023
Coastline Trust CO

BUY
 -
516
+ 11.6%
$104K - $121K
4.96K $1.29M
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
511
+ 6.79%
$103K - $120K
8.03K $2.09M
Oct 27, 2023 Q3 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
508
+ 12.84%
$103K - $119K
4.46K $1.16M
Nov 14, 2023 Q3 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
502
+ 1.31%
$102K - $118K
38.7K $10.1M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
500
+ 44.8%
$101K - $117K
1.62K $421K
Nov 13, 2023 Q3 2023
River & Mercantile Asset Management LLP

London, X0
BUY
 -
493
+ 8.27%
$99.8K - $116K
6.45K $1.68M
Oct 23, 2023 Q3 2023
Cavalier Investments, LLC

BUY
 -
489
+ 3.67%
$99K - $115K
13.8K $3.6M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
486
+ 0.84%
$98.4K - $114K
58.4K $15.2M
Oct 25, 2023 Q3 2023
Sage Mountain Advisors LLC

BUY
 -
483
+ 20.14%
$97.8K - $113K
2.88K $751K
Nov 02, 2023 Q3 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
483
+ 39.59%
$97.8K - $113K
1.7K $444K
Nov 09, 2023 Q3 2023
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
482
+ 4.97%
$97.6K - $113K
10.2K $2.65M
Nov 14, 2023 Q3 2023
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
482
+ 8.64%
$97.6K - $113K
6.06K $1.58M
Nov 07, 2023 Q3 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
480
+ 7.39%
$97.2K - $112K
6.97K $1.82M
Nov 09, 2023 Q3 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
479
+ 48.88%
$97K - $112K
1.46K $380K
Oct 12, 2023 Q3 2023
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
BUY
 -
476
+ 1.35%
$96.4K - $112K
35.6K $9.28M
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
474
+ 14.62%
$96K - $111K
3.72K $969K
Nov 06, 2023 Q3 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
470
+ 3.31%
$95.2K - $110K
14.7K $3.82M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
470
+ 0.95%
$95.2K - $110K
50K $13M
Nov 03, 2023 Q3 2023
Jackson Creek Investment Advisors LLC

BUY
 -
466
+ 27.3%
$94.4K - $109K
2.17K $566K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
454
+ 6.87%
$91.9K - $106K
7.07K $1.84M
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

BUY
 -
448
+ 10.98%
$90.7K - $105K
4.53K $1.18M
Nov 13, 2023 Q3 2023
Citizens Financial Group Inc

BUY
 -
445
+ 17.49%
$90.1K - $104K
2.99K $779K
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
445
+ 31.67%
$90.1K - $104K
1.85K $482K
Nov 14, 2023 Q3 2023
Lake Street Advisors Group, LLC

BUY
 -
444
+ 4.18%
$89.9K - $104K
11.1K $2.88M
Oct 24, 2023 Q3 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
440
+ 12.1%
$89.1K - $103K
4.08K $1.06M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
440
+ 3.34%
$89.1K - $103K
13.6K $3.55M
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
440
+ 14.41%
$89.1K - $103K
3.49K $910K
Nov 13, 2023 Q3 2023
Sit Investment Associates Inc

Minneapolis, MN
BUY
 -
435
+ 0.68%
$88.1K - $102K
64.8K $16.9M
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
431
+ 6.77%
$87.3K - $101K
6.8K $1.77M
Oct 19, 2023 Q3 2023
Riversedge Advisors, LLC

BUY
 -
420
+ 21.73%
$85K - $98.4K
2.35K $613K
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
416
+ 3.31%
$84.2K - $97.5K
13K $3.38M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
413
+ 8.0%
$83.6K - $96.8K
5.58K $1.45M
Nov 07, 2023 Q3 2023
Adell Harriman & Carpenter Inc

BUY
 -
412
+ 0.95%
$83.4K - $96.6K
43.8K $11.4M
Oct 27, 2023 Q3 2023
Brio Consultants, LLC

BUY
 -
405
+ 25.23%
$82K - $94.9K
2.01K $524K
Oct 24, 2023 Q3 2023
Pfg Private Wealth Management, LLC

BUY
 -
395
New
$80K - $92.6K
395 $103K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
395
+ 98.75%
$80K - $92.6K
795 $207K
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
394
+ 87.17%
$79.8K - $92.3K
846 $220K
Oct 17, 2023 Q3 2023
Mcrae Capital Management Inc

BUY
 -
390
+ 1.43%
$79K - $91.4K
27.7K $7.22M
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
388
+ 36.88%
$78.6K - $90.9K
1.44K $375K
Nov 14, 2023 Q3 2023
Finer Wealth Management, Inc.

Salem, MA
BUY
 -
387
+ 3.59%
$78.4K - $90.7K
11.2K $2.91M

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