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
Oct 04, 2023 Q3 2023
Bowman & CO S.C.

BUY
 -
386
+ 11.12%
$78.2K - $90.5K
3.86K $1.01M
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
385
+ 401.04%
$78K - $90.2K
481 $125K
Oct 25, 2023 Q3 2023
Kmg Fiduciary Partners, LLC

BUY
 -
381
+ 2.27%
$77.1K - $89.3K
17.2K $4.48M
Nov 09, 2023 Q3 2023
Fi3 Financial Advisors, LLC

BUY
 -
381
+ 27.23%
$77.1K - $89.3K
1.78K $464K
Oct 20, 2023 Q3 2023
Avestar Capital, LLC

BUY
 -
380
+ 9.06%
$76.9K - $89.1K
4.57K $1.19M
Nov 27, 2023 Q3 2023
Trust CO Of Vermont

BUY
 -
379
+ 1.07%
$76.7K - $88.8K
35.9K $9.36M
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
378
+ 14.95%
$76.5K - $88.6K
2.91K $757K
Oct 31, 2023 Q3 2023
Golden Green, Inc.

BUY
 -
377
+ 16.11%
$76.3K - $88.4K
2.72K $708K
Oct 16, 2023 Q3 2023
Columbia Trust CO 01012016

BUY
 -
375
+ 5.81%
$75.9K - $87.9K
6.83K $1.78M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
373
+ 5.99%
$75.5K - $87.4K
6.6K $1.72M
Nov 08, 2023 Q3 2023
Aafmaa Wealth Management & Trust LLC

BUY
 -
370
+ 1.43%
$74.9K - $86.7K
26.3K $6.86M
Oct 24, 2023 Q3 2023
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
369
+ 5.73%
$74.7K - $86.5K
6.81K $1.77M
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
367
+ 14.92%
$74.3K - $86K
2.83K $737K
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
364
+ 5.6%
$73.7K - $85.3K
6.86K $1.79M
Oct 10, 2023 Q3 2023
Quent Capital, LLC

BUY
 -
363
+ 14.51%
$73.5K - $85.1K
2.87K $747K
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
363
+ 16.55%
$73.5K - $85.1K
2.56K $666K
Jun 14, 2024 Q3 2023
Quent Capital, LLC

BUY
 -
363
+ 14.51%
$73.5K - $85.1K
2.87K $747K
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
357
+ 9.42%
$72.3K - $83.7K
4.15K $1.08M
Nov 08, 2023 Q3 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
350
+ 1.43%
$70.9K - $82K
24.8K $6.46M
Nov 14, 2023 Q3 2023
Birinyi Associates Inc

BUY
 -
350
+ 4.46%
$70.9K - $82K
8.19K $2.13M
Nov 06, 2023 Q3 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
347
+ 13.96%
$70.3K - $81.3K
2.83K $738K
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
344
+ 18.45%
$69.7K - $80.6K
2.21K $575K
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
339
+ 11.96%
$68.6K - $79.5K
3.17K $827K
Nov 13, 2023 Q3 2023
Cornercap Investment Counsel Inc

Atlanta, GA
BUY
 -
338
+ 3.38%
$68.4K - $79.2K
10.3K $2.7M
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
338
+ 188.83%
$68.4K - $79.2K
517 $135K
Oct 10, 2023 Q3 2023
Outlook Wealth Advisors, LLC

BUY
 -
337
+ 29.59%
$68.2K - $79K
1.48K $385K
Oct 11, 2023 Q3 2023
Legacy Private Trust Co.

BUY
 -
336
+ 3.24%
$68K - $78.7K
10.7K $2.79M
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
328
+ 21.71%
$66.4K - $76.9K
1.84K $479K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
328
+ 0.89%
$66.4K - $76.9K
37.2K $9.71M
Nov 09, 2023 Q3 2023
Monetary Management Group Inc

St Louis, MO
BUY
 -
325
+ 16.67%
$65.8K - $76.2K
2.28K $593K
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

BUY
 -
320
+ 17.48%
$64.8K - $75K
2.15K $561K
Oct 23, 2023 Q3 2023
Norway Savings Bank

BUY
 -
320
+ 4.31%
$64.8K - $75K
7.75K $2.02M
Oct 26, 2023 Q3 2023
Sea Bridge Investment Advisors LLC

BUY
 -
319
+ 1.79%
$64.6K - $74.8K
18.1K $4.73M
Nov 06, 2023 Q3 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
315
+ 29.77%
$63.8K - $73.8K
1.37K $358K
Nov 07, 2023 Q3 2023
Eagle Strategies LLC

New York, NY
BUY
 -
315
+ 4.94%
$63.8K - $73.8K
6.69K $1.74M
Oct 10, 2023 Q3 2023
Consilium Wealth Advisory, LLC

BUY
 -
314
+ 9.32%
$63.6K - $73.6K
3.68K $960K
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
314
New
$63.6K - $73.6K
314 $81.8K
Nov 13, 2023 Q3 2023
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
310
+ 352.27%
$62.8K - $72.7K
398 $104K
Oct 11, 2023 Q3 2023
Frg Family Wealth Advisors LLC

BUY
 -
309
+ 1.57%
$62.6K - $72.4K
19.9K $5.2M
Nov 02, 2023 Q3 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
308
+ 2.18%
$62.4K - $72.2K
14.4K $3.76M
Oct 16, 2023 Q3 2023
Caliber Wealth Management, LLC

BUY
 -
304
+ 2.59%
$61.6K - $71.2K
12.1K $3.14M
Nov 13, 2023 Q3 2023
Douglass Winthrop Advisors, LLC

New York, NY
BUY
 -
295
+ 2.58%
$59.7K - $69.1K
11.7K $3.05M
Oct 19, 2023 Q3 2023
Investment Research & Advisory Group, Inc.

BUY
 -
292
+ 2.04%
$59.1K - $68.4K
14.6K $3.81M
Oct 11, 2023 Q3 2023
First Financial Corp

BUY
 -
291
+ 13.0%
$58.9K - $68.2K
2.53K $659K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
287
+ 11.92%
$58.1K - $67.3K
2.69K $702K
Nov 01, 2023 Q3 2023
Principle Wealth Partners LLC

BUY
 -
283
+ 3.22%
$57.3K - $66.3K
9.07K $2.36M
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
278
+ 0.7%
$56.3K - $65.2K
40K $10.4M
Oct 23, 2023 Q3 2023
Xponance, Inc.

BUY
 -
276
+ 0.14%
$55.9K - $64.7K
200K $52.2M
Nov 13, 2023 Q3 2023
Sargent Investment Group, LLC

BUY
 -
276
+ 6.01%
$55.9K - $64.7K
4.87K $1.27M

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