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 10, 2023 Q3 2023
Castle Rock Wealth Management, LLC

BUY
 -
273
+ 26.58%
$55.3K - $64K
1.3K $444K
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
273
+ 2.31%
$55.3K - $64K
12.1K $4.12M
Nov 06, 2023 Q3 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
270
+ 4.23%
$54.7K - $63.3K
6.66K $2.27M
Nov 02, 2023 Q3 2023
Forbes J M & CO LLP

BUY
 -
269
+ 0.76%
$54.5K - $63K
35.6K $12.2M
Nov 13, 2023 Q3 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
268
+ 21.54%
$54.3K - $62.8K
1.51K $517K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
268
+ 1.46%
$54.3K - $62.8K
18.6K $6.36M
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
268
+ 1.31%
$54.3K - $62.8K
20.7K $7.07M
Oct 27, 2023 Q3 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
267
+ 0.82%
$54.1K - $62.6K
33K $11.3M
Nov 02, 2023 Q3 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
267
+ 8.93%
$54.1K - $62.6K
3.26K $1.11M
Oct 24, 2023 Q3 2023
Simon Quick Advisors, LLC

BUY
 -
265
+ 10.11%
$53.7K - $62.1K
2.89K $986K
Feb 02, 2024 Q3 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
254
+ 19.35%
$51.4K - $59.5K
1.57K $535K
Nov 13, 2023 Q3 2023
Motley Fool Asset Management LLC

Alexandria, VA
BUY
 -
253
+ 0.36%
$51.2K - $59.3K
70.1K $24M
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
250
+ 4.36%
$50.6K - $58.6K
5.99K $2.05M
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
250
New
$50.6K - $58.6K
250 $85.4K
Nov 14, 2023 Q3 2023
Charles Carroll Financial Partners, LLC

BUY
 -
250
+ 7.14%
$50.6K - $58.6K
3.75K $1.28M
Oct 31, 2023 Q3 2023
Peterson Financial Group, Inc.

BUY
 -
247
+ 6.31%
$50K - $57.9K
4.16K $1.42M
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
246
+ 9.31%
$49.8K - $57.7K
2.89K $987K
Nov 02, 2023 Q3 2023
Pittenger & Anderson Inc

BUY
 -
245
+ 0.29%
$49.6K - $57.4K
84.4K $28.8M
Nov 07, 2023 Q3 2023
Aft, Forsyth & Company, Inc.

BUY
 -
245
+ 2.66%
$49.6K - $57.4K
9.44K $3.23M
Oct 13, 2023 Q3 2023
Eastover Investment Advisors LLC

BUY
 -
244
+ 4.38%
$49.4K - $57.2K
5.82K $1.99M
Nov 06, 2023 Q3 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
242
+ 15.9%
$49K - $56.7K
1.76K $603K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
240
+ 1.14%
$48.6K - $56.2K
21.3K $7.29M
Oct 05, 2023 Q3 2023
Bay Rivers Group

BUY
 -
239
+ 3.31%
$48.4K - $56K
7.46K $2.55M
Nov 14, 2023 Q3 2023
Nomura Holdings Inc

Tokyo, M0
BUY
 -
233
+ 0.41%
$47.2K - $54.6K
56.7K $19.4M
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
233
+ 22.11%
$47.2K - $54.6K
1.29K $440K
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
231
+ 7.8%
$46.8K - $54.1K
3.19K $1.09M
Nov 13, 2023 Q3 2023
Big Sur Wealth Management LLC

Miami, FL
BUY
 -
230
+ 6.05%
$46.6K - $53.9K
4.03K $1.38M
Oct 19, 2023 Q3 2023
Core Alternative Capital

BUY
 -
229
+ 35.89%
$46.4K - $53.7K
867 $296K
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

BUY
 -
228
+ 2.01%
$46.2K - $53.4K
11.5K $3.94M
Nov 13, 2023 Q3 2023
Joseph Group Capital Management

Columbus, OH
BUY
 -
227
+ 3.95%
$46K - $53.2K
5.97K $2.04M
Oct 10, 2023 Q3 2023
Salvus Wealth Management, LLC

BUY
 -
226
+ 10.48%
$45.8K - $53K
2.38K $814K
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

BUY
 -
226
+ 7.32%
$45.8K - $53K
3.31K $1.13M
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
225
+ 52.33%
$45.6K - $52.7K
655 $224K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
224
+ 4.51%
$45.4K - $52.5K
5.19K $1.77M
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
224
+ 5.82%
$45.4K - $52.5K
4.08K $1.39M
Oct 23, 2023 Q3 2023
Sigma Investment Counselors Inc

BUY
 -
223
+ 22.3%
$45.2K - $52.3K
1.22K $418K
Oct 10, 2023 Q3 2023
Bouvel Investment Partners, LLC

BUY
 -
222
+ 1.17%
$45K - $52K
19.1K $6.54M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
222
+ 226.53%
$45K - $52K
320 $109K
Nov 08, 2023 Q3 2023
9258 Wealth Management, LLC

BUY
 -
222
+ 4.43%
$45K - $52K
5.23K $1.79M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
220
+ 18.5%
$44.5K - $51.6K
1.41K $481K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
220
+ 134.15%
$44.5K - $51.6K
384 $131K
Oct 27, 2023 Q3 2023
Smith, Salley & Associates

BUY
 -
220
+ 4.79%
$44.5K - $51.6K
4.81K $1.64M
Nov 09, 2023 Q3 2023
Ellevest, Inc.

BUY
 -
219
+ 4.73%
$44.3K - $51.3K
4.85K $1.66M
Oct 10, 2023 Q3 2023
Tlwm

San Antonio, TX
BUY
 -
217
+ 3.3%
$43.9K - $50.9K
6.79K $2.32M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
217
+ 10.85%
$43.9K - $50.9K
2.22K $758K
Nov 07, 2023 Q3 2023
Marco Investment Management LLC

BUY
 -
217
+ 0.42%
$43.9K - $50.9K
52.4K $17.9M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
216
+ 0.23%
$43.7K - $50.6K
96.2K $32.9M
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
215
+ 7.84%
$43.5K - $50.4K
2.96K $1.01M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
213
+ 1.74%
$43.1K - $49.9K
12.5K $4.26M

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