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
|
Beacon Financial Advisory LLC
|
BUY
|
- |
213+ 15.88% |
$43.1K - $49.9K
|
1.55K
$531K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
212+ 6.26% |
$42.9K - $49.7K
|
3.6K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
212+ 8.8% |
$42.9K - $49.7K
|
2.62K
$896K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
212+ 9.23% |
$42.9K - $49.7K
|
2.51K
$857K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
211+ 7.46% |
$42.7K - $49.5K
|
3.04K
$1.04M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
210+ 3.05% |
$42.5K - $49.2K
|
7.1K
$2.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
210+ 5.95% |
$42.5K - $49.2K
|
3.74K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
210+ 5.87% |
$42.5K - $49.2K
|
3.79K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
206+ 1.55% |
$41.7K - $48.3K
|
13.5K
$4.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
205+ 5.13% |
$41.5K - $48K
|
4.2K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
204+ 8.2% |
$41.3K - $47.8K
|
2.69K
$920K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
202+ 3.5% |
$40.9K - $47.3K
|
5.97K
$2.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
202+ 10.42% |
$40.9K - $47.3K
|
2.14K
$732K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
201+ 126.42% |
$40.7K - $47.1K
|
360
$123K
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
200New |
$40.5K - $46.9K
|
200
$68.3K
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
200+ 7.17% |
$40.5K - $46.9K
|
2.99K
$1.02M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200+ 4.24% |
$40.5K - $46.9K
|
4.92K
$1.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
199+ 11.79% |
$40.3K - $46.6K
|
1.89K
$645K
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
199+ 10.03% |
$40.3K - $46.6K
|
2.18K
$746K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
196+ 19.72% |
$39.7K - $45.9K
|
1.19K
$407K
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
195+ 1.19% |
$39.5K - $45.7K
|
16.6K
$5.67M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
191+ 2.89% |
$38.7K - $44.8K
|
6.81K
$2.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
190New |
$38.5K - $44.5K
|
190
$64.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
188+ 12.12% |
$38.1K - $44.1K
|
1.74K
$594K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
185+ 8.34% |
$37.5K - $43.4K
|
2.4K
$821K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
182+ 9.7% |
$36.9K - $42.7K
|
2.06K
$703K
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
181+ 0.74% |
$36.7K - $42.4K
|
24.7K
$8.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
180+ 13.75% |
$36.4K - $42.2K
|
1.49K
$509K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
178+ 0.49% |
$36K - $41.7K
|
36.4K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
177+ 1.31% |
$35.8K - $41.5K
|
13.7K
$4.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
175+ 3.07% |
$35.4K - $41K
|
5.88K
$2.01M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
175+ 15.67% |
$35.4K - $41K
|
1.29K
$442K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
173+ 9.64% |
$35K - $40.5K
|
1.97K
$673K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
173+ 1.06% |
$35K - $40.5K
|
16.5K
$5.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
168+ 1.13% |
$34K - $39.4K
|
15K
$5.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
166+ 0.75% |
$33.6K - $38.9K
|
22.2K
$7.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
161+ 2.3% |
$32.6K - $37.7K
|
7.15K
$2.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
161+ 25.39% |
$32.6K - $37.7K
|
795
$272K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
157+ 0.94% |
$31.8K - $36.8K
|
16.9K
$5.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
157+ 7.42% |
$31.8K - $36.8K
|
2.27K
$777K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
155+ 11.47% |
$31.4K - $36.3K
|
1.51K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
154+ 5.37% |
$31.2K - $36.1K
|
3.02K
$1.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
153+ 121.43% |
$31K - $35.9K
|
279
$95.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
153+ 17.94% |
$31K - $35.9K
|
1.01K
$344K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
152+ 1.92% |
$30.8K - $35.6K
|
8.08K
$2.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
151+ 6.46% |
$30.6K - $35.4K
|
2.49K
$850K
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
148+ 9.1% |
$30K - $34.7K
|
1.78K
$607K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
148+ 3.48% |
$30K - $34.7K
|
4.4K
$1.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
148+ 2.86% |
$30K - $34.7K
|
5.33K
$1.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
144+ 6.76% |
$29.2K - $33.7K
|
2.27K
$777K
|