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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
143+ 0.78% |
$29K - $33.5K
|
18.5K
$6.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
143+ 3.05% |
$29K - $33.5K
|
4.84K
$1.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
142+ 2.62% |
$28.8K - $33.3K
|
5.55K
$1.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
142+ 1.01% |
$28.8K - $33.3K
|
14.2K
$4.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
140+ 9.3% |
$28.3K - $32.8K
|
1.65K
$562K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
139+ 9.87% |
$28.1K - $32.6K
|
1.55K
$529K
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
139+ 0.88% |
$28.1K - $32.6K
|
15.9K
$5.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
139+ 2.75% |
$28.1K - $32.6K
|
5.19K
$1.77M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
139+ 8.41% |
$28.1K - $32.6K
|
1.79K
$612K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
138+ 7.02% |
$27.9K - $32.3K
|
2.1K
$719K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
136+ 1.71% |
$27.5K - $31.9K
|
8.1K
$2.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
135+ 8.81% |
$27.3K - $31.6K
|
1.67K
$570K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
132+ 0.32% |
$26.7K - $30.9K
|
41.5K
$14.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
129+ 12.93% |
$26.1K - $30.2K
|
1.13K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
129+ 5.76% |
$26.1K - $30.2K
|
2.37K
$809K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
128+ 4.64% |
$25.9K - $30K
|
2.89K
$986K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
127+ 3.53% |
$25.7K - $29.8K
|
3.73K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
125+ 1.92% |
$25.3K - $29.3K
|
6.63K
$2.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
123+ 0.94% |
$24.9K - $28.8K
|
13.2K
$4.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
122+ 2.75% |
$24.7K - $28.6K
|
4.55K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
122+ 1.95% |
$24.7K - $28.6K
|
6.39K
$2.18M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
120+ 5.06% |
$24.3K - $28.1K
|
2.49K
$851K
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
120+ 6.67% |
$24.3K - $28.1K
|
1.92K
$656K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
120+ 11.23% |
$24.3K - $28.1K
|
1.19K
$406K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
119+ 1.31% |
$24.1K - $27.9K
|
9.18K
$3.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
115+ 3.7% |
$23.3K - $27K
|
3.23K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
112+ 1.9% |
$22.7K - $26.2K
|
6.01K
$2.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
110+ 3.44% |
$22.3K - $25.8K
|
3.31K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
110+ 1375.0% |
$22.3K - $25.8K
|
118
$40.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
109+ 0.89% |
$22.1K - $25.5K
|
12.3K
$4.2M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
108+ 7.36% |
$21.9K - $25.3K
|
1.58K
$539K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
105+ 0.59% |
$21.3K - $24.6K
|
17.9K
$6.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
105+ 8.79% |
$21.3K - $24.6K
|
1.3K
$444K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
102+ 10.53% |
$20.7K - $23.9K
|
1.07K
$366K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
102+ 0.43% |
$20.7K - $23.9K
|
23.7K
$8.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
101+ 2.07% |
$20.5K - $23.7K
|
4.97K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
101+ 1.78% |
$20.5K - $23.7K
|
5.79K
$1.98M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
100+ 4.54% |
$20.2K - $23.4K
|
2.31K
$788K
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
100+ 2.66% |
$20.2K - $23.4K
|
3.86K
$1.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
100+ 9.91% |
$20.2K - $23.4K
|
1.11K
$379K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
99+ 3.4% |
$20K - $23.2K
|
3.01K
$1.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
98+ 4.01% |
$19.8K - $23K
|
2.54K
$869K
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
97+ 4.72% |
$19.6K - $22.7K
|
2.15K
$735K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
97+ 1.21% |
$19.6K - $22.7K
|
8.09K
$2.76M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
BUY
|
- |
95+ 2.32% |
$19.2K - $22.3K
|
4.18K
$1.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
95+ 1.62% |
$19.2K - $22.3K
|
5.96K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
95+ 7.69% |
$19.2K - $22.3K
|
1.33K
$454K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
94+ 12.91% |
$19K - $22K
|
822
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
93+ 9.59% |
$18.8K - $21.8K
|
1.06K
$363K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
BUY
|
- |
92+ 4.83% |
$18.6K - $21.6K
|
2K
$682K
|