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 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.87% |
$18.4K - $21.3K
|
10.5K
$3.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
91+ 2.24% |
$18.4K - $21.3K
|
4.15K
$1.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
91+ 0.18% |
$18.4K - $21.3K
|
50.4K
$17.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
90+ 2.09% |
$18.2K - $21.1K
|
4.4K
$1.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
88+ 0.87% |
$17.8K - $20.6K
|
10.3K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
88+ 3.37% |
$17.8K - $20.6K
|
2.7K
$922K
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
84+ 5.25% |
$17K - $19.7K
|
1.68K
$575K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
84+ 8.57% |
$17K - $19.7K
|
1.06K
$364K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
81+ 3.34% |
$16.4K - $19K
|
2.51K
$857K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
81+ 4.23% |
$16.4K - $19K
|
1.99K
$681K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
80+ 1.31% |
$16.2K - $18.7K
|
6.2K
$2.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
79+ 1.27% |
$16K - $18.5K
|
6.32K
$2.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
78New |
$15.8K - $18.3K
|
78
$26.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
77+ 0.38% |
$15.6K - $18K
|
20.4K
$6.98M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
77+ 0.38% |
$15.6K - $18K
|
20.4K
$6.98M
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
76+ 0.49% |
$15.4K - $17.8K
|
15.4K
$5.28M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
76+ 1.56% |
$15.4K - $17.8K
|
4.93K
$1.69M
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
75+ 0.81% |
$15.2K - $17.6K
|
9.38K
$3.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
74+ 2.89% |
$15K - $17.3K
|
2.63K
$900K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
73+ 1.57% |
$14.8K - $17.1K
|
4.73K
$1.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
72+ 5.84% |
$14.6K - $16.9K
|
1.3K
$446K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
71+ 0.22% |
$14.4K - $16.6K
|
31.7K
$10.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
71+ 4.85% |
$14.4K - $16.6K
|
1.54K
$525K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
71+ 0.88% |
$14.4K - $16.6K
|
8.13K
$2.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
70+ 7.28% |
$14.2K - $16.4K
|
1.03K
$353K
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
70+ 0.34% |
$14.2K - $16.4K
|
20.9K
$7.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
70+ 0.89% |
$14.2K - $16.4K
|
7.96K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
70+ 3.49% |
$14.2K - $16.4K
|
2.08K
$709K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
69+ 5.11% |
$14K - $16.2K
|
1.42K
$485K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
69+ 2.28% |
$14K - $16.2K
|
3.1K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
68+ 6.79% |
$13.8K - $15.9K
|
1.07K
$366K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
67+ 20.55% |
$13.6K - $15.7K
|
393
$134K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
67+ 4.08% |
$13.6K - $15.7K
|
1.71K
$585K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
66+ 0.96% |
$13.4K - $15.5K
|
6.96K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
66+ 1.43% |
$13.4K - $15.5K
|
4.68K
$1.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
65+ 1.43% |
$13.2K - $15.2K
|
4.6K
$1.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
65+ 2.41% |
$13.2K - $15.2K
|
2.76K
$942K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
65+ 3.67% |
$13.2K - $15.2K
|
1.84K
$628K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
63+ 2.6% |
$12.8K - $14.8K
|
2.49K
$849K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
63+ 2.65% |
$12.8K - $14.8K
|
2.44K
$835K
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
62+ 0.59% |
$12.6K - $14.5K
|
10.5K
$3.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
61New |
$12.4K - $14.3K
|
61
$20.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
60+ 0.12% |
$12.1K - $14.1K
|
49.7K
$17M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
60+ 3.0% |
$12.1K - $14.1K
|
2.06K
$704K
|
|
|
Nov 14, 2023
Q3 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
59+ 4.98% |
$11.9K - $13.8K
|
1.24K
$425K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
58+ 0.74% |
$11.7K - $13.6K
|
7.9K
$2.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
58+ 0.28% |
$11.7K - $13.6K
|
20.8K
$7.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.93% |
$11.5K - $13.4K
|
6.2K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
57+ 4.35% |
$11.5K - $13.4K
|
1.37K
$467K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
56+ 11.22% |
$11.3K - $13.1K
|
555
$190K
|