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
|
Private Capital Management LLC
|
BUY
|
- |
57+ 4.35% |
$11.5K - $13.4K
|
1.37K
$356K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
56+ 11.22% |
$11.3K - $13.1K
|
555
$145K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
56+ 3.14% |
$11.3K - $13.1K
|
1.84K
$480K
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
55+ 0.07% |
$11.1K - $12.9K
|
82.6K
$21.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
55+ 1.64% |
$11.1K - $12.9K
|
3.41K
$889K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
55+ 2.75% |
$11.1K - $12.9K
|
2.05K
$535K
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
54+ 4.57% |
$10.9K - $12.7K
|
1.24K
$322K
|
|
|
Oct 31, 2023
Q3 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
54+ 0.25% |
$10.9K - $12.7K
|
21.9K
$5.7M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
53+ 0.34% |
$10.7K - $12.4K
|
15.7K
$4.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
53New |
$10.7K - $12.4K
|
53
$13.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
52+ 3.43% |
$10.5K - $12.2K
|
1.57K
$409K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
50+ 2.96% |
$10.1K - $11.7K
|
1.74K
$454K
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
50+ 0.88% |
$10.1K - $11.7K
|
5.72K
$1.49M
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.83% |
$10.1K - $11.7K
|
2.78K
$725K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
50+ 2.15% |
$10.1K - $11.7K
|
2.38K
$621K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
50+ 4.2% |
$10.1K - $11.7K
|
1.24K
$323K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
49+ 0.77% |
$9.92K - $11.5K
|
6.39K
$1.67M
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
49+ 3.4% |
$9.92K - $11.5K
|
1.49K
$388K
|
|
|
Nov 08, 2023
Q3 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
49+ 1.05% |
$9.92K - $11.5K
|
4.71K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
49+ 1.51% |
$9.92K - $11.5K
|
3.3K
$860K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
47+ 1.03% |
$9.52K - $11K
|
4.61K
$1.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
46+ 0.22% |
$9.31K - $10.8K
|
21.1K
$5.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
45+ 1.81% |
$9.11K - $10.5K
|
2.54K
$661K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
45+ 2.2% |
$9.11K - $10.5K
|
2.09K
$545K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
43+ 1.52% |
$8.71K - $10.1K
|
2.88K
$751K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
43+ 286.67% |
$8.71K - $10.1K
|
58
$15.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
42+ 0.73% |
$8.5K - $9.84K
|
5.83K
$1.52M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
42+ 89.36% |
$8.5K - $9.84K
|
89
$23.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
40+ 0.67% |
$8.1K - $9.37K
|
5.99K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
40+ 8.46% |
$8.1K - $9.37K
|
513
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
39+ 0.69% |
$7.9K - $9.14K
|
5.67K
$1.48M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
38+ 3.57% |
$7.69K - $8.91K
|
1.1K
$287K
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
37New |
$7.49K - $8.67K
|
37
$9.64K
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
37+ 0.47% |
$7.49K - $8.67K
|
7.94K
$2.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
35+ 1.49% |
$7.09K - $8.2K
|
2.38K
$620K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
35+ 0.7% |
$7.09K - $8.2K
|
5.05K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
35+ 2.45% |
$7.09K - $8.2K
|
1.46K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
35+ 2.77% |
$7.09K - $8.2K
|
1.3K
$339K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
35+ 9.33% |
$7.09K - $8.2K
|
410
$107K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
35New |
$7.09K - $8.2K
|
35
$9.12K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
34+ 0.92% |
$6.88K - $7.97K
|
3.71K
$968K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
34+ 3.07% |
$6.88K - $7.97K
|
1.14K
$298K
|
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
33+ 0.18% |
$6.68K - $7.73K
|
18.4K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
33+ 0.07% |
$6.68K - $7.73K
|
46K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
33+ 0.31% |
$6.68K - $7.73K
|
10.6K
$2.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
31+ 2.27% |
$6.28K - $7.27K
|
1.4K
$364K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
30+ 0.94% |
$6.07K - $7.03K
|
3.22K
$838K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
30+ 6.45% |
$6.07K - $7.03K
|
495
$129K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
30New |
$6.07K - $7.03K
|
30
$7.82K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
30New |
$6.07K - $7.03K
|
30
$7.82K
|