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
|
Lokken Investment Group LLC
|
BUY
|
- |
30+ 0.84% |
$6.07K - $7.03K
|
3.61K
$940K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
29+ 2.54% |
$5.87K - $6.8K
|
1.17K
$305K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
28+ 1.57% |
$5.67K - $6.56K
|
1.82K
$473K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
28+ 0.06% |
$5.67K - $6.56K
|
47.5K
$12.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
27+ 12.33% |
$5.47K - $6.33K
|
246
$64.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
27+ 0.37% |
$5.47K - $6.33K
|
7.35K
$1.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
27+ 1.46% |
$5.47K - $6.33K
|
1.88K
$490K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
26+ 0.67% |
$5.26K - $6.09K
|
3.88K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
26+ 1.23% |
$5.26K - $6.09K
|
2.14K
$557K
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
25+ 0.26% |
$5.06K - $5.86K
|
9.68K
$2.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
25+ 1.53% |
$5.06K - $5.86K
|
1.66K
$433K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
25+ 0.53% |
$5.06K - $5.86K
|
4.77K
$1.24M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
25+ 1.52% |
$5.06K - $5.86K
|
1.67K
$436K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 1.27% |
$4.86K - $5.62K
|
1.91K
$499K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
23+ 1.8% |
$4.66K - $5.39K
|
1.3K
$339K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23+ 23.96% |
$4.66K - $5.39K
|
119
$31K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
22+ 0.98% |
$4.45K - $5.16K
|
2.26K
$588K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
21+ 1.94% |
$4.25K - $4.92K
|
1.1K
$287K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
20+ 1.93% |
$4.05K - $4.69K
|
1.06K
$275K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20+ 1.09% |
$4.05K - $4.69K
|
1.85K
$481K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
20+ 0.23% |
$4.05K - $4.69K
|
8.65K
$2.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.05% |
$4.05K - $4.69K
|
1.92K
$501K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
20+ 0.16% |
$4.05K - $4.69K
|
12.6K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
20+ 0.01% |
$4.05K - $4.69K
|
161K
$41.9M
|
|
|
Jan 29, 2025
Q3 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
20+ 2.01% |
$4.05K - $4.69K
|
1.02K
$265K
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
19+ 1.35% |
$3.85K - $4.45K
|
1.42K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
19+ 1.65% |
$3.85K - $4.45K
|
1.17K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
19New |
$3.85K - $4.45K
|
19
$4.95K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
19+ 0.39% |
$3.85K - $4.45K
|
4.91K
$1.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
18+ 1.03% |
$3.64K - $4.22K
|
1.77K
$462K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18+ 1.45% |
$3.64K - $4.22K
|
1.26K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
18+ 0.12% |
$3.64K - $4.22K
|
14.7K
$3.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
18+ 0.55% |
$3.64K - $4.22K
|
3.32K
$864K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17+ 0.66% |
$3.44K - $3.98K
|
2.6K
$679K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
17+ 0.16% |
$3.44K - $3.98K
|
10.9K
$2.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
17+ 1.48% |
$3.44K - $3.98K
|
1.17K
$304K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
17+ 2.67% |
$3.44K - $3.98K
|
653
$170K
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
16+ 0.85% |
$3.24K - $3.75K
|
1.9K
$494K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
16+ 9.82% |
$3.24K - $3.75K
|
179
$46.7K
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
16+ 1.48% |
$3.24K - $3.75K
|
1.1K
$286K
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
15+ 0.26% |
$3.04K - $3.52K
|
5.75K
$1.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
15New |
$3.04K - $3.52K
|
15
$3.91K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
14+ 8.54% |
$2.83K - $3.28K
|
178
$46.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
14New |
$2.83K - $3.28K
|
14
$3.65K
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
14+ 0.62% |
$2.83K - $3.28K
|
2.27K
$590K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 7.18% |
$2.83K - $3.28K
|
209
$54.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13+ 0.74% |
$2.63K - $3.05K
|
1.77K
$462K
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
13+ 1.06% |
$2.63K - $3.05K
|
1.24K
$322K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13+ 28.26% |
$2.63K - $3.05K
|
59
$15.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.85% |
$2.63K - $3.05K
|
1.54K
$402K
|