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 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3- 0.19% |
$607 - $703
|
1.6K
$542K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3- 0.14% |
$607 - $703
|
2.22K
$750K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4- 0.28% |
$810 - $937
|
1.41K
$478K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 0.44% |
$810 - $937
|
902
$305K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-5- 0.17% |
$1.01K - $1.17K
|
2.88K
$973K
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.08% |
$1.21K - $1.41K
|
7.31K
$2.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-6- 0.51% |
$1.21K - $1.41K
|
1.17K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-6- 0.15% |
$1.21K - $1.41K
|
3.87K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6- 0.09% |
$1.21K - $1.41K
|
6.51K
$2.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7- 0.02% |
$1.42K - $1.64K
|
30.3K
$10.3M
|
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-7- 0.31% |
$1.42K - $1.64K
|
2.25K
$760K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-7- 2.14% |
$1.42K - $1.64K
|
320
$108K
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-8- 0.07% |
$1.62K - $1.87K
|
11.9K
$4.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-8- 9.09% |
$1.62K - $1.87K
|
80
$27.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-9- 0.13% |
$1.82K - $2.11K
|
7.12K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-9- 16.07% |
$1.82K - $2.11K
|
47
$15.9K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-10- 0.43% |
$2.02K - $2.34K
|
2.29K
$776K
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-10- 0.67% |
$2.02K - $2.34K
|
1.49K
$504K
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-10- 0.34% |
$2.02K - $2.34K
|
2.91K
$985K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-10- 0.17% |
$2.02K - $2.34K
|
5.9K
$2M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10- 4.42% |
$2.02K - $2.34K
|
216
$73.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-11- 3.38% |
$2.23K - $2.58K
|
314
$106K
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-11- 0.96% |
$2.23K - $2.58K
|
1.13K
$383K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12- 2.7% |
$2.43K - $2.81K
|
432
$146K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-12- 0.74% |
$2.43K - $2.81K
|
1.61K
$543K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-12- 6.15% |
$2.43K - $2.81K
|
183
$61.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-12- 0.04% |
$2.43K - $2.81K
|
28.4K
$9.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-12- 0.99% |
$2.43K - $2.81K
|
1.2K
$407K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-12- 0.84% |
$2.43K - $2.81K
|
1.41K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12- 0.84% |
$2.43K - $2.81K
|
1.42K
$480K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 4.38% |
$2.43K - $2.81K
|
262
$88.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-12- 0.19% |
$2.43K - $2.81K
|
6.26K
$2.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-14- 0.58% |
$2.83K - $3.28K
|
2.4K
$813K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-15- 1.09% |
$3.04K - $3.52K
|
1.36K
$461K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-15- 0.07% |
$3.04K - $3.52K
|
20.6K
$6.98M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 1.62% |
$3.04K - $3.52K
|
910
$308K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-15- 0.43% |
$3.04K - $3.52K
|
3.47K
$1.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.97% |
$3.04K - $3.52K
|
1.53K
$519K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-15- 0.15% |
$3.04K - $3.52K
|
9.94K
$3.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-16- 1.43% |
$3.24K - $3.75K
|
1.11K
$374K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-17- 0.25% |
$3.44K - $3.98K
|
6.84K
$2.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-17- 0.96% |
$3.44K - $3.98K
|
1.75K
$592K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-19- 1.24% |
$3.85K - $4.45K
|
1.51K
$512K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-20- 1.21% |
$4.05K - $4.69K
|
1.63K
$553K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.36% |
$4.05K - $4.69K
|
5.55K
$1.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-20- 1.14% |
$4.05K - $4.69K
|
1.73K
$585K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-20- 1.41% |
$4.05K - $4.69K
|
1.4K
$475K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-20- 13.33% |
$4.05K - $4.69K
|
130
$44K
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-20- 1.35% |
$4.05K - $4.69K
|
1.46K
$495K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-20- 25.0% |
$4.05K - $4.69K
|
60
$20.3K
|