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
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-20- 0.34% |
$4.05K - $4.69K
|
5.84K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-20- 0.18% |
$4.05K - $4.69K
|
11K
$3.71M
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-20- 3.66% |
$4.05K - $4.69K
|
527
$178K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-21- 0.43% |
$4.25K - $4.92K
|
4.9K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-22- 0.29% |
$4.45K - $5.16K
|
7.58K
$2.56M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-22- 0.87% |
$4.45K - $5.16K
|
2.51K
$848K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-23- 0.3% |
$4.66K - $5.39K
|
7.6K
$2.57M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-23- 0.6% |
$4.66K - $5.39K
|
3.79K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-24- 13.11% |
$4.86K - $5.62K
|
159
$53.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-24- 51.06% |
$4.86K - $5.62K
|
23
$7.78K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-24- 2.29% |
$4.86K - $5.62K
|
1.03K
$347K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-24- 0.35% |
$4.86K - $5.62K
|
6.92K
$2.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-24- 3.63% |
$4.86K - $5.62K
|
637
$216K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-24- 1.96% |
$4.86K - $5.62K
|
1.2K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-24- 1.74% |
$4.86K - $5.62K
|
1.36K
$459K
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-25- 0.81% |
$5.06K - $5.86K
|
3.08K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-25- 1.49% |
$5.06K - $5.86K
|
1.66K
$560K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-25- 20.0% |
$5.06K - $5.86K
|
100
$33.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-25- 4.0% |
$5.06K - $5.86K
|
600
$203K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-25- 4.0% |
$5.06K - $5.86K
|
600
$203K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-26- 2.29% |
$5.26K - $6.09K
|
1.11K
$375K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-27- 1.68% |
$5.47K - $6.33K
|
1.58K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-27- 0.39% |
$5.47K - $6.33K
|
6.95K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-27- 2.03% |
$5.47K - $6.33K
|
1.3K
$440K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-28- 1.44% |
$5.67K - $6.56K
|
1.91K
$647K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-28- 1.93% |
$5.67K - $6.56K
|
1.42K
$482K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-28- 1.9% |
$5.67K - $6.56K
|
1.45K
$489K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-28- 0.35% |
$5.67K - $6.56K
|
8.04K
$2.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-29- 0.96% |
$5.87K - $6.8K
|
2.98K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-29- 1.7% |
$5.87K - $6.8K
|
1.67K
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-29- 1.69% |
$5.87K - $6.8K
|
1.69K
$570K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-29- 4.5% |
$5.87K - $6.8K
|
616
$208K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-30- 5.5% |
$6.07K - $7.03K
|
515
$174K
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-30- 2.02% |
$6.07K - $7.03K
|
1.46K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-30- 1.89% |
$6.07K - $7.03K
|
1.56K
$526K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-30- 0.42% |
$6.07K - $7.03K
|
7.19K
$2.43M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-31- 1.58% |
$6.28K - $7.27K
|
1.94K
$655K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-31- 0.86% |
$6.28K - $7.27K
|
3.57K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-31- 0.09% |
$6.28K - $7.27K
|
33K
$11.2M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-32- 2.61% |
$6.48K - $7.5K
|
1.19K
$403K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-34- 0.83% |
$6.88K - $7.97K
|
4.05K
$1.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-34- 0.61% |
$6.88K - $7.97K
|
5.53K
$1.87M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-34- 0.45% |
$6.88K - $7.97K
|
7.57K
$2.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-35- 0.64% |
$7.09K - $8.2K
|
5.41K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-35- 1.07% |
$7.09K - $8.2K
|
3.23K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-35- 2.61% |
$7.09K - $8.2K
|
1.31K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-36- 0.32% |
$7.29K - $8.44K
|
11.2K
$3.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-37- 3.56% |
$7.49K - $8.67K
|
1K
$339K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-37- 0.68% |
$7.49K - $8.67K
|
5.37K
$1.82M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-39- 1.14% |
$7.9K - $9.14K
|
3.37K
$1.14M
|