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
|
Citizens & Northern Corp
|
SELL
|
- |
-36- 0.32% |
$7.29K - $8.44K
|
11.2K
$2.91M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-37- 3.56% |
$7.49K - $8.67K
|
1K
$261K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-37- 0.68% |
$7.49K - $8.67K
|
5.37K
$1.4M
|
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-38- 1.83% |
$7.69K - $8.91K
|
2.04K
$532K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-39- 1.14% |
$7.9K - $9.14K
|
3.37K
$878K
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-39- 3.41% |
$7.9K - $9.14K
|
1.11K
$288K
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-39- 0.02% |
$7.9K - $9.14K
|
198K
$51.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-40- 1.37% |
$8.1K - $9.37K
|
2.87K
$748K
|
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-40- 0.68% |
$8.1K - $9.37K
|
5.86K
$1.53M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-41- 0.9% |
$8.3K - $9.61K
|
4.52K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-42- 1.94% |
$8.5K - $9.84K
|
2.12K
$553K
|
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-42- 3.7% |
$8.5K - $9.84K
|
1.09K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-42- 18.92% |
$8.5K - $9.84K
|
180
$46.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-43- 0.48% |
$8.71K - $10.1K
|
8.84K
$2.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-43- 3.02% |
$8.71K - $10.1K
|
1.38K
$359K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-44- 3.49% |
$8.91K - $10.3K
|
1.22K
$317K
|
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-45- 1.13% |
$9.11K - $10.5K
|
3.95K
$1.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-45- 0.61% |
$9.11K - $10.5K
|
7.31K
$1.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-45- 0.52% |
$9.11K - $10.5K
|
8.65K
$2.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-46- 60.53% |
$9.31K - $10.8K
|
30
$7.82K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-47- 2.32% |
$9.52K - $11K
|
1.98K
$515K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-48- 24.74% |
$9.72K - $11.2K
|
146
$38.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-48- 10.34% |
$9.72K - $11.2K
|
416
$108K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-50- 4.37% |
$10.1K - $11.7K
|
1.09K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-50- 0.58% |
$10.1K - $11.7K
|
8.58K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-50- 3.05% |
$10.1K - $11.7K
|
1.59K
$414K
|
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-50- 0.83% |
$10.1K - $11.7K
|
5.97K
$1.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-51- 3.43% |
$10.3K - $12K
|
1.44K
$375K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-51- 11.31% |
$10.3K - $12K
|
400
$104K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-53- 36.81% |
$10.7K - $12.4K
|
91
$23.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-53- 4.72% |
$10.7K - $12.4K
|
1.07K
$279K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-54- 22.88% |
$10.9K - $12.7K
|
182
$47.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-54- 0.13% |
$10.9K - $12.7K
|
41.8K
$10.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.21% |
$11.1K - $12.9K
|
26.5K
$6.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-55- 2.55% |
$11.1K - $12.9K
|
2.1K
$547K
|
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-55- 0.25% |
$11.1K - $12.9K
|
21.8K
$5.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-56- 0.8% |
$11.3K - $13.1K
|
6.97K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-56- 2.59% |
$11.3K - $13.1K
|
2.1K
$548K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-57- 0.46% |
$11.5K - $13.4K
|
12.4K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-57- 3.76% |
$11.5K - $13.4K
|
1.46K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-57- 3.76% |
$11.5K - $13.4K
|
1.46K
$380K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-58- 1.05% |
$11.7K - $13.6K
|
5.48K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-59- 1.14% |
$11.9K - $13.8K
|
5.14K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-59- 1.82% |
$11.9K - $13.8K
|
3.18K
$828K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-59- 0.22% |
$11.9K - $13.8K
|
26.2K
$6.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-60- 0.43% |
$12.1K - $14.1K
|
13.9K
$3.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-61- 2.0% |
$12.4K - $14.3K
|
2.99K
$779K
|
|
|
Nov 13, 2023
Q3 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-61- 0.16% |
$12.4K - $14.3K
|
37.8K
$9.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-61- 0.42% |
$12.4K - $14.3K
|
14.5K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-61- 2.91% |
$12.4K - $14.3K
|
2.03K
$530K
|