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
|
Hollencrest Capital Management
|
SELL
|
- |
-90- 0.06% |
$18.2K - $21.1K
|
161K
$55.2M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-92- 0.98% |
$18.6K - $21.6K
|
9.28K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-92- 3.08% |
$18.6K - $21.6K
|
2.9K
$990K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-94- 1.47% |
$19K - $22K
|
6.32K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-96- 1.45% |
$19.4K - $22.5K
|
6.52K
$2.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-97- 1.85% |
$19.6K - $22.7K
|
5.14K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-97- 50.26% |
$19.6K - $22.7K
|
96
$32.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-98- 0.94% |
$19.8K - $23K
|
10.3K
$3.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-99- 5.94% |
$20K - $23.2K
|
1.57K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-99- 4.35% |
$20K - $23.2K
|
2.18K
$743K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 2.62% |
$20.2K - $23.4K
|
3.72K
$1.27M
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-100- 2.92% |
$20.2K - $23.4K
|
3.32K
$1.14M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-100- 4.78% |
$20.2K - $23.4K
|
1.99K
$680K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 19.38% |
$20.2K - $23.4K
|
416
$142K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 19.38% |
$20.2K - $23.4K
|
416
$142K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-101- 1.01% |
$20.5K - $23.7K
|
9.95K
$3.4M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-103- 0.46% |
$20.9K - $24.1K
|
22.1K
$7.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-104- 3.56% |
$21.1K - $24.4K
|
2.82K
$962K
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-104- 1.67% |
$21.1K - $24.4K
|
6.13K
$2.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-106- 2.01% |
$21.5K - $24.8K
|
5.17K
$1.77M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-108- 4.33% |
$21.9K - $25.3K
|
2.39K
$816K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-110- 5.46% |
$22.3K - $25.8K
|
1.9K
$650K
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-110- 0.71% |
$22.3K - $25.8K
|
15.4K
$5.25M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-111- 1.8% |
$22.5K - $26K
|
6.04K
$2.06M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-112- 5.58% |
$22.7K - $26.2K
|
1.9K
$648K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-113- 4.7% |
$22.9K - $26.5K
|
2.29K
$782K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-113- 2.05% |
$22.9K - $26.5K
|
5.4K
$1.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-114- 2.06% |
$23.1K - $26.7K
|
5.41K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-114- 5.04% |
$23.1K - $26.7K
|
2.15K
$734K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-114- 3.94% |
$23.1K - $26.7K
|
2.78K
$951K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-115- 0.49% |
$23.3K - $27K
|
23.2K
$7.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-115- 6.5% |
$23.3K - $27K
|
1.65K
$565K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-116Closed |
$23.5K - $27.2K
|
0
$0
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-118- 1.72% |
$23.9K - $27.7K
|
6.73K
$2.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-120- 3.11% |
$24.3K - $28.1K
|
3.74K
$1.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-120- 0.4% |
$24.3K - $28.1K
|
30.1K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-120- 9.12% |
$24.3K - $28.1K
|
1.2K
$409K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-121- 8.45% |
$24.5K - $28.4K
|
1.31K
$448K
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-122- 1.19% |
$24.7K - $28.6K
|
10.1K
$3.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-122- 1.59% |
$24.7K - $28.6K
|
7.53K
$2.57M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-125- 6.28% |
$25.3K - $29.3K
|
1.87K
$638K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-125- 5.48% |
$25.3K - $29.3K
|
2.16K
$737K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-131- 1.46% |
$26.5K - $30.7K
|
8.84K
$3.02M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-132- 36.67% |
$26.7K - $30.9K
|
228
$77.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-134- 0.57% |
$27.1K - $31.4K
|
23.3K
$7.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-136- 0.8% |
$27.5K - $31.9K
|
16.9K
$5.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-136- 8.16% |
$27.5K - $31.9K
|
1.53K
$523K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-136- 73.91% |
$27.5K - $31.9K
|
48
$16.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-137- 1.29% |
$27.7K - $32.1K
|
10.5K
$3.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-138- 1.34% |
$27.9K - $32.3K
|
10.2K
$3.48M
|