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 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-136- 0.8% |
$27.5K - $31.9K
|
16.9K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-136- 8.16% |
$27.5K - $31.9K
|
1.53K
$399K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-136- 73.91% |
$27.5K - $31.9K
|
48
$12.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-137- 1.29% |
$27.7K - $32.1K
|
10.5K
$2.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-138- 1.34% |
$27.9K - $32.3K
|
10.2K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-139- 8.38% |
$28.1K - $32.6K
|
1.52K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-139- 0.45% |
$28.1K - $32.6K
|
30.7K
$8.01M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-140- 0.93% |
$28.3K - $32.8K
|
14.9K
$3.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-141- 1.71% |
$28.6K - $33K
|
8.08K
$2.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-142- 5.02% |
$28.8K - $33.3K
|
2.69K
$701K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-143- 0.2% |
$29K - $33.5K
|
69.8K
$18.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-143- 23.99% |
$29K - $33.5K
|
453
$118K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-148- 2.23% |
$30K - $34.7K
|
6.49K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-148- 0.48% |
$30K - $34.7K
|
30.5K
$7.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-148- 5.59% |
$30K - $34.7K
|
2.5K
$651K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-149- 1.17% |
$30.2K - $34.9K
|
12.5K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-149- 2.08% |
$30.2K - $34.9K
|
7.02K
$1.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-150- 0.88% |
$30.4K - $35.2K
|
16.8K
$4.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-150- 9.68% |
$30.4K - $35.2K
|
1.4K
$365K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-150- 3.08% |
$30.4K - $35.2K
|
4.73K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-150- 0.18% |
$30.4K - $35.2K
|
83.2K
$21.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-150- 3.94% |
$30.4K - $35.2K
|
3.66K
$953K
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-151- 1.23% |
$30.6K - $35.4K
|
12.1K
$3.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-152- 51.35% |
$30.8K - $35.6K
|
144
$37.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-154- 1.04% |
$31.2K - $36.1K
|
14.7K
$3.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-155- 3.75% |
$31.4K - $36.3K
|
3.98K
$1.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-155- 0.25% |
$31.4K - $36.3K
|
62.6K
$16.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-155- 3.47% |
$31.4K - $36.3K
|
4.31K
$1.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-156- 1.23% |
$31.6K - $36.6K
|
12.6K
$3.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-157- 4.58% |
$31.8K - $36.8K
|
3.27K
$852K
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-157- 11.1% |
$31.8K - $36.8K
|
1.26K
$328K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-159- 2.94% |
$32.2K - $37.3K
|
5.24K
$1.37M
|
|
|
Feb 10, 2025
Q3 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-159- 7.42% |
$32.2K - $37.3K
|
1.98K
$517K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-160- 1.52% |
$32.4K - $37.5K
|
10.4K
$2.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-160- 2.69% |
$32.4K - $37.5K
|
5.78K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-162- 1.48% |
$32.8K - $38K
|
10.8K
$2.81M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-173- 4.02% |
$35K - $40.5K
|
4.13K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-174- 2.9% |
$35.2K - $40.8K
|
5.83K
$1.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-175- 0.8% |
$35.4K - $41K
|
21.6K
$5.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-176- 1.32% |
$35.6K - $41.2K
|
13.1K
$3.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-177- 13.06% |
$35.8K - $41.5K
|
1.18K
$307K
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-178- 2.03% |
$36K - $41.7K
|
8.58K
$2.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-178- 12.93% |
$36K - $41.7K
|
1.2K
$312K
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-183- 2.32% |
$37.1K - $42.9K
|
7.71K
$2.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-183- 8.8% |
$37.1K - $42.9K
|
1.9K
$494K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
SELL
|
- |
-184- 2.22% |
$37.3K - $43.1K
|
8.1K
$2.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-187- 1.53% |
$37.9K - $43.8K
|
12K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-187- 0.9% |
$37.9K - $43.8K
|
20.7K
$5.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-188- 0.68% |
$38.1K - $44.1K
|
27.3K
$7.11M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-189- 9.88% |
$38.3K - $44.3K
|
1.72K
$449K
|