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 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-205- 4.16% |
$41.5K - $48K
|
4.72K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-205- 16.27% |
$41.5K - $48K
|
1.06K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-206- 1.72% |
$41.7K - $48.3K
|
11.7K
$4.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-209- 2.44% |
$42.3K - $49K
|
8.36K
$2.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-213- 5.92% |
$43.1K - $49.9K
|
3.38K
$1.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-215- 2.85% |
$43.5K - $50.4K
|
7.32K
$2.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-220- 1.07% |
$44.5K - $51.6K
|
20.3K
$6.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-220- 3.2% |
$44.5K - $51.6K
|
6.66K
$2.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-220- 7.28% |
$44.5K - $51.6K
|
2.8K
$957K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-220- 37.41% |
$44.5K - $51.6K
|
368
$126K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-220- 12.38% |
$44.5K - $51.6K
|
1.56K
$532K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-222- 0.11% |
$45K - $52K
|
207K
$70.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-222- 4.23% |
$45K - $52K
|
5.03K
$1.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-224- 7.16% |
$45.4K - $52.5K
|
2.9K
$992K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-226- 1.19% |
$45.8K - $53K
|
18.8K
$6.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-226- 10.83% |
$45.8K - $53K
|
1.86K
$636K
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-228- 1.62% |
$46.2K - $53.4K
|
13.8K
$4.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-230- 16.08% |
$46.6K - $53.9K
|
1.2K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-230- 12.5% |
$46.6K - $53.9K
|
1.61K
$550K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-231- 17.99% |
$46.8K - $54.1K
|
1.05K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-233- 15.66% |
$47.2K - $54.6K
|
1.26K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-234- 2.7% |
$47.4K - $54.8K
|
8.42K
$2.88M
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-235- 69.73% |
$47.6K - $55.1K
|
102
$34.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-238- 31.36% |
$48.2K - $55.8K
|
521
$178K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-238- 1.13% |
$48.2K - $55.8K
|
20.9K
$7.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-241- 11.75% |
$48.8K - $56.5K
|
1.81K
$619K
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-250- 9.55% |
$50.6K - $58.6K
|
2.37K
$809K
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-251- 2.03% |
$50.8K - $58.8K
|
12.1K
$4.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-254- 0.82% |
$51.4K - $59.5K
|
30.6K
$10.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-256- 10.85% |
$51.8K - $60K
|
2.1K
$719K
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-261- 0.3% |
$52.8K - $61.2K
|
88.1K
$30.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-261- 1.84% |
$52.8K - $61.2K
|
13.9K
$4.76M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-262- 18.92% |
$53.1K - $61.4K
|
1.12K
$384K
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-265- 3.57% |
$53.7K - $62.1K
|
7.17K
$2.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-266- 17.36% |
$53.9K - $62.3K
|
1.27K
$433K
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-267- 10.43% |
$54.1K - $62.6K
|
2.29K
$784K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-273- 13.31% |
$55.3K - $64K
|
1.78K
$608K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-277- 15.88% |
$56.1K - $64.9K
|
1.47K
$501K
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-278- 4.94% |
$56.3K - $65.2K
|
5.35K
$1.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-278- 0.24% |
$56.3K - $65.2K
|
115K
$39.2M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-278- 1.52% |
$56.3K - $65.2K
|
18K
$6.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
SELL
|
- |
-280- 3.47% |
$56.7K - $65.6K
|
7.8K
$2.66M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-281- 19.08% |
$56.9K - $65.9K
|
1.19K
$407K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-282- 1.01% |
$57.1K - $66.1K
|
27.6K
$9.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-283- 2.11% |
$57.3K - $66.3K
|
13.1K
$4.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-283- 1.05% |
$57.3K - $66.3K
|
26.6K
$9.09M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-289- 6.68% |
$58.5K - $67.7K
|
4.04K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-290- 21.06% |
$58.7K - $68K
|
1.09K
$371K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-291- 18.27% |
$58.9K - $68.2K
|
1.3K
$445K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-295- 1.73% |
$59.7K - $69.1K
|
16.8K
$5.73M
|