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 14, 2023
Q3 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-295- 6.15% |
$59.7K - $69.1K
|
4.5K
$1.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-298- 10.16% |
$60.3K - $69.8K
|
2.63K
$900K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.5% |
$60.7K - $70.3K
|
60.3K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-300- 2.78% |
$60.7K - $70.3K
|
10.5K
$3.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-301- 0.16% |
$60.9K - $70.5K
|
185K
$63.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-305- 17.14% |
$61.8K - $71.5K
|
1.47K
$504K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-305- 2.31% |
$61.8K - $71.5K
|
12.9K
$4.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-310- 2.84% |
$62.8K - $72.7K
|
10.6K
$3.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-313- 20.58% |
$63.4K - $73.4K
|
1.21K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-313- 2.03% |
$63.4K - $73.4K
|
15.1K
$5.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-315- 0.65% |
$63.8K - $73.8K
|
48K
$16.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-317- 4.64% |
$64.2K - $74.3K
|
6.51K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-318- 1.11% |
$64.4K - $74.5K
|
28.4K
$9.69M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-323- 6.51% |
$65.4K - $75.7K
|
4.64K
$1.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-325- 4.74% |
$65.8K - $76.2K
|
6.53K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-325- 4.45% |
$65.8K - $76.2K
|
6.97K
$2.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-332- 5.75% |
$67.2K - $77.8K
|
5.45K
$1.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-333- 5.54% |
$67.4K - $78K
|
5.68K
$1.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-337- 1.85% |
$68.2K - $79K
|
17.9K
$6.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-340- 0.32% |
$68.8K - $79.7K
|
106K
$36.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-342- 1.3% |
$69.3K - $80.2K
|
26K
$8.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-345- 10.91% |
$69.9K - $80.9K
|
2.82K
$962K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-352- 6.67% |
$71.3K - $82.5K
|
4.93K
$1.68M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-356- 2.83% |
$72.1K - $83.4K
|
12.2K
$4.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-362- 1.98% |
$73.3K - $84.8K
|
18K
$6.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-362- 2.22% |
$73.3K - $84.8K
|
15.9K
$5.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-371- 1.44% |
$75.1K - $87K
|
25.4K
$8.69M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-372- 3.41% |
$75.3K - $87.2K
|
10.5K
$3.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-385- 25.77% |
$78K - $90.2K
|
1.11K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-385- 11.73% |
$78K - $90.2K
|
2.9K
$990K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-386- 9.35% |
$78.2K - $90.5K
|
3.74K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
SELL
|
- |
-387- 46.35% |
$78.4K - $90.7K
|
448
$153K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-387- 3.31% |
$78.4K - $90.7K
|
11.3K
$3.86M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-388- 14.31% |
$78.6K - $90.9K
|
2.32K
$794K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-393- 0.78% |
$79.6K - $92.1K
|
49.9K
$17M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-395- 1.12% |
$80K - $92.6K
|
35K
$11.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-400- 8.05% |
$81K - $93.7K
|
4.57K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-400- 17.57% |
$81K - $93.7K
|
1.88K
$641K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-401- 5.88% |
$81.2K - $94K
|
6.42K
$2.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-409- 3.43% |
$82.8K - $95.9K
|
11.5K
$3.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-413- 10.84% |
$83.6K - $96.8K
|
3.4K
$1.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-414- 4.74% |
$83.8K - $97K
|
8.32K
$2.84M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-416- 22.19% |
$84.2K - $97.5K
|
1.46K
$499K
|
|
|
Oct 24, 2023
Q3 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-421- 2.31% |
$85.2K - $98.7K
|
17.8K
$6.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-422- 22.18% |
$85.5K - $98.9K
|
1.48K
$506K
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-422- 0.85% |
$85.5K - $98.9K
|
49.3K
$16.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-427- 11.48% |
$86.5K - $100K
|
3.29K
$1.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Tran Capital Management, L.P.
|
SELL
|
- |
-433- 0.99% |
$87.7K - $101K
|
43.2K
$14.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-436- 2.65% |
$88.3K - $102K
|
16K
$5.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-438- 1.66% |
$88.7K - $103K
|
26K
$8.88M
|