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 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-444- 20.02% |
$89.9K - $104K
|
1.77K
$606K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-450- 2.04% |
$91.1K - $105K
|
21.6K
$7.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-455- 17.5% |
$92.1K - $107K
|
2.15K
$733K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-468- 16.29% |
$94.8K - $110K
|
2.41K
$822K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-470- 2.12% |
$95.2K - $110K
|
21.7K
$7.41M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-471- 2.23% |
$95.4K - $110K
|
20.6K
$7.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-475- 2.21% |
$96.2K - $111K
|
21K
$7.18M
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-480- 2.51% |
$97.2K - $112K
|
18.6K
$6.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-482- 28.54% |
$97.6K - $113K
|
1.21K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-486- 0.57% |
$98.4K - $114K
|
85.1K
$29.1M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-499- 3.82% |
$101K - $117K
|
12.5K
$4.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-500- 4.18% |
$101K - $117K
|
11.5K
$3.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-500- 20.97% |
$101K - $117K
|
1.88K
$644K
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-500- 2.82% |
$101K - $117K
|
17.2K
$5.88M
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 81.17% |
$101K - $117K
|
116
$39.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-500- 22.62% |
$101K - $117K
|
1.71K
$584K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-502- 0.41% |
$102K - $118K
|
121K
$41.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-503- 16.09% |
$102K - $118K
|
2.62K
$897K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-504- 10.59% |
$102K - $118K
|
4.25K
$1.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-510- 16.53% |
$103K - $120K
|
2.58K
$880K
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-524- 6.45% |
$106K - $123K
|
7.61K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-528- 3.19% |
$107K - $124K
|
16K
$5.48M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-530- 6.38% |
$107K - $124K
|
7.78K
$2.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-530- 0.32% |
$107K - $124K
|
166K
$56.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-530- 1.85% |
$107K - $124K
|
28.2K
$9.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-539- 33.58% |
$109K - $126K
|
1.07K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-543- 5.79% |
$110K - $127K
|
8.84K
$3.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-546- 10.03% |
$111K - $128K
|
4.9K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-550- 2.24% |
$111K - $129K
|
24K
$8.19M
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
SELL
|
- |
-555- 6.68% |
$112K - $130K
|
7.75K
$2.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-559- 1.34% |
$113K - $131K
|
41.2K
$14.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-562- 1.49% |
$114K - $132K
|
37.1K
$12.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-576- 0.86% |
$117K - $135K
|
66.7K
$22.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-580- 3.47% |
$117K - $136K
|
16.1K
$5.52M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-581- 14.21% |
$118K - $136K
|
3.51K
$1.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-585- 0.81% |
$118K - $137K
|
71.5K
$24.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-589- 0.89% |
$119K - $138K
|
65.2K
$22.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-598- 90.61% |
$121K - $140K
|
62
$21.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-600- 1.58% |
$121K - $141K
|
37.3K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-605- 4.45% |
$123K - $142K
|
13K
$4.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-607- 4.54% |
$123K - $142K
|
12.8K
$4.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-620- 11.28% |
$126K - $145K
|
4.88K
$1.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-622- 23.18% |
$126K - $146K
|
2.06K
$704K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-625- 4.64% |
$127K - $146K
|
12.8K
$4.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-625- 35.86% |
$127K - $146K
|
1.12K
$382K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-626- 1.95% |
$127K - $147K
|
31.5K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-627- 4.28% |
$127K - $147K
|
14K
$4.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-628- 7.36% |
$127K - $147K
|
7.9K
$2.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-635- 22.31% |
$129K - $149K
|
2.21K
$756K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-638- 3.18% |
$129K - $150K
|
19.4K
$6.63M
|