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 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-640- 16.34% |
$130K - $150K
|
3.28K
$1.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-643- 6.42% |
$130K - $151K
|
9.38K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-660- 0.8% |
$134K - $155K
|
81.5K
$28.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-665- 0.83% |
$135K - $156K
|
79.9K
$27.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-670- 1.47% |
$136K - $157K
|
44.8K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-674- 2.29% |
$136K - $158K
|
28.7K
$9.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-680- 2.56% |
$138K - $159K
|
25.9K
$8.91M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-680- 12.66% |
$138K - $159K
|
4.69K
$1.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-688- 0.57% |
$139K - $161K
|
119K
$41.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-688- 1.88% |
$139K - $161K
|
35.9K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-693- 11.14% |
$140K - $162K
|
5.53K
$1.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-700- 30.45% |
$142K - $164K
|
1.6K
$551K
|
|
|
Oct 27, 2023
Q3 2023
|
Westwood Management Corp
|
SELL
|
- |
-700- 2.16% |
$142K - $164K
|
31.6K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-700- 9.82% |
$142K - $164K
|
6.43K
$2.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-704- 5.17% |
$143K - $165K
|
12.9K
$4.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-712- 11.96% |
$144K - $167K
|
5.24K
$1.81M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-718- 2.73% |
$145K - $168K
|
25.6K
$8.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-719- 3.93% |
$146K - $169K
|
17.6K
$6.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-719- 1.21% |
$146K - $169K
|
58.9K
$20.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-719- 0.39% |
$146K - $169K
|
184K
$63.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-753- 0.2% |
$152K - $176K
|
384K
$132M
|
|
|
Nov 06, 2023
Q3 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-755- 6.12% |
$153K - $177K
|
11.6K
$3.99M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-759- 25.5% |
$154K - $178K
|
2.22K
$764K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-774- 24.52% |
$157K - $181K
|
2.38K
$821K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-795- 1.98% |
$161K - $186K
|
39.3K
$13.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-799- 3.52% |
$162K - $187K
|
21.9K
$7.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-826- 28.15% |
$167K - $194K
|
2.11K
$726K
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-829- 6.65% |
$168K - $194K
|
11.6K
$4.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-831- 8.17% |
$168K - $195K
|
9.34K
$3.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-833- 39.91% |
$169K - $195K
|
1.25K
$432K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-841- 1.78% |
$170K - $197K
|
46.5K
$16M
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-847- 4.18% |
$172K - $199K
|
19.4K
$6.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-878- 15.11% |
$178K - $206K
|
4.93K
$1.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-896- 6.13% |
$181K - $210K
|
13.7K
$4.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-900- 27.9% |
$182K - $211K
|
2.33K
$801K
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-900- 17.61% |
$182K - $211K
|
4.21K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-911- 6.63% |
$184K - $214K
|
12.8K
$4.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-922- 6.36% |
$187K - $216K
|
13.6K
$4.68M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-927- 1.22% |
$188K - $217K
|
75.3K
$25.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-975- 5.17% |
$197K - $229K
|
17.9K
$6.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-989- 1.24% |
$200K - $232K
|
79K
$27.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
SELL
|
- |
-999- 0.99% |
$202K - $234K
|
100K
$34.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
SELL
|
- |
-1K- 85.98% |
$202K - $234K
|
163
$56.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1K- 18.55% |
$203K - $235K
|
4.4K
$1.51M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.01KClosed |
$205K - $237K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.02K- 12.07% |
$206K - $239K
|
7.42K
$2.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.02K- 4.37% |
$207K - $240K
|
22.4K
$7.73M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.05K- 1.37% |
$213K - $247K
|
75.6K
$26M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.05K- 25.56% |
$213K - $247K
|
3.07K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.06K- 10.14% |
$215K - $249K
|
9.41K
$3.24M
|