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 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1K- 18.55% |
$203K - $235K
|
4.4K
$1.15M
|
|
|
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
$1.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.02K- 4.37% |
$207K - $240K
|
22.4K
$5.85M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.05K- 1.37% |
$213K - $247K
|
75.6K
$19.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.05K- 25.56% |
$213K - $247K
|
3.07K
$800K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.06K- 10.14% |
$215K - $249K
|
9.41K
$2.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-1.06K- 2.44% |
$215K - $249K
|
42.6K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.08K- 8.96% |
$219K - $254K
|
11K
$2.87M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.09K- 9.78% |
$220K - $255K
|
10K
$2.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.09K- 19.38% |
$220K - $255K
|
4.53K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-1.1K- 35.7% |
$222K - $257K
|
1.98K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-1.1K- 0.12% |
$223K - $258K
|
904K
$236M
|
|
|
Nov 14, 2023
Q3 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-1.12K- 3.95% |
$227K - $262K
|
27.2K
$7.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.13K- 3.79% |
$229K - $265K
|
28.7K
$7.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
SELL
|
- |
-1.14K- 34.79% |
$230K - $266K
|
2.13K
$555K
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.14K- 1.2% |
$232K - $268K
|
94.5K
$24.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-1.15K- 6.51% |
$233K - $270K
|
16.5K
$4.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.17K- 3.1% |
$237K - $274K
|
36.5K
$9.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.19K- 0.68% |
$240K - $278K
|
174K
$45.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.21K- 4.15% |
$246K - $284K
|
28K
$7.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.22K- 8.45% |
$246K - $285K
|
13.2K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.22K- 17.85% |
$247K - $286K
|
5.61K
$1.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-1.24K- 5.24% |
$250K - $290K
|
22.4K
$5.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.25K- 5.45% |
$253K - $293K
|
21.7K
$5.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.25K- 18.45% |
$253K - $293K
|
5.53K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-1.26K- 37.4% |
$255K - $295K
|
2.1K
$548K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.27K- 4.06% |
$258K - $299K
|
30.1K
$7.84M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.28K- 6.92% |
$258K - $299K
|
17.2K
$4.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.3K- 28.98% |
$262K - $304K
|
3.17K
$827K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.3K- 4.79% |
$262K - $304K
|
25.8K
$6.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.34K- 51.97% |
$272K - $315K
|
1.24K
$324K
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-1.36K- 0.65% |
$275K - $319K
|
208K
$54.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 43.9% |
$276K - $319K
|
1.74K
$453K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.38K- 22.2% |
$280K - $324K
|
4.85K
$1.26M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.39K- 1.06% |
$281K - $325K
|
129K
$33.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.39K- 1.54% |
$281K - $326K
|
88.9K
$23.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.4K- 12.04% |
$283K - $327K
|
10.2K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
SELL
|
- |
-1.42K- 11.22% |
$288K - $333K
|
11.2K
$2.93M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.43K- 21.07% |
$290K - $335K
|
5.36K
$1.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.46K- 11.88% |
$296K - $342K
|
10.8K
$2.82M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.5K- 15.3% |
$303K - $351K
|
8.29K
$2.16M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.52K- 69.7% |
$308K - $357K
|
662
$173K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.53K- 7.27% |
$309K - $358K
|
19.5K
$5.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.55K- 2.48% |
$314K - $364K
|
61.1K
$15.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.57K- 18.19% |
$318K - $368K
|
7.07K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.59K- 38.4% |
$322K - $372K
|
2.55K
$664K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.59K- 47.18% |
$322K - $373K
|
1.78K
$464K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.59K- 12.84% |
$322K - $373K
|
10.8K
$2.82M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.6K- 24.79% |
$324K - $375K
|
4.85K
$1.26M
|