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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.75K- 47.34% |
$557K - $645K
|
3.06K
$1.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.77K- 20.27% |
$561K - $649K
|
10.9K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-2.79K- 26.59% |
$566K - $655K
|
7.71K
$2.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2.82K- 36.08% |
$571K - $661K
|
5K
$1.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.84K- 2.8% |
$574K - $665K
|
98.5K
$33.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-2.85K- 1.9% |
$576K - $667K
|
147K
$50.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-2.86K- 90.51% |
$579K - $670K
|
300
$103K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-2.94K- 64.46% |
$595K - $688K
|
1.62K
$558K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.94K- 41.69% |
$596K - $690K
|
4.12K
$1.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-2.95K- 40.58% |
$597K - $691K
|
4.32K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-2.99K- 2.89% |
$605K - $700K
|
100K
$34.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-3.02K- 31.8% |
$612K - $709K
|
6.48K
$2.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.07K- 2.96% |
$621K - $719K
|
101K
$34.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-3.09K- 62.48% |
$626K - $725K
|
1.86K
$640K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.11K- 10.08% |
$629K - $728K
|
27.7K
$9.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-3.12K- 71.07% |
$632K - $731K
|
1.27K
$437K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.15K- 13.16% |
$637K - $738K
|
20.8K
$7.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-3.18K- 25.56% |
$644K - $746K
|
9.26K
$3.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.22K- 44.0% |
$651K - $753K
|
4.09K
$1.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-3.22K- 59.85% |
$652K - $754K
|
2.16K
$744K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.32K- 19.63% |
$672K - $778K
|
13.6K
$4.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.33K- 5.71% |
$675K - $781K
|
55.1K
$19M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-3.37K- 10.52% |
$683K - $790K
|
28.7K
$9.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.46K- 22.46% |
$701K - $812K
|
12K
$4.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.5K- 14.26% |
$709K - $820K
|
21K
$7.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-3.51K- 41.92% |
$711K - $823K
|
4.87K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.55K- 77.58% |
$718K - $831K
|
1.03K
$353K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.56K- 10.88% |
$721K - $834K
|
29.2K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-3.59K- 2.08% |
$727K - $842K
|
169K
$58.1M
|
|
|
Nov 14, 2023
Q3 2023
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-3.6K- 25.57% |
$729K - $844K
|
10.5K
$3.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-3.62K- 73.58% |
$733K - $848K
|
1.3K
$448K
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.63K- 17.86% |
$734K - $850K
|
16.7K
$5.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.66K- 1.82% |
$742K - $858K
|
197K
$68M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.68K- 13.25% |
$744K - $862K
|
24.1K
$8.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
SELL
|
- |
-3.7K- 1.24% |
$749K - $867K
|
295K
$102M
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-3.7K- 73.79% |
$750K - $868K
|
1.32K
$453K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.71K- 2.27% |
$750K - $869K
|
160K
$55M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.72K- 9.07% |
$753K - $872K
|
37.3K
$12.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-3.76K- 1.79% |
$762K - $882K
|
206K
$71M
|
|
|
Nov 14, 2023
Q3 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-3.78K- 20.94% |
$766K - $887K
|
14.3K
$4.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-3.83K- 4.27% |
$776K - $898K
|
85.9K
$29.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.97K- 10.82% |
$803K - $929K
|
32.7K
$11.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.98K- 0.25% |
$806K - $933K
|
1.56M
$538M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.02K- 37.04% |
$815K - $943K
|
6.84K
$2.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-4.04K- 1.97% |
$818K - $947K
|
201K
$69.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.05K- 4.11% |
$820K - $949K
|
94.6K
$32.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.15K- 62.27% |
$840K - $972K
|
2.51K
$866K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.33K- 13.48% |
$876K - $1.01M
|
27.8K
$9.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-4.48K- 22.14% |
$907K - $1.05M
|
15.8K
$5.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.53K- 3.21% |
$917K - $1.06M
|
136K
$46.9M
|