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 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-4.57K- 34.3% |
$925K - $1.07M
|
8.75K
$3.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.64K- 2.93% |
$939K - $1.09M
|
154K
$53M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.66K- 1.07% |
$944K - $1.09M
|
430K
$148M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-4.67K- 10.56% |
$945K - $1.09M
|
39.5K
$13.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-4.69K- 1.73% |
$949K - $1.1M
|
267K
$91.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.71K- 61.83% |
$953K - $1.1M
|
2.91K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-4.78K- 36.72% |
$967K - $1.12M
|
8.23K
$2.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.79K- 0.67% |
$969K - $1.12M
|
712K
$245M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.84K- 0.35% |
$979K - $1.13M
|
1.36M
$469M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.88K- 3.44% |
$989K - $1.14M
|
137K
$47.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.91K- 34.71% |
$994K - $1.15M
|
9.24K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-4.93K- 2.2% |
$998K - $1.16M
|
220K
$75.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.94K- 7.22% |
$999K - $1.16M
|
63.4K
$21.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-4.94K- 10.45% |
$999K - $1.16M
|
42.3K
$14.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.96K- 8.73% |
$1M - $1.16M
|
51.8K
$17.9M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.99K- 43.14% |
$1.01M - $1.17M
|
6.58K
$2.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-5.06K- 40.27% |
$1.02M - $1.19M
|
7.5K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.14K- 20.31% |
$1.04M - $1.2M
|
20.2K
$6.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5.27K- 72.67% |
$1.07M - $1.24M
|
1.98K
$683K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.3K- 2.07% |
$1.07M - $1.24M
|
251K
$86.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-5.32K- 2.36% |
$1.08M - $1.25M
|
220K
$75.9M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.39K- 16.99% |
$1.09M - $1.26M
|
26.3K
$9.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5.48K- 6.44% |
$1.11M - $1.29M
|
79.7K
$27.4M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-5.59K- 4.61% |
$1.13M - $1.31M
|
116K
$39.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.65K- 2.69% |
$1.14M - $1.32M
|
205K
$70.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.65K- 1.16% |
$1.14M - $1.32M
|
482K
$166M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-5.74K- 54.54% |
$1.16M - $1.35M
|
4.78K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-5.96K- 4.58% |
$1.21M - $1.4M
|
124K
$42.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5.97K- 14.98% |
$1.21M - $1.4M
|
33.9K
$11.7M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.02K- 42.93% |
$1.22M - $1.41M
|
8K
$2.76M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-6.03K- 33.72% |
$1.22M - $1.41M
|
11.9K
$4.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-6.26K- 1.77% |
$1.27M - $1.47M
|
347K
$120M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-6.31K- 67.72% |
$1.28M - $1.48M
|
3.01K
$1.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-6.38K- 1.47% |
$1.29M - $1.5M
|
427K
$147M
|
|
|
Nov 13, 2023
Q3 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-6.5K- 2.06% |
$1.32M - $1.52M
|
309K
$106M
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-6.55K- 1.56% |
$1.33M - $1.53M
|
413K
$142M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.64K- 5.67% |
$1.34M - $1.56M
|
110K
$38M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.76K- 9.9% |
$1.37M - $1.58M
|
61.5K
$21.2M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.87K- 2.37% |
$1.39M - $1.61M
|
283K
$97.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-7.08K- 28.09% |
$1.43M - $1.66M
|
18.1K
$6.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-7.27K- 45.77% |
$1.47M - $1.7M
|
8.61K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-7.48K- 2.69% |
$1.51M - $1.75M
|
270K
$93M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-7.48K- 2.69% |
$1.51M - $1.75M
|
270K
$93M
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-7.49K- 23.45% |
$1.52M - $1.75M
|
24.4K
$8.42M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-7.59K- 27.39% |
$1.54M - $1.78M
|
20.1K
$6.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Governors Lane LP
New York, NY |
SELL
|
- |
-7.6K- 8.16% |
$1.54M - $1.78M
|
85.5K
$29.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-8K- 12.33% |
$1.62M - $1.87M
|
56.9K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-8.01K- 3.6% |
$1.62M - $1.88M
|
214K
$73.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-8.04K- 21.51% |
$1.63M - $1.88M
|
29.3K
$10.1M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.17K- 9.24% |
$1.65M - $1.91M
|
80.3K
$27.6M
|