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
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-7.27K- 45.77% |
$1.47M - $1.7M
|
8.61K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-7.48K- 2.69% |
$1.51M - $1.75M
|
270K
$70.4M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-7.48K- 2.69% |
$1.51M - $1.75M
|
270K
$70.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-7.49K- 23.45% |
$1.52M - $1.75M
|
24.4K
$6.37M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-7.59K- 27.39% |
$1.54M - $1.78M
|
20.1K
$5.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Governors Lane LP
New York, NY |
SELL
|
- |
-7.6K- 8.16% |
$1.54M - $1.78M
|
85.5K
$22.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-8K- 12.33% |
$1.62M - $1.87M
|
56.9K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-8.01K- 3.6% |
$1.62M - $1.88M
|
214K
$55.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-8.04K- 21.51% |
$1.63M - $1.88M
|
29.3K
$7.64M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.17K- 9.24% |
$1.65M - $1.91M
|
80.3K
$20.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-8.24K- 36.36% |
$1.67M - $1.93M
|
14.4K
$3.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-8.32K- 31.28% |
$1.68M - $1.95M
|
18.3K
$4.76M
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-8.32K- 31.28% |
$1.68M - $1.95M
|
18.3K
$4.76M
|
|
|
May 07, 2025
Q3 2023
|
Symmetry Investments LP
|
SELL
|
- |
-8.52K- 78.03% |
$1.73M - $2M
|
2.4K
$626K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-8.54K- 27.04% |
$1.73M - $2M
|
23K
$6.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-8.7K- 16.26% |
$1.76M - $2.04M
|
44.8K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Kensico Capital Management Corp
Greenwich, CT |
SELL
|
- |
-9.2K- 1.46% |
$1.86M - $2.16M
|
620K
$162M
|
|
|
Nov 13, 2023
Q3 2023
|
Generation Investment Management LLP
London, X0 |
SELL
|
- |
-9.46K- 0.54% |
$1.92M - $2.22M
|
1.74M
$454M
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-9.83K- 2.46% |
$1.99M - $2.3M
|
390K
$102M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-9.98K- 12.49% |
$2.02M - $2.34M
|
69.9K
$18.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-10K- 5.88% |
$2.02M - $2.34M
|
160K
$41.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-10.2K- 3.55% |
$2.06M - $2.38M
|
276K
$71.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.2K- 14.61% |
$2.07M - $2.4M
|
59.8K
$15.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-10.5K- 27.55% |
$2.13M - $2.46M
|
27.7K
$7.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-10.6K- 10.06% |
$2.15M - $2.49M
|
94.8K
$24.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 67.69% |
$2.19M - $2.53M
|
5.16K
$1.34M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 67.69% |
$2.19M - $2.53M
|
5.16K
$1.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-10.9K- 51.39% |
$2.21M - $2.56M
|
10.3K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-11K- 79.78% |
$2.22M - $2.57M
|
2.78K
$725K
|
|
|
Nov 13, 2023
Q3 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-11.3K- 61.1% |
$2.29M - $2.65M
|
7.2K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-11.3K- 43.84% |
$2.29M - $2.65M
|
14.5K
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Bwcp, LP
Dallas, TX |
SELL
|
- |
-11.7K- 20.84% |
$2.37M - $2.75M
|
44.5K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-11.8K- 9.68% |
$2.39M - $2.77M
|
110K
$28.7M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-11.9K- 9.06% |
$2.4M - $2.78M
|
119K
$31M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-12.3K- 56.11% |
$2.49M - $2.88M
|
9.61K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-12.3K- 1.67% |
$2.5M - $2.89M
|
728K
$190M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-12.6K- 5.09% |
$2.55M - $2.95M
|
235K
$61.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-12.8K- 25.68% |
$2.59M - $3M
|
37.1K
$9.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-12.9K- 17.52% |
$2.61M - $3.03M
|
60.8K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-13K- 6.26% |
$2.64M - $3.05M
|
195K
$50.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-13.5K- 4.68% |
$2.74M - $3.17M
|
276K
$72M
|
|
|
Nov 14, 2023
Q3 2023
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-13.9K- 30.1% |
$2.82M - $3.27M
|
32.4K
$8.43M
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-14.3K- 74.71% |
$2.9M - $3.35M
|
4.85K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Nellore Capital Management LLC
Palo Alto, CA |
SELL
|
- |
-15K- 3.15% |
$3.04M - $3.52M
|
461K
$120M
|
|
|
Nov 13, 2023
Q3 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-15.1K- 5.59% |
$3.05M - $3.53M
|
254K
$66.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-15.1K- 69.53% |
$3.05M - $3.53M
|
6.61K
$1.72M
|
|
|
Nov 09, 2023
Q3 2023
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-15.1K- 13.2% |
$3.07M - $3.55M
|
99.6K
$26M
|
|
|
Nov 08, 2023
Q3 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-15.4K- 37.41% |
$3.11M - $3.6M
|
25.7K
$6.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Xn LP
New York, NY |
SELL
|
- |
-15.4K- 3.74% |
$3.12M - $3.61M
|
396K
$103M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-15.6K- 2.76% |
$3.16M - $3.66M
|
549K
$143M
|