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 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
13.9K+ 10.09% |
$2.82M - $3.26M
|
152K
$52.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
BUY
|
- |
13.8K+ 11.75% |
$2.79M - $3.22M
|
131K
$45.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13.7K+ 2.74% |
$2.78M - $3.21M
|
515K
$177M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
13.6K+ 339525.0% |
$2.75M - $3.18M
|
13.6K
$4.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
13.6K+ 7.76% |
$2.75M - $3.18M
|
189K
$64.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
13.6KNew |
$2.75M - $3.18M
|
13.6K
$4.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
13.6KNew |
$2.75M - $3.18M
|
13.6K
$4.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
13.6K+ 77.32% |
$2.74M - $3.18M
|
31.1K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
13.5K+ 46.28% |
$2.74M - $3.17M
|
42.7K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
13.2K+ 0.59% |
$2.67M - $3.09M
|
2.25M
$776M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
13K+ 17.0% |
$2.63M - $3.05M
|
89.4K
$30.8M
|
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
13KNew |
$2.62M - $3.04M
|
13K
$4.46M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.9K+ 28.4% |
$2.61M - $3.02M
|
58.2K
$20.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
12.8KNew |
$2.59M - $3M
|
12.8K
$4.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
12.7K+ 10735.59% |
$2.57M - $2.97M
|
12.8K
$4.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
12.4K+ 72.3% |
$2.51M - $2.9M
|
29.5K
$10.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
12.4K+ 131.59% |
$2.5M - $2.9M
|
21.7K
$7.49M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
BUY
|
- |
12.3KNew |
$2.5M - $2.89M
|
12.3K
$4.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
12.1KNew |
$2.44M - $2.82M
|
12.1K
$4.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12KNew |
$2.44M - $2.82M
|
12K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
11.6K+ 90.06% |
$2.35M - $2.72M
|
24.5K
$8.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11.5K+ 35.33% |
$2.34M - $2.71M
|
44.2K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
11.5KNew |
$2.33M - $2.69M
|
11.5K
$3.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
11.4KNew |
$2.31M - $2.67M
|
11.4K
$3.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
10.9K+ 13.16% |
$2.21M - $2.56M
|
94K
$32.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
10.9K+ 393.06% |
$2.21M - $2.56M
|
13.7K
$4.72M
|
|
|
Oct 13, 2023
Q3 2023
|
Lannebo Fonder Ab
|
BUY
|
- |
10.9K+ 6.61% |
$2.21M - $2.55M
|
176K
$60.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
10.9KNew |
$2.21M - $2.55M
|
10.9K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
10.9K+ 20.34% |
$2.21M - $2.55M
|
64.5K
$22.2M
|
|
|
Nov 20, 2023
Q3 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
10.9KNew |
$2.2M - $2.54M
|
10.9K
$3.74M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
10.8K+ 1.86% |
$2.2M - $2.54M
|
595K
$205M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
10.7K+ 52.79% |
$2.17M - $2.52M
|
31.1K
$10.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$2.16M - $2.5M
|
10.6K
$3.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3K+ 27.94% |
$2.09M - $2.42M
|
47.3K
$16.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
10.1KNew |
$2.04M - $2.36M
|
10.1K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10K+ 176.25% |
$2.02M - $2.34M
|
15.7K
$5.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
9.89KNew |
$2M - $2.32M
|
9.89K
$3.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.71K+ 10.54% |
$1.97M - $2.28M
|
102K
$35.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
9.4K+ 1.97% |
$1.9M - $2.2M
|
487K
$168M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.39K+ 35.0% |
$1.9M - $2.2M
|
36.2K
$12.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9.29KNew |
$1.88M - $2.18M
|
9.29K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
9.27K+ 579.19% |
$1.88M - $2.17M
|
10.9K
$3.74M
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
9.24K+ 2.73% |
$1.87M - $2.17M
|
347K
$120M
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
9.15K+ 12.38% |
$1.85M - $2.14M
|
83.1K
$28.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
8.7K+ 2.22% |
$1.76M - $2.04M
|
400K
$138M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
8.7K+ 138.1% |
$1.76M - $2.04M
|
15K
$5.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
8.64K+ 1.98% |
$1.75M - $2.02M
|
444K
$153M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
8.55K+ 655.29% |
$1.73M - $2M
|
9.85K
$3.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.52K+ 2.99% |
$1.73M - $2M
|
293K
$101M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.48K+ 13.32% |
$1.72M - $1.99M
|
72.1K
$24.8M
|