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
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.43K+ 13.38% |
$1.71M - $1.97M
|
71.4K
$24.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.38K+ 94.77% |
$1.7M - $1.96M
|
17.2K
$5.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Akaris Global Partners, LP
New York, NY |
BUY
|
- |
8.3K+ 7.72% |
$1.68M - $1.95M
|
116K
$39.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8.2K+ 339.64% |
$1.66M - $1.92M
|
10.6K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.19K+ 20.54% |
$1.66M - $1.92M
|
48.1K
$16.6M
|
|
|
Oct 03, 2024
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
8.19K+ 4.13% |
$1.66M - $1.92M
|
206K
$71M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
8.15K+ 2.86% |
$1.65M - $1.91M
|
293K
$101M
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
8KNew |
$1.62M - $1.88M
|
8K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
7.96K+ 9.53% |
$1.61M - $1.86M
|
91.4K
$31.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
7.76K+ 388.77% |
$1.57M - $1.82M
|
9.75K
$3.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.76K+ 0.42% |
$1.57M - $1.82M
|
1.85M
$636M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.68K+ 8.64% |
$1.55M - $1.8M
|
96.5K
$33.2M
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
7.58K+ 549.17% |
$1.54M - $1.78M
|
8.97K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
7.48KNew |
$1.51M - $1.75M
|
7.48K
$2.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
7.4KNew |
$1.5M - $1.73M
|
7.4K
$2.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7.37K+ 37.14% |
$1.49M - $1.73M
|
27.2K
$9.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.31K+ 3.98% |
$1.48M - $1.71M
|
191K
$65.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
7.3K+ 115.32% |
$1.48M - $1.71M
|
13.6K
$4.69M
|
|
|
Oct 07, 2024
Q3 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
7.3K+ 12.52% |
$1.48M - $1.71M
|
65.6K
$22.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
7.21KNew |
$1.46M - $1.69M
|
7.21K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.2KNew |
$1.46M - $1.69M
|
7.2K
$2.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.14K+ 178.96% |
$1.44M - $1.67M
|
11.1K
$3.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
7.02K+ 5.95% |
$1.42M - $1.64M
|
125K
$43.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.98KNew |
$1.41M - $1.64M
|
6.98K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
BUY
|
- |
6.95K+ 1.68% |
$1.41M - $1.63M
|
422K
$145M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.89K+ 0.85% |
$1.39M - $1.61M
|
822K
$283M
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.79KNew |
$1.38M - $1.59M
|
6.79K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
6.71K+ 416.24% |
$1.36M - $1.57M
|
8.33K
$2.87M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.47K+ 2.43% |
$1.31M - $1.52M
|
273K
$93.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
6.39K+ 62.42% |
$1.29M - $1.5M
|
16.6K
$5.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
6.36K+ 2.29% |
$1.29M - $1.49M
|
284K
$97.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.34K+ 151.84% |
$1.28M - $1.49M
|
10.5K
$3.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
6.33K+ 48.9% |
$1.28M - $1.48M
|
19.3K
$6.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
6.32K+ 297.74% |
$1.28M - $1.48M
|
8.44K
$2.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
6.31K+ 32.83% |
$1.28M - $1.48M
|
25.5K
$8.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Rdst Capital LLC
Seattle, WA |
BUY
|
- |
6.28K+ 7.48% |
$1.27M - $1.47M
|
90.3K
$31.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.28KNew |
$1.27M - $1.47M
|
6.28K
$2.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
6.24KNew |
$1.26M - $1.46M
|
6.24K
$2.15M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.23K+ 352.92% |
$1.26M - $1.46M
|
7.99K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
6.22KNew |
$1.26M - $1.46M
|
6.22K
$2.14M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6.17KNew |
$1.25M - $1.45M
|
6.17K
$2.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
6.12K+ 31.6% |
$1.24M - $1.43M
|
25.5K
$8.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
6.06KNew |
$1.23M - $1.42M
|
6.06K
$2.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.02K+ 37.11% |
$1.22M - $1.41M
|
22.2K
$7.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
5.93K+ 14.2% |
$1.2M - $1.39M
|
47.7K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
5.77K+ 38.9% |
$1.17M - $1.35M
|
20.6K
$7.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.67K+ 492.27% |
$1.15M - $1.33M
|
6.82K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.52KNew |
$1.12M - $1.29M
|
5.52K
$1.9M
|
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5.5K+ 20.83% |
$1.11M - $1.29M
|
31.9K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Grace & Mercy Foundation, Inc.
New York, NY |
BUY
|
- |
5.5KNew |
$1.11M - $1.29M
|
5.5K
$1.89M
|