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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5.5K+ 20.83% |
$1.11M - $1.29M
|
31.9K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.47K+ 323.73% |
$1.11M - $1.28M
|
7.16K
$2.47M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.4K+ 504.01% |
$1.09M - $1.27M
|
6.48K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.38K+ 14.7% |
$1.09M - $1.26M
|
42K
$14.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
5.37K+ 200.07% |
$1.09M - $1.26M
|
8.06K
$2.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
5.36KNew |
$1.08M - $1.26M
|
5.36K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.33K+ 18.28% |
$1.08M - $1.25M
|
34.5K
$11.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.29K+ 24.94% |
$1.07M - $1.24M
|
26.5K
$9.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.28K+ 20.08% |
$1.07M - $1.24M
|
31.6K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.26K+ 8.79% |
$1.06M - $1.23M
|
65.1K
$22.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
5.25K+ 6.25% |
$1.06M - $1.23M
|
89.2K
$30.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Wd Rutherford LLC
|
BUY
|
- |
5.24K+ 54.49% |
$1.06M - $1.23M
|
14.9K
$5.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
5.24K+ 2.63% |
$1.06M - $1.23M
|
205K
$70.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.17KNew |
$1.05M - $1.21M
|
5.17K
$1.78M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.16K+ 316.18% |
$1.04M - $1.21M
|
6.79K
$2.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.11K+ 11.28% |
$1.03M - $1.2M
|
50.4K
$17.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.07K+ 18.16% |
$1.03M - $1.19M
|
33K
$11.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.06K+ 10.72% |
$1.02M - $1.19M
|
52.2K
$18M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
5.04K+ 343.19% |
$1.02M - $1.18M
|
6.51K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.02K+ 8.64% |
$1.02M - $1.18M
|
63.2K
$21.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
5K+ 100.0% |
$1.01M - $1.17M
|
10K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.93K+ 4.16% |
$998K - $1.16M
|
123K
$42.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
4.92K+ 59.18% |
$997K - $1.15M
|
13.2K
$4.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.84K+ 82.04% |
$981K - $1.14M
|
10.7K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.84K+ 6200.0% |
$979K - $1.13M
|
4.91K
$1.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
4.83K+ 7.22% |
$978K - $1.13M
|
71.8K
$24.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.75K+ 1.24% |
$963K - $1.11M
|
389K
$134M
|
|
|
Nov 14, 2023
Q3 2023
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
4.6K+ 11.05% |
$931K - $1.08M
|
46.2K
$15.9M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.59K+ 1.73% |
$930K - $1.08M
|
270K
$93M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.59K+ 12.77% |
$929K - $1.08M
|
40.5K
$14M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.56K+ 4.86% |
$924K - $1.07M
|
98.5K
$33.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
4.54KNew |
$919K - $1.06M
|
4.54K
$1.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.52K+ 262.54% |
$915K - $1.06M
|
6.24K
$2.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.42KNew |
$895K - $1.04M
|
4.42K
$1.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.33KNew |
$877K - $1.01M
|
4.33K
$1.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.31K+ 13.63% |
$873K - $1.01M
|
36K
$12.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
4.26KNew |
$863K - $999K
|
4.26K
$1.47M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.26K+ 8.44% |
$862K - $998K
|
54.7K
$18.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.25K+ 30.31% |
$860K - $995K
|
18.3K
$6.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.24K+ 10.11% |
$858K - $993K
|
46.1K
$15.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
BUY
|
- |
4.23KNew |
$857K - $991K
|
4.23K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.23K+ 85.2% |
$857K - $991K
|
9.2K
$3.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
4.22K+ 53.96% |
$853K - $988K
|
12K
$4.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
4.2KNew |
$850K - $984K
|
4.2K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.19K+ 35.69% |
$848K - $981K
|
15.9K
$5.48M
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
4.16KNew |
$841K - $974K
|
4.16K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
4.13K+ 5.24% |
$836K - $967K
|
83K
$28.6M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
4.12K+ 48.96% |
$834K - $965K
|
12.5K
$4.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.1KNew |
$830K - $961K
|
4.1K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.05K+ 0.94% |
$821K - $950K
|
434K
$149M
|