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 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.03K+ 92.26% |
$815K - $944K
|
8.39K
$2.89M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
4.02K+ 72.33% |
$815K - $943K
|
9.59K
$3.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
3.95K+ 134.67% |
$801K - $927K
|
6.89K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
3.88K+ 31.42% |
$786K - $909K
|
16.2K
$5.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.87K+ 217.48% |
$783K - $907K
|
5.65K
$1.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
3.81K+ 40.11% |
$770K - $892K
|
13.3K
$4.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.78K+ 104.91% |
$766K - $886K
|
7.39K
$2.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.75K+ 0.72% |
$759K - $878K
|
526K
$181M
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.66KNew |
$741K - $858K
|
3.66K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.65K+ 3.62% |
$740K - $856K
|
105K
$36M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.64K+ 2.04% |
$737K - $853K
|
182K
$62.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
3.55KNew |
$719K - $832K
|
3.55K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.53K+ 2.01% |
$715K - $828K
|
179K
$61.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
3.47K+ 11.64% |
$702K - $813K
|
33.3K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.46K+ 15.04% |
$701K - $811K
|
26.5K
$9.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.45KNew |
$698K - $807K
|
3.45K
$1.19M
|
|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.44K+ 1.37% |
$697K - $807K
|
256K
$88M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
3.44K+ 20.63% |
$696K - $806K
|
20.1K
$6.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 156.96% |
$682K - $790K
|
5.52K
$1.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.37K+ 10.01% |
$682K - $789K
|
37K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.32K+ 3.42% |
$672K - $778K
|
100K
$34.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.3K+ 144.44% |
$668K - $773K
|
5.58K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.21K+ 14.1% |
$650K - $752K
|
26K
$8.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
BUY
|
- |
3.19K+ 15.24% |
$646K - $748K
|
24.1K
$8.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
3.18K+ 50.42% |
$644K - $745K
|
9.48K
$3.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.17KNew |
$642K - $743K
|
3.17K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.14K+ 11.92% |
$635K - $735K
|
29.5K
$10.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
3.07KNew |
$622K - $720K
|
3.07K
$1.06M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.05K+ 110.4% |
$617K - $714K
|
5.81K
$2M
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
3.04K+ 27.25% |
$615K - $712K
|
14.2K
$4.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
3.02K+ 67.77% |
$612K - $708K
|
7.48K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
3KNew |
$607K - $703K
|
3K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.96K+ 26.2% |
$599K - $694K
|
14.3K
$4.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.95KNew |
$597K - $691K
|
2.95K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.9K+ 35.05% |
$587K - $679K
|
11.2K
$3.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.89K+ 2.58% |
$585K - $677K
|
115K
$39.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.88K+ 13.17% |
$584K - $675K
|
24.8K
$8.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.87K+ 23.53% |
$580K - $671K
|
15K
$5.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.86K+ 35.46% |
$580K - $671K
|
10.9K
$3.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
2.84K+ 6.75% |
$576K - $666K
|
44.9K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.84K+ 2.42% |
$575K - $665K
|
120K
$41.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.83K+ 12.89% |
$572K - $662K
|
24.8K
$8.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.79K+ 0.12% |
$565K - $654K
|
2.24M
$772M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.74K+ 4.27% |
$555K - $643K
|
67K
$23.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.74K+ 105.26% |
$555K - $642K
|
5.34K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.72KNew |
$550K - $637K
|
2.72K
$936K
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.64K+ 27.73% |
$534K - $618K
|
12.2K
$4.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.56K+ 20.49% |
$519K - $601K
|
15.1K
$5.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.56K+ 45.54% |
$518K - $600K
|
8.18K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.56K+ 18.41% |
$518K - $600K
|
16.5K
$5.67M
|