Purchases and Sales Made in Q3 2023 in Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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
Oct 31, 2023 Q3 2023
Ctc LLC

BUY
 -
2.56K
+ 4.56%
$518K - $599K
58.6K $20.2M
Nov 06, 2023 Q3 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
2.53K
New
$513K - $594K
2.53K $873K
Nov 15, 2023 Q3 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
2.52K
+ 233.21%
$510K - $591K
3.6K $1.24M
Nov 08, 2023 Q3 2023
Amg National Trust Bank

BUY
 -
2.5K
+ 50.54%
$506K - $586K
7.45K $2.56M
Oct 10, 2023 Q3 2023
Iam Advisory, LLC

BUY
 -
2.48K
New
$503K - $582K
2.48K $856K
Oct 20, 2023 Q3 2023
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
2.48K
+ 14.8%
$502K - $581K
19.2K $6.62M
Nov 14, 2023 Q3 2023
Fayez Sarofim & CO

Houston, TX
BUY
 -
2.48K
New
$502K - $581K
2.48K $853K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
2.44K
+ 13.03%
$495K - $573K
21.2K $7.3M
Nov 01, 2023 Q3 2023
New Mexico Educational Retirement Board

BUY
 -
2.4K
+ 4.94%
$486K - $562K
51K $17.6M
Nov 14, 2023 Q3 2023
Bridgefront Capital, LLC

Austin, TX
BUY
 -
2.33K
+ 79.47%
$473K - $547K
5.27K $1.82M
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
2.29K
+ 18.97%
$464K - $537K
14.4K $4.95M
Nov 14, 2023 Q3 2023
Ironwood Investment Counsel, LLC

BUY
 -
2.29K
+ 165.13%
$463K - $536K
3.67K $1.26M
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
2.29K
+ 34.78%
$463K - $536K
8.86K $3.05M
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
2.28K
New
$462K - $534K
2.28K $785K
Oct 10, 2023 Q3 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
2.26K
+ 10.43%
$457K - $529K
23.9K $8.24M
Nov 01, 2023 Q3 2023
Regions Financial Corp

BUY
 -
2.26K
+ 1.67%
$457K - $529K
137K $47.2M
Nov 13, 2023 Q3 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
2.25K
New
$456K - $528K
2.25K $776K
Nov 06, 2023 Q3 2023
Lgt Group Foundation

BUY
 -
2.25K
+ 9.44%
$455K - $527K
26.1K $8.98M
Oct 10, 2023 Q3 2023
Franklin Street Advisors Inc

BUY
 -
2.24K
+ 1.74%
$454K - $525K
131K $45.2M
Dec 11, 2023 Q3 2023
Wesbanco Bank Inc

BUY
 -
2.23K
+ 2.33%
$451K - $521K
97.8K $33.7M
Nov 06, 2023 Q3 2023
Privium Fund Management (Uk) LTD

BUY
 -
2.22K
+ 22.55%
$449K - $520K
12.1K $4.15M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
2.2K
+ 18.76%
$445K - $515K
13.9K $4.79M
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
2.14K
+ 6.47%
$433K - $502K
35.2K $12.1M
Oct 25, 2023 Q3 2023
Oak Harvest Investment Services

BUY
 -
2.13K
+ 61.26%
$431K - $499K
5.6K $1.93M
Oct 18, 2023 Q3 2023
Richelieu Gestion PLC

BUY
 -
2.12K
+ 20.52%
$430K - $498K
12.5K $4.3M
Nov 06, 2023 Q3 2023
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
2.11K
+ 123.36%
$428K - $495K
3.82K $1.32M
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
2.1K
+ 32.69%
$425K - $492K
8.52K $2.94M
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
2.08K
+ 84.95%
$421K - $487K
4.52K $1.56M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
2.05K
New
$416K - $481K
2.05K $707K
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
2.05K
+ 131.75%
$415K - $480K
3.61K $1.24M
Nov 07, 2023 Q3 2023
Community Financial Services Group, LLC

Newport, VT
BUY
 -
2.04K
New
$413K - $478K
2.04K $702K
Nov 02, 2023 Q3 2023
Gilbert & Cook, Inc.

BUY
 -
2.03K
+ 62.01%
$410K - $475K
5.29K $1.82M
Nov 13, 2023 Q3 2023
Insight Holdings Group, LLC

New York, NY
BUY
 -
2K
+ 2.41%
$405K - $469K
84.9K $29.2M
Nov 14, 2023 Q3 2023
Lombard Odier Asset Management (Usa) Corp

New York, NY
BUY
 -
2K
+ 200.0%
$405K - $469K
3K $1.03M
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
1.97K
+ 26.47%
$398K - $461K
9.39K $3.23M
Oct 13, 2023 Q3 2023
Courier Capital LLC

BUY
 -
1.95K
+ 18.24%
$394K - $457K
12.6K $4.35M
Oct 23, 2023 Q3 2023
Rmr Wealth Builders

BUY
 -
1.94K
+ 54.1%
$393K - $455K
5.53K $1.9M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
1.93K
New
$390K - $452K
1.93K $664K
Nov 09, 2023 Q3 2023
Lazard Freres Gestion S.A.S.

BUY
 -
1.92K
+ 9.56%
$389K - $451K
22K $7.59M
Nov 14, 2023 Q3 2023
Sciencast Management LP

BUY
 -
1.92K
+ 35.03%
$389K - $450K
7.4K $2.55M
Nov 13, 2023 Q3 2023
Mqs Management LLC

BUY
 -
1.91K
New
$387K - $448K
1.91K $658K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.91K
+ 20.76%
$387K - $447K
11.1K $3.82M
Oct 30, 2023 Q3 2023
Little House Capital LLC

Braintree, MA
BUY
 -
1.9K
+ 68.05%
$385K - $446K
4.7K $1.62M
Oct 12, 2023 Q3 2023
Moody National Bank Trust Division

BUY
 -
1.87K
+ 10.32%
$378K - $438K
20K $6.88M
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
1.87K
+ 5.61%
$378K - $437K
35.1K $12.1M
Nov 14, 2023 Q3 2023
Kempen Capital Management N.V.

Amsterdam, P7
BUY
 -
1.84K
+ 1.16%
$372K - $431K
160K $55M
Nov 07, 2023 Q3 2023
Equitable Trust CO

BUY
 -
1.83K
+ 3.98%
$371K - $429K
47.8K $16.5M
Oct 25, 2023 Q3 2023
Vision Capital Management, Inc.

Portland, OR
BUY
 -
1.82K
+ 8.77%
$369K - $427K
22.6K $7.79M
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
1.81K
+ 145.39%
$367K - $425K
3.06K $1.05M

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