Purchases and Sales Made in Q3 2021 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q3 2021. 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 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
317+ 2.57% |
$75.3K - $90.5K
|
12.6K
$4.02M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
317+ 4.52% |
$75.3K - $90.5K
|
7.34K
$2.33M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
315+ 2.63% |
$74.8K - $90K
|
12.3K
$3.91M
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
313+ 12.06% |
$74.4K - $89.4K
|
2.91K
$924K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
313+ 3.36% |
$74.4K - $89.4K
|
9.64K
$3.06M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
313+ 7.51% |
$74.4K - $89.4K
|
4.48K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
310+ 4.45% |
$73.6K - $88.5K
|
7.28K
$2.31M
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
309+ 24.35% |
$73.4K - $88.3K
|
1.58K
$502K
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
308+ 26.3% |
$73.2K - $88K
|
1.48K
$470K
|
|
|
Nov 01, 2021
Q3 2021
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
305+ 24.11% |
$72.5K - $87.1K
|
1.57K
$499K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
302+ 7.56% |
$71.7K - $86.3K
|
4.3K
$1.37M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
301+ 3.24% |
$71.5K - $86K
|
9.61K
$3.05M
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
300+ 2.81% |
$71.3K - $85.7K
|
11K
$3.49M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
300+ 16.82% |
$71.3K - $85.7K
|
2.08K
$662K
|
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
300+ 23.35% |
$71.3K - $85.7K
|
1.59K
$504K
|
|
|
Nov 12, 2021
Q3 2021
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
300+ 4.41% |
$71.3K - $85.7K
|
7.1K
$2.26M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
298+ 18.06% |
$70.8K - $85.1K
|
1.95K
$619K
|
|
|
Nov 08, 2021
Q3 2021
|
Bradley Mark J.
|
BUY
|
- |
295+ 3.48% |
$70.1K - $84.3K
|
8.77K
$2.79M
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
295+ 2.09% |
$70.1K - $84.3K
|
14.4K
$4.58M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
294+ 29.64% |
$69.8K - $84K
|
1.29K
$409K
|
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
293+ 0.93% |
$69.6K - $83.7K
|
31.8K
$10.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
292+ 4.32% |
$69.4K - $83.4K
|
7.05K
$2.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
289+ 25.35% |
$68.7K - $82.5K
|
1.43K
$454K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
288+ 4.79% |
$68.4K - $82.3K
|
6.3K
$2M
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
282+ 1.37% |
$67K - $80.5K
|
20.8K
$6.62M
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
281+ 12.06% |
$66.8K - $80.3K
|
2.61K
$830K
|
|
|
Nov 03, 2021
Q3 2021
|
Sawyer & Company, Inc
|
BUY
|
- |
280+ 3.03% |
$66.5K - $80K
|
9.51K
$3.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
280+ 11.88% |
$66.5K - $80K
|
2.64K
$838K
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
278+ 3.93% |
$66K - $79.4K
|
7.36K
$2.34M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
276+ 3.25% |
$65.6K - $78.8K
|
8.78K
$2.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
274+ 0.65% |
$65.1K - $78.3K
|
42.6K
$13.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
273+ 6.65% |
$64.9K - $78K
|
4.38K
$1.39M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
273+ 3.6% |
$64.9K - $78K
|
7.86K
$2.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
272+ 0.84% |
$64.6K - $77.7K
|
32.8K
$10.4M
|
|
|
Oct 21, 2021
Q3 2021
|
1776 Wealth LLC
|
BUY
|
- |
272+ 17.86% |
$64.6K - $77.7K
|
1.8K
$571K
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
269+ 1.68% |
$63.9K - $76.8K
|
16.3K
$5.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
269+ 9.53% |
$63.9K - $76.8K
|
3.09K
$983K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
269+ 5.88% |
$63.9K - $76.8K
|
4.84K
$1.54M
|
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
269+ 6.69% |
$63.9K - $76.8K
|
4.29K
$1.36M
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
268+ 15.07% |
$63.7K - $76.5K
|
2.05K
$650K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
264+ 1.99% |
$62.7K - $75.4K
|
13.5K
$4.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
260+ 28.99% |
$61.8K - $74.3K
|
1.16K
$368K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
259+ 0.86% |
$61.5K - $74K
|
30.4K
$9.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
258+ 47.34% |
$61.3K - $73.7K
|
803
$255K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
257+ 2.38% |
$61.1K - $73.4K
|
11.1K
$3.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
257+ 7.96% |
$61.1K - $73.4K
|
3.49K
$1.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
255+ 18.51% |
$60.6K - $72.8K
|
1.63K
$519K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
255+ 7.49% |
$60.6K - $72.8K
|
3.66K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
253+ 6.31% |
$60.1K - $72.3K
|
4.26K
$1.36M
|
|
|
Oct 14, 2021
Q3 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
252+ 2.56% |
$59.9K - $72K
|
10.1K
$3.21M
|