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 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
143New |
$34K - $40.8K
|
143
$45.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
142+ 4.21% |
$33.7K - $40.6K
|
3.52K
$1.12M
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
142+ 16.06% |
$33.7K - $40.6K
|
1.03K
$326K
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
142+ 14.79% |
$33.7K - $40.6K
|
1.1K
$350K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
141+ 8.74% |
$33.5K - $40.3K
|
1.75K
$558K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
140+ 2.59% |
$33.3K - $40K
|
5.54K
$1.76M
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
138+ 15.23% |
$32.8K - $39.4K
|
1.04K
$332K
|
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
138+ 0.42% |
$32.8K - $39.4K
|
32.8K
$10.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
BUY
|
- |
137+ 7.41% |
$32.5K - $39.1K
|
1.99K
$631K
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
135+ 16.11% |
$32.1K - $38.6K
|
973
$309K
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
135+ 2.79% |
$32.1K - $38.6K
|
4.97K
$1.58M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
132+ 5.56% |
$31.4K - $37.7K
|
2.51K
$796K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
130+ 9.75% |
$30.9K - $37.1K
|
1.46K
$465K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
130+ 2.09% |
$30.9K - $37.1K
|
6.35K
$2.02M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
126+ 4.57% |
$29.9K - $36K
|
2.89K
$917K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
126+ 20.97% |
$29.9K - $36K
|
727
$231K
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
125+ 10.51% |
$29.7K - $35.7K
|
1.31K
$418K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
125New |
$29.7K - $35.7K
|
125
$39.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
BUY
|
- |
125+ 11.11% |
$29.7K - $35.7K
|
1.25K
$397K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
125+ 13.16% |
$29.7K - $35.7K
|
1.08K
$342K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
125+ 18.66% |
$29.7K - $35.7K
|
795
$253K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
125+ 6.73% |
$29.7K - $35.7K
|
1.98K
$630K
|
|
|
Oct 25, 2021
Q3 2021
|
Weybosset Research & Management LLC
|
BUY
|
- |
125+ 7.69% |
$29.7K - $35.7K
|
1.75K
$556K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
124+ 2.68% |
$29.5K - $35.4K
|
4.76K
$1.51M
|
|
|
Nov 10, 2021
Q3 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
123+ 2.27% |
$29.2K - $35.1K
|
5.54K
$1.76M
|
|
|
Nov 10, 2021
Q3 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
121+ 13.91% |
$28.7K - $34.6K
|
991
$315K
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
119+ 0.11% |
$28.3K - $34K
|
112K
$35.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
118+ 31.3% |
$28K - $33.7K
|
495
$157K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
116+ 11.52% |
$27.6K - $33.1K
|
1.12K
$357K
|
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
115+ 8.02% |
$27.3K - $32.8K
|
1.55K
$492K
|
|
|
Nov 09, 2021
Q3 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
115+ 2.79% |
$27.3K - $32.8K
|
4.24K
$1.35M
|
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
114+ 2.55% |
$27.1K - $32.6K
|
4.59K
$1.46M
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
114+ 7.13% |
$27.1K - $32.6K
|
1.71K
$544K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
114+ 10.96% |
$27.1K - $32.6K
|
1.15K
$367K
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
113+ 1.09% |
$26.8K - $32.3K
|
10.5K
$3.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
113+ 29.12% |
$26.8K - $32.3K
|
501
$159K
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
113+ 0.87% |
$26.8K - $32.3K
|
13.1K
$4.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
113+ 6.25% |
$26.8K - $32.3K
|
1.92K
$610K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
110+ 1.21% |
$26.1K - $31.4K
|
9.23K
$2.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
109+ 8.25% |
$25.9K - $31.1K
|
1.43K
$455K
|
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
108+ 9.82% |
$25.7K - $30.8K
|
1.21K
$384K
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
107+ 4.62% |
$25.4K - $30.6K
|
2.42K
$770K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
105+ 12.11% |
$24.9K - $30K
|
972
$309K
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
105+ 10.4% |
$24.9K - $30K
|
1.12K
$354K
|
|
|
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
105+ 0.76% |
$24.9K - $30K
|
14K
$4.44M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
104+ 2.33% |
$24.7K - $29.7K
|
4.57K
$1.45M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
103+ 5.06% |
$24.5K - $29.4K
|
2.14K
$680K
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
103+ 45.18% |
$24.5K - $29.4K
|
331
$105K
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
102+ 1.67% |
$24.2K - $29.1K
|
6.22K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
102+ 147.83% |
$24.2K - $29.1K
|
171
$54.4K
|