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 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
100+ 7.13% |
$23.8K - $28.6K
|
1.5K
$478K
|
|
|
Nov 12, 2021
Q3 2021
|
Private Wealth Partners, LLC
|
BUY
|
- |
100+ 0.54% |
$23.8K - $28.6K
|
18.5K
$5.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
100+ 5.6% |
$23.8K - $28.6K
|
1.89K
$600K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
99+ 761.54% |
$23.5K - $28.3K
|
112
$35.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
99+ 1.08% |
$23.5K - $28.3K
|
9.27K
$2.95M
|
|
|
Nov 08, 2021
Q3 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
98+ 10.89% |
$23.3K - $28K
|
998
$317K
|
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
98+ 8.84% |
$23.3K - $28K
|
1.21K
$384K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
97+ 2.49% |
$23K - $27.7K
|
3.99K
$1.27M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
96+ 23.82% |
$22.8K - $27.4K
|
499
$159K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
95+ 1.19% |
$22.6K - $27.1K
|
8.05K
$2.56M
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
93+ 3.9% |
$22.1K - $26.6K
|
2.48K
$787K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
93+ 5.98% |
$22.1K - $26.6K
|
1.65K
$524K
|
|
|
Nov 10, 2021
Q3 2021
|
Fwl Investment Management, LLC
|
BUY
|
- |
93+ 0.34% |
$22.1K - $26.6K
|
27.8K
$8.82M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
93+ 5.12% |
$22.1K - $26.6K
|
1.91K
$606K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
93+ 4.14% |
$22.1K - $26.6K
|
2.34K
$743K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
91+ 9.09% |
$21.6K - $26K
|
1.09K
$347K
|
|
|
Nov 12, 2021
Q3 2021
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
90+ 7.74% |
$21.4K - $25.7K
|
1.25K
$398K
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
90+ 1.65% |
$21.4K - $25.7K
|
5.55K
$1.77M
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
90+ 1.69% |
$21.4K - $25.7K
|
5.41K
$1.72M
|
|
|
Oct 14, 2021
Q3 2021
|
Wedge Capital Management L L P
|
BUY
|
- |
89+ 6.01% |
$21.1K - $25.4K
|
1.57K
$499K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
89+ 2.43% |
$21.1K - $25.4K
|
3.75K
$1.19M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
89+ 16.42% |
$21.1K - $25.4K
|
631
$201K
|
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
88+ 9.03% |
$20.9K - $25.1K
|
1.06K
$338K
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
88+ 0.53% |
$20.9K - $25.1K
|
16.6K
$5.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
88+ 9.57% |
$20.9K - $25.1K
|
1.01K
$320K
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
87+ 9.63% |
$20.7K - $24.8K
|
990
$315K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
86+ 5.75% |
$20.4K - $24.6K
|
1.58K
$503K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
86+ 1.04% |
$20.4K - $24.6K
|
8.38K
$2.66M
|
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
84+ 10.11% |
$20K - $24K
|
915
$291K
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
83+ 0.89% |
$19.7K - $23.7K
|
9.46K
$3.01M
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
82+ 2.23% |
$19.5K - $23.4K
|
3.76K
$1.19M
|
|
|
Oct 19, 2021
Q3 2021
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
82+ 0.29% |
$19.5K - $23.4K
|
28.7K
$9.13M
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
80+ 3.6% |
$19K - $22.9K
|
2.3K
$732K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
79+ 0.25% |
$18.8K - $22.6K
|
31.3K
$9.95M
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
79+ 0.78% |
$18.8K - $22.6K
|
10.2K
$3.25M
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
78+ 7.22% |
$18.5K - $22.3K
|
1.16K
$368K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
78+ 2.2% |
$18.5K - $22.3K
|
3.62K
$1.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
78+ 0.59% |
$18.5K - $22.3K
|
13.3K
$4.24M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
78+ 48.15% |
$18.5K - $22.3K
|
240
$76.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Core Alternative Capital
|
BUY
|
- |
77New |
$18.3K - $22K
|
77
$24.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
77+ 1.69% |
$18.3K - $22K
|
4.62K
$1.47M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
76+ 8.04% |
$18.1K - $21.7K
|
1.02K
$325K
|
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
75+ 1.39% |
$17.8K - $21.4K
|
5.49K
$1.74M
|
|
|
Nov 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
75+ 1.14% |
$17.8K - $21.4K
|
6.63K
$2.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
75+ 2.42% |
$17.8K - $21.4K
|
3.17K
$1.01M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
75+ 12.71% |
$17.8K - $21.4K
|
665
$211K
|
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
74+ 0.83% |
$17.6K - $21.1K
|
8.98K
$2.85M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
70+ 42.42% |
$16.6K - $20K
|
235
$74.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
70+ 83.33% |
$16.6K - $20K
|
154
$48.9K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
70New |
$16.6K - $20K
|
70
$22.2K
|