Purchases and Sales Made in Q3 2022 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q3 2022. 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 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.83KNew |
$263K - $349K
|
1.83K
$581K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.83K+ 8.54% |
$263K - $349K
|
23.2K
$7.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.8K+ 51.14% |
$259K - $344K
|
5.32K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.79KNew |
$258K - $343K
|
1.79K
$570K
|
|
|
Oct 13, 2022
Q3 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
1.75K+ 27.49% |
$252K - $335K
|
8.12K
$2.58M
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.73K+ 9.52% |
$249K - $331K
|
19.9K
$6.32M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.71K+ 5.05% |
$247K - $328K
|
35.7K
$11.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.71K+ 4.97% |
$246K - $327K
|
36.1K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.7KNew |
$245K - $325K
|
1.7K
$541K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.7K+ 5.55% |
$245K - $325K
|
32.3K
$10.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.7K+ 30.6% |
$244K - $325K
|
7.25K
$2.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
1.68K+ 7.65% |
$242K - $322K
|
23.7K
$7.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.67KNew |
$241K - $320K
|
1.67K
$532K
|
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.67K+ 3.62% |
$240K - $320K
|
47.9K
$15.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.66K+ 102.79% |
$239K - $317K
|
3.27K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
1.65KNew |
$237K - $316K
|
1.65K
$525K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.65K+ 2.94% |
$237K - $315K
|
57.5K
$18.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.64K+ 1.33% |
$236K - $314K
|
126K
$40M
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.64KNew |
$236K - $314K
|
1.64K
$521K
|
|
|
Nov 07, 2022
Q3 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.62KNew |
$233K - $310K
|
1.62K
$515K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.6K+ 10.0% |
$231K - $307K
|
17.6K
$5.61M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.59K+ 6.31% |
$229K - $305K
|
26.8K
$8.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.57KNew |
$226K - $300K
|
1.57K
$499K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.56KNew |
$225K - $299K
|
1.56K
$496K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
1.55K+ 4.42% |
$222K - $296K
|
36.6K
$11.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.53K+ 1.61% |
$220K - $293K
|
96.9K
$30.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.53K+ 5.36% |
$219K - $292K
|
30K
$9.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.52K+ 4.98% |
$218K - $290K
|
31.9K
$10.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.51KNew |
$217K - $289K
|
1.51K
$480K
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.47KNew |
$211K - $280K
|
1.47K
$466K
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.45KNew |
$209K - $278K
|
1.45K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.45K+ 3.55% |
$209K - $278K
|
42.3K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
1.44K+ 50.87% |
$207K - $275K
|
4.26K
$1.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.43K+ 18.47% |
$206K - $273K
|
9.17K
$2.91M
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
1.43K+ 29.19% |
$205K - $273K
|
6.31K
$2M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.41K+ 2.28% |
$203K - $270K
|
63.4K
$20.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.41K+ 16.56% |
$203K - $270K
|
9.92K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
1.41KNew |
$202K - $269K
|
1.41K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.4K+ 8.41% |
$202K - $269K
|
18.1K
$5.75M
|
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.39K+ 5.32% |
$201K - $267K
|
27.6K
$8.77M
|
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.39K+ 38.88% |
$200K - $266K
|
4.97K
$1.58M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.38K+ 15.74% |
$198K - $264K
|
10.1K
$3.22M
|
|
|
Oct 25, 2024
Q3 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.38K+ 13.15% |
$198K - $264K
|
11.9K
$3.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.37K+ 101.7% |
$197K - $263K
|
2.72K
$866K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
1.37K+ 8.28% |
$197K - $262K
|
17.9K
$5.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.37K+ 20.42% |
$196K - $261K
|
8.06K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
1.37K+ 53.48% |
$196K - $261K
|
3.92K
$1.25M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.35K+ 14.22% |
$195K - $259K
|
10.9K
$3.45M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.33K+ 8.24% |
$191K - $254K
|
17.5K
$5.55M
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.32K+ 10.38% |
$190K - $253K
|
14.1K
$4.47M
|