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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
3.93K+ 6.15% |
$565K - $752K
|
67.8K
$21.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.92K+ 3.42% |
$563K - $749K
|
118K
$37.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.82K+ 1.52% |
$549K - $731K
|
255K
$81M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.78K+ 172.86% |
$543K - $722K
|
5.96K
$1.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.76K+ 156.73% |
$541K - $720K
|
6.16K
$1.96M
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.74K+ 0.66% |
$539K - $716K
|
574K
$182M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.64K+ 10.86% |
$523K - $696K
|
37.1K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.63K+ 32.86% |
$522K - $694K
|
14.7K
$4.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Ns Partners LTD
|
BUY
|
- |
3.63K+ 3.71% |
$522K - $694K
|
101K
$32.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.61KNew |
$520K - $691K
|
3.61K
$1.15M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.52K+ 87.93% |
$506K - $673K
|
7.52K
$2.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
3.44K+ 7.58% |
$495K - $659K
|
48.9K
$15.5M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.43K+ 14.41% |
$494K - $656K
|
27.3K
$8.66M
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
3.43KNew |
$493K - $655K
|
3.43K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Carroll Investors, Inc
|
BUY
|
- |
3.41K+ 7.93% |
$490K - $652K
|
46.4K
$14.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.36K+ 6.05% |
$484K - $643K
|
58.9K
$18.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
BUY
|
- |
3.34K+ 4.12% |
$480K - $639K
|
84.4K
$26.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.3K+ 1.55% |
$475K - $632K
|
216K
$68.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.3K+ 68.11% |
$474K - $631K
|
8.14K
$2.59M
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
3.3K+ 145.91% |
$474K - $630K
|
5.56K
$1.77M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.22K+ 28.88% |
$463K - $615K
|
14.4K
$4.56M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.11K+ 7.29% |
$447K - $595K
|
45.8K
$14.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
3.1K+ 40.26% |
$446K - $593K
|
10.8K
$3.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
3.06K+ 0.92% |
$440K - $586K
|
335K
$107M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.05K+ 45.55% |
$438K - $582K
|
9.73K
$3.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.04K+ 121.64% |
$437K - $581K
|
5.53K
$1.76M
|
|
|
Oct 20, 2022
Q3 2022
|
Lynch Asset Management, Inc.
|
BUY
|
- |
3K+ 60.0% |
$432K - $574K
|
8K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3KNew |
$432K - $574K
|
3K
$954K
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
2.98KNew |
$428K - $569K
|
2.98K
$946K
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
BUY
|
- |
2.85K+ 6.25% |
$410K - $546K
|
48.5K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.85KNew |
$410K - $545K
|
2.85K
$905K
|
|
|
Nov 14, 2022
Q3 2022
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
2.8K+ 0.98% |
$403K - $536K
|
290K
$92.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.79K+ 1.02% |
$401K - $534K
|
278K
$88.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
2.79K+ 12.09% |
$401K - $533K
|
25.8K
$8.22M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.74K+ 24.5% |
$395K - $525K
|
13.9K
$4.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.73K+ 1312.98% |
$393K - $522K
|
2.94K
$934K
|
|
|
Nov 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.73K+ 22.0% |
$393K - $522K
|
15.1K
$4.81M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.7K+ 3.35% |
$389K - $517K
|
83.4K
$26.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
2.7KNew |
$388K - $516K
|
2.7K
$858K
|
|
|
Nov 14, 2022
Q3 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.67K+ 2.82% |
$384K - $511K
|
97.5K
$31M
|
|
|
Nov 07, 2022
Q3 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.65K+ 4.04% |
$381K - $507K
|
68.3K
$21.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
2.65KNew |
$381K - $507K
|
2.65K
$842K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.64K+ 5.09% |
$380K - $505K
|
54.5K
$17.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.6K+ 9.27% |
$374K - $497K
|
30.7K
$9.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
2.6KNew |
$374K - $497K
|
2.6K
$826K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.58K+ 3.61% |
$371K - $493K
|
74.1K
$23.5M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.57K+ 7.13% |
$370K - $492K
|
38.6K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.57K+ 3.26% |
$370K - $492K
|
81.4K
$25.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
2.57K+ 92.1% |
$369K - $491K
|
5.35K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.51K+ 8.37% |
$361K - $480K
|
32.5K
$10.3M
|