Purchases and Sales Made in Q3 2023 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.33K+ 14.6% |
$270K - $312K
|
10.5K
$3.6M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
1.33K+ 1.75% |
$269K - $311K
|
77.1K
$26.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.32K+ 8.52% |
$267K - $310K
|
16.8K
$5.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.32K+ 12.49% |
$267K - $310K
|
11.9K
$4.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
1.31K+ 3.13% |
$265K - $307K
|
43.1K
$14.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.3K+ 12.44% |
$263K - $305K
|
11.8K
$4.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.3K+ 2.79% |
$262K - $304K
|
47.8K
$16.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.3K+ 13.24% |
$262K - $304K
|
11.1K
$3.82M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.3K+ 20.63% |
$262K - $304K
|
7.57K
$2.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
1.29K+ 12.1% |
$260K - $301K
|
11.9K
$4.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.28KNew |
$260K - $300K
|
1.28K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 32.75% |
$259K - $300K
|
5.18K
$1.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.27KNew |
$258K - $299K
|
1.27K
$439K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.27KNew |
$257K - $297K
|
1.27K
$437K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
1.26K+ 7.3% |
$256K - $296K
|
18.6K
$6.4M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
1.26KNew |
$254K - $294K
|
1.26K
$433K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.23KNew |
$250K - $289K
|
1.23K
$425K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.23K+ 0.66% |
$249K - $288K
|
187K
$64.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.23K+ 15.6% |
$248K - $287K
|
9.09K
$3.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.22K+ 7.37% |
$248K - $287K
|
17.8K
$6.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.22KNew |
$247K - $286K
|
1.22K
$421K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.21K+ 3.81% |
$245K - $283K
|
32.9K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.19KNew |
$241K - $279K
|
1.19K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.19K+ 6.15% |
$241K - $279K
|
20.5K
$7.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 9.3% |
$240K - $278K
|
13.9K
$4.8M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 12.12% |
$238K - $275K
|
10.9K
$3.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.17K+ 17.14% |
$237K - $275K
|
8.01K
$2.76M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
1.17K+ 6.83% |
$237K - $274K
|
18.3K
$6.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.17KNew |
$237K - $274K
|
1.17K
$402K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$236K - $274K
|
1.17K
$402K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.16K+ 15.96% |
$235K - $272K
|
8.43K
$2.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.15K+ 4.42% |
$233K - $269K
|
27.2K
$9.36M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.15KNew |
$232K - $269K
|
1.15K
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.14K+ 29.44% |
$230K - $267K
|
5K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.12K+ 12.73% |
$227K - $263K
|
9.94K
$3.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.1KNew |
$223K - $259K
|
1.1K
$380K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.1K+ 23.73% |
$223K - $258K
|
5.73K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.1KNew |
$222K - $257K
|
1.1K
$378K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.09KNew |
$222K - $256K
|
1.09K
$377K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.09KNew |
$220K - $255K
|
1.09K
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.08K+ 10.8% |
$218K - $253K
|
11.1K
$3.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
1.07KNew |
$217K - $251K
|
1.07K
$369K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.07KNew |
$217K - $251K
|
1.07K
$369K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.07K+ 0.84% |
$216K - $250K
|
129K
$44.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.06K+ 1.35% |
$215K - $249K
|
79.8K
$27.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.06K+ 3.94% |
$215K - $249K
|
28K
$9.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.06K+ 0.99% |
$215K - $249K
|
108K
$37.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
1.06KNew |
$214K - $247K
|
1.06K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
1.06K+ 14.83% |
$214K - $247K
|
8.18K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.06KNew |
$214K - $247K
|
1.06K
$363K
|