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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.73K- 92.13% |
$351K - $406K
|
148
$51K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.74K- 1.92% |
$352K - $407K
|
88.6K
$30.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.79K- 33.93% |
$363K - $420K
|
3.49K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.81K- 9.42% |
$367K - $424K
|
17.4K
$6M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.86K- 5.5% |
$376K - $435K
|
31.9K
$11M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.87K- 6.54% |
$378K - $438K
|
26.7K
$9.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.88K- 6.53% |
$381K - $442K
|
27K
$9.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-1.89K- 7.12% |
$383K - $443K
|
24.7K
$8.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.9K- 4.48% |
$385K - $445K
|
40.6K
$14M
|
|
|
Oct 30, 2023
Q3 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.94K- 11.66% |
$392K - $454K
|
14.7K
$5.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.99K- 3.12% |
$402K - $466K
|
61.7K
$21.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-2K- 3.89% |
$405K - $469K
|
49.4K
$17M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.03K- 62.11% |
$411K - $475K
|
1.24K
$426K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.03K- 6.94% |
$411K - $475K
|
27.2K
$9.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-2.04K- 60.97% |
$413K - $479K
|
1.31K
$450K
|
|
|
Oct 31, 2023
Q3 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-2.06K- 40.08% |
$417K - $483K
|
3.08K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.08K- 14.16% |
$421K - $488K
|
12.6K
$4.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.09K- 16.44% |
$422K - $489K
|
10.6K
$3.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-2.09K- 0.79% |
$423K - $490K
|
262K
$90.2M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.17K- 45.78% |
$438K - $507K
|
2.56K
$883K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.2K- 0.82% |
$445K - $516K
|
267K
$92M
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-2.23K- 89.36% |
$452K - $523K
|
266
$91.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.26K- 7.64% |
$458K - $530K
|
27.3K
$9.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.26K- 1.44% |
$458K - $531K
|
155K
$53.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-2.27K- 25.94% |
$460K - $532K
|
6.48K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.27K- 1.34% |
$460K - $532K
|
167K
$57.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.3K- 1.02% |
$466K - $539K
|
222K
$76.6M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.31K- 1.5% |
$468K - $542K
|
152K
$52.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.31K- 1.28% |
$469K - $542K
|
178K
$61.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-2.35K- 1.52% |
$475K - $550K
|
152K
$52.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.37K- 5.55% |
$479K - $555K
|
40.3K
$13.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-2.37K- 7.64% |
$480K - $555K
|
28.7K
$9.87M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.39K- 13.75% |
$484K - $560K
|
15K
$5.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.39K- 10.33% |
$484K - $561K
|
20.8K
$7.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.42K- 7.0% |
$489K - $566K
|
32.1K
$11.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.43K- 1.44% |
$492K - $569K
|
166K
$57.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-2.5K- 3.44% |
$506K - $586K
|
70.2K
$24.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.5K- 62.81% |
$506K - $586K
|
1.48K
$510K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-2.5K- 2.77% |
$506K - $586K
|
87.6K
$30.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.57K- 3.55% |
$521K - $603K
|
69.9K
$24.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-2.59K- 8.77% |
$525K - $608K
|
27K
$9.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-2.6K- 3.63% |
$526K - $608K
|
68.9K
$23.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.6K- 12.13% |
$526K - $609K
|
18.8K
$6.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-2.6K- 6.76% |
$526K - $609K
|
35.9K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.6K- 63.72% |
$527K - $610K
|
1.48K
$510K
|
|
|
Feb 01, 2024
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-2.64K- 12.56% |
$534K - $619K
|
18.4K
$6.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.64K- 2.26% |
$535K - $619K
|
114K
$39.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-2.72K- 6.89% |
$552K - $638K
|
36.8K
$12.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.73K- 5.44% |
$552K - $639K
|
47.4K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.74K- 22.19% |
$554K - $642K
|
9.6K
$3.31M
|