Purchases and Sales Made in Q1 2022 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.69K+ 193.8% |
$512K - $687K
|
4.08K
$1.33M
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.67K+ 65.33% |
$509K - $682K
|
6.76K
$2.2M
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.66K+ 61.02% |
$508K - $681K
|
7.03K
$2.29M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
2.66K+ 1.88% |
$507K - $680K
|
144K
$46.9M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.65K+ 10.25% |
$505K - $676K
|
28.5K
$9.28M
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.64KNew |
$503K - $674K
|
2.64K
$860K
|
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.64K+ 4.97% |
$503K - $674K
|
55.8K
$18.2M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.63K+ 45.25% |
$501K - $671K
|
8.44K
$2.75M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.62K+ 24.26% |
$500K - $670K
|
13.4K
$4.38M
|
|
|
May 04, 2022
Q1 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
2.6KNew |
$495K - $664K
|
2.6K
$847K
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.58K+ 70.97% |
$492K - $659K
|
6.22K
$2.03M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
2.57KNew |
$489K - $656K
|
2.57K
$836K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
2.56K+ 938.1% |
$488K - $654K
|
2.83K
$923K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.56K+ 53.44% |
$488K - $654K
|
7.35K
$2.39M
|
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.56K+ 15.56% |
$487K - $653K
|
19K
$6.18M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.55K+ 6.92% |
$486K - $652K
|
39.4K
$12.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 6.84% |
$484K - $649K
|
39.7K
$12.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.54K+ 12.85% |
$483K - $648K
|
22.3K
$7.25M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.52K+ 2.01% |
$480K - $644K
|
128K
$41.7M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
2.52K+ 39.02% |
$479K - $643K
|
8.96K
$2.92M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.51K+ 57.15% |
$479K - $642K
|
6.91K
$2.25M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.5K+ 36.58% |
$476K - $639K
|
9.33K
$3.04M
|
|
|
May 06, 2022
Q1 2022
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
BUY
|
- |
2.5KNew |
$476K - $639K
|
2.5K
$814K
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.49K+ 9.36% |
$474K - $636K
|
29.1K
$9.47M
|
|
|
May 11, 2022
Q1 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
2.48K+ 0.13% |
$472K - $633K
|
1.91M
$622M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.48K+ 7.75% |
$472K - $632K
|
34.4K
$11.2M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.44K+ 4.09% |
$464K - $623K
|
62.1K
$20.2M
|
|
|
May 09, 2022
Q1 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
2.43K+ 129.47% |
$464K - $622K
|
4.31K
$1.41M
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.42K+ 1.17% |
$462K - $619K
|
209K
$68.2M
|
|
|
May 12, 2022
Q1 2022
|
Jeneq Management LP
New York, NY |
BUY
|
- |
2.4KNew |
$457K - $613K
|
2.4K
$782K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.38K+ 1.24% |
$453K - $607K
|
194K
$63.2M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.37K+ 4.71% |
$452K - $606K
|
52.7K
$17.2M
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.34K+ 19.33% |
$446K - $598K
|
14.4K
$4.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
BUY
|
- |
2.33K+ 17.46% |
$443K - $594K
|
15.7K
$5.1M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.33K+ 54.86% |
$443K - $594K
|
6.56K
$2.14M
|
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
2.32KNew |
$442K - $592K
|
2.32K
$755K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
BUY
|
- |
2.31K+ 8.32% |
$441K - $591K
|
30.1K
$9.81M
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.31K+ 28.63% |
$440K - $590K
|
10.4K
$3.38M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.31K+ 10.05% |
$440K - $590K
|
25.3K
$8.24M
|
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.31KNew |
$440K - $590K
|
2.31K
$752K
|
|
|
May 16, 2022
Q1 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
2.3KNew |
$439K - $588K
|
2.3K
$750K
|
|
|
May 13, 2022
Q1 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.3K+ 2.01% |
$438K - $587K
|
117K
$38M
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.28KNew |
$434K - $582K
|
2.28K
$743K
|
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
BUY
|
- |
2.28K+ 10.9% |
$434K - $582K
|
23.2K
$7.54M
|
|
|
Apr 18, 2022
Q1 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
2.26K+ 2.59% |
$430K - $577K
|
89.5K
$29.2M
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
2.25K+ 0.39% |
$429K - $575K
|
572K
$186M
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.24K+ 225.38% |
$426K - $572K
|
3.23K
$1.05M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.24K+ 10.05% |
$426K - $571K
|
24.5K
$7.98M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
2.23K+ 6.47% |
$425K - $570K
|
36.7K
$12M
|
|
|
Apr 13, 2022
Q1 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.22K+ 10.6% |
$423K - $567K
|
23.2K
$7.54M
|