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 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.81K+ 60.26% |
$344K - $461K
|
4.8K
$1.33M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.8K+ 5.63% |
$342K - $459K
|
33.7K
$9.36M
|
|
|
May 13, 2022
Q1 2022
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
1.78K+ 6.39% |
$339K - $454K
|
29.6K
$8.22M
|
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.78K+ 36.62% |
$338K - $454K
|
6.63K
$1.84M
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
1.77KNew |
$338K - $453K
|
1.77K
$493K
|
|
|
Apr 29, 2022
Q1 2022
|
Lynch Asset Management, Inc.
|
BUY
|
- |
1.75K+ 140.0% |
$333K - $447K
|
3K
$833K
|
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.75K+ 1.56% |
$333K - $447K
|
114K
$31.6M
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.75KNew |
$333K - $446K
|
1.75K
$485K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
1.75K+ 9.24% |
$333K - $446K
|
20.7K
$5.74M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.73K+ 30.01% |
$330K - $443K
|
7.51K
$2.09M
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.72KNew |
$328K - $440K
|
1.72K
$479K
|
|
|
May 06, 2022
Q1 2022
|
Dillon & Associates Inc
|
BUY
|
- |
1.72K+ 10.44% |
$328K - $439K
|
18.2K
$5.06M
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.72K+ 8.99% |
$327K - $438K
|
20.8K
$5.78M
|
|
|
May 16, 2022
Q1 2022
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
1.72KNew |
$327K - $438K
|
1.72K
$476K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.71K+ 4.96% |
$326K - $437K
|
36.2K
$10.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Grassi Investment Management
|
BUY
|
- |
1.7K+ 4.63% |
$324K - $434K
|
38.4K
$10.7M
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.7KNew |
$324K - $434K
|
1.7K
$472K
|
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.69KNew |
$323K - $432K
|
1.69K
$470K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 14.51% |
$320K - $429K
|
13.3K
$3.68M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.66KNew |
$316K - $424K
|
1.66K
$461K
|
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.65K+ 7.55% |
$315K - $423K
|
23.6K
$6.55M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.65K+ 77.61% |
$315K - $422K
|
3.78K
$1.05M
|
|
|
Apr 13, 2022
Q1 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.63K+ 36.71% |
$311K - $417K
|
6.09K
$1.69M
|
|
|
May 09, 2022
Q1 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.63K+ 3.36% |
$311K - $417K
|
50.2K
$14M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.62K+ 22.87% |
$309K - $415K
|
8.72K
$2.42M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.62KNew |
$309K - $414K
|
1.62K
$451K
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.61K+ 3.1% |
$307K - $412K
|
53.7K
$14.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.61K+ 11.3% |
$306K - $410K
|
15.8K
$4.39M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.6K+ 16.13% |
$305K - $410K
|
11.5K
$3.21M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.57K+ 7.85% |
$299K - $401K
|
21.6K
$5.99M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.57K+ 7.85% |
$299K - $401K
|
21.6K
$5.99M
|
|
|
Apr 18, 2022
Q1 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.56KNew |
$297K - $398K
|
1.56K
$433K
|
|
|
May 13, 2022
Q1 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.55K+ 9.06% |
$296K - $396K
|
18.7K
$5.18M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.55K+ 39.42% |
$295K - $395K
|
5.47K
$1.52M
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.54K+ 9.08% |
$294K - $394K
|
18.6K
$5.15M
|
|
|
Apr 27, 2022
Q1 2022
|
Ami Asset Management Corp
|
BUY
|
- |
1.53K+ 0.76% |
$291K - $390K
|
203K
$56.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.51K+ 13.26% |
$288K - $387K
|
12.9K
$3.59M
|
|
|
May 02, 2022
Q1 2022
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.5KNew |
$286K - $383K
|
1.5K
$417K
|
|
|
May 02, 2022
Q1 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.5K+ 75.19% |
$286K - $383K
|
3.5K
$971K
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.49KNew |
$284K - $380K
|
1.49K
$414K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.48K+ 10.47% |
$281K - $377K
|
15.6K
$4.33M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.47KNew |
$281K - $377K
|
1.47K
$409K
|
|
|
May 13, 2022
Q1 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.47K+ 25.73% |
$280K - $375K
|
7.17K
$1.99M
|
|
|
May 09, 2022
Q1 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
1.47K+ 5.15% |
$279K - $374K
|
29.9K
$8.31M
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
1.46K+ 83.91% |
$277K - $372K
|
3.19K
$886K
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.45KNew |
$277K - $371K
|
1.45K
$404K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.45K+ 6.38% |
$277K - $371K
|
24.2K
$6.74M
|
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
1.45K+ 5.99% |
$277K - $371K
|
25.7K
$7.14M
|
|
|
Feb 05, 2025
Q1 2022
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
BUY
|
- |
1.44K+ 7.68% |
$273K - $367K
|
20.1K
$5.59M
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.43K+ 9.8% |
$273K - $366K
|
16.1K
$4.46M
|