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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.12K+ 101.45% |
$213K - $286K
|
2.22K
$745K
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.1KNew |
$210K - $282K
|
1.1K
$370K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.1K+ 23.28% |
$210K - $282K
|
5.84K
$1.96M
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
1.1KNew |
$209K - $281K
|
1.1K
$369K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.1K+ 31.49% |
$209K - $280K
|
4.58K
$1.54M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.1K+ 19.4% |
$209K - $280K
|
6.74K
$2.26M
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$207K - $277K
|
1.09K
$364K
|
|
|
May 12, 2022
Q1 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.08K+ 34.1% |
$206K - $276K
|
4.25K
$1.43M
|
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.08K+ 4.45% |
$205K - $275K
|
25.3K
$8.48M
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.07K+ 15.44% |
$204K - $274K
|
8.01K
$2.69M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.07K+ 115.27% |
$204K - $274K
|
2K
$672K
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.07K+ 2.73% |
$204K - $273K
|
40.2K
$13.5M
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.07K+ 19.71% |
$204K - $273K
|
6.5K
$2.18M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.07K+ 10.74% |
$203K - $272K
|
11K
$3.69M
|
|
|
Apr 19, 2022
Q1 2022
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.06K+ 6.9% |
$201K - $270K
|
16.4K
$5.49M
|
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
BUY
|
- |
1.06K+ 18.04% |
$201K - $270K
|
6.91K
$2.32M
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
1.05KNew |
$200K - $268K
|
1.05K
$353K
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
1.04K+ 9.57% |
$198K - $266K
|
11.9K
$4M
|
|
|
May 10, 2022
Q1 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.04K+ 9.12% |
$198K - $266K
|
12.5K
$4.18M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
1.03K+ 2.4% |
$196K - $263K
|
44K
$14.8M
|
|
|
May 05, 2022
Q1 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.03K+ 30.32% |
$195K - $262K
|
4.41K
$1.48M
|
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 7.02% |
$192K - $258K
|
15.4K
$5.16M
|
|
|
May 16, 2022
Q1 2022
|
Sora Investors LLC
Bryn Mawr, PA |
BUY
|
- |
1.01KNew |
$192K - $257K
|
1.01K
$338K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1KNew |
$191K - $256K
|
1K
$337K
|
|
|
Apr 13, 2022
Q1 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1K+ 16.67% |
$191K - $255K
|
7K
$2.35M
|
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1K+ 25.76% |
$191K - $255K
|
4.88K
$1.64M
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
990New |
$189K - $253K
|
990
$332K
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
984+ 10.74% |
$187K - $251K
|
10.2K
$3.41M
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
982New |
$187K - $251K
|
982
$330K
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
980New |
$187K - $250K
|
980
$329K
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
980New |
$187K - $250K
|
980
$329K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
979New |
$187K - $250K
|
979
$329K
|
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
979+ 27.08% |
$187K - $250K
|
4.59K
$1.54M
|
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
979New |
$187K - $250K
|
979
$329K
|
|
|
May 16, 2022
Q1 2022
|
Resonate Capital, LLC
San Francisco, CA |
BUY
|
- |
977+ 10.5% |
$186K - $250K
|
10.3K
$3.45M
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
BUY
|
- |
973+ 2.33% |
$185K - $249K
|
42.7K
$14.3M
|
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
970+ 1.14% |
$185K - $248K
|
86K
$28.9M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
965+ 29.74% |
$184K - $247K
|
4.21K
$1.41M
|
|
|
Apr 14, 2022
Q1 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
964+ 9.94% |
$184K - $246K
|
10.7K
$3.58M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
963+ 2.29% |
$183K - $246K
|
43K
$14.4M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
962+ 51.75% |
$183K - $246K
|
2.82K
$947K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
956+ 26.46% |
$182K - $244K
|
4.57K
$1.53M
|
|
|
May 12, 2022
Q1 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
955+ 10.01% |
$182K - $244K
|
10.5K
$3.53M
|
|
|
May 09, 2022
Q1 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
953+ 22.42% |
$182K - $243K
|
5.2K
$1.75M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
947+ 23.28% |
$180K - $242K
|
5.02K
$1.68M
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
946New |
$180K - $242K
|
946
$318K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
916+ 355.04% |
$175K - $234K
|
1.17K
$394K
|
|
|
May 13, 2022
Q1 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
905+ 7.02% |
$172K - $231K
|
13.8K
$4.63M
|
|
|
Apr 29, 2022
Q1 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
900+ 30.55% |
$171K - $230K
|
3.85K
$1.29M
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
895+ 0.56% |
$171K - $229K
|
160K
$53.7M
|