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 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
891+ 6.07% |
$170K - $228K
|
15.6K
$5.23M
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
869+ 38.18% |
$166K - $222K
|
3.15K
$1.06M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
858+ 17.65% |
$163K - $219K
|
5.72K
$1.92M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
851+ 8.84% |
$162K - $217K
|
10.5K
$3.52M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
837+ 3.84% |
$159K - $214K
|
22.6K
$7.6M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
834+ 5.76% |
$159K - $213K
|
15.3K
$5.14M
|
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
824+ 47.55% |
$157K - $210K
|
2.56K
$859K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
817+ 6.02% |
$156K - $209K
|
14.4K
$4.83M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
813+ 13.48% |
$155K - $208K
|
6.84K
$2.3M
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
811+ 19.66% |
$155K - $207K
|
4.94K
$1.66M
|
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
810+ 0.07% |
$154K - $207K
|
1.12M
$376M
|
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
801+ 3.22% |
$153K - $205K
|
25.7K
$8.62M
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
800+ 1.3% |
$152K - $204K
|
62.2K
$20.9M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
800+ 13.24% |
$152K - $204K
|
6.84K
$2.3M
|
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
BUY
|
- |
790+ 37.35% |
$151K - $202K
|
2.91K
$975K
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
789+ 50.71% |
$150K - $202K
|
2.35K
$787K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
778+ 30.93% |
$148K - $199K
|
3.29K
$1.11M
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
776+ 4.4% |
$148K - $198K
|
18.4K
$6.18M
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
775+ 256.62% |
$148K - $198K
|
1.08K
$362K
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
770+ 13.72% |
$147K - $197K
|
6.38K
$2.14M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
768+ 9.36% |
$146K - $196K
|
8.97K
$3.01M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
765+ 2.68% |
$146K - $195K
|
29.4K
$9.86M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
763+ 7.32% |
$145K - $195K
|
11.2K
$3.76M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
760+ 2.08% |
$145K - $194K
|
37.4K
$12.5M
|
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
758+ 14.46% |
$144K - $194K
|
6K
$2.01M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
752+ 18.21% |
$143K - $192K
|
4.88K
$1.64M
|
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
750+ 14.08% |
$143K - $192K
|
6.08K
$2.04M
|
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
750+ 1.69% |
$143K - $192K
|
45.2K
$15.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
747+ 58.18% |
$142K - $191K
|
2.03K
$682K
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
747+ 4.17% |
$142K - $191K
|
18.7K
$6.26M
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
736+ 0.93% |
$140K - $188K
|
79.5K
$26.7M
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
735+ 5.52% |
$140K - $188K
|
14.1K
$4.72M
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
730+ 3.07% |
$139K - $186K
|
24.5K
$8.23M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
725+ 1.39% |
$138K - $185K
|
52.9K
$17.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
724+ 196.74% |
$138K - $185K
|
1.09K
$367K
|
|
|
May 16, 2022
Q1 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
723+ 22.46% |
$138K - $185K
|
3.94K
$1.32M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
713+ 25.42% |
$136K - $182K
|
3.52K
$1.18M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
702+ 1.86% |
$134K - $179K
|
38.4K
$12.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
BUY
|
- |
701+ 6.25% |
$134K - $179K
|
11.9K
$4M
|
|
|
Apr 25, 2022
Q1 2022
|
Westwood Management Corp
|
BUY
|
- |
700+ 1.6% |
$133K - $179K
|
44.3K
$14.9M
|
|
|
May 12, 2022
Q1 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
700+ 41.18% |
$133K - $179K
|
2.4K
$806K
|
|
|
Jun 16, 2022
Q1 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
691+ 16.88% |
$132K - $177K
|
4.78K
$1.61M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
689+ 7.39% |
$131K - $176K
|
10K
$3.36M
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
684+ 65.14% |
$130K - $175K
|
1.73K
$582K
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
684+ 4.08% |
$130K - $175K
|
17.5K
$5.86M
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
680+ 44.1% |
$130K - $174K
|
2.22K
$746K
|
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
677+ 4.37% |
$129K - $173K
|
16.2K
$5.43M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
675+ 7.4% |
$129K - $172K
|
9.8K
$3.29M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
672+ 16.6% |
$128K - $172K
|
4.72K
$1.58M
|
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
666+ 6.53% |
$127K - $170K
|
10.9K
$3.65M
|