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 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
662+ 24.82% |
$126K - $169K
|
3.33K
$1.12M
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
653+ 7.37% |
$124K - $167K
|
9.51K
$3.19M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
652+ 40.62% |
$124K - $167K
|
2.26K
$758K
|
|
|
Apr 11, 2022
Q1 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
652+ 3.75% |
$124K - $167K
|
18K
$6.06M
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
651+ 15.91% |
$124K - $166K
|
4.74K
$1.59M
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
644+ 14.09% |
$123K - $165K
|
5.21K
$1.75M
|
|
|
May 11, 2022
Q1 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
640+ 6.53% |
$122K - $163K
|
10.4K
$3.51M
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
639+ 3.07% |
$122K - $163K
|
21.5K
$7.2M
|
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
637+ 27.01% |
$121K - $163K
|
3K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
635+ 246.12% |
$121K - $162K
|
893
$300K
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
634+ 42.72% |
$121K - $162K
|
2.12K
$711K
|
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
BUY
|
- |
631+ 21.13% |
$120K - $161K
|
3.62K
$1.21M
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
628+ 77.72% |
$120K - $160K
|
1.44K
$482K
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
627+ 66.14% |
$119K - $160K
|
1.58K
$529K
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
624+ 72.73% |
$119K - $159K
|
1.48K
$498K
|
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
618+ 23.61% |
$118K - $158K
|
3.24K
$1.09M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
616+ 12.32% |
$117K - $157K
|
5.62K
$1.89M
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
614+ 0.9% |
$117K - $157K
|
69K
$23.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
610+ 7.65% |
$116K - $156K
|
8.59K
$2.88M
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
607+ 15.29% |
$116K - $155K
|
4.58K
$1.54M
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
606+ 7.84% |
$115K - $155K
|
8.33K
$2.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
605+ 4.64% |
$115K - $155K
|
13.6K
$4.58M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
604+ 17.51% |
$115K - $154K
|
4.05K
$1.36M
|
|
|
Apr 01, 2024
Q1 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
604+ 4.17% |
$115K - $154K
|
15.1K
$5.07M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
600+ 2.15% |
$114K - $153K
|
28.5K
$9.58M
|
|
|
Jun 21, 2022
Q1 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
600+ 4.25% |
$114K - $153K
|
14.7K
$4.95M
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
595+ 66.63% |
$113K - $152K
|
1.49K
$500K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
592+ 84.33% |
$113K - $151K
|
1.29K
$434K
|
|
|
May 05, 2022
Q1 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
590+ 26.45% |
$112K - $151K
|
2.82K
$947K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
586+ 7.27% |
$112K - $150K
|
8.65K
$2.9M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
579+ 33.96% |
$110K - $148K
|
2.28K
$767K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
579+ 134.65% |
$110K - $148K
|
1.01K
$339K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
578New |
$110K - $148K
|
578
$194K
|
|
|
Jun 02, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
575+ 16.1% |
$110K - $147K
|
4.15K
$1.39M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
574+ 7.08% |
$109K - $147K
|
8.68K
$2.91M
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
573+ 20.6% |
$109K - $146K
|
3.35K
$1.13M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
572New |
$109K - $146K
|
572
$192K
|
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
571+ 0.75% |
$109K - $146K
|
76.7K
$25.8M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
570+ 19.55% |
$109K - $146K
|
3.49K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
566+ 6.23% |
$108K - $145K
|
9.65K
$3.24M
|
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
BUY
|
- |
564+ 3.81% |
$107K - $144K
|
15.4K
$5.16M
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
563+ 14.37% |
$107K - $144K
|
4.48K
$1.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
563+ 0.78% |
$107K - $144K
|
72.4K
$24.3M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
558+ 11.76% |
$106K - $143K
|
5.3K
$1.78M
|
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
BUY
|
- |
556+ 6.5% |
$106K - $142K
|
9.11K
$3.06M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
555+ 5.75% |
$106K - $142K
|
10.2K
$3.43M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
551+ 35.53% |
$105K - $141K
|
2.1K
$706K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
549+ 18.58% |
$105K - $140K
|
3.5K
$1.18M
|
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
BUY
|
- |
545+ 26.98% |
$104K - $139K
|
2.57K
$861K
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
545+ 5.3% |
$104K - $139K
|
10.8K
$3.63M
|