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
|
Northstar Group, Inc.
|
BUY
|
- |
545+ 5.3% |
$104K - $139K
|
10.8K
$3.7M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
543+ 20.58% |
$103K - $139K
|
3.18K
$1.09M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
541New |
$103K - $138K
|
541
$185K
|
|
|
May 13, 2022
Q1 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
540+ 21.95% |
$103K - $138K
|
3K
$1.03M
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
537+ 10.02% |
$102K - $137K
|
5.9K
$2.02M
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
530+ 7.73% |
$101K - $135K
|
7.39K
$2.53M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
527+ 1.76% |
$100K - $135K
|
30.5K
$10.4M
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
524+ 11.6% |
$99.8K - $134K
|
5.04K
$1.72M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
518+ 700.0% |
$98.7K - $132K
|
592
$202K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
517+ 3.5% |
$98.5K - $132K
|
15.3K
$5.23M
|
|
|
May 13, 2022
Q1 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
517+ 1.86% |
$98.5K - $132K
|
28.4K
$9.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
516+ 52.23% |
$98.3K - $132K
|
1.5K
$514K
|
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
516+ 0.99% |
$98.3K - $132K
|
52.7K
$18M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
515+ 56.28% |
$98.1K - $132K
|
1.43K
$489K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
508+ 0.19% |
$96.8K - $130K
|
269K
$91.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
502+ 36.32% |
$95.7K - $128K
|
1.88K
$644K
|
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
500+ 9.22% |
$95.3K - $128K
|
5.93K
$2.03M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
497+ 13.1% |
$94.7K - $127K
|
4.29K
$1.47M
|
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
496+ 2.61% |
$94.5K - $127K
|
19.5K
$6.66M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
494+ 0.52% |
$94.1K - $126K
|
94.7K
$32.4M
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
492+ 51.84% |
$93.7K - $126K
|
1.44K
$493K
|
|
|
May 12, 2022
Q1 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
492+ 1.09% |
$93.7K - $126K
|
45.5K
$15.6M
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
490+ 6.19% |
$93.4K - $125K
|
8.4K
$2.87M
|
|
|
May 16, 2022
Q1 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
478+ 2.93% |
$91.1K - $122K
|
16.8K
$5.75M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
478+ 13.62% |
$91.1K - $122K
|
3.99K
$1.36M
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
477+ 47.8% |
$90.9K - $122K
|
1.48K
$504K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
475+ 16.97% |
$90.5K - $121K
|
3.27K
$1.12M
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
469+ 15.55% |
$89.4K - $120K
|
3.49K
$1.19M
|
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
460+ 6.2% |
$87.6K - $118K
|
7.88K
$2.69M
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
458+ 26.58% |
$87.3K - $117K
|
2.18K
$746K
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
456+ 55.75% |
$86.9K - $116K
|
1.27K
$436K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
455+ 10.05% |
$86.7K - $116K
|
4.98K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
450+ 5.0% |
$85.7K - $115K
|
9.45K
$3.23M
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
450+ 67.47% |
$85.7K - $115K
|
1.12K
$382K
|
|
|
May 16, 2022
Q1 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
445+ 6.29% |
$84.8K - $114K
|
7.52K
$2.57M
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
444+ 24.75% |
$84.6K - $113K
|
2.24K
$765K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
439+ 11.02% |
$83.6K - $112K
|
4.42K
$1.51M
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
437+ 514.12% |
$83.3K - $112K
|
522
$179K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
432+ 8.99% |
$82.3K - $110K
|
5.24K
$1.79M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
432+ 2.75% |
$82.3K - $110K
|
16.1K
$5.51M
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
BUY
|
- |
426+ 13.94% |
$81.2K - $109K
|
3.48K
$1.19M
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
425+ 7.75% |
$81K - $109K
|
5.91K
$2.02M
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
425+ 7.15% |
$81K - $109K
|
6.37K
$2.18M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
422+ 24.58% |
$80.4K - $108K
|
2.14K
$732K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
421+ 6.86% |
$80.2K - $108K
|
6.56K
$2.24M
|
|
|
May 02, 2022
Q1 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
420+ 11.53% |
$80K - $107K
|
4.06K
$1.39M
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
417+ 16.96% |
$79.5K - $107K
|
2.88K
$984K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
417+ 6.24% |
$79.5K - $107K
|
7.1K
$2.43M
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
414+ 21.5% |
$78.9K - $106K
|
2.34K
$800K
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
413+ 16.51% |
$78.7K - $106K
|
2.92K
$997K
|