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 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
283+ 3.8% |
$53.9K - $72.3K
|
7.74K
$2.53M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
281+ 0.84% |
$53.5K - $71.8K
|
33.7K
$11M
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
279+ 3.86% |
$53.2K - $71.3K
|
7.5K
$2.45M
|
|
|
May 06, 2022
Q1 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
278+ 6.62% |
$53K - $71K
|
4.48K
$1.46M
|
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
276+ 25.09% |
$52.6K - $70.5K
|
1.38K
$449K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
273+ 5.29% |
$52K - $69.7K
|
5.44K
$1.77M
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
271+ 8.2% |
$51.6K - $69.2K
|
3.57K
$1.17M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
271+ 23.71% |
$51.6K - $69.2K
|
1.41K
$462K
|
|
|
May 12, 2022
Q1 2022
|
Bradley Mark J.
|
BUY
|
- |
270+ 2.67% |
$51.4K - $69K
|
10.4K
$3.39M
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
BUY
|
- |
270+ 3.76% |
$51.4K - $69K
|
7.46K
$2.44M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
268+ 14.19% |
$51.1K - $68.5K
|
2.16K
$704K
|
|
|
Apr 29, 2022
Q1 2022
|
Sather Financial Group Inc
|
BUY
|
- |
267+ 28.9% |
$50.9K - $68.2K
|
1.19K
$389K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
267+ 5.41% |
$50.9K - $68.2K
|
5.2K
$1.7M
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
266+ 1.42% |
$50.7K - $68K
|
19K
$6.19M
|
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
265+ 1.91% |
$50.5K - $67.7K
|
14.2K
$4.62M
|
|
|
May 11, 2022
Q1 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
262+ 18.96% |
$49.9K - $66.9K
|
1.64K
$537K
|
|
|
May 16, 2022
Q1 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
262+ 18.96% |
$49.9K - $66.9K
|
1.64K
$537K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
261+ 0.79% |
$49.7K - $66.7K
|
33.2K
$10.8M
|
|
|
May 16, 2022
Q1 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
261+ 19.19% |
$49.7K - $66.7K
|
1.62K
$529K
|
|
|
Apr 29, 2022
Q1 2022
|
Riverstone Advisors, LLC
|
BUY
|
- |
259+ 11.22% |
$49.3K - $66.2K
|
2.57K
$839K
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
259+ 3.95% |
$49.3K - $66.2K
|
6.82K
$2.23M
|
|
|
May 16, 2022
Q1 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
258+ 8.52% |
$49.2K - $65.9K
|
3.29K
$1.07M
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
255+ 29.93% |
$48.6K - $65.1K
|
1.11K
$361K
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
254+ 1.31% |
$48.4K - $64.9K
|
19.6K
$6.4M
|
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
253+ 13.29% |
$48.2K - $64.6K
|
2.16K
$704K
|
|
|
Apr 11, 2022
Q1 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
252+ 15.0% |
$48K - $64.4K
|
1.93K
$631K
|
|
|
May 10, 2022
Q1 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
251+ 0.34% |
$47.8K - $64.1K
|
74K
$24.2M
|
|
|
May 16, 2022
Q1 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
251+ 0.23% |
$47.8K - $64.1K
|
108K
$35.3M
|
|
|
May 12, 2022
Q1 2022
|
Diamant Asset Management, Inc.
|
BUY
|
- |
250+ 27.17% |
$47.6K - $63.9K
|
1.17K
$382K
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
247+ 8.64% |
$47.1K - $63.1K
|
3.11K
$1.01M
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
247+ 9.67% |
$47.1K - $63.1K
|
2.8K
$915K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
246+ 1.65% |
$46.9K - $62.8K
|
15.1K
$4.94M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
245+ 30.47% |
$46.7K - $62.6K
|
1.05K
$343K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
245+ 12.42% |
$46.7K - $62.6K
|
2.22K
$724K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
244+ 2.01% |
$46.5K - $62.3K
|
12.4K
$4.04M
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
244+ 12.35% |
$46.5K - $62.3K
|
2.22K
$725K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
243+ 44.1% |
$46.3K - $62.1K
|
794
$259K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
243+ 8.18% |
$46.3K - $62.1K
|
3.21K
$1.05M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
241+ 22.52% |
$45.9K - $61.6K
|
1.31K
$428K
|
|
|
Apr 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
240+ 8.54% |
$45.7K - $61.3K
|
3.05K
$996K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
239+ 137.36% |
$45.5K - $61.1K
|
413
$135K
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
237+ 12.04% |
$45.2K - $60.5K
|
2.21K
$720K
|
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
BUY
|
- |
237+ 16.42% |
$45.2K - $60.5K
|
1.68K
$549K
|
|
|
May 12, 2022
Q1 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
236+ 3.7% |
$45K - $60.3K
|
6.62K
$2.16M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
232+ 18.22% |
$44.2K - $59.3K
|
1.51K
$491K
|
|
|
May 13, 2022
Q1 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
230+ 0.43% |
$43.8K - $58.8K
|
54.2K
$17.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
229+ 6.74% |
$43.6K - $58.5K
|
3.63K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
229+ 18.63% |
$43.6K - $58.5K
|
1.46K
$476K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
228+ 12.09% |
$43.4K - $58.2K
|
2.11K
$690K
|
|
|
May 10, 2022
Q1 2022
|
Wd Rutherford LLC
|
BUY
|
- |
227+ 1.47% |
$43.3K - $58K
|
15.7K
$5.13M
|