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 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
164+ 1.19% |
$31.2K - $41.9K
|
14K
$4.78M
|
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
162+ 5.29% |
$30.9K - $41.4K
|
3.23K
$1.1M
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
162+ 3.99% |
$30.9K - $41.4K
|
4.23K
$1.45M
|
|
|
May 17, 2022
Q1 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
162+ 2.83% |
$30.9K - $41.4K
|
5.89K
$2.01M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
162+ 23.41% |
$30.9K - $41.4K
|
854
$292K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
161+ 34.62% |
$30.7K - $41.1K
|
626
$214K
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
158+ 2.41% |
$30.1K - $40.4K
|
6.72K
$2.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
155+ 18.9% |
$29.5K - $39.6K
|
975
$333K
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
155+ 55.16% |
$29.5K - $39.6K
|
436
$149K
|
|
|
May 12, 2022
Q1 2022
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
153+ 0.18% |
$29.2K - $39.1K
|
84K
$28.7M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
150+ 71.43% |
$28.6K - $38.3K
|
360
$123K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
150+ 2.94% |
$28.6K - $38.3K
|
5.25K
$1.79M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
150+ 10.34% |
$28.6K - $38.3K
|
1.6K
$548K
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
149+ 14.93% |
$28.4K - $38.1K
|
1.15K
$392K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
149+ 12.46% |
$28.4K - $38.1K
|
1.35K
$460K
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
147+ 11.41% |
$28K - $37.6K
|
1.44K
$491K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
146+ 19.19% |
$27.8K - $37.3K
|
907
$310K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
145+ 43.03% |
$27.6K - $37K
|
482
$165K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
144+ 6.04% |
$27.4K - $36.8K
|
2.53K
$864K
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
143+ 11.65% |
$27.2K - $36.5K
|
1.37K
$469K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
143+ 2.02% |
$27.2K - $36.5K
|
7.21K
$2.47M
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
142+ 4.01% |
$27.1K - $36.3K
|
3.69K
$1.26M
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
141+ 4.21% |
$26.9K - $36K
|
3.49K
$1.19M
|
|
|
May 02, 2022
Q1 2022
|
Geneva Capital Management LLC
|
BUY
|
- |
141+ 1.03% |
$26.9K - $36K
|
13.8K
$4.72M
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
141+ 12.5% |
$26.9K - $36K
|
1.27K
$434K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
140+ 9.79% |
$26.7K - $35.8K
|
1.57K
$537K
|
|
|
Apr 18, 2022
Q1 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
140+ 1.68% |
$26.7K - $35.8K
|
8.47K
$2.9M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
139+ 6.35% |
$26.5K - $35.5K
|
2.33K
$796K
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
139+ 14.69% |
$26.5K - $35.5K
|
1.09K
$371K
|
|
|
May 17, 2022
Q1 2022
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
139+ 8.19% |
$26.5K - $35.5K
|
1.84K
$628K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
139New |
$26.5K - $35.5K
|
139
$47.5K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
138+ 3.42% |
$26.3K - $35.3K
|
4.17K
$1.43M
|
|
|
May 06, 2022
Q1 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
138+ 2.63% |
$26.3K - $35.3K
|
5.38K
$1.84M
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
136New |
$25.9K - $34.7K
|
136
$46.5K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
136+ 1.81% |
$25.9K - $34.7K
|
7.66K
$2.62M
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
135+ 1350.0% |
$25.7K - $34.5K
|
145
$49.6K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
131+ 11.65% |
$25K - $33.5K
|
1.26K
$429K
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
130+ 0.08% |
$24.8K - $33.2K
|
165K
$56.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
129+ 4.72% |
$24.6K - $33K
|
2.86K
$978K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
129+ 2.94% |
$24.6K - $33K
|
4.52K
$1.54M
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
127+ 4.81% |
$24.2K - $32.4K
|
2.77K
$947K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
125+ 5.97% |
$23.8K - $31.9K
|
2.22K
$759K
|
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
124+ 5.98% |
$23.6K - $31.7K
|
2.2K
$751K
|
|
|
May 02, 2022
Q1 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
124+ 12.89% |
$23.6K - $31.7K
|
1.09K
$371K
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
124+ 1.87% |
$23.6K - $31.7K
|
6.76K
$2.31M
|
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
123New |
$23.4K - $31.4K
|
123
$42.1K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
121+ 0.01% |
$23.1K - $30.9K
|
902K
$308M
|
|
|
Apr 29, 2022
Q1 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
120+ 7.25% |
$22.9K - $30.7K
|
1.78K
$607K
|
|
|
May 10, 2022
Q1 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
119+ 1.33% |
$22.7K - $30.4K
|
9.08K
$3.11M
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
118New |
$22.5K - $30.1K
|
118
$40.4K
|