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 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
117+ 5.44% |
$22.3K - $29.9K
|
2.27K
$776K
|
|
|
Apr 26, 2022
Q1 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
115+ 1.19% |
$21.9K - $29.4K
|
9.77K
$3.34M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
114+ 14.96% |
$21.7K - $29.1K
|
876
$300K
|
|
|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
BUY
|
- |
112+ 4.39% |
$21.3K - $28.6K
|
2.67K
$912K
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
110+ 1.57% |
$21K - $28.1K
|
7.13K
$2.44M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
109+ 0.14% |
$20.8K - $27.8K
|
79.9K
$27.3M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
109New |
$20.8K - $27.8K
|
109
$37.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
108+ 1.66% |
$20.6K - $27.6K
|
6.62K
$2.26M
|
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
108+ 4.17% |
$20.6K - $27.6K
|
2.7K
$923K
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
108+ 8.26% |
$20.6K - $27.6K
|
1.42K
$484K
|
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
108New |
$20.6K - $27.6K
|
108
$36.9K
|
|
|
May 02, 2022
Q1 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
108+ 1.76% |
$20.6K - $27.6K
|
6.25K
$2.14M
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
107+ 13.11% |
$20.4K - $27.3K
|
923
$316K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
107+ 3.68% |
$20.4K - $27.3K
|
3.01K
$1.03M
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
105+ 5.21% |
$20K - $26.8K
|
2.12K
$726K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
105+ 15.49% |
$20K - $26.8K
|
783
$268K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
100+ 9.4% |
$19.1K - $25.5K
|
1.16K
$398K
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
100+ 8.01% |
$19.1K - $25.5K
|
1.35K
$461K
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
100+ 4.75% |
$19.1K - $25.5K
|
2.21K
$755K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
100+ 7.33% |
$19.1K - $25.5K
|
1.46K
$501K
|
|
|
Apr 19, 2022
Q1 2022
|
Sitrin Capital Management LLC
|
BUY
|
- |
99+ 0.39% |
$18.9K - $25.3K
|
25.2K
$8.62M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
98+ 8.63% |
$18.7K - $25K
|
1.23K
$422K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
97+ 3.43% |
$18.5K - $24.8K
|
2.93K
$1M
|
|
|
Apr 22, 2022
Q1 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
97+ 1.9% |
$18.5K - $24.8K
|
5.19K
$1.78M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
96+ 6.0% |
$18.3K - $24.5K
|
1.7K
$580K
|
|
|
May 11, 2022
Q1 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
92+ 5.45% |
$17.5K - $23.5K
|
1.78K
$609K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
92+ 1.92% |
$17.5K - $23.5K
|
4.89K
$1.67M
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
BUY
|
- |
91+ 6.54% |
$17.3K - $23.2K
|
1.48K
$507K
|
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
90+ 1.76% |
$17.1K - $23K
|
5.2K
$1.78M
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
90+ 1.7% |
$17.1K - $23K
|
5.37K
$1.84M
|
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
90+ 2.9% |
$17.1K - $23K
|
3.19K
$1.09M
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
86+ 2.38% |
$16.4K - $22K
|
3.71K
$1.27M
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
85+ 28.52% |
$16.2K - $21.7K
|
383
$131K
|
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
BUY
|
- |
85+ 0.63% |
$16.2K - $21.7K
|
13.7K
$4.67M
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
85+ 2.83% |
$16.2K - $21.7K
|
3.09K
$1.06M
|
|
|
May 02, 2022
Q1 2022
|
Trust Investment Advisors
|
BUY
|
- |
83+ 2.31% |
$15.8K - $21.2K
|
3.68K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
83+ 4.98% |
$15.8K - $21.2K
|
1.75K
$599K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
79+ 0.2% |
$15.1K - $20.2K
|
38.6K
$13.2M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
79+ 3.64% |
$15.1K - $20.2K
|
2.25K
$770K
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
79+ 4.81% |
$15.1K - $20.2K
|
1.72K
$589K
|
|
|
May 10, 2022
Q1 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
79+ 1.46% |
$15.1K - $20.2K
|
5.5K
$1.88M
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
77+ 3.64% |
$14.7K - $19.7K
|
2.19K
$750K
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
77+ 0.21% |
$14.7K - $19.7K
|
36.6K
$12.5M
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
76+ 27.24% |
$14.5K - $19.4K
|
355
$121K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
75+ 6.1% |
$14.3K - $19.2K
|
1.31K
$446K
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
75+ 0.45% |
$14.3K - $19.2K
|
16.7K
$5.71M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
74+ 0.84% |
$14.1K - $18.9K
|
8.87K
$3.03M
|
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
BUY
|
- |
72+ 2.78% |
$13.7K - $18.4K
|
2.66K
$911K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
72+ 65.45% |
$13.7K - $18.4K
|
182
$62.2K
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
BUY
|
- |
71+ 0.54% |
$13.5K - $18.1K
|
13.1K
$4.48M
|