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 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
BUY
|
- |
70+ 3.56% |
$13.3K - $17.9K
|
2.04K
$697K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
70+ 4.6% |
$13.3K - $17.9K
|
1.59K
$544K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
70+ 0.93% |
$13.3K - $17.9K
|
7.61K
$2.6M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
70+ 2.35% |
$13.3K - $17.9K
|
3.06K
$1.04M
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
68+ 6.19% |
$13K - $17.4K
|
1.17K
$399K
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
66+ 6.19% |
$12.6K - $16.9K
|
1.13K
$388K
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
66+ 2.72% |
$12.6K - $16.9K
|
2.5K
$854K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
65+ 4.42% |
$12.4K - $16.6K
|
1.54K
$526K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
63New |
$12K - $16.1K
|
63
$21.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
61New |
$11.6K - $15.6K
|
61
$20.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
60+ 0.24% |
$11.4K - $15.3K
|
24.6K
$8.42M
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
60New |
$11.4K - $15.3K
|
60
$20.5K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
59+ 0.28% |
$11.2K - $15.1K
|
21.2K
$7.24M
|
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
58+ 0.26% |
$11.1K - $14.8K
|
22.1K
$7.57M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
58+ 1.52% |
$11.1K - $14.8K
|
3.87K
$1.32M
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
57+ 3.94% |
$10.9K - $14.6K
|
1.5K
$514K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
57+ 4.01% |
$10.9K - $14.6K
|
1.48K
$506K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
57+ 1.01% |
$10.9K - $14.6K
|
5.72K
$1.96M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
57+ 0.06% |
$10.9K - $14.6K
|
88.3K
$30.2M
|
|
|
May 16, 2022
Q1 2022
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
55+ 0.84% |
$10.5K - $14.1K
|
6.58K
$2.25M
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
54+ 1.21% |
$10.3K - $13.8K
|
4.5K
$1.54M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
53+ 1.65% |
$10.1K - $13.5K
|
3.26K
$1.12M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
53+ 4.04% |
$10.1K - $13.5K
|
1.37K
$467K
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
BUY
|
- |
52+ 0.49% |
$9.91K - $13.3K
|
10.7K
$3.65M
|
|
|
May 06, 2022
Q1 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
52+ 5.59% |
$9.91K - $13.3K
|
983
$336K
|
|
|
May 10, 2022
Q1 2022
|
Meridian Management CO
|
BUY
|
- |
51+ 0.23% |
$9.72K - $13K
|
22.2K
$7.59M
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
50+ 2.99% |
$9.53K - $12.8K
|
1.72K
$590K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
50+ 23.81% |
$9.53K - $12.8K
|
260
$88.9K
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
50+ 5.53% |
$9.53K - $12.8K
|
954
$326K
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
50+ 5.01% |
$9.53K - $12.8K
|
1.05K
$358K
|
|
|
May 11, 2022
Q1 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
50+ 3.68% |
$9.53K - $12.8K
|
1.41K
$482K
|
|
|
May 11, 2022
Q1 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
50+ 4.15% |
$9.53K - $12.8K
|
1.25K
$429K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
50+ 3.44% |
$9.53K - $12.8K
|
1.5K
$514K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
50+ 4.94% |
$9.53K - $12.8K
|
1.06K
$364K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
49+ 1.43% |
$9.34K - $12.5K
|
3.48K
$1.19M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
49+ 1.1% |
$9.34K - $12.5K
|
4.51K
$1.54M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
49+ 4.45% |
$9.34K - $12.5K
|
1.15K
$393K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
46+ 0.38% |
$8.76K - $11.8K
|
12.3K
$4.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
46+ 33.09% |
$8.76K - $11.8K
|
185
$63.3K
|
|
|
May 13, 2022
Q1 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
46+ 0.89% |
$8.76K - $11.8K
|
5.19K
$1.77M
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
44+ 2.61% |
$8.38K - $11.2K
|
1.73K
$591K
|
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
42+ 1.32% |
$8K - $10.7K
|
3.23K
$1.1M
|
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
42+ 0.72% |
$8K - $10.7K
|
5.86K
$2M
|
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
41+ 0.83% |
$7.81K - $10.5K
|
4.96K
$1.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
41+ 0.19% |
$7.81K - $10.5K
|
21.2K
$7.25M
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
40+ 1.23% |
$7.62K - $10.2K
|
3.28K
$1.12M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
40+ 66.67% |
$7.62K - $10.2K
|
100
$34.2K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
40+ 0.87% |
$7.62K - $10.2K
|
4.65K
$1.59M
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
40+ 1.84% |
$7.62K - $10.2K
|
2.22K
$759K
|
|
|
May 12, 2022
Q1 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
40+ 2.26% |
$7.62K - $10.2K
|
1.81K
$618K
|