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 04, 2022
Q1 2022
|
Northeast Investment Management
|
BUY
|
- |
39+ 2.66% |
$7.43K - $9.96K
|
1.5K
$496K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
39+ 3.77% |
$7.43K - $9.96K
|
1.07K
$354K
|
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
38+ 2.48% |
$7.24K - $9.71K
|
1.57K
$518K
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
38+ 1.67% |
$7.24K - $9.71K
|
2.32K
$766K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
38New |
$7.24K - $9.71K
|
38
$12.5K
|
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
BUY
|
- |
37+ 3.11% |
$7.05K - $9.45K
|
1.23K
$404K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
37+ 28.03% |
$7.05K - $9.45K
|
169
$55.8K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
36+ 2.09% |
$6.86K - $9.2K
|
1.76K
$581K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
35+ 2.09% |
$6.67K - $8.94K
|
1.71K
$565K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
33+ 2.56% |
$6.29K - $8.43K
|
1.32K
$437K
|
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
32+ 2.47% |
$6.1K - $8.17K
|
1.33K
$438K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
31+ 2.14% |
$5.91K - $7.92K
|
1.48K
$488K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
31+ 1.31% |
$5.91K - $7.92K
|
2.4K
$792K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
30+ 5.0% |
$5.72K - $7.66K
|
630
$208K
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
30New |
$5.72K - $7.66K
|
30
$9.9K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
30+ 5.0% |
$5.72K - $7.66K
|
630
$208K
|
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
29+ 5.52% |
$5.53K - $7.41K
|
554
$183K
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
29+ 3.09% |
$5.53K - $7.41K
|
966
$319K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
28+ 280.0% |
$5.34K - $7.15K
|
38
$12.5K
|
|
|
Apr 12, 2022
Q1 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
27+ 1.67% |
$5.14K - $6.9K
|
1.65K
$544K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
27+ 0.17% |
$5.14K - $6.9K
|
15.6K
$5.14M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
27+ 15.08% |
$5.14K - $6.9K
|
206
$68K
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
27+ 2.36% |
$5.14K - $6.9K
|
1.17K
$386K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
27+ 1.66% |
$5.14K - $6.9K
|
1.65K
$546K
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
25+ 2.16% |
$4.76K - $6.39K
|
1.18K
$389K
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
25+ 2.06% |
$4.76K - $6.39K
|
1.24K
$409K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
25+ 147.06% |
$4.76K - $6.39K
|
42
$13.9K
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
25+ 0.61% |
$4.76K - $6.39K
|
4.15K
$1.37M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
25+ 3.21% |
$4.76K - $6.39K
|
803
$265K
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
25+ 0.08% |
$4.76K - $6.39K
|
30.1K
$9.93M
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
25+ 22.73% |
$4.76K - $6.39K
|
135
$44.6K
|
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
24+ 8.76% |
$4.57K - $6.13K
|
298
$98.3K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
24+ 1.21% |
$4.57K - $6.13K
|
2.01K
$663K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24+ 0.54% |
$4.57K - $6.13K
|
4.49K
$1.48M
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
24New |
$4.57K - $6.13K
|
24
$7.92K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22+ 21.36% |
$4.19K - $5.62K
|
125
$41.3K
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
22+ 0.29% |
$4.19K - $5.62K
|
7.55K
$2.49M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
21+ 1.46% |
$4K - $5.36K
|
1.46K
$482K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
21+ 0.9% |
$4K - $5.36K
|
2.36K
$778K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
BUY
|
- |
20New |
$3.81K - $5.11K
|
20
$6.6K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20New |
$3.81K - $5.11K
|
20
$6.6K
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
20+ 2.23% |
$3.81K - $5.11K
|
918
$303K
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
BUY
|
- |
19+ 0.09% |
$3.62K - $4.85K
|
20.3K
$6.7M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 9.22% |
$3.62K - $4.85K
|
225
$74.3K
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 0.86% |
$3.43K - $4.6K
|
2.1K
$694K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
17+ 77.27% |
$3.24K - $4.34K
|
39
$12.9K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
17+ 1.23% |
$3.24K - $4.34K
|
1.4K
$461K
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
16+ 1.64% |
$3.05K - $4.09K
|
992
$327K
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
16+ 0.36% |
$3.05K - $4.09K
|
4.44K
$1.47M
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
16+ 0.25% |
$3.05K - $4.09K
|
6.49K
$2.14M
|