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 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16+ 0.53% |
$3.05K - $4.09K
|
3.01K
$992K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 7.58% |
$3.05K - $4.09K
|
227
$74.9K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
BUY
|
- |
15+ 1.3% |
$2.86K - $3.83K
|
1.17K
$386K
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
15+ 0.63% |
$2.86K - $3.83K
|
2.41K
$797K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
15+ 2.02% |
$2.86K - $3.83K
|
756
$249K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
14+ 0.41% |
$2.67K - $3.58K
|
3.47K
$1.14M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14+ 0.97% |
$2.67K - $3.58K
|
1.46K
$483K
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
14+ 1.23% |
$2.67K - $3.58K
|
1.15K
$381K
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
13+ 0.48% |
$2.48K - $3.32K
|
2.71K
$893K
|
|
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
13+ 0.14% |
$2.48K - $3.32K
|
9.17K
$3.02M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
12+ 0.75% |
$2.29K - $3.07K
|
1.61K
$531K
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.91% |
$1.91K - $2.55K
|
1.11K
$367K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9+ 0.88% |
$1.71K - $2.3K
|
1.03K
$340K
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.75% |
$1.52K - $2.04K
|
1.07K
$353K
|
|
|
Apr 27, 2022
Q1 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
8+ 0.61% |
$1.52K - $2.04K
|
1.33K
$437K
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
8+ 0.19% |
$1.52K - $2.04K
|
4.17K
$1.38M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.34% |
$1.52K - $2.04K
|
2.37K
$780K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
7+ 0.17% |
$1.33K - $1.79K
|
4.01K
$1.32M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
7+ 0.17% |
$1.33K - $1.79K
|
4.01K
$1.32M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 0.37% |
$1.14K - $1.53K
|
1.62K
$534K
|
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
6+ 0.54% |
$1.14K - $1.53K
|
1.12K
$371K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6+ 0.3% |
$1.14K - $1.53K
|
2.03K
$668K
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6+ 0.11% |
$1.14K - $1.53K
|
5.39K
$1.78M
|
|
|
Apr 20, 2022
Q1 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
5+ 0.15% |
$953 - $1.28K
|
3.34K
$1.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
5+ 0.46% |
$953 - $1.28K
|
1.09K
$359K
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
5+ 0.36% |
$953 - $1.28K
|
1.39K
$459K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 7.14% |
$953 - $1.28K
|
75
$24.8K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 1.56% |
$762 - $1.02K
|
261
$86.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
4New |
$762 - $1.02K
|
4
$1.32K
|
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
4+ 0.39% |
$762 - $1.02K
|
1.04K
$342K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3+ 0.12% |
$572 - $766
|
2.43K
$801K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
3+ 9.38% |
$572 - $766
|
35
$11.6K
|
|
|
Apr 11, 2022
Q1 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
2+ 0.02% |
$381 - $511
|
11K
$3.63M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 40.0% |
$381 - $511
|
7
$2.31K
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
2+ 0.19% |
$381 - $511
|
1.04K
$343K
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.03% |
$191 - $255
|
3.99K
$1.32M
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1New |
$191 - $255
|
1
$330
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1- 0.02% |
$191 - $255
|
4.14K
$1.36M
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$381 - $511
|
24.2K
$7.99M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2- 0.25% |
$381 - $511
|
794
$262K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2- 0.03% |
$381 - $511
|
5.73K
$1.89M
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2- 0.46% |
$381 - $511
|
437
$144K
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2Closed |
$381 - $511
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-2- 0.09% |
$381 - $511
|
2.29K
$754K
|
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-3- 0.26% |
$572 - $766
|
1.14K
$375K
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4- 0.18% |
$762 - $1.02K
|
2.22K
$734K
|
|
|
May 16, 2022
Q1 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4- 0.29% |
$762 - $1.02K
|
1.39K
$460K
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-5- 0.14% |
$953 - $1.28K
|
3.61K
$1.19M
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-5- 20.0% |
$953 - $1.28K
|
20
$6.6K
|