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
|
William Allan, LLC
|
SELL
|
- |
-5Closed |
$953 - $1.28K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-5- 0.14% |
$953 - $1.28K
|
3.62K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5- 0.3% |
$953 - $1.28K
|
1.67K
$570K
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-6- 0.14% |
$1.14K - $1.53K
|
4.36K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-6- 27.27% |
$1.14K - $1.53K
|
16
$5.47K
|
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-6- 0.27% |
$1.14K - $1.53K
|
2.25K
$771K
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6- 0.07% |
$1.14K - $1.53K
|
8.48K
$2.9M
|
|
|
May 16, 2022
Q1 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-6- 0.09% |
$1.14K - $1.53K
|
6.33K
$2.16M
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-7Closed |
$1.33K - $1.79K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-7Closed |
$1.33K - $1.79K
|
0
$0
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-7- 0.7% |
$1.33K - $1.79K
|
1K
$342K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-8- 1.6% |
$1.52K - $2.04K
|
493
$169K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-8- 23.53% |
$1.52K - $2.04K
|
26
$8.89K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9- 0.39% |
$1.71K - $2.3K
|
2.28K
$780K
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-9- 0.36% |
$1.71K - $2.3K
|
2.51K
$857K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-10- 0.57% |
$1.91K - $2.55K
|
1.75K
$597K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-10- 32.26% |
$1.91K - $2.55K
|
21
$7.18K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-12- 1.14% |
$2.29K - $3.07K
|
1.04K
$357K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-12- 70.59% |
$2.29K - $3.07K
|
5
$1.71K
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-12- 1.04% |
$2.29K - $3.07K
|
1.14K
$391K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12- 0.5% |
$2.29K - $3.07K
|
2.37K
$810K
|
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-14- 1.24% |
$2.67K - $3.58K
|
1.12K
$382K
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-15- 1.46% |
$2.86K - $3.83K
|
1.01K
$346K
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-15- 0.93% |
$2.86K - $3.83K
|
1.6K
$547K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-15- 5.77% |
$2.86K - $3.83K
|
245
$83.8K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-15- 0.28% |
$2.86K - $3.83K
|
5.37K
$1.84M
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-16- 4.83% |
$3.05K - $4.09K
|
315
$108K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-16- 0.41% |
$3.05K - $4.09K
|
3.87K
$1.32M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-16- 1.26% |
$3.05K - $4.09K
|
1.26K
$430K
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16- 1.71% |
$3.05K - $4.09K
|
917
$314K
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-17- 0.16% |
$3.24K - $4.34K
|
10.4K
$3.57M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-17- 27.42% |
$3.24K - $4.34K
|
45
$15.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-18- 2.44% |
$3.43K - $4.6K
|
720
$246K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-20- 4.82% |
$3.81K - $5.11K
|
395
$135K
|
|
|
Apr 21, 2022
Q1 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-20- 1.46% |
$3.81K - $5.11K
|
1.35K
$463K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-20Closed |
$3.81K - $5.11K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-21- 0.53% |
$4K - $5.36K
|
3.91K
$1.34M
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-21- 1.54% |
$4K - $5.36K
|
1.35K
$460K
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-21- 0.62% |
$4K - $5.36K
|
3.34K
$1.14M
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-22- 1.44% |
$4.19K - $5.62K
|
1.51K
$516K
|
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-22- 1.43% |
$4.19K - $5.62K
|
1.52K
$519K
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.44% |
$4.57K - $6.13K
|
5.46K
$1.87M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-24Closed |
$4.57K - $6.13K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-24- 3.47% |
$4.57K - $6.13K
|
668
$228K
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-25- 1.11% |
$4.76K - $6.39K
|
2.23K
$762K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-25Closed |
$4.76K - $6.39K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-25Closed |
$4.76K - $6.39K
|
0
$0
|
|
|
May 10, 2024
Q1 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-25- 0.81% |
$4.76K - $6.39K
|
3.05K
$1.04M
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-26- 1.28% |
$4.95K - $6.64K
|
2.01K
$688K
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-26- 1.91% |
$4.95K - $6.64K
|
1.33K
$456K
|