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 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-27- 0.54% |
$5.14K - $6.9K
|
4.99K
$1.71M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-27- 2.56% |
$5.14K - $6.9K
|
1.03K
$351K
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-27- 0.16% |
$5.14K - $6.9K
|
16.8K
$5.75M
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-28- 2.67% |
$5.34K - $7.15K
|
1.02K
$349K
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-30- 0.48% |
$5.72K - $7.66K
|
6.23K
$2.13M
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-30- 83.33% |
$5.72K - $7.66K
|
6
$2.05K
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-30- 9.12% |
$5.72K - $7.66K
|
299
$102K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-30- 3.55% |
$5.72K - $7.66K
|
815
$279K
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-31- 0.93% |
$5.91K - $7.92K
|
3.3K
$1.13M
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-33- 2.58% |
$6.29K - $8.43K
|
1.24K
$425K
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-33- 68.75% |
$6.29K - $8.43K
|
15
$5.13K
|
|
Apr 20, 2022
Q1 2022
|
Baxter Bros Inc
|
SELL
|
- |
-33- 1.04% |
$6.29K - $8.43K
|
3.13K
$1.07M
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-33- 0.35% |
$6.29K - $8.43K
|
9.52K
$3.26M
|
|
May 11, 2022
Q1 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-33- 0.57% |
$6.29K - $8.43K
|
5.79K
$1.98M
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-34- 0.36% |
$6.48K - $8.69K
|
9.46K
$3.24M
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-35- 1.5% |
$6.67K - $8.94K
|
2.31K
$788K
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-36- 1.09% |
$6.86K - $9.2K
|
3.26K
$1.11M
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-37- 0.83% |
$7.05K - $9.45K
|
4.45K
$1.52M
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-37- 2.56% |
$7.05K - $9.45K
|
1.41K
$482K
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-38- 0.72% |
$7.24K - $9.71K
|
5.27K
$1.8M
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-38- 5.64% |
$7.24K - $9.71K
|
636
$218K
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-40- 1.68% |
$7.62K - $10.2K
|
2.34K
$801K
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-40- 0.76% |
$7.62K - $10.2K
|
5.21K
$1.78M
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 1.92% |
$7.81K - $10.5K
|
2.09K
$715K
|
|
Apr 25, 2022
Q1 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-44- 4.13% |
$8.38K - $11.2K
|
1.02K
$349K
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-44- 88.0% |
$8.38K - $11.2K
|
6
$2.05K
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-45- 3.46% |
$8.57K - $11.5K
|
1.26K
$429K
|
|
Apr 20, 2022
Q1 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-46- 0.28% |
$8.76K - $11.8K
|
16.6K
$5.69M
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-47- 92.16% |
$8.96K - $12K
|
4
$1.37K
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-48Closed |
$9.15K - $12.3K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-49- 2.09% |
$9.34K - $12.5K
|
2.3K
$786K
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-49- 4.87% |
$9.34K - $12.5K
|
958
$328K
|
|
Apr 06, 2022
Q1 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-50- 12.05% |
$9.53K - $12.8K
|
365
$125K
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-50- 62.5% |
$9.53K - $12.8K
|
30
$10.3K
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-50Closed |
$9.53K - $12.8K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-52- 2.63% |
$9.91K - $13.3K
|
1.93K
$659K
|
|
May 16, 2022
Q1 2022
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-52- 1.55% |
$9.91K - $13.3K
|
3.29K
$1.13M
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
SELL
|
- |
-53- 2.2% |
$10.1K - $13.5K
|
2.36K
$807K
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-55- 3.45% |
$10.5K - $14.1K
|
1.54K
$527K
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-55- 4.11% |
$10.5K - $14.1K
|
1.28K
$439K
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-55- 0.23% |
$10.5K - $14.1K
|
23.6K
$8.07M
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-55Closed |
$10.5K - $14.1K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-56- 0.75% |
$10.7K - $14.3K
|
7.38K
$2.52M
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-57- 3.77% |
$10.9K - $14.6K
|
1.45K
$497K
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-57- 0.23% |
$10.9K - $14.6K
|
24.4K
$8.35M
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-58- 65.91% |
$11.1K - $14.8K
|
30
$10.3K
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-58- 0.34% |
$11.1K - $14.8K
|
17.2K
$5.88M
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-59- 58.42% |
$11.2K - $15.1K
|
42
$14.4K
|
|
May 11, 2022
Q1 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-59- 2.08% |
$11.2K - $15.1K
|
2.78K
$950K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-60- 14.56% |
$11.4K - $15.3K
|
352
$120K
|