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 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-60- 1.97% |
$11.4K - $15.3K
|
2.99K
$1.01M
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-60Closed |
$11.4K - $15.3K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-60Closed |
$11.4K - $15.3K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
SELL
|
- |
-61- 0.87% |
$11.6K - $15.6K
|
6.95K
$2.36M
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-61- 0.31% |
$11.6K - $15.6K
|
19.7K
$6.68M
|
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-61- 1.42% |
$11.6K - $15.6K
|
4.25K
$1.44M
|
|
|
May 16, 2022
Q1 2022
|
Periscope Capital Inc.
Toronto, A6 |
SELL
|
- |
-64- 2.46% |
$12.2K - $16.3K
|
2.54K
$860K
|
|
|
May 05, 2022
Q1 2022
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-65- 0.04% |
$12.4K - $16.6K
|
165K
$55.9M
|
|
|
May 16, 2022
Q1 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-65- 3.1% |
$12.4K - $16.6K
|
2.03K
$689K
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-65- 56.52% |
$12.4K - $16.6K
|
50
$17K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-67- 12.57% |
$12.8K - $17.1K
|
466
$158K
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-67- 1.05% |
$12.8K - $17.1K
|
6.28K
$2.13M
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-67- 1.28% |
$12.8K - $17.1K
|
5.16K
$1.75M
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-68- 0.52% |
$13K - $17.4K
|
13.1K
$4.45M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-70- 4.26% |
$13.3K - $17.9K
|
1.57K
$533K
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-70- 0.78% |
$13.3K - $17.9K
|
8.9K
$3.02M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
SELL
|
- |
-71- 3.56% |
$13.5K - $18.1K
|
1.92K
$652K
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-73- 0.28% |
$13.9K - $18.6K
|
26.2K
$8.88M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-74- 0.16% |
$14.1K - $18.9K
|
47.5K
$16.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-75- 4.67% |
$14.3K - $19.2K
|
1.53K
$520K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-75- 6.14% |
$14.3K - $19.2K
|
1.15K
$389K
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-77- 0.17% |
$14.7K - $19.7K
|
45.1K
$15.3M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-78- 1.55% |
$14.9K - $19.9K
|
4.96K
$1.68M
|
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
SELL
|
- |
-80Closed |
$15.2K - $20.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-80- 3.47% |
$15.2K - $20.4K
|
2.22K
$754K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-80- 18.78% |
$15.2K - $20.4K
|
346
$117K
|
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-82- 1.88% |
$15.6K - $20.9K
|
4.27K
$1.45M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-83- 3.67% |
$15.8K - $21.2K
|
2.18K
$739K
|
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
SELL
|
- |
-85- 3.42% |
$16.2K - $21.7K
|
2.4K
$814K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-85- 6.7% |
$16.2K - $21.7K
|
1.18K
$402K
|
|
|
Apr 20, 2022
Q1 2022
|
Bay Rivers Group
|
SELL
|
- |
-86- 1.15% |
$16.4K - $22K
|
7.42K
$2.52M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-87- 3.51% |
$16.6K - $22.2K
|
2.4K
$812K
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-90- 1.21% |
$17.1K - $23K
|
7.35K
$2.49M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-90- 0.23% |
$17.1K - $23K
|
39.4K
$13.4M
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-91Closed |
$17.3K - $23.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-94- 11.37% |
$17.9K - $24K
|
733
$249K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-95- 92.23% |
$18.1K - $24.3K
|
8
$2.71K
|
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-96- 2.03% |
$18.3K - $24.5K
|
4.62K
$1.57M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-98- 6.8% |
$18.7K - $25K
|
1.34K
$456K
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-100- 1.3% |
$19.1K - $25.5K
|
7.61K
$2.58M
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-102- 59.65% |
$19.4K - $26.1K
|
69
$23.4K
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-102- 6.84% |
$19.4K - $26.1K
|
1.39K
$471K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-102- 1.16% |
$19.4K - $26.1K
|
8.66K
$2.94M
|
|
|
Apr 14, 2022
Q1 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-103- 1.96% |
$19.6K - $26.3K
|
5.15K
$1.75M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-105- 17.8% |
$20K - $26.8K
|
485
$164K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-106- 2.54% |
$20.2K - $27.1K
|
4.07K
$1.38M
|
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-107- 7.34% |
$20.4K - $27.3K
|
1.35K
$458K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-108Closed |
$20.6K - $27.6K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-111- 7.48% |
$21.1K - $28.4K
|
1.37K
$466K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-112- 85.5% |
$21.3K - $28.6K
|
19
$6.44K
|