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 19, 2022
Q1 2022
|
Five Oceans Advisors
|
SELL
|
- |
-113- 8.38% |
$21.5K - $28.9K
|
1.24K
$408K
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-114Closed |
$21.7K - $29.1K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-116- 3.96% |
$22.1K - $29.6K
|
2.81K
$928K
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-118Closed |
$22.5K - $30.1K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-120- 4.27% |
$22.9K - $30.7K
|
2.69K
$889K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-121- 0.42% |
$23.1K - $30.9K
|
28.6K
$9.42M
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-122- 5.19% |
$23.2K - $31.2K
|
2.23K
$736K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-124- 6.47% |
$23.6K - $31.7K
|
1.79K
$592K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-124- 11.3% |
$23.6K - $31.7K
|
973
$321K
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-125- 5.61% |
$23.8K - $31.9K
|
2.11K
$695K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-125- 1.73% |
$23.8K - $31.9K
|
7.12K
$2.35M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-126- 5.16% |
$24K - $32.2K
|
2.32K
$764K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-128- 1.35% |
$24.4K - $32.7K
|
9.32K
$3.08M
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-129Closed |
$24.6K - $33K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-130- 34.21% |
$24.8K - $33.2K
|
250
$82.5K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-131- 3.78% |
$25K - $33.5K
|
3.34K
$1.1M
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-134- 6.99% |
$25.5K - $34.2K
|
1.78K
$588K
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-135- 12.03% |
$25.7K - $34.5K
|
987
$326K
|
|
Apr 29, 2022
Q1 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-135- 40.3% |
$25.7K - $34.5K
|
200
$66K
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-135- 3.97% |
$25.7K - $34.5K
|
3.26K
$1.08M
|
|
May 10, 2022
Q1 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-135- 14.44% |
$25.7K - $34.5K
|
800
$264K
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-138- 6.03% |
$26.3K - $35.3K
|
2.15K
$710K
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-141- 1.37% |
$26.9K - $36K
|
10.2K
$3.36M
|
|
May 13, 2022
Q1 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-141- 5.55% |
$26.9K - $36K
|
2.4K
$791K
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-144- 38.1% |
$27.4K - $36.8K
|
234
$77.2K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-145- 2.93% |
$27.6K - $37K
|
4.81K
$1.59M
|
|
May 16, 2022
Q1 2022
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-145- 1.29% |
$27.6K - $37K
|
11.1K
$3.66M
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-148- 9.6% |
$28.2K - $37.8K
|
1.39K
$460K
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-151- 3.18% |
$28.8K - $38.6K
|
4.6K
$1.52M
|
|
May 11, 2022
Q1 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-155- 3.81% |
$29.5K - $39.6K
|
3.91K
$1.29M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-155- 2.04% |
$29.5K - $39.6K
|
7.46K
$2.46M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-157- 4.96% |
$29.9K - $40.1K
|
3.01K
$992K
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-157- 13.15% |
$29.9K - $40.1K
|
1.04K
$342K
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-158- 96.93% |
$30.1K - $40.4K
|
5
$1.65K
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-160- 0.68% |
$30.5K - $40.9K
|
23.2K
$7.66M
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-160- 2.69% |
$30.5K - $40.9K
|
5.79K
$1.91M
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-163- 3.09% |
$31.1K - $41.6K
|
5.1K
$1.68M
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-163- 9.5% |
$31.1K - $41.6K
|
1.55K
$513K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-164- 12.71% |
$31.2K - $41.9K
|
1.13K
$372K
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-164- 10.02% |
$31.2K - $41.9K
|
1.47K
$486K
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-165- 45.21% |
$31.4K - $42.2K
|
200
$66K
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-168- 1.94% |
$32K - $42.9K
|
8.5K
$2.8M
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-170- 2.84% |
$32.4K - $43.4K
|
5.82K
$1.92M
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
SELL
|
- |
-170- 0.19% |
$32.4K - $43.4K
|
87.4K
$28.8M
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-170- 4.3% |
$32.4K - $43.4K
|
3.79K
$1.25M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-172- 18.86% |
$32.8K - $43.9K
|
740
$244K
|
|
May 06, 2022
Q1 2022
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-173- 1.46% |
$33K - $44.2K
|
11.6K
$3.84M
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-175- 14.24% |
$33.3K - $44.7K
|
1.05K
$348K
|
|
May 05, 2022
Q1 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-177- 1.27% |
$33.7K - $45.2K
|
13.8K
$4.54M
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-178- 18.58% |
$33.9K - $45.5K
|
780
$257K
|