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 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-179- 34.89% |
$34.1K - $45.7K
|
334
$113K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-181- 9.79% |
$34.5K - $46.2K
|
1.67K
$566K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-183- 3.84% |
$34.9K - $46.7K
|
4.58K
$1.55M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-185- 9.74% |
$35.2K - $47.3K
|
1.71K
$581K
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-187- 3.0% |
$35.6K - $47.8K
|
6.04K
$2.05M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-189- 1.34% |
$36K - $48.3K
|
14K
$4.73M
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-193- 6.3% |
$36.8K - $49.3K
|
2.87K
$974K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-195- 10.03% |
$37.2K - $49.8K
|
1.75K
$593K
|
|
|
May 10, 2022
Q1 2022
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-196- 2.82% |
$37.3K - $50.1K
|
6.76K
$2.29M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-199- 14.63% |
$37.9K - $50.8K
|
1.16K
$394K
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-200- 8.12% |
$38.1K - $51.1K
|
2.26K
$767K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-200- 80.97% |
$38.1K - $51.1K
|
47
$15.9K
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-200Closed |
$38.1K - $51.1K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-205- 3.54% |
$39.1K - $52.4K
|
5.58K
$1.89M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-205- 3.42% |
$39.1K - $52.4K
|
5.79K
$1.96M
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-207- 0.5% |
$39.4K - $52.9K
|
41.4K
$14.1M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-215- 3.62% |
$41K - $54.9K
|
5.72K
$1.94M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-223- 6.08% |
$42.5K - $57K
|
3.45K
$1.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-223- 9.74% |
$42.5K - $57K
|
2.07K
$701K
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-225- 11.97% |
$42.9K - $57.5K
|
1.66K
$561K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-226- 17.73% |
$43.1K - $57.7K
|
1.05K
$356K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-227- 3.75% |
$43.3K - $58K
|
5.82K
$1.97M
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-227- 0.18% |
$43.3K - $58K
|
129K
$43.9M
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-234Closed |
$44.6K - $59.8K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-239- 31.49% |
$45.5K - $61.1K
|
520
$176K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-239- 17.72% |
$45.5K - $61.1K
|
1.11K
$376K
|
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-240- 1.41% |
$45.7K - $61.3K
|
16.8K
$5.71M
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-242- 2.17% |
$46.1K - $61.8K
|
10.9K
$3.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-242- 1.46% |
$46.1K - $61.8K
|
16.3K
$5.52M
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-247- 86.36% |
$47.1K - $63.1K
|
39
$13.2K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-248- 2.19% |
$47.3K - $63.4K
|
11.1K
$3.75M
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-250- 39.31% |
$47.6K - $63.9K
|
386
$131K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-254- 5.54% |
$48.4K - $64.9K
|
4.33K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-255- 1.95% |
$48.6K - $65.1K
|
12.8K
$4.36M
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-257- 1.88% |
$49K - $65.7K
|
13.4K
$4.56M
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-260- 0.78% |
$49.5K - $66.4K
|
33K
$11.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-264- 11.27% |
$50.3K - $67.4K
|
2.08K
$705K
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-265- 5.52% |
$50.5K - $67.7K
|
4.54K
$1.54M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-269- 3.34% |
$51.3K - $68.7K
|
7.79K
$2.64M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-270- 2.69% |
$51.4K - $69K
|
9.78K
$3.32M
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-270- 4.93% |
$51.4K - $69K
|
5.21K
$1.77M
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-270- 1.76% |
$51.4K - $69K
|
15.1K
$5.11M
|
|
|
May 02, 2022
Q1 2022
|
Ocean Capital Management, LLC
|
SELL
|
- |
-272- 1.32% |
$51.8K - $69.5K
|
20.3K
$6.88M
|
|
|
May 09, 2022
Q1 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-272- 21.79% |
$51.8K - $69.5K
|
976
$331K
|
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
SELL
|
- |
-274- 3.93% |
$52.2K - $70K
|
6.7K
$2.27M
|
|
|
May 12, 2022
Q1 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-276- 1.76% |
$52.6K - $70.5K
|
15.4K
$5.22M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-276- 15.61% |
$52.6K - $70.5K
|
1.49K
$506K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-278- 0.51% |
$53K - $71K
|
54.1K
$18.3M
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-285- 12.78% |
$54.3K - $72.8K
|
1.95K
$660K
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-286- 20.43% |
$54.5K - $73.1K
|
1.11K
$378K
|