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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-291- 6.23% |
$55.4K - $74.3K
|
4.38K
$1.48M
|
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-294- 3.68% |
$56K - $75.1K
|
7.69K
$2.61M
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-295- 0.69% |
$56.2K - $75.4K
|
42.5K
$14.4M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-299- 0.72% |
$57K - $76.4K
|
41K
$13.9M
|
|
|
May 12, 2022
Q1 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-300Closed |
$57.2K - $76.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-301- 0.53% |
$57.4K - $76.9K
|
56.7K
$19.2M
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-303- 1.17% |
$57.7K - $77.4K
|
25.6K
$8.67M
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-307- 3.06% |
$58.5K - $78.4K
|
9.73K
$3.3M
|
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-311- 5.42% |
$59.3K - $79.4K
|
5.42K
$1.84M
|
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-313- 10.85% |
$59.6K - $80K
|
2.57K
$873K
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-318- 8.9% |
$60.6K - $81.2K
|
3.26K
$1.1M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-322- 12.19% |
$61.4K - $82.3K
|
2.32K
$786K
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-326- 24.81% |
$62.1K - $83.3K
|
988
$335K
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-326- 8.89% |
$62.1K - $83.3K
|
3.34K
$1.13M
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-328- 78.85% |
$62.5K - $83.8K
|
88
$29.8K
|
|
|
May 04, 2022
Q1 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-331- 3.4% |
$63.1K - $84.6K
|
9.4K
$3.19M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-334- 1.02% |
$63.6K - $85.3K
|
32.5K
$11M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-335- 6.93% |
$63.8K - $85.6K
|
4.5K
$1.53M
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-339- 4.09% |
$64.6K - $86.6K
|
7.94K
$2.69M
|
|
|
May 16, 2022
Q1 2022
|
Unio Capital LLC
|
SELL
|
- |
-340- 1.13% |
$64.8K - $86.9K
|
29.8K
$10.1M
|
|
|
May 02, 2022
Q1 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-342- 1.68% |
$65.2K - $87.4K
|
20.1K
$6.8M
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-352- 33.72% |
$67.1K - $89.9K
|
692
$235K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-352Closed |
$67.1K - $89.9K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-353- 23.01% |
$67.3K - $90.2K
|
1.18K
$400K
|
|
|
Apr 25, 2022
Q1 2022
|
Tobam
|
SELL
|
- |
-358- 62.05% |
$68.2K - $91.5K
|
219
$74.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-370- 4.59% |
$70.5K - $94.5K
|
7.69K
$2.61M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-376Closed |
$71.6K - $96.1K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-377- 3.37% |
$71.8K - $96.3K
|
10.8K
$3.67M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-381- 3.48% |
$72.6K - $97.3K
|
10.6K
$3.58M
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-382- 20.99% |
$72.8K - $97.6K
|
1.44K
$488K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-383- 1.17% |
$73K - $97.8K
|
32.3K
$11M
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-391- 8.94% |
$74.5K - $99.9K
|
3.98K
$1.35M
|
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
SELL
|
- |
-393Closed |
$74.9K - $100K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-395- 13.17% |
$75.3K - $101K
|
2.6K
$883K
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-395- 3.56% |
$75.3K - $101K
|
10.7K
$3.62M
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-402- 25.09% |
$76.6K - $103K
|
1.2K
$407K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-403- 28.38% |
$76.8K - $103K
|
1.02K
$345K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-403- 11.81% |
$76.8K - $103K
|
3.01K
$1.02M
|
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-407- 3.68% |
$77.5K - $104K
|
10.6K
$3.61M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-410- 18.44% |
$78.1K - $105K
|
1.81K
$615K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-412- 17.8% |
$78.5K - $105K
|
1.9K
$645K
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-413- 21.49% |
$78.7K - $106K
|
1.51K
$512K
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-413- 4.43% |
$78.7K - $106K
|
8.9K
$3.02M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-413Closed |
$78.7K - $106K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-415- 6.02% |
$79.1K - $106K
|
6.47K
$2.2M
|
|
|
May 11, 2022
Q1 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-418Closed |
$79.6K - $107K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-426- 3.18% |
$81.2K - $109K
|
13K
$4.4M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-430- 5.38% |
$81.9K - $110K
|
7.56K
$2.56M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-430- 16.18% |
$81.9K - $110K
|
2.23K
$756K
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-431- 3.63% |
$82.1K - $110K
|
11.4K
$3.88M
|