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
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-434Closed |
$82.7K - $111K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-442- 2.74% |
$84.2K - $113K
|
15.7K
$5.32M
|
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-446- 64.64% |
$85K - $114K
|
244
$82.7K
|
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-446- 16.46% |
$85K - $114K
|
2.26K
$768K
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
SELL
|
- |
-450- 27.78% |
$85.7K - $115K
|
1.17K
$397K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-450- 15.95% |
$85.7K - $115K
|
2.37K
$804K
|
|
|
May 16, 2022
Q1 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-450- 6.47% |
$85.7K - $115K
|
6.5K
$2.2M
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-454Closed |
$86.5K - $116K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-455- 2.19% |
$86.7K - $116K
|
20.3K
$6.89M
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-456- 4.15% |
$86.9K - $116K
|
10.5K
$3.57M
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-457Closed |
$87.1K - $117K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
SELL
|
- |
-458Closed |
$87.3K - $117K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-460- 27.56% |
$87.6K - $118K
|
1.21K
$410K
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-475- 26.96% |
$90.5K - $121K
|
1.29K
$436K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-475Closed |
$90.5K - $121K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-475- 29.19% |
$90.5K - $121K
|
1.15K
$391K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-483- 6.47% |
$92K - $123K
|
6.98K
$2.37M
|
|
|
Apr 20, 2022
Q1 2022
|
Windward Capital Management CO
|
SELL
|
- |
-487- 0.24% |
$92.8K - $124K
|
206K
$69.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-491- 3.42% |
$93.6K - $125K
|
13.9K
$4.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-491- 0.82% |
$93.6K - $125K
|
59.4K
$20.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-492- 6.18% |
$93.7K - $126K
|
7.47K
$2.53M
|
|
|
May 13, 2022
Q1 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-495- 32.25% |
$94.3K - $126K
|
1.04K
$353K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-497- 15.18% |
$94.7K - $127K
|
2.78K
$942K
|
|
|
May 16, 2022
Q1 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-511- 10.23% |
$97.4K - $131K
|
4.48K
$1.52M
|
|
|
May 12, 2022
Q1 2022
|
Jabodon Pt CO
Reno, NV |
SELL
|
- |
-513- 4.33% |
$97.7K - $131K
|
11.3K
$3.84M
|
|
|
Feb 13, 2024
Q1 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-520- 0.21% |
$99.1K - $133K
|
250K
$84.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-525Closed |
$100K - $134K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-530Closed |
$101K - $135K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-532- 0.27% |
$101K - $136K
|
194K
$65.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-534- 5.96% |
$102K - $136K
|
8.42K
$2.86M
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-535- 20.03% |
$102K - $137K
|
2.14K
$724K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-536- 22.23% |
$102K - $137K
|
1.88K
$636K
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-538Closed |
$103K - $137K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-540- 2.27% |
$103K - $138K
|
23.2K
$7.87M
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-541- 3.27% |
$103K - $138K
|
16K
$5.43M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-550- 4.66% |
$105K - $141K
|
11.3K
$3.82M
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-551- 2.14% |
$105K - $141K
|
25.2K
$8.54M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-551- 2.83% |
$105K - $141K
|
18.9K
$6.41M
|
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-555- 5.66% |
$106K - $142K
|
9.24K
$3.13M
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-558- 49.42% |
$106K - $143K
|
571
$194K
|
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-560- 19.25% |
$107K - $143K
|
2.35K
$797K
|
|
|
May 09, 2022
Q1 2022
|
Progressive Investment Management Corp
|
SELL
|
- |
-560- 1.21% |
$107K - $143K
|
45.5K
$15.4M
|
|
|
May 16, 2022
Q1 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-560- 2.76% |
$107K - $143K
|
19.7K
$6.68M
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-560- 15.14% |
$107K - $143K
|
3.14K
$1.06M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-576- 0.39% |
$110K - $147K
|
148K
$50.2M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-586- 4.46% |
$112K - $150K
|
12.6K
$4.26M
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-596- 0.72% |
$114K - $152K
|
82.5K
$28M
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-600Closed |
$114K - $153K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-605- 1.6% |
$115K - $155K
|
37.3K
$12.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-605- 3.13% |
$115K - $155K
|
18.7K
$6.35M
|