Purchases and Sales Made in Q1 2022 in Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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 13, 2022 Q1 2022
Executive Wealth Management, LLC

SELL
 -
-609
- 2.49%
$116K - $156K
23.9K $7.88M
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-610
- 15.58%
$116K - $156K
3.31K $1.09M
May 13, 2022 Q1 2022
Nat Simons Meritage Group LP | San Francisco, Ca
SELL
 -
-618
- 0.03%
$118K - $158K
2.38M $787M
May 11, 2022 Q1 2022
Bluestein R H & CO LLC

Birmingham, MI
SELL
 -
-624
- 9.19%
$119K - $159K
6.16K $2.03M
Apr 14, 2022 Q1 2022
Ibm Retirement Fund

SELL
 -
-648
- 4.16%
$123K - $166K
14.9K $4.92M
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-649
- 12.87%
$124K - $166K
4.39K $1.45M
Apr 11, 2022 Q1 2022
Strategy Asset Managers LLC

SELL
 -
-651
- 36.07%
$124K - $166K
1.15K $381K
Apr 29, 2022 Q1 2022
Echo45 Advisors LLC

SELL
 -
-655
- 25.03%
$125K - $167K
1.96K $647K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-657
Closed
$125K - $168K
0 $0
Apr 29, 2022 Q1 2022
Whittier Trust CO

SELL
 -
-661
- 0.89%
$126K - $169K
73.7K $24.3M
May 02, 2022 Q1 2022
Conning Inc.

SELL
 -
-663
- 7.84%
$126K - $169K
7.79K $2.57M
Apr 18, 2022 Q1 2022
Everhart Financial Group, Inc.

SELL
 -
-666
- 36.63%
$127K - $170K
1.15K $380K
May 16, 2022 Q1 2022
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-667
- 7.72%
$127K - $170K
7.97K $2.63M
Apr 27, 2022 Q1 2022
Keel Point, LLC

Huntsville, AL
SELL
 -
-670
- 26.28%
$128K - $171K
1.88K $620K
Apr 25, 2022 Q1 2022
Castle Rock Wealth Management, LLC

SELL
 -
-677
- 18.51%
$129K - $173K
2.98K $983K
May 04, 2022 Q1 2022
Emfo, LLC

SELL
 -
-700
- 38.53%
$133K - $179K
1.12K $369K
May 10, 2022 Q1 2022
Pax Financial Group, LLC

San Antonio, TX
SELL
 -
-700
- 26.94%
$133K - $179K
1.9K $626K
May 12, 2022 Q1 2022
True North Advisors, LLC

SELL
 -
-701
- 29.43%
$134K - $179K
1.68K $555K
Apr 28, 2022 Q1 2022
Stock Yards Bank & Trust CO

Louisville, KY
SELL
 -
-701
- 15.86%
$134K - $179K
3.72K $1.23M
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

SELL
 -
-704
- 38.66%
$134K - $180K
1.12K $369K
May 16, 2022 Q1 2022
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-706
- 17.62%
$135K - $180K
3.3K $1.09M
May 16, 2022 Q1 2022
Standard Family Office LLC

Sioux Falls, SD
SELL
 -
-716
Closed
$136K - $183K
0 $0
Apr 08, 2022 Q1 2022
Burns J W & CO Inc

SELL
 -
-720
- 7.83%
$137K - $184K
8.47K $2.8M
Apr 25, 2022 Q1 2022
Aevitas Wealth Management, Inc.

SELL
 -
-722
- 30.07%
$138K - $184K
1.68K $554K
May 10, 2022 Q1 2022
Advisors Capital Management, LLC

Ridgewood, NJ
SELL
 -
-724
- 18.13%
$138K - $185K
3.27K $1.08M
May 13, 2022 Q1 2022
Waters Parkerson & Co., LLC

SELL
 -
-733
- 43.4%
$140K - $187K
956 $315K
Apr 20, 2022 Q1 2022
Marcum Wealth, LLC

SELL
 -
-737
- 24.91%
$140K - $188K
2.22K $733K
May 12, 2022 Q1 2022
Pitcairn CO

Jenkintown, PA
SELL
 -
-739
- 5.7%
$141K - $189K
12.2K $4.04M
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-743
- 2.31%
$142K - $190K
31.4K $10.4M
May 20, 2022 Q1 2022
Quilter PLC

SELL
 -
-745
- 1.81%
$142K - $190K
40.5K $13.4M
Apr 28, 2022 Q1 2022
Encompass Wealth Advisors, LLC

SELL
 -
-750
- 19.91%
$143K - $192K
3.02K $996K
May 16, 2022 Q1 2022
Wealth Advisory Solutions, LLC

SELL
 -
-756
Closed
$144K - $193K
0 $0
Apr 21, 2022 Q1 2022
Leavell Investment Management, Inc.

SELL
 -
-762
- 33.96%
$145K - $195K
1.48K $489K
May 13, 2022 Q1 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-765
- 20.77%
$146K - $195K
2.92K $963K
May 16, 2022 Q1 2022
Silvercrest Asset Management Group LLC

New York, NY
SELL
 -
-767
- 29.24%
$146K - $196K
1.86K $612K
Apr 19, 2022 Q1 2022
Cathie Wood Ark Investment Management LLC | St. Petersburg, Fl
SELL
 -
-768
Closed
$146K - $196K
0 $0
Apr 26, 2022 Q1 2022
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-769
- 4.98%
$147K - $196K
14.7K $4.84M
Apr 18, 2022 Q1 2022
Consilium Wealth Advisory, LLC

SELL
 -
-775
- 17.24%
$148K - $198K
3.72K $1.23M
Apr 26, 2022 Q1 2022
Grandview Asset Management LLC

SELL
 -
-783
- 6.51%
$149K - $200K
11.2K $3.71M
May 09, 2022 Q1 2022
United Bank

SELL
 -
-785
- 9.09%
$150K - $201K
7.85K $2.59M
Apr 26, 2022 Q1 2022
Efg Asset Management (North America) Corp.

SELL
 -
-786
- 8.37%
$150K - $201K
8.61K $2.84M
May 06, 2022 Q1 2022
J. L. Bainbridge & Co., Inc.

SELL
 -
-789
Closed
$150K - $202K
0 $0
May 16, 2022 Q1 2022
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-790
Closed
$151K - $202K
0 $0
Apr 19, 2022 Q1 2022
Waypoint Capital Advisors, LLC

SELL
 -
-794
Closed
$151K - $203K
0 $0
May 04, 2022 Q1 2022
Arcus Capital Partners, LLC

SELL
 -
-797
Closed
$152K - $204K
0 $0
Apr 26, 2022 Q1 2022
United Capital Management Of Ks, Inc.

SELL
 -
-797
Closed
$152K - $204K
0 $0
May 04, 2022 Q1 2022
Trellis Advisors, LLC

SELL
 -
-797
Closed
$152K - $204K
0 $0
Aug 28, 2024 Q1 2022
Farmers National Bank

Danville, KY
SELL
 -
-801
Closed
$153K - $205K
0 $0
Apr 29, 2022 Q1 2022
Welch Group, LLC

SELL
 -
-803
Closed
$153K - $205K
0 $0

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