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 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-803Closed |
$153K - $205K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-804Closed |
$153K - $205K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-805Closed |
$153K - $206K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-806Closed |
$154K - $206K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-809Closed |
$154K - $207K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-811Closed |
$155K - $207K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-813Closed |
$155K - $208K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-814- 1.74% |
$155K - $208K
|
46K
$15.2M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-814- 6.23% |
$155K - $208K
|
12.2K
$4.04M
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-814- 3.21% |
$155K - $208K
|
24.6K
$8.11M
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-815Closed |
$155K - $208K
|
0
$0
|
|
|
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-817Closed |
$156K - $209K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-822- 30.01% |
$157K - $210K
|
1.92K
$633K
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-823- 10.37% |
$157K - $210K
|
7.11K
$2.35M
|
|
|
Apr 15, 2022
Q1 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-825Closed |
$157K - $211K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-826Closed |
$157K - $211K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-827Closed |
$158K - $211K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-831- 0.84% |
$158K - $212K
|
98.7K
$32.6M
|
|
|
May 12, 2022
Q1 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-833- 4.05% |
$159K - $213K
|
19.7K
$6.51M
|
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-835Closed |
$159K - $213K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-835Closed |
$159K - $213K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-841- 5.92% |
$160K - $215K
|
13.4K
$4.41M
|
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
SELL
|
- |
-845- 11.02% |
$161K - $216K
|
6.82K
$2.25M
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-846Closed |
$161K - $216K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-848Closed |
$162K - $217K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-849Closed |
$162K - $217K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-849Closed |
$162K - $217K
|
0
$0
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-853- 23.37% |
$163K - $218K
|
2.8K
$923K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-853Closed |
$163K - $218K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-854Closed |
$163K - $218K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-863- 2.16% |
$164K - $220K
|
39.1K
$12.9M
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-864Closed |
$165K - $221K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-864- 21.33% |
$165K - $221K
|
3.19K
$1.05M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-867Closed |
$165K - $221K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-868Closed |
$165K - $222K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-870Closed |
$166K - $222K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-870Closed |
$166K - $222K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-871Closed |
$166K - $223K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-873Closed |
$166K - $223K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-873Closed |
$166K - $223K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-873Closed |
$166K - $223K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-878Closed |
$167K - $224K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-883Closed |
$168K - $226K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
SELL
|
- |
-885Closed |
$169K - $226K
|
0
$0
|
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-889Closed |
$169K - $227K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-891- 3.81% |
$170K - $228K
|
22.5K
$7.43M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-893Closed |
$170K - $228K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-894Closed |
$170K - $228K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-896Closed |
$171K - $229K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-899- 9.97% |
$171K - $230K
|
8.12K
$2.68M
|