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
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-900- 37.27% |
$171K - $230K
|
1.52K
$500K
|
|
May 09, 2022
Q1 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-900Closed |
$171K - $230K
|
0
$0
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-900Closed |
$171K - $230K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-901Closed |
$172K - $230K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-902- 19.05% |
$172K - $230K
|
3.83K
$1.27M
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-902Closed |
$172K - $230K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-904- 32.24% |
$172K - $231K
|
1.9K
$627K
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-905Closed |
$172K - $231K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-907Closed |
$173K - $232K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-908Closed |
$173K - $232K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-910- 13.3% |
$173K - $232K
|
5.93K
$1.96M
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-918- 6.83% |
$175K - $235K
|
12.5K
$4.13M
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-918Closed |
$175K - $235K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-919Closed |
$175K - $235K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-920Closed |
$175K - $235K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-920Closed |
$175K - $235K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-923Closed |
$176K - $236K
|
0
$0
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-926Closed |
$176K - $237K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-926- 0.84% |
$176K - $237K
|
109K
$36M
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-929Closed |
$177K - $237K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-930Closed |
$177K - $238K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-933- 11.78% |
$178K - $238K
|
6.98K
$2.3M
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-939- 0.68% |
$179K - $240K
|
138K
$45.6M
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-945Closed |
$180K - $241K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-946- 13.31% |
$180K - $242K
|
6.16K
$2.03M
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-955Closed |
$182K - $244K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-959Closed |
$183K - $245K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-969- 22.57% |
$185K - $248K
|
3.32K
$1.1M
|
|
Apr 29, 2022
Q1 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-980Closed |
$187K - $250K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-985Closed |
$188K - $252K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-987- 43.42% |
$188K - $252K
|
1.29K
$424K
|
|
May 16, 2022
Q1 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-988Closed |
$188K - $252K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1K- 21.14% |
$191K - $255K
|
3.73K
$1.23M
|
|
May 13, 2022
Q1 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-1KClosed |
$191K - $255K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-1K- 3.23% |
$191K - $255K
|
30K
$9.9M
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.01KClosed |
$192K - $257K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.01K- 23.37% |
$193K - $259K
|
3.32K
$1.09M
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.02K- 79.75% |
$194K - $261K
|
259
$85.5K
|
|
May 16, 2022
Q1 2022
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-1.02K- 54.82% |
$195K - $261K
|
843
$278K
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.04K- 35.09% |
$199K - $266K
|
1.93K
$637K
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.05KClosed |
$199K - $267K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.06K- 13.51% |
$201K - $270K
|
6.77K
$2.23M
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.07KClosed |
$203K - $273K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.09KClosed |
$207K - $278K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 30.1% |
$208K - $279K
|
2.53K
$836K
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.1KClosed |
$209K - $280K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.1K- 2.14% |
$210K - $281K
|
50.2K
$16.6M
|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.1K- 33.43% |
$210K - $281K
|
2.19K
$723K
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.11K- 2.27% |
$212K - $285K
|
48K
$15.8M
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.13KClosed |
$215K - $288K
|
0
$0
|