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 13, 2022
Q1 2022
|
Uss Investment Management LTD
|
BUY
|
- |
3.69K+ 1.58% |
$703K - $943K
|
237K
$77.2M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.66K+ 2.83% |
$697K - $935K
|
133K
$43.3M
|
|
|
May 13, 2022
Q1 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.6K+ 25.0% |
$686K - $920K
|
18K
$5.86M
|
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.53K+ 14.23% |
$673K - $902K
|
28.3K
$9.23M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.52K+ 11.06% |
$671K - $900K
|
35.4K
$11.5M
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.51K+ 28.58% |
$669K - $896K
|
15.8K
$5.14M
|
|
|
May 12, 2022
Q1 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
3.5KNew |
$667K - $894K
|
3.5K
$1.14M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
3.49K+ 9.8% |
$666K - $893K
|
39.2K
$12.8M
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
3.49K+ 4.19% |
$665K - $892K
|
86.8K
$28.3M
|
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
3.45K+ 33.78% |
$658K - $882K
|
13.7K
$4.45M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.43K+ 118.71% |
$654K - $877K
|
6.32K
$2.06M
|
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.42K+ 1.74% |
$652K - $875K
|
201K
$65.3M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.39K+ 26.96% |
$645K - $865K
|
15.9K
$5.19M
|
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
3.38K+ 18.5% |
$644K - $863K
|
21.6K
$7.05M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.37K+ 4.72% |
$642K - $860K
|
74.7K
$24.3M
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.33K+ 16.63% |
$634K - $850K
|
23.3K
$7.6M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.31K+ 0.3% |
$630K - $845K
|
1.12M
$366M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.26K+ 131.15% |
$621K - $833K
|
5.74K
$1.87M
|
|
|
May 12, 2022
Q1 2022
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
3.23KNew |
$614K - $824K
|
3.23K
$1.05M
|
|
|
Apr 25, 2022
Q1 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.22K+ 12.11% |
$614K - $823K
|
29.8K
$9.71M
|
|
|
May 16, 2022
Q1 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.2KNew |
$610K - $817K
|
3.2K
$1.04M
|
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
BUY
|
- |
3.18K+ 41.64% |
$606K - $813K
|
10.8K
$3.53M
|
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
3.15KNew |
$601K - $805K
|
3.15K
$1.03M
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.14K+ 233.46% |
$598K - $802K
|
4.49K
$1.46M
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
3.1K+ 129.45% |
$590K - $792K
|
5.49K
$1.79M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
3.08K+ 5.06% |
$587K - $788K
|
64K
$20.8M
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.06K+ 59.39% |
$583K - $782K
|
8.22K
$2.68M
|
|
|
May 16, 2022
Q1 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3.04K+ 7.25% |
$580K - $777K
|
45K
$14.7M
|
|
|
May 09, 2022
Q1 2022
|
Tpi Fund Managers LTD
|
BUY
|
- |
3.03K+ 5.04% |
$576K - $773K
|
63.1K
$20.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Shikiar Asset Management Inc
|
BUY
|
- |
3.02K+ 12.72% |
$575K - $771K
|
26.8K
$8.72M
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3K+ 24.02% |
$572K - $767K
|
15.5K
$5.05M
|
|
|
May 09, 2022
Q1 2022
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
3KNew |
$572K - $766K
|
3K
$977K
|
|
|
May 16, 2022
Q1 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
3K+ 75.0% |
$572K - $766K
|
7K
$2.28M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.99K+ 569.71% |
$570K - $764K
|
3.52K
$1.15M
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
BUY
|
- |
2.96K+ 27.88% |
$564K - $756K
|
13.6K
$4.42M
|
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
2.96K+ 62.94% |
$564K - $756K
|
7.66K
$2.49M
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
BUY
|
- |
2.92K+ 4.45% |
$556K - $745K
|
68.4K
$22.3M
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.85KNew |
$543K - $728K
|
2.85K
$928K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.83KNew |
$539K - $723K
|
2.83K
$921K
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.83K+ 36.85% |
$539K - $722K
|
10.5K
$3.42M
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.82K+ 13.31% |
$537K - $720K
|
24K
$7.82M
|
|
|
May 16, 2022
Q1 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
2.76KNew |
$526K - $706K
|
2.76K
$900K
|
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 11.44% |
$525K - $704K
|
26.8K
$8.74M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.73K+ 16.23% |
$521K - $698K
|
19.6K
$6.37M
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.73K+ 8.44% |
$520K - $697K
|
35K
$11.4M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
2.73K+ 36.85% |
$519K - $696K
|
10.1K
$3.3M
|
|
|
May 16, 2022
Q1 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
2.71K+ 85.47% |
$517K - $693K
|
5.89K
$1.92M
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
2.71K+ 9.53% |
$517K - $693K
|
31.1K
$10.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.7K+ 8.61% |
$514K - $689K
|
34K
$11.1M
|
|
|
May 10, 2022
Q1 2022
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
2.69K+ 2.05% |
$513K - $688K
|
134K
$43.7M
|