Purchases and Sales Made in Q1 2023 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q1 2023. 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 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.2K+ 1778.89% |
$432K - $640K
|
3.38K
$1.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.14K+ 106.41% |
$423K - $627K
|
6.08K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.13K+ 12.36% |
$421K - $624K
|
28.4K
$9.79M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
3.1K+ 23.09% |
$418K - $619K
|
16.5K
$5.69M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.1K+ 13.18% |
$418K - $619K
|
26.6K
$9.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
3.09KNew |
$416K - $616K
|
3.09K
$1.06M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.07KNew |
$413K - $613K
|
3.07K
$1.06M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.04K+ 13.39% |
$409K - $607K
|
25.7K
$8.86M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.03K+ 1.49% |
$409K - $606K
|
207K
$71.4M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
3.01K+ 139.81% |
$406K - $602K
|
5.17K
$1.78M
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3KNew |
$404K - $599K
|
3K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
3KNew |
$404K - $599K
|
3K
$1.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.97KNew |
$400K - $593K
|
2.97K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.97K+ 2.77% |
$400K - $592K
|
110K
$37.8M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
2.93K+ 8.32% |
$394K - $584K
|
38.1K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.92K+ 9.06% |
$393K - $583K
|
35.1K
$12.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
2.91K+ 21.13% |
$392K - $581K
|
16.7K
$5.74M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
2.9K+ 1.07% |
$391K - $579K
|
275K
$94.6M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.88K+ 3.18% |
$388K - $576K
|
93.5K
$32.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
2.84K+ 83.4% |
$383K - $568K
|
6.25K
$2.15M
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.78KNew |
$374K - $555K
|
2.78K
$956K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.76K+ 15.05% |
$372K - $552K
|
21.1K
$7.27M
|
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
2.76K+ 64.16% |
$372K - $552K
|
7.07K
$2.43M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$370K - $548K
|
2.74K
$945K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.72K+ 4.4% |
$367K - $543K
|
64.5K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.69K+ 28.63% |
$363K - $538K
|
12.1K
$4.17M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.69K+ 6.14% |
$362K - $537K
|
46.4K
$16M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.68KNew |
$362K - $536K
|
2.68K
$924K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.67K+ 172.85% |
$360K - $534K
|
4.22K
$1.45M
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.67K+ 19.71% |
$360K - $534K
|
16.2K
$5.59M
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
2.66K+ 162.93% |
$358K - $531K
|
4.29K
$1.48M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.64KNew |
$356K - $528K
|
2.64K
$911K
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.64K+ 30.19% |
$356K - $528K
|
11.4K
$3.93M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2.58K+ 133.3% |
$348K - $515K
|
4.51K
$1.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.55KNew |
$344K - $510K
|
2.55K
$879K
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.55KNew |
$343K - $509K
|
2.55K
$877K
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.54K+ 148.28% |
$343K - $508K
|
4.26K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.54KNew |
$343K - $508K
|
2.54K
$876K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.53KNew |
$341K - $505K
|
2.53K
$870K
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.52K+ 13.52% |
$340K - $504K
|
21.2K
$7.3M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.49K+ 57.27% |
$336K - $498K
|
6.84K
$2.36M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.48K+ 98.61% |
$335K - $496K
|
5K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.44K+ 83.61% |
$329K - $488K
|
5.37K
$1.85M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 16.17% |
$329K - $488K
|
17.5K
$6.04M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.41K+ 26.3% |
$325K - $481K
|
11.6K
$3.98M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.36K+ 27.27% |
$318K - $471K
|
11K
$3.79M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
2.34KNew |
$315K - $467K
|
2.34K
$806K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.34K+ 33.83% |
$315K - $467K
|
9.25K
$3.19M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.34K+ 9.33% |
$315K - $467K
|
27.4K
$9.44M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.34KNew |
$315K - $467K
|
2.34K
$805K
|