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 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.33K+ 113.62% |
$314K - $465K
|
4.38K
$1.51M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.31K+ 181.97% |
$312K - $462K
|
3.58K
$1.23M
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.3K+ 5.41% |
$310K - $459K
|
44.9K
$15.4M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2.3KNew |
$310K - $459K
|
2.3K
$791K
|
|
|
May 15, 2023
Q1 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
2.26KNew |
$305K - $452K
|
2.26K
$779K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2.23K+ 39.7% |
$301K - $446K
|
7.86K
$2.71M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
2.23K+ 36.95% |
$300K - $445K
|
8.25K
$2.84M
|
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.16K+ 4.08% |
$292K - $432K
|
55.2K
$19M
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.16KNew |
$291K - $432K
|
2.16K
$744K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.15KNew |
$290K - $430K
|
2.15K
$742K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.15K+ 96.58% |
$289K - $429K
|
4.37K
$1.5M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
2.14K+ 32.53% |
$289K - $428K
|
8.73K
$3.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
2.11KNew |
$284K - $421K
|
2.11K
$725K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.08K+ 28.79% |
$281K - $416K
|
9.31K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.08KNew |
$280K - $415K
|
2.08K
$715K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.06K+ 24.87% |
$277K - $411K
|
10.3K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.05K+ 10.24% |
$277K - $410K
|
22.1K
$7.61M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.03K+ 7.37% |
$273K - $405K
|
29.5K
$10.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.02K+ 21.24% |
$272K - $403K
|
11.5K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.02K+ 13.84% |
$272K - $403K
|
16.6K
$5.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.01K+ 8.43% |
$271K - $401K
|
25.8K
$8.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.01KNew |
$270K - $401K
|
2.01K
$691K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.01KNew |
$270K - $401K
|
2.01K
$691K
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.97K+ 12.0% |
$266K - $394K
|
18.4K
$6.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.97KNew |
$265K - $393K
|
1.97K
$677K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.97K+ 30.35% |
$265K - $393K
|
8.45K
$2.91M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.97KNew |
$265K - $393K
|
1.97K
$677K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.93K+ 5.46% |
$259K - $385K
|
37.2K
$12.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
1.89K+ 29.61% |
$255K - $377K
|
8.26K
$2.85M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.89K+ 6.21% |
$254K - $377K
|
32.2K
$11.1M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.88KNew |
$253K - $375K
|
1.88K
$646K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.88K+ 31.18% |
$253K - $375K
|
7.89K
$2.72M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.86KNew |
$250K - $371K
|
1.86K
$639K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.84K+ 2.91% |
$248K - $368K
|
65.2K
$22.5M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.83KNew |
$247K - $366K
|
1.83K
$631K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.83K+ 2.39% |
$246K - $365K
|
78.2K
$26.9M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.81KNew |
$244K - $362K
|
1.81K
$624K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.77K+ 54.93% |
$239K - $354K
|
5K
$1.72M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.77K+ 84.46% |
$238K - $353K
|
3.86K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.76KNew |
$238K - $352K
|
1.76K
$607K
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.76K+ 174.26% |
$237K - $352K
|
2.77K
$954K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.76K+ 10.26% |
$237K - $351K
|
18.9K
$6.51M
|
|
|
May 15, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
1.75K+ 15.2% |
$236K - $350K
|
13.3K
$4.57M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.74K+ 5.61% |
$235K - $348K
|
32.8K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.74K+ 16.53% |
$234K - $347K
|
12.3K
$4.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.73KNew |
$233K - $345K
|
1.73K
$594K
|
|
|
May 11, 2023
Q1 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
1.72K+ 0.09% |
$232K - $343K
|
1.99M
$685M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.72KNew |
$231K - $343K
|
1.72K
$591K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.71K+ 28.86% |
$231K - $342K
|
7.64K
$2.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.7K+ 0.49% |
$230K - $340K
|
349K
$120M
|