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 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.7KNew |
$229K - $340K
|
1.7K
$586K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.7K+ 18.29% |
$229K - $340K
|
11K
$3.79M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.69K+ 18.51% |
$228K - $338K
|
10.8K
$3.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.69K+ 42.01% |
$228K - $338K
|
5.71K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.68KNew |
$227K - $336K
|
1.68K
$579K
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
1.68K+ 80.42% |
$226K - $336K
|
3.77K
$1.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.68K+ 4.57% |
$226K - $335K
|
38.3K
$13.2M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.68K+ 24.44% |
$226K - $335K
|
8.53K
$2.94M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.67K+ 9.0% |
$226K - $334K
|
20.3K
$6.98M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.65KNew |
$222K - $329K
|
1.65K
$567K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.64KNew |
$221K - $328K
|
1.64K
$566K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.63K+ 5.53% |
$220K - $326K
|
31.1K
$10.7M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.63KNew |
$220K - $326K
|
1.63K
$561K
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
BUY
|
- |
1.62K+ 7.41% |
$219K - $324K
|
23.5K
$8.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.62K+ 9.12% |
$219K - $324K
|
19.4K
$6.69M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
1.62KNew |
$218K - $323K
|
1.62K
$557K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.61KNew |
$217K - $322K
|
1.61K
$555K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.61K+ 1.52% |
$217K - $322K
|
107K
$37M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.61K+ 34.78% |
$217K - $321K
|
6.24K
$2.15M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.61K+ 91.72% |
$216K - $321K
|
3.36K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.59KNew |
$215K - $318K
|
1.59K
$548K
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
1.58K+ 3.58% |
$212K - $315K
|
45.6K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
1.57K+ 1.2% |
$212K - $314K
|
133K
$45.8M
|
|
|
May 15, 2023
Q1 2023
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
1.57KNew |
$212K - $314K
|
1.57K
$542K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.57K+ 11.43% |
$212K - $314K
|
15.3K
$5.27M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.55KNew |
$208K - $309K
|
1.55K
$532K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.54K+ 6.17% |
$208K - $308K
|
26.6K
$9.16M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.53KNew |
$207K - $306K
|
1.53K
$528K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.52KNew |
$205K - $304K
|
1.52K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.52KNew |
$205K - $303K
|
1.52K
$523K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.51KNew |
$204K - $302K
|
1.51K
$520K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.51K+ 3.54% |
$203K - $301K
|
44K
$15.2M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.5K+ 0.0% |
$202K - $300K
|
82.7M
$28.5B
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$202K - $300K
|
1.5K
$517K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.5KNew |
$202K - $299K
|
1.5K
$516K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.49K+ 28.78% |
$201K - $298K
|
6.67K
$2.3M
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.49KNew |
$201K - $297K
|
1.49K
$513K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.48KNew |
$200K - $296K
|
1.48K
$510K
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.48KNew |
$200K - $296K
|
1.48K
$510K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.47KNew |
$199K - $294K
|
1.47K
$508K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.47KNew |
$198K - $294K
|
1.47K
$507K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.47KNew |
$198K - $293K
|
1.47K
$505K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
1.46KNew |
$197K - $292K
|
1.46K
$504K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.46K+ 9.72% |
$197K - $292K
|
16.5K
$5.68M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
1.45KNew |
$195K - $290K
|
1.45K
$499K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.45KNew |
$195K - $289K
|
1.45K
$499K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.45K+ 9.45% |
$195K - $289K
|
16.7K
$5.76M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.44KNew |
$195K - $288K
|
1.44K
$497K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.44K+ 44.67% |
$194K - $288K
|
4.67K
$1.61M
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.44KNew |
$194K - $288K
|
1.44K
$496K
|