Purchases and Sales Made in Q1 2023 in Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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
Apr 26, 2023 Q1 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
1.44K
+ 32.79%
$194K - $288K
5.84K $2.01M
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
1.44K
New
$194K - $288K
1.44K $496K
May 15, 2023 Q1 2023
True North Advisors, LLC

BUY
 -
1.44K
New
$193K - $287K
1.44K $494K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.43K
+ 21.58%
$193K - $286K
8.08K $2.78M
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

BUY
 -
1.43K
+ 32.33%
$193K - $286K
5.87K $2.02M
Apr 25, 2023 Q1 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
1.43K
New
$193K - $286K
1.43K $494K
May 15, 2023 Q1 2023
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
1.43K
New
$193K - $286K
1.43K $493K
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
1.43K
New
$193K - $285K
1.43K $492K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
1.43K
+ 0.52%
$192K - $285K
279K $95.9M
May 05, 2023 Q1 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
1.42K
New
$191K - $283K
1.42K $488K
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
1.4K
+ 21.23%
$189K - $280K
8.02K $2.76M
May 03, 2023 Q1 2023
West Family Investments, Inc.

Carlsbad, CA
BUY
 -
1.4K
New
$189K - $280K
1.4K $483K
May 12, 2023 Q1 2023
Eisler Capital (Us) LLC

New York, NY
BUY
 -
1.4K
New
$189K - $280K
1.4K $483K
Apr 26, 2023 Q1 2023
Dorchester Wealth Management CO

BUY
 -
1.4K
New
$189K - $280K
1.4K $482K
May 03, 2023 Q1 2023
Gyroscope Capital Management Group, LLC

BUY
 -
1.4K
New
$189K - $280K
1.4K $482K
Apr 27, 2023 Q1 2023
Hartford Funds Management CO LLC

Wayne, PA
BUY
 -
1.39K
New
$188K - $278K
1.39K $479K
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
1.39K
New
$188K - $278K
1.39K $479K
Nov 14, 2023 Q1 2023
Knollwood Investment Advisory, LLC

Hunt Valley, MD
BUY
 -
1.39K
New
$188K - $278K
1.39K $479K
Apr 28, 2023 Q1 2023
Ifg Advisors, LLC

BUY
 -
1.39K
New
$187K - $278K
1.39K $479K
May 04, 2023 Q1 2023
Fi3 Financial Advisors, LLC

BUY
 -
1.39K
New
$187K - $277K
1.39K $478K
Apr 19, 2023 Q1 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
1.39K
New
$187K - $277K
1.39K $477K
Apr 27, 2023 Q1 2023
Curated Wealth Partners LLC

BUY
 -
1.39K
New
$187K - $277K
1.39K $477K
May 02, 2023 Q1 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
1.38K
+ 191.93%
$186K - $276K
2.1K $723K
Apr 26, 2023 Q1 2023
Tiedemann Advisors, LLC

BUY
 -
1.38K
+ 24.28%
$185K - $275K
7.04K $2.42M
May 11, 2023 Q1 2023
Texas Capital Bank Wealth Management Services Inc

BUY
 -
1.37K
New
$185K - $274K
1.37K $472K
May 09, 2023 Q1 2023
Ceera Investments, LLC

Bellaire, TX
BUY
 -
1.36K
+ 4.69%
$184K - $272K
30.4K $10.5M
May 11, 2023 Q1 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
1.36K
New
$184K - $272K
1.36K $469K
May 11, 2023 Q1 2023
Somerset Group LLC

Wayzata, MN
BUY
 -
1.36K
New
$183K - $272K
1.36K $468K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
1.36K
+ 31.47%
$183K - $272K
5.68K $1.96M
May 15, 2023 Q1 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
1.35K
New
$182K - $270K
1.35K $466K
Apr 13, 2023 Q1 2023
Powers Advisory Group, LLC

BUY
 -
1.35K
New
$181K - $269K
1.35K $463K
May 02, 2023 Q1 2023
Berkeley Capital Partners, LLC

BUY
 -
1.34K
New
$181K - $269K
1.34K $463K
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
1.34K
+ 46.14%
$181K - $269K
4.26K $1.47M
Apr 24, 2023 Q1 2023
Toth Financial Advisory Corp

BUY
 -
1.34K
New
$181K - $268K
1.34K $462K
Apr 25, 2023 Q1 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
1.34K
New
$181K - $268K
1.34K $462K
May 15, 2023 Q1 2023
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
BUY
 -
1.34K
New
$181K - $268K
1.34K $462K
May 11, 2023 Q1 2023
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
1.34K
New
$180K - $268K
1.34K $461K
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
1.34K
New
$180K - $267K
1.34K $461K
Apr 13, 2023 Q1 2023
Veery Capital, LLC

BUY
 -
1.33K
New
$180K - $267K
1.33K $459K
May 09, 2023 Q1 2023
Wealth Dimensions Group, Ltd.

BUY
 -
1.33K
New
$180K - $267K
1.33K $459K
May 12, 2023 Q1 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
1.33K
New
$179K - $266K
1.33K $458K
Apr 11, 2023 Q1 2023
Consolidated Capital Management, LLC

BUY
 -
1.33K
New
$179K - $266K
1.33K $458K
May 11, 2023 Q1 2023
Wilson & Boucher Capital Management, LLC

BUY
 -
1.33K
New
$179K - $265K
1.33K $456K
Apr 18, 2023 Q1 2023
First National Bank Sioux Falls

BUY
 -
1.32K
New
$178K - $265K
1.32K $456K
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
1.32K
+ 12.43%
$178K - $264K
12K $4.12M
Apr 24, 2023 Q1 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
1.32K
New
$178K - $264K
1.32K $455K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1.31K
+ 3.5%
$177K - $262K
38.8K $13.4M
May 15, 2023 Q1 2023
Harvest Management LLC

New York, NY
BUY
 -
1.3K
New
$175K - $260K
1.3K $448K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
1.3K
New
$175K - $260K
1.3K $447K

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