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 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.3K+ 1640.51% |
$175K - $259K
|
1.38K
$470K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.29K+ 4.61% |
$174K - $258K
|
29.3K
$10M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.29K+ 4.18% |
$174K - $258K
|
32.2K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.29KNew |
$174K - $258K
|
1.29K
$441K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$174K - $258K
|
1.29K
$440K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.29KNew |
$173K - $257K
|
1.29K
$439K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.28KNew |
$173K - $256K
|
1.28K
$438K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
1.28K+ 4.73% |
$172K - $256K
|
28.3K
$9.68M
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.28KNew |
$172K - $255K
|
1.28K
$436K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.28K+ 34.66% |
$172K - $255K
|
4.95K
$1.69M
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
1.27KNew |
$172K - $255K
|
1.27K
$435K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.26K+ 5.36% |
$170K - $252K
|
24.8K
$8.48M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.26KNew |
$170K - $252K
|
1.26K
$431K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.26KNew |
$170K - $252K
|
1.26K
$431K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.26KNew |
$170K - $252K
|
1.26K
$430K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.25K+ 106.55% |
$169K - $250K
|
2.43K
$829K
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
1.25KNew |
$169K - $250K
|
1.25K
$427K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
1.25KNew |
$168K - $249K
|
1.25K
$426K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.25KNew |
$168K - $249K
|
1.25K
$426K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.24KNew |
$167K - $248K
|
1.24K
$424K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
1.24KNew |
$167K - $247K
|
1.24K
$422K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.24KNew |
$166K - $247K
|
1.24K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.23KNew |
$166K - $246K
|
1.23K
$421K
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.23K+ 5.49% |
$166K - $246K
|
23.6K
$8.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.23KNew |
$166K - $245K
|
1.23K
$420K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 53.88% |
$166K - $245K
|
3.51K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.23KNew |
$166K - $245K
|
1.23K
$420K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
1.23KNew |
$165K - $245K
|
1.23K
$419K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
1.22KNew |
$165K - $244K
|
1.22K
$418K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.21KNew |
$163K - $241K
|
1.21K
$413K
|
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.21KNew |
$163K - $241K
|
1.21K
$413K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.21KNew |
$163K - $241K
|
1.21K
$412K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.2K+ 38.64% |
$162K - $241K
|
4.32K
$1.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.2KNew |
$162K - $240K
|
1.2K
$411K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
1.2KNew |
$162K - $240K
|
1.2K
$411K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.2K+ 28.24% |
$162K - $240K
|
5.46K
$1.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.2KNew |
$162K - $240K
|
1.2K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.2KNew |
$162K - $240K
|
1.2K
$410K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.2KNew |
$161K - $239K
|
1.2K
$409K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.19K+ 42.96% |
$161K - $238K
|
3.97K
$1.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.19KNew |
$161K - $238K
|
1.19K
$407K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
1.19KNew |
$160K - $238K
|
1.19K
$406K
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.19KNew |
$160K - $238K
|
1.19K
$406K
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.19KNew |
$160K - $238K
|
1.19K
$406K
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.19KNew |
$160K - $237K
|
1.19K
$406K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.18K+ 246.04% |
$159K - $236K
|
1.66K
$568K
|
|
|
May 09, 2023
Q1 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
1.18KNew |
$159K - $236K
|
1.18K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.18KNew |
$159K - $235K
|
1.18K
$402K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18K+ 2.94% |
$158K - $235K
|
41.1K
$14M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.17KNew |
$158K - $234K
|
1.17K
$401K
|