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 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.17KNew |
$158K - $234K
|
1.17K
$401K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.17KNew |
$158K - $234K
|
1.17K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.17KNew |
$157K - $233K
|
1.17K
$398K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.16KNew |
$157K - $233K
|
1.16K
$398K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.16KNew |
$157K - $232K
|
1.16K
$397K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.16KNew |
$156K - $232K
|
1.16K
$396K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.16KNew |
$156K - $231K
|
1.16K
$395K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.15KNew |
$156K - $231K
|
1.15K
$394K
|
|
|
May 11, 2023
Q1 2023
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
- |
1.15KNew |
$155K - $230K
|
1.15K
$393K
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.14KNew |
$154K - $228K
|
1.14K
$391K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.14K+ 58.47% |
$154K - $228K
|
3.1K
$1.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
1.14KNew |
$153K - $227K
|
1.14K
$389K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.14K+ 11.5% |
$153K - $227K
|
11K
$3.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.14KNew |
$153K - $227K
|
1.14K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.13KNew |
$153K - $227K
|
1.13K
$388K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.13KNew |
$152K - $226K
|
1.13K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.13KNew |
$152K - $225K
|
1.13K
$385K
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
1.13KNew |
$152K - $225K
|
1.13K
$384K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.12KNew |
$152K - $225K
|
1.12K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.12KNew |
$151K - $224K
|
1.12K
$383K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.12KNew |
$151K - $224K
|
1.12K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 10.17% |
$151K - $224K
|
12.1K
$4.14M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.12K+ 11.86% |
$151K - $224K
|
10.6K
$3.61M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.12K+ 17.59% |
$151K - $223K
|
7.48K
$2.55M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.12KNew |
$150K - $223K
|
1.12K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.12KNew |
$150K - $223K
|
1.12K
$381K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.11KNew |
$150K - $223K
|
1.11K
$381K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
1.11KNew |
$150K - $222K
|
1.11K
$380K
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.11KNew |
$150K - $222K
|
1.11K
$380K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.11KNew |
$150K - $222K
|
1.11K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.11K+ 65.16% |
$149K - $222K
|
2.81K
$961K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.11KNew |
$149K - $221K
|
1.11K
$378K
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.1KNew |
$148K - $220K
|
1.1K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.1KNew |
$148K - $220K
|
1.1K
$376K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.1KNew |
$148K - $220K
|
1.1K
$376K
|
|
|
Mar 27, 2024
Q1 2023
|
Belfer Management LLC
|
BUY
|
- |
1.1KNew |
$148K - $219K
|
1.1K
$375K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.1KNew |
$148K - $219K
|
1.1K
$374K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.09K+ 15.87% |
$147K - $218K
|
7.97K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.09KNew |
$147K - $218K
|
1.09K
$373K
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
BUY
|
- |
1.09KNew |
$147K - $218K
|
1.09K
$373K
|
|
|
May 03, 2023
Q1 2023
|
Account Management LLC
|
BUY
|
- |
1.09KNew |
$147K - $218K
|
1.09K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.09K+ 2.45% |
$146K - $217K
|
45.5K
$15.5M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.09K+ 297.26% |
$146K - $217K
|
1.45K
$495K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.08K+ 2.58% |
$146K - $216K
|
43K
$14.7M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.08KNew |
$146K - $216K
|
1.08K
$369K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.08K+ 6.0% |
$146K - $216K
|
19.1K
$6.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.08KNew |
$145K - $216K
|
1.08K
$369K
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.08K+ 0.18% |
$145K - $216K
|
591K
$202M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.08KNew |
$145K - $216K
|
1.08K
$369K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
1.07K+ 19.29% |
$145K - $214K
|
6.63K
$2.26M
|