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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.08K+ 0.18% |
$145K - $216K
|
591K
$144M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.08KNew |
$145K - $216K
|
1.08K
$263K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
1.07K+ 19.29% |
$145K - $214K
|
6.63K
$1.61M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.07K+ 37.97% |
$144K - $213K
|
3.88K
$945K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.07KNew |
$144K - $213K
|
1.07K
$260K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.06KNew |
$143K - $213K
|
1.06K
$259K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$143K - $212K
|
1.06K
$259K
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
1.06KNew |
$143K - $212K
|
1.06K
$259K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.06K+ 38.38% |
$143K - $212K
|
3.82K
$929K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.06K+ 20.74% |
$143K - $212K
|
6.16K
$1.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
1.06KNew |
$143K - $211K
|
1.06K
$258K
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.06KNew |
$143K - $211K
|
1.06K
$258K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.06KNew |
$142K - $211K
|
1.06K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
1.05KNew |
$142K - $211K
|
1.05K
$257K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.05KNew |
$142K - $210K
|
1.05K
$256K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.05KNew |
$141K - $209K
|
1.05K
$255K
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
1.05K+ 13.62% |
$141K - $209K
|
8.73K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
1.05KNew |
$141K - $209K
|
1.05K
$255K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.04K+ 39.88% |
$141K - $209K
|
3.66K
$891K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.04KNew |
$140K - $207K
|
1.04K
$253K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.04KNew |
$140K - $207K
|
1.04K
$252K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.03KNew |
$139K - $207K
|
1.03K
$252K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.03KNew |
$138K - $205K
|
1.03K
$249K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.02KNew |
$138K - $204K
|
1.02K
$249K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.02KNew |
$137K - $203K
|
1.02K
$248K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 12.54% |
$137K - $203K
|
9.14K
$2.22M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.02KNew |
$137K - $203K
|
1.02K
$248K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
1.01KNew |
$137K - $203K
|
1.01K
$247K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.01K+ 5.71% |
$137K - $203K
|
18.8K
$4.57M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.01KNew |
$137K - $203K
|
1.01K
$247K
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.01K+ 24.63% |
$136K - $202K
|
5.11K
$1.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1KNew |
$135K - $200K
|
1K
$244K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1KNew |
$135K - $200K
|
1K
$244K
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1K+ 55.77% |
$135K - $200K
|
2.79K
$680K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
988+ 19.65% |
$133K - $197K
|
6.02K
$1.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
985+ 46.46% |
$133K - $197K
|
3.11K
$756K
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
984+ 4.16% |
$133K - $197K
|
24.6K
$5.99M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
975+ 29.28% |
$131K - $195K
|
4.31K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
974+ 0.33% |
$131K - $195K
|
297K
$72.2M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
972+ 2.35% |
$131K - $194K
|
42.3K
$10.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
964+ 24.34% |
$130K - $193K
|
4.93K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
945+ 12.48% |
$127K - $189K
|
8.52K
$2.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
939+ 38.75% |
$127K - $188K
|
3.36K
$818K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
934+ 1.46% |
$126K - $187K
|
64.8K
$15.8M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
902+ 12.46% |
$122K - $180K
|
8.14K
$1.98M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
900+ 14.45% |
$121K - $180K
|
7.13K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
897+ 17.83% |
$121K - $179K
|
5.93K
$1.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
896+ 3.35% |
$121K - $179K
|
27.7K
$6.73M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
892+ 782.46% |
$120K - $178K
|
1.01K
$245K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
888+ 27.31% |
$120K - $177K
|
4.14K
$1.01M
|