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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
885+ 9.64% |
$119K - $177K
|
10.1K
$2.45M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
867+ 8.53% |
$117K - $173K
|
11K
$2.69M
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
860+ 4.13% |
$116K - $172K
|
21.7K
$5.28M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
856+ 15.29% |
$115K - $171K
|
6.45K
$1.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
854+ 2.95% |
$115K - $171K
|
29.8K
$7.25M
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
853+ 6.92% |
$115K - $170K
|
13.2K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
851+ 25.55% |
$115K - $170K
|
4.18K
$1.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
841+ 22.63% |
$113K - $168K
|
4.56K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
839+ 1.07% |
$113K - $168K
|
79.1K
$19.2M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
832+ 1.88% |
$112K - $166K
|
45K
$11M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
808+ 5.28% |
$109K - $161K
|
16.1K
$3.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
795+ 0.68% |
$107K - $159K
|
118K
$28.7M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
788+ 21.55% |
$106K - $157K
|
4.45K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
787+ 12.99% |
$106K - $157K
|
6.85K
$1.67M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
785+ 8.01% |
$106K - $157K
|
10.6K
$2.58M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
785+ 7.84% |
$106K - $157K
|
10.8K
$2.63M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
785+ 400.51% |
$106K - $157K
|
981
$239K
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
780+ 0.18% |
$105K - $156K
|
434K
$106M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
767+ 45.44% |
$103K - $153K
|
2.46K
$598K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
764+ 22.32% |
$103K - $153K
|
4.19K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
755+ 13.51% |
$102K - $151K
|
6.35K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
753+ 13.13% |
$102K - $150K
|
6.49K
$1.58M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
752+ 5.76% |
$101K - $150K
|
13.8K
$3.36M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
746+ 0.84% |
$101K - $149K
|
89.4K
$21.8M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
740+ 104.82% |
$99.8K - $148K
|
1.45K
$352K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
737+ 0.63% |
$99.3K - $147K
|
118K
$28.7M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
733+ 5.22% |
$98.8K - $146K
|
14.8K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
731+ 46.27% |
$98.5K - $146K
|
2.31K
$562K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
720+ 1.39% |
$97.1K - $144K
|
52.6K
$12.8M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
718+ 15.79% |
$96.8K - $143K
|
5.27K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
711+ 60.46% |
$95.8K - $142K
|
1.89K
$459K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
708New |
$95.4K - $141K
|
708
$172K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
705+ 10.57% |
$95K - $141K
|
7.37K
$1.79M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
704+ 18.91% |
$94.9K - $141K
|
4.43K
$1.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
702+ 3.94% |
$94.6K - $140K
|
18.5K
$4.51M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
696+ 136.74% |
$93.8K - $139K
|
1.21K
$293K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
688+ 10.01% |
$92.7K - $137K
|
7.56K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
688+ 27.51% |
$92.7K - $137K
|
3.19K
$776K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
680+ 39.72% |
$91.7K - $136K
|
2.39K
$582K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
679+ 2.21% |
$91.5K - $136K
|
31.4K
$7.64M
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
677+ 14.6% |
$91.3K - $135K
|
5.32K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
661+ 9.14% |
$89.1K - $132K
|
7.9K
$1.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
652+ 42.5% |
$87.9K - $130K
|
2.19K
$532K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
639New |
$86.1K - $128K
|
639
$156K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
637+ 2.11% |
$85.9K - $127K
|
30.8K
$7.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
633+ 10.36% |
$85.3K - $126K
|
6.74K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
630+ 1.6% |
$84.9K - $126K
|
40K
$9.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
627+ 0.76% |
$84.5K - $125K
|
82.8K
$20.2M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
623+ 12.11% |
$84K - $124K
|
5.77K
$1.4M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
615+ 70.93% |
$82.9K - $123K
|
1.48K
$361K
|