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
May 10, 2023 Q1 2023
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
600
+ 2.69%
$80.9K - $120K
22.9K $7.83M
May 15, 2023 Q1 2023
Saturna Capital Corp

Bellingham, WA
BUY
 -
595
+ 13.39%
$80.2K - $119K
5.04K $1.72M
Apr 11, 2023 Q1 2023
Chicago Trust CO Na

BUY
 -
591
+ 13.01%
$79.7K - $118K
5.14K $1.75M
May 05, 2023 Q1 2023
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
583
+ 6.35%
$78.6K - $116K
9.77K $3.34M
May 15, 2023 Q1 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
578
+ 8.48%
$77.9K - $115K
7.4K $2.53M
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

BUY
 -
577
+ 21.73%
$77.8K - $115K
3.23K $1.1M
Apr 27, 2023 Q1 2023
Arizona State Retirement System

BUY
 -
571
+ 0.21%
$77K - $114K
273K $93.3M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
569
New
$76.7K - $114K
569 $194K
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
566
+ 2.89%
$76.3K - $113K
20.2K $6.9M
Apr 26, 2023 Q1 2023
Arlington Partners LLC

BUY
 -
564
+ 470.0%
$76K - $113K
684 $234K
Apr 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
560
+ 6.35%
$75.5K - $112K
9.37K $3.2M
May 15, 2023 Q1 2023
Immersion Capital LLP

London, X0
BUY
 -
560
+ 0.15%
$75.5K - $112K
375K $128M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
557
+ 2.08%
$75.1K - $111K
27.4K $9.36M
May 03, 2023 Q1 2023
Private Wealth Partners, LLC

BUY
 -
550
+ 4.24%
$74.1K - $110K
13.5K $4.62M
May 15, 2023 Q1 2023
Gordian Capital Singapore Pte LTD

Singapore, U0
BUY
 -
550
+ 52.78%
$74.1K - $110K
1.59K $544K
May 15, 2023 Q1 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
549
+ 8.82%
$74K - $110K
6.78K $2.32M
May 11, 2023 Q1 2023
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
545
+ 2.09%
$73.5K - $109K
26.7K $9.11M
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
BUY
 -
541
+ 1.18%
$72.9K - $108K
46.3K $15.8M
Apr 17, 2023 Q1 2023
Hills Bank & Trust CO

BUY
 -
537
+ 3.33%
$72.4K - $107K
16.7K $5.7M
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
536
+ 21.53%
$72.3K - $107K
3.03K $1.03M
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
534
+ 14.75%
$72K - $107K
4.16K $1.42M
Apr 24, 2023 Q1 2023
Westbourne Investment Advisors, Inc.

BUY
 -
529
+ 2.61%
$71.3K - $106K
20.8K $7.1M
Apr 11, 2023 Q1 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
527
+ 21.35%
$71K - $105K
3K $1.02M
May 15, 2023 Q1 2023
Center Book Partners LP

Greenwich, CT
BUY
 -
527
+ 2.98%
$71K - $105K
18.2K $6.23M
May 12, 2023 Q1 2023
Banco De Sabadell, S.A

Miami, FL
BUY
 -
520
+ 57.78%
$70.1K - $104K
1.42K $485K
May 11, 2023 Q1 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
518
+ 32.93%
$69.8K - $103K
2.09K $715K
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

BUY
 -
509
+ 11.18%
$68.6K - $102K
5.06K $1.73M
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
509
+ 48.02%
$68.6K - $102K
1.57K $536K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
508
+ 237.38%
$68.5K - $101K
722 $247K
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
506
+ 21.34%
$68.2K - $101K
2.88K $983K
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

BUY
 -
500
+ 3.53%
$67.4K - $99.9K
14.7K $5.01M
May 15, 2023 Q1 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
500
+ 0.29%
$67.4K - $99.9K
172K $58.6M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
498
+ 0.89%
$67.1K - $99.5K
56.7K $19.4M
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
496
New
$66.9K - $99.1K
496 $169K
May 09, 2023 Q1 2023
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
BUY
 -
491
+ 0.29%
$66.2K - $98.1K
170K $57.9M
May 05, 2023 Q1 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
484
+ 8.8%
$65.2K - $96.7K
5.98K $2.04M
May 15, 2023 Q1 2023
Osterweis Capital Management Inc

San Francisco, CA
BUY
 -
483
+ 483.0%
$65.1K - $96.5K
583 $199K
May 11, 2023 Q1 2023
Nvwm, LLC

BUY
 -
482
+ 7.15%
$65K - $96.3K
7.23K $2.47M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
474
+ 2.51%
$63.9K - $94.7K
19.4K $6.62M
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

BUY
 -
469
+ 5.46%
$63.2K - $93.7K
9.06K $3.1M
May 15, 2023 Q1 2023
Hillman Capital Management, Inc.

Bethesda, MD
BUY
 -
469
+ 1.14%
$63.2K - $93.7K
41.4K $14.2M
May 11, 2023 Q1 2023
Angeles Wealth Management, LLC

BUY
 -
467
+ 21.65%
$63K - $93.3K
2.62K $897K
Apr 14, 2023 Q1 2023
Bristol John W & CO Inc

BUY
 -
459
+ 0.17%
$61.9K - $91.7K
266K $90.7M
May 12, 2023 Q1 2023
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
455
New
$61.3K - $90.9K
455 $155K
Apr 20, 2023 Q1 2023
Maryland State Retirement & Pension System

BUY
 -
450
+ 0.59%
$60.7K - $89.9K
76.2K $26M
Apr 26, 2023 Q1 2023
Bard Financial Services, Inc.

BUY
 -
450
+ 6.42%
$60.7K - $89.9K
7.46K $2.55M
May 08, 2023 Q1 2023
Sustainable Insight Capital Management, LLC

New York, NY
BUY
 -
441
+ 25.19%
$59.4K - $88.1K
2.19K $749K
Apr 24, 2023 Q1 2023
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
436
+ 22.49%
$58.8K - $87.1K
2.38K $812K
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

BUY
 -
431
+ 26.11%
$58.1K - $86.1K
2.08K $711K

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