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 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
450+ 0.59% |
$60.7K - $89.9K
|
76.2K
$19.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
450+ 6.42% |
$60.7K - $89.9K
|
7.46K
$1.94M
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
441+ 25.19% |
$59.4K - $88.1K
|
2.19K
$571K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
436+ 22.49% |
$58.8K - $87.1K
|
2.38K
$619K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
431+ 26.11% |
$58.1K - $86.1K
|
2.08K
$543K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
431+ 2.41% |
$58.1K - $86.1K
|
18.3K
$4.76M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
427+ 25.96% |
$57.6K - $85.3K
|
2.07K
$540K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
422+ 41.05% |
$56.9K - $84.3K
|
1.45K
$378K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
421+ 113.48% |
$56.8K - $84.1K
|
792
$206K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
405+ 6.99% |
$54.6K - $80.9K
|
6.2K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
405+ 16.97% |
$54.6K - $80.9K
|
2.79K
$728K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
401+ 5.39% |
$54.1K - $80.1K
|
7.84K
$2.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.62% |
$53.9K - $79.9K
|
65K
$16.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
399+ 6.85% |
$53.8K - $79.7K
|
6.22K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
399+ 11.6% |
$53.8K - $79.7K
|
3.84K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
394+ 2.26% |
$53.1K - $78.7K
|
17.9K
$4.66M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
393New |
$53K - $78.5K
|
393
$102K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
391+ 5.16% |
$52.7K - $78.1K
|
7.97K
$2.08M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
390+ 1.79% |
$52.6K - $77.9K
|
22.2K
$5.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
382+ 231.52% |
$51.5K - $76.3K
|
547
$143K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
382+ 1.03% |
$51.5K - $76.3K
|
37.4K
$9.74M
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
382+ 0.39% |
$51.5K - $76.3K
|
98K
$25.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
379+ 7.62% |
$51.1K - $75.7K
|
5.36K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
379+ 3.06% |
$51.1K - $75.7K
|
12.8K
$3.33M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
374+ 0.49% |
$50.4K - $74.7K
|
77.5K
$20.2M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
363+ 16.25% |
$48.9K - $72.5K
|
2.6K
$677K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
360+ 4.17% |
$48.5K - $71.9K
|
8.99K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
358New |
$48.3K - $71.5K
|
358
$93.3K
|
|
|
May 12, 2023
Q1 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
350+ 1.93% |
$47.2K - $69.9K
|
18.5K
$4.82M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
348+ 0.95% |
$46.9K - $69.5K
|
36.9K
$9.61M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
346+ 12.71% |
$46.6K - $69.1K
|
3.07K
$800K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
343+ 11.03% |
$46.2K - $68.5K
|
3.45K
$900K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
337+ 11.42% |
$45.4K - $67.3K
|
3.29K
$857K
|
|
|
May 12, 2023
Q1 2023
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
335+ 0.24% |
$45.2K - $66.9K
|
142K
$37.1M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
332+ 0.89% |
$44.8K - $66.3K
|
37.5K
$9.77M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
331+ 1.33% |
$44.6K - $66.1K
|
25.2K
$6.57M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
330New |
$44.5K - $65.9K
|
330
$86K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
327+ 0.93% |
$44.1K - $65.3K
|
35.4K
$9.23M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
327+ 1.86% |
$44.1K - $65.3K
|
17.9K
$4.68M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
323+ 12.41% |
$43.5K - $64.5K
|
2.93K
$763K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
315+ 5250.0% |
$42.5K - $62.9K
|
321
$83.7K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
315+ 35.84% |
$42.5K - $62.9K
|
1.19K
$311K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
314New |
$42.3K - $62.7K
|
314
$81.8K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
313+ 12.77% |
$42.2K - $62.5K
|
2.77K
$721K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
313+ 7.79% |
$42.2K - $62.5K
|
4.33K
$1.13M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
311+ 4.74% |
$41.9K - $62.1K
|
6.87K
$1.79M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
307+ 1.63% |
$41.4K - $61.3K
|
19.1K
$4.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
304+ 10.73% |
$41K - $60.7K
|
3.14K
$818K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
301+ 10.04% |
$40.6K - $60.1K
|
3.3K
$860K
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
299+ 16.43% |
$40.3K - $59.7K
|
2.12K
$552K
|