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 08, 2023
Q1 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
283+ 5.95% |
$38.1K - $56.5K
|
5.04K
$1.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
282+ 18.23% |
$38K - $56.3K
|
1.83K
$619K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
273+ 4.61% |
$36.8K - $54.5K
|
6.19K
$2.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
269+ 4.31% |
$36.3K - $53.7K
|
6.51K
$2.2M
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
269+ 2.01% |
$36.3K - $53.7K
|
13.7K
$4.62M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
268+ 6.72% |
$36.1K - $53.5K
|
4.26K
$1.44M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
263+ 14.04% |
$35.5K - $52.5K
|
2.14K
$723K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
263+ 37.9% |
$35.5K - $52.5K
|
957
$324K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
263+ 2.32% |
$35.5K - $52.5K
|
11.6K
$3.92M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
250+ 23.9% |
$33.7K - $49.9K
|
1.3K
$439K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
246+ 3.73% |
$33.2K - $49.1K
|
6.84K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
244+ 8.6% |
$32.9K - $48.7K
|
3.08K
$1.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
242+ 3.63% |
$32.6K - $48.3K
|
6.92K
$2.34M
|
|
|
May 02, 2023
Q1 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
240+ 2.73% |
$32.4K - $47.9K
|
9.05K
$3.06M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
240+ 0.17% |
$32.4K - $47.9K
|
143K
$48.4M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
240+ 8.04% |
$32.4K - $47.9K
|
3.23K
$1.09M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
239+ 4.55% |
$32.2K - $47.7K
|
5.5K
$1.86M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
238+ 1.5% |
$32.1K - $47.5K
|
16.1K
$5.44M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
238+ 2.36% |
$32.1K - $47.5K
|
10.3K
$3.49M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
237+ 12.97% |
$31.9K - $47.3K
|
2.06K
$699K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
233+ 4.18% |
$31.4K - $46.5K
|
5.81K
$1.97M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
232+ 4.22% |
$31.3K - $46.3K
|
5.73K
$1.94M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
231+ 1.73% |
$31.1K - $46.1K
|
13.6K
$4.59M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
230+ 77.18% |
$31K - $45.9K
|
528
$179K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
227+ 29.99% |
$30.6K - $45.4K
|
984
$333K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
226+ 2.87% |
$30.5K - $45.2K
|
8.09K
$2.74M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
225+ 330.88% |
$30.3K - $45K
|
293
$99.2K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
225+ 7.1% |
$30.3K - $45K
|
3.4K
$1.15M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
224New |
$30.2K - $44.8K
|
224
$75.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
221+ 1.83% |
$29.8K - $44.2K
|
12.3K
$4.16M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
220+ 9.96% |
$29.7K - $44K
|
2.43K
$822K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
218+ 4.68% |
$29.4K - $43.6K
|
4.87K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
217+ 14.72% |
$29.3K - $43.4K
|
1.69K
$572K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
216+ 69.45% |
$29.1K - $43.2K
|
527
$178K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
208+ 7.37% |
$28K - $41.6K
|
3.03K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
208+ 1.17% |
$28K - $41.6K
|
18K
$6.08M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
206+ 2.37% |
$27.8K - $41.2K
|
8.92K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
206+ 4.49% |
$27.8K - $41.2K
|
4.8K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
203+ 2.93% |
$27.4K - $40.6K
|
7.14K
$2.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$27K - $40K
|
200
$67.7K
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
200+ 2.89% |
$27K - $40K
|
7.13K
$2.41M
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
199+ 0.52% |
$26.8K - $39.8K
|
38.1K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
197New |
$26.6K - $39.4K
|
197
$66.7K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
195+ 0.42% |
$26.3K - $39K
|
46.7K
$15.8M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
195+ 1.6% |
$26.3K - $39K
|
12.4K
$4.2M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
195+ 1.71% |
$26.3K - $39K
|
11.6K
$3.92M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
191+ 3.08% |
$25.7K - $38.2K
|
6.4K
$2.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
190New |
$25.6K - $38K
|
190
$64.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
184+ 7.67% |
$24.8K - $36.8K
|
2.58K
$874K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
183+ 8.84% |
$24.7K - $36.6K
|
2.25K
$763K
|