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 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
181+ 41.04% |
$24.4K - $36.2K
|
622
$211K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
180+ 49.32% |
$24.3K - $36K
|
545
$184K
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
176+ 1.68% |
$23.7K - $35.2K
|
10.6K
$3.6M
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
176+ 4.46% |
$23.7K - $35.2K
|
4.12K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
175+ 0.9% |
$23.6K - $35K
|
19.6K
$6.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
172+ 4.44% |
$23.2K - $34.4K
|
4.05K
$1.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
172+ 5.62% |
$23.2K - $34.4K
|
3.23K
$1.09M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
172+ 45.99% |
$23.2K - $34.4K
|
546
$185K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
167+ 5.09% |
$22.5K - $33.4K
|
3.45K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
167+ 5.06% |
$22.5K - $33.4K
|
3.47K
$1.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
166+ 0.23% |
$22.4K - $33.2K
|
71.9K
$24.3M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
164+ 1.29% |
$22.1K - $32.8K
|
12.9K
$4.37M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
164+ 4.68% |
$22.1K - $32.8K
|
3.67K
$1.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
162+ 0.32% |
$21.8K - $32.4K
|
50.1K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
160+ 3.15% |
$21.6K - $32K
|
5.24K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
160+ 7.96% |
$21.6K - $32K
|
2.17K
$734K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
150+ 2.95% |
$20.2K - $30K
|
5.23K
$1.77M
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
150+ 2.36% |
$20.2K - $30K
|
6.51K
$2.2M
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
148+ 4.37% |
$20K - $29.6K
|
3.54K
$1.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
142+ 6.04% |
$19.1K - $28.4K
|
2.49K
$843K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
142+ 7.97% |
$19.1K - $28.4K
|
1.92K
$651K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
140+ 2.57% |
$18.9K - $28K
|
5.58K
$1.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
136+ 2.8% |
$18.3K - $27.2K
|
5K
$1.69M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
136+ 6.26% |
$18.3K - $27.2K
|
2.31K
$781K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
135+ 1.4% |
$18.2K - $27K
|
9.76K
$3.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
132+ 6.29% |
$17.8K - $26.4K
|
2.23K
$755K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
132+ 6.61% |
$17.8K - $26.4K
|
2.13K
$721K
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
126+ 0.11% |
$17K - $25.2K
|
110K
$37.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
122+ 0.68% |
$16.4K - $24.4K
|
18K
$6.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
122+ 7.0% |
$16.4K - $24.4K
|
1.87K
$631K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
122+ 4.3% |
$16.4K - $24.4K
|
2.96K
$1M
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
120+ 2.91% |
$16.2K - $24K
|
4.25K
$1.44M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
118+ 2.18% |
$15.9K - $23.6K
|
5.54K
$1.87M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
117New |
$15.8K - $23.4K
|
117
$39.6K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
117+ 107.34% |
$15.8K - $23.4K
|
226
$76.5K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
115+ 36.74% |
$15.5K - $23K
|
428
$145K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
112+ 1.65% |
$15.1K - $22.4K
|
6.89K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
110New |
$14.8K - $22K
|
110
$37.2K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
110+ 2.98% |
$14.8K - $22K
|
3.8K
$1.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
107+ 2.83% |
$14.4K - $21.4K
|
3.89K
$1.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
107+ 9.59% |
$14.4K - $21.4K
|
1.22K
$414K
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
104+ 2.81% |
$14K - $20.8K
|
3.8K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
104+ 4.51% |
$14K - $20.8K
|
2.41K
$816K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
102+ 6.46% |
$13.7K - $20.4K
|
1.68K
$569K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
102+ 6.17% |
$13.7K - $20.4K
|
1.76K
$594K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100+ 500.0% |
$13.5K - $20K
|
120
$40.6K
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
100+ 5.46% |
$13.5K - $20K
|
1.93K
$653K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100+ 60.98% |
$13.5K - $20K
|
264
$89.4K
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
100+ 4.89% |
$13.5K - $20K
|
2.14K
$726K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
100+ 0.62% |
$13.5K - $20K
|
16.1K
$5.46M
|