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 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
99+ 4.5% |
$13.3K - $19.8K
|
2.3K
$779K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
99+ 0.16% |
$13.3K - $19.8K
|
60.3K
$20.4M
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
97+ 3.76% |
$13.1K - $19.4K
|
2.67K
$905K
|
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
BUY
|
- |
97+ 0.1% |
$13.1K - $19.4K
|
102K
$34.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
96+ 0.53% |
$12.9K - $19.2K
|
18.1K
$6.12M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
92+ 1.12% |
$12.4K - $18.4K
|
8.29K
$2.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
91+ 6.07% |
$12.3K - $18.2K
|
1.59K
$538K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
91+ 0.29% |
$12.3K - $18.2K
|
31.4K
$10.6M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
91+ 3.8% |
$12.3K - $18.2K
|
2.49K
$841K
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
90+ 0.44% |
$12.1K - $18K
|
20.8K
$7.03M
|
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
90+ 2.51% |
$12.1K - $18K
|
3.68K
$1.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
89+ 3.94% |
$12K - $17.8K
|
2.35K
$795K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
87+ 2.43% |
$11.7K - $17.4K
|
3.67K
$1.24M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
85+ 132.81% |
$11.5K - $17K
|
149
$50.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
84New |
$11.3K - $16.8K
|
84
$28.4K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
83+ 3.01% |
$11.2K - $16.6K
|
2.84K
$962K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
82+ 2.14% |
$11.1K - $16.4K
|
3.91K
$1.32M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
80+ 1.96% |
$10.8K - $16K
|
4.16K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
78+ 2.79% |
$10.5K - $15.6K
|
2.87K
$972K
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
77+ 0.6% |
$10.4K - $15.4K
|
12.9K
$4.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
77+ 1.87% |
$10.4K - $15.4K
|
4.19K
$1.42M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
77+ 1.65% |
$10.4K - $15.4K
|
4.74K
$1.6M
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
76+ 0.9% |
$10.2K - $15.2K
|
8.53K
$2.89M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
74+ 0.97% |
$9.98K - $14.8K
|
7.68K
$2.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
72+ 1.86% |
$9.71K - $14.4K
|
3.94K
$1.33M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
69+ 10.9% |
$9.3K - $13.8K
|
702
$238K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
69+ 37.91% |
$9.3K - $13.8K
|
251
$85K
|
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
68+ 0.52% |
$9.17K - $13.6K
|
13K
$4.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
67+ 3.68% |
$9.03K - $13.4K
|
1.89K
$639K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
67New |
$9.03K - $13.4K
|
67
$22.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
62+ 3.74% |
$8.36K - $12.4K
|
1.72K
$581K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
61+ 13.93% |
$8.22K - $12.2K
|
499
$169K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
61+ 9.71% |
$8.22K - $12.2K
|
689
$233K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
60+ 11.43% |
$8.09K - $12K
|
585
$198K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
59+ 1.46% |
$7.95K - $11.8K
|
4.11K
$1.39M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
59New |
$7.95K - $11.8K
|
59
$20K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
57+ 0.77% |
$7.68K - $11.4K
|
7.42K
$2.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
57+ 0.35% |
$7.68K - $11.4K
|
16.5K
$5.59M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
57+ 0.52% |
$7.68K - $11.4K
|
11.1K
$3.74M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
56+ 1.06% |
$7.55K - $11.2K
|
5.36K
$1.81M
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
55+ 0.35% |
$7.41K - $11K
|
15.9K
$5.39M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
54+ 0.56% |
$7.28K - $10.8K
|
9.72K
$3.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
54+ 1.1% |
$7.28K - $10.8K
|
4.95K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
53+ 1.18% |
$7.14K - $10.6K
|
4.55K
$1.54M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
52+ 13.61% |
$7.01K - $10.4K
|
434
$147K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
51+ 2.0% |
$6.87K - $10.2K
|
2.6K
$880K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
50+ 1.49% |
$6.74K - $9.99K
|
3.4K
$1.15M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
50+ 1.59% |
$6.74K - $9.99K
|
3.19K
$1.08M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
50+ 100.0% |
$6.74K - $9.99K
|
100
$33.8K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
47+ 0.28% |
$6.34K - $9.39K
|
16.9K
$5.73M
|