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 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
53+ 1.18% |
$7.14K - $10.6K
|
4.55K
$1.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
52+ 13.61% |
$7.01K - $10.4K
|
434
$106K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
51+ 2.0% |
$6.87K - $10.2K
|
2.6K
$633K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
50+ 1.49% |
$6.74K - $9.99K
|
3.4K
$827K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
50+ 1.59% |
$6.74K - $9.99K
|
3.19K
$775K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
50+ 100.0% |
$6.74K - $9.99K
|
100
$24.3K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
47+ 0.28% |
$6.34K - $9.39K
|
16.9K
$4.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
46+ 1.96% |
$6.2K - $9.19K
|
2.39K
$582K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
45+ 1.0% |
$6.07K - $8.99K
|
4.56K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
44+ 57.89% |
$5.93K - $8.79K
|
120
$29.2K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
41+ 1.86% |
$5.53K - $8.19K
|
2.25K
$547K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
41+ 2.75% |
$5.53K - $8.19K
|
1.53K
$372K
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
BUY
|
- |
40+ 0.12% |
$5.39K - $7.99K
|
34K
$8.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
40+ 0.41% |
$5.39K - $7.99K
|
9.76K
$2.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
40+ 2.54% |
$5.39K - $7.99K
|
1.62K
$393K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
40New |
$5.39K - $7.99K
|
40
$9.74K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
39+ 2.17% |
$5.26K - $7.79K
|
1.83K
$446K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
39+ 1.48% |
$5.26K - $7.79K
|
2.67K
$650K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
39+ 0.18% |
$5.26K - $7.79K
|
21.2K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
39+ 0.59% |
$5.26K - $7.79K
|
6.68K
$1.63M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
39+ 557.14% |
$5.26K - $7.79K
|
46
$11.2K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
38+ 0.36% |
$5.12K - $7.59K
|
10.5K
$2.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36+ 12.95% |
$4.85K - $7.19K
|
314
$76.4K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
36+ 3.77% |
$4.85K - $7.19K
|
992
$241K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
36+ 0.75% |
$4.85K - $7.19K
|
4.83K
$1.18M
|
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
35+ 0.17% |
$4.72K - $6.99K
|
20.9K
$5.08M
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
35+ 6.86% |
$4.72K - $6.99K
|
545
$133K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
34+ 0.65% |
$4.58K - $6.79K
|
5.3K
$1.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
33+ 2.15% |
$4.45K - $6.59K
|
1.57K
$382K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
33+ 0.74% |
$4.45K - $6.59K
|
4.5K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
32+ 0.06% |
$4.31K - $6.39K
|
52.4K
$12.8M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
32+ 0.8% |
$4.31K - $6.39K
|
4.03K
$981K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
31+ 86.11% |
$4.18K - $6.19K
|
67
$16.3K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
31+ 1.37% |
$4.18K - $6.19K
|
2.3K
$559K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30+ 0.66% |
$4.04K - $5.99K
|
4.55K
$1.11M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
29+ 0.27% |
$3.91K - $5.79K
|
10.7K
$2.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
29+ 2.43% |
$3.91K - $5.79K
|
1.22K
$297K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
28+ 0.49% |
$3.77K - $5.59K
|
5.7K
$1.39M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
27+ 18.0% |
$3.64K - $5.39K
|
177
$43.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
27New |
$3.64K - $5.39K
|
27
$6.57K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
27+ 0.73% |
$3.64K - $5.39K
|
3.72K
$904K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
26+ 2.02% |
$3.5K - $5.19K
|
1.31K
$320K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
26New |
$3.5K - $5.19K
|
26
$6.33K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
26+ 0.83% |
$3.5K - $5.19K
|
3.16K
$768K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
25+ 83.33% |
$3.37K - $4.99K
|
55
$13.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
24+ 0.85% |
$3.24K - $4.79K
|
2.85K
$694K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
24+ 0.1% |
$3.24K - $4.79K
|
23.3K
$5.67M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
24New |
$3.24K - $4.79K
|
24
$5.84K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
24+ 3.1% |
$3.24K - $4.79K
|
799
$194K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
23+ 0.6% |
$3.1K - $4.59K
|
3.87K
$941K
|