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
|
Capital Performance Advisors LLP
|
BUY
|
- |
23+ 1.44% |
$3.1K - $4.59K
|
1.62K
$423K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
22+ 1.43% |
$2.97K - $4.4K
|
1.56K
$407K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
22+ 1.33% |
$2.97K - $4.4K
|
1.67K
$435K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
22+ 1.1% |
$2.97K - $4.4K
|
2.02K
$528K
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
BUY
|
- |
21+ 0.7% |
$2.83K - $4.2K
|
3.02K
$786K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
21+ 26.92% |
$2.83K - $4.2K
|
99
$25.8K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
21+ 0.01% |
$2.83K - $4.2K
|
162K
$42.1M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
19+ 0.3% |
$2.56K - $3.8K
|
6.38K
$1.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18+ 0.59% |
$2.43K - $3.6K
|
3.07K
$799K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
17+ 62.96% |
$2.29K - $3.4K
|
44
$11.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
16+ 0.22% |
$2.16K - $3.2K
|
7.13K
$1.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
16+ 1.16% |
$2.16K - $3.2K
|
1.4K
$364K
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
16+ 0.84% |
$2.16K - $3.2K
|
1.92K
$499K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
16+ 66.67% |
$2.16K - $3.2K
|
40
$10.4K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16+ 35.56% |
$2.16K - $3.2K
|
61
$15.9K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 1.58% |
$2.16K - $3.2K
|
1.03K
$268K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
15+ 2.24% |
$2.02K - $3K
|
684
$178K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15+ 0.11% |
$2.02K - $3K
|
14.2K
$3.71M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
15+ 0.87% |
$2.02K - $3K
|
1.75K
$456K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
15+ 0.02% |
$2.02K - $3K
|
77.4K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
15+ 0.03% |
$2.02K - $3K
|
51.2K
$13.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
14+ 1.95% |
$1.89K - $2.8K
|
733
$191K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
13+ 162.5% |
$1.75K - $2.6K
|
21
$5.47K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
12+ 13.04% |
$1.62K - $2.4K
|
104
$27.1K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
11+ 0.06% |
$1.48K - $2.2K
|
17.9K
$4.66M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 0.05% |
$1.48K - $2.2K
|
20.2K
$5.27M
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
11+ 0.06% |
$1.48K - $2.2K
|
19.5K
$5.07M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
11+ 13.1% |
$1.48K - $2.2K
|
95
$24.8K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11New |
$1.48K - $2.2K
|
11
$2.87K
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
10+ 0.07% |
$1.35K - $2K
|
15K
$3.9M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
10+ 0.56% |
$1.35K - $2K
|
1.79K
$467K
|
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
10+ 0.08% |
$1.35K - $2K
|
13.3K
$3.46M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9+ 0.24% |
$1.21K - $1.8K
|
3.7K
$965K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
9+ 0.59% |
$1.21K - $1.8K
|
1.53K
$399K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
9+ 0.38% |
$1.21K - $1.8K
|
2.39K
$622K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.0% |
$1.21K - $1.8K
|
237K
$61.9M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 1.18% |
$1.08K - $1.6K
|
686
$179K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7+ 0.07% |
$944 - $1.4K
|
10.2K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7+ 0.02% |
$944 - $1.4K
|
39.4K
$10.3M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
7New |
$944 - $1.4K
|
7
$1.82K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 16.67% |
$809 - $1.2K
|
42
$10.9K
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
6+ 30.0% |
$809 - $1.2K
|
26
$6.78K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$809 - $1.2K
|
6
$1.56K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
6+ 0.2% |
$809 - $1.2K
|
3.02K
$786K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
5+ 0.2% |
$674 - $999
|
2.49K
$648K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
5+ 0.08% |
$674 - $999
|
5.92K
$1.54M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5+ 0.21% |
$674 - $999
|
2.35K
$613K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$674 - $999
|
1.72K
$449K
|
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
5+ 0.02% |
$674 - $999
|
30.4K
$7.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
4+ 0.05% |
$539 - $799
|
7.3K
$1.9M
|