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 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1+ 0.06% |
$135 - $200
|
1.55K
$523K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1+ 0.03% |
$135 - $200
|
3.31K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1- 20.0% |
$135 - $200
|
4
$1.35K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1- 0.02% |
$135 - $200
|
4.54K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1- 0.03% |
$135 - $200
|
3.05K
$1.03M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.29% |
$270 - $400
|
678
$229K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2- 0.64% |
$270 - $400
|
311
$105K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2- 1.17% |
$270 - $400
|
169
$57.2K
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-3- 0.08% |
$404 - $599
|
3.57K
$1.21M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-3- 0.2% |
$404 - $599
|
1.53K
$519K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3- 0.22% |
$404 - $599
|
1.36K
$459K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.89% |
$404 - $599
|
334
$113K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 1.51% |
$539 - $799
|
261
$88.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-5- 0.05% |
$674 - $999
|
9.44K
$3.2M
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-5- 0.02% |
$674 - $999
|
21.8K
$7.38M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-5- 0.21% |
$674 - $999
|
2.34K
$792K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7- 3.54% |
$944 - $1.4K
|
191
$64.6K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8- 0.04% |
$1.08K - $1.6K
|
22.3K
$7.54M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-8- 0.46% |
$1.08K - $1.6K
|
1.74K
$590K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-9- 0.56% |
$1.21K - $1.8K
|
1.61K
$545K
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-9- 0.36% |
$1.21K - $1.8K
|
2.49K
$844K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-9- 0.41% |
$1.21K - $1.8K
|
2.19K
$743K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-9- 0.04% |
$1.21K - $1.8K
|
20.6K
$6.98M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-10- 0.01% |
$1.35K - $2K
|
167K
$56.5M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-10- 0.1% |
$1.35K - $2K
|
9.94K
$3.36M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-10- 0.22% |
$1.35K - $2K
|
4.55K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-10- 0.18% |
$1.35K - $2K
|
5.56K
$1.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-11- 31.43% |
$1.48K - $2.2K
|
24
$8.12K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-13- 10.24% |
$1.75K - $2.6K
|
114
$38.6K
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-14- 0.17% |
$1.89K - $2.8K
|
8.09K
$2.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.5% |
$2.02K - $3K
|
3.01K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-15- 5.28% |
$2.02K - $3K
|
269
$91K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.06% |
$2.16K - $3.2K
|
26.4K
$8.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-16- 1.05% |
$2.16K - $3.2K
|
1.5K
$508K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-17- 0.83% |
$2.29K - $3.4K
|
2.03K
$688K
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-20- 0.26% |
$2.7K - $4K
|
7.61K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-21- 0.4% |
$2.83K - $4.2K
|
5.2K
$1.76M
|
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-22- 0.47% |
$2.97K - $4.4K
|
4.67K
$1.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-22- 25.0% |
$2.97K - $4.4K
|
66
$22.3K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-22- 6.55% |
$2.97K - $4.4K
|
314
$106K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-23- 1.08% |
$3.1K - $4.59K
|
2.1K
$711K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-23- 0.42% |
$3.1K - $4.59K
|
5.51K
$1.86M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-23- 0.58% |
$3.1K - $4.59K
|
3.98K
$1.35M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-24- 0.75% |
$3.24K - $4.79K
|
3.16K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-24- 1.27% |
$3.24K - $4.79K
|
1.87K
$633K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-24- 10.17% |
$3.24K - $4.79K
|
212
$71.8K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-27- 1.26% |
$3.64K - $5.39K
|
2.12K
$716K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-29- 4.96% |
$3.91K - $5.79K
|
556
$188K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-29- 0.25% |
$3.91K - $5.79K
|
11.5K
$3.89M
|