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 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-61- 0.44% |
$8.22K - $12.2K
|
13.7K
$4.69M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-63- 2.4% |
$8.49K - $12.6K
|
2.57K
$877K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-63- 0.95% |
$8.49K - $12.6K
|
6.58K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-64- 2.25% |
$8.63K - $12.8K
|
2.78K
$948K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-65- 4.26% |
$8.76K - $13K
|
1.46K
$499K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-67- 0.52% |
$9.03K - $13.4K
|
12.9K
$4.39M
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-67- 2.38% |
$9.03K - $13.4K
|
2.75K
$941K
|
|
|
May 15, 2023
Q1 2023
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-68- 0.89% |
$9.17K - $13.6K
|
7.6K
$2.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-69- 0.34% |
$9.3K - $13.8K
|
20.5K
$7.01M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-70- 1.24% |
$9.44K - $14K
|
5.56K
$1.9M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-70- 24.05% |
$9.44K - $14K
|
221
$75.5K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-70- 4.07% |
$9.44K - $14K
|
1.65K
$564K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-72- 24.74% |
$9.71K - $14.4K
|
219
$74.8K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-72- 0.83% |
$9.71K - $14.4K
|
8.6K
$2.94M
|
|
|
May 11, 2023
Q1 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-73- -0.0% |
$9.84K - $14.6K
|
2.58M
$882M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-74- 3.86% |
$9.98K - $14.8K
|
1.84K
$629K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-74- 31.62% |
$9.98K - $14.8K
|
160
$54.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-75- 30.74% |
$10.1K - $15K
|
169
$57.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-75- 1.05% |
$10.1K - $15K
|
7.1K
$2.43M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-75- 4.41% |
$10.1K - $15K
|
1.62K
$555K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-75- 4.11% |
$10.1K - $15K
|
1.75K
$597K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-76- 0.21% |
$10.2K - $15.2K
|
35.6K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-76- 1.74% |
$10.2K - $15.2K
|
4.29K
$1.46M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-78- 0.29% |
$10.5K - $15.6K
|
26.9K
$9.2M
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-79- 1.45% |
$10.6K - $15.8K
|
5.38K
$1.84M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-81- 2.47% |
$10.9K - $16.2K
|
3.2K
$1.09M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-83- 4.93% |
$11.2K - $16.6K
|
1.6K
$546K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-85- 0.9% |
$11.5K - $17K
|
9.33K
$3.19M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-86- 12.48% |
$11.6K - $17.2K
|
603
$206K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-87- 5.62% |
$11.7K - $17.4K
|
1.46K
$499K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-88- 5.01% |
$11.9K - $17.6K
|
1.67K
$571K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-93- 3.33% |
$12.5K - $18.6K
|
2.7K
$923K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-95- 12.16% |
$12.8K - $19K
|
686
$234K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-96- 0.4% |
$12.9K - $19.2K
|
23.6K
$8.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-100- 1.75% |
$13.5K - $20K
|
5.61K
$1.92M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-100- 5.36% |
$13.5K - $20K
|
1.77K
$603K
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 14.29% |
$13.5K - $20K
|
600
$205K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-100- 4.78% |
$13.5K - $20K
|
1.99K
$681K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 14.29% |
$13.5K - $20K
|
600
$205K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-101- 0.83% |
$13.6K - $20.2K
|
12K
$4.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-102- 6.36% |
$13.7K - $20.4K
|
1.5K
$513K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-103- 2.12% |
$13.9K - $20.6K
|
4.76K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-103- 5.17% |
$13.9K - $20.6K
|
1.89K
$646K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-104- 7.83% |
$14K - $20.8K
|
1.23K
$419K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-105- 4.76% |
$14.2K - $21K
|
2.1K
$718K
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-105- 1.07% |
$14.2K - $21K
|
9.67K
$3.3M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-105- 5.98% |
$14.2K - $21K
|
1.65K
$564K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-107- 0.73% |
$14.4K - $21.4K
|
14.6K
$4.98M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-109- 31.41% |
$14.7K - $21.8K
|
238
$81.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-109- 10.42% |
$14.7K - $21.8K
|
937
$320K
|