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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-110- 4.86% |
$14.8K - $22K
|
2.15K
$736K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-111- 0.11% |
$15K - $22.2K
|
102K
$35M
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-112- 0.45% |
$15.1K - $22.4K
|
24.9K
$8.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-113- 3.23% |
$15.2K - $22.6K
|
3.38K
$1.16M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-113- 1.77% |
$15.2K - $22.6K
|
6.28K
$2.14M
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-113- 4.28% |
$15.2K - $22.6K
|
2.53K
$865K
|
|
|
Apr 24, 2023
Q1 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-114- 5.16% |
$15.4K - $22.8K
|
2.09K
$716K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-115- 33.92% |
$15.5K - $23K
|
224
$76.5K
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-115- 0.15% |
$15.5K - $23K
|
74.3K
$25.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-116- 53.7% |
$15.6K - $23.2K
|
100
$34.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-117- 8.35% |
$15.8K - $23.4K
|
1.28K
$439K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-119- 6.64% |
$16K - $23.8K
|
1.67K
$572K
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-120- 7.75% |
$16.2K - $24K
|
1.43K
$488K
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-120- 1.26% |
$16.2K - $24K
|
9.43K
$3.22M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-122- 3.24% |
$16.4K - $24.4K
|
3.65K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-125- 2.5% |
$16.9K - $25K
|
4.88K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-125- 4.5% |
$16.9K - $25K
|
2.66K
$907K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-126- 6.69% |
$17K - $25.2K
|
1.76K
$600K
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-126- 5.76% |
$17K - $25.2K
|
2.06K
$704K
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-129- 5.7% |
$17.4K - $25.8K
|
2.13K
$729K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-132- 25.73% |
$17.8K - $26.4K
|
381
$130K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-134- 4.37% |
$18.1K - $26.8K
|
2.93K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-134- 4.17% |
$18.1K - $26.8K
|
3.08K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-135- 5.7% |
$18.2K - $27K
|
2.23K
$763K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
SELL
|
- |
-136- 6.8% |
$18.3K - $27.2K
|
1.86K
$637K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-137- 7.41% |
$18.5K - $27.4K
|
1.71K
$585K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-139- 4.55% |
$18.7K - $27.8K
|
2.92K
$996K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-139- 8.47% |
$18.7K - $27.8K
|
1.5K
$514K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-142- 2.8% |
$19.1K - $28.4K
|
4.93K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-142- 6.84% |
$19.1K - $28.4K
|
1.94K
$661K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-149- 5.08% |
$20.1K - $29.8K
|
2.78K
$951K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-150- 0.74% |
$20.2K - $30K
|
20K
$6.85M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-150- 34.88% |
$20.2K - $30K
|
280
$95.7K
|
|
|
May 10, 2023
Q1 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-150- 3.19% |
$20.2K - $30K
|
4.55K
$1.55M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-151- 17.81% |
$20.4K - $30.2K
|
697
$238K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-152- 1.45% |
$20.5K - $30.4K
|
10.4K
$3.54M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-157- 6.09% |
$21.2K - $31.4K
|
2.42K
$827K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-157- 1.26% |
$21.2K - $31.4K
|
12.3K
$4.22M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-157- 38.2% |
$21.2K - $31.4K
|
254
$86.8K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-158- 0.26% |
$21.3K - $31.6K
|
61.4K
$21M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-161- 1.49% |
$21.7K - $32.2K
|
10.7K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-162- 10.54% |
$21.8K - $32.4K
|
1.38K
$470K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-163- 68.2% |
$22K - $32.6K
|
76
$26K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-163- 3.37% |
$22K - $32.6K
|
4.67K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-163- 1.11% |
$22K - $32.6K
|
14.6K
$4.98M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-164- 6.65% |
$22.1K - $32.8K
|
2.3K
$786K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-166- 1.27% |
$22.4K - $33.2K
|
12.9K
$4.41M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-169- 8.8% |
$22.8K - $33.8K
|
1.75K
$598K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-170- 4.0% |
$22.9K - $34K
|
4.08K
$1.39M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-174- 2.49% |
$23.5K - $34.8K
|
6.81K
$2.33M
|