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 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-174- 1.65% |
$23.5K - $34.8K
|
10.4K
$3.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-175- 2.4% |
$23.6K - $35K
|
7.11K
$2.43M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-176- 8.79% |
$23.7K - $35.2K
|
1.83K
$624K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-181- 2.04% |
$24.4K - $36.2K
|
8.69K
$2.97M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-183- 3.04% |
$24.7K - $36.6K
|
5.84K
$2M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-187- 2.13% |
$25.2K - $37.4K
|
8.6K
$2.94M
|
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-189- 6.3% |
$25.5K - $37.8K
|
2.81K
$960K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-190- 48.22% |
$25.6K - $38K
|
204
$69.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-192- 4.84% |
$25.9K - $38.4K
|
3.78K
$1.29M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-195- 1.5% |
$26.3K - $39K
|
12.8K
$4.37M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-195- 9.8% |
$26.3K - $39K
|
1.8K
$613K
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-198- 6.62% |
$26.7K - $39.6K
|
2.79K
$954K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-199- 3.09% |
$26.8K - $39.8K
|
6.25K
$2.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-199- 0.58% |
$26.8K - $39.8K
|
33.9K
$11.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-200- 5.26% |
$27K - $40K
|
3.6K
$1.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Westwood Management Corp
|
SELL
|
- |
-200- 0.53% |
$27K - $40K
|
37.4K
$12.8M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-200- 3.61% |
$27K - $40K
|
5.34K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-200- 3.34% |
$27K - $40K
|
5.78K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-201- 9.33% |
$27.1K - $40.2K
|
1.95K
$667K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-203- 3.09% |
$27.4K - $40.6K
|
6.36K
$2.17M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-203- 1.36% |
$27.4K - $40.6K
|
14.7K
$5.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-205- 7.81% |
$27.6K - $41K
|
2.42K
$827K
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-209- 0.45% |
$28.2K - $41.8K
|
46.2K
$15.8M
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-211- 2.49% |
$28.4K - $42.2K
|
8.25K
$2.82M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-215- 4.95% |
$29K - $43K
|
4.13K
$1.41M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-215- 4.63% |
$29K - $43K
|
4.43K
$1.51M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-217- 5.07% |
$29.3K - $43.4K
|
4.06K
$1.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-218- 3.11% |
$29.4K - $43.6K
|
6.78K
$2.32M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-219- 0.63% |
$29.5K - $43.8K
|
34.4K
$11.8M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-219- 0.53% |
$29.5K - $43.8K
|
40.9K
$14M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-219- 1.82% |
$29.5K - $43.8K
|
11.8K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-221- 1.88% |
$29.8K - $44.2K
|
11.5K
$3.94M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-222- 4.07% |
$29.9K - $44.4K
|
5.23K
$1.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-225- 85.23% |
$30.3K - $45K
|
39
$13.3K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-231- 2.94% |
$31.1K - $46.1K
|
7.63K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-235- 4.38% |
$31.7K - $46.9K
|
5.13K
$1.75M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-242- 4.21% |
$32.6K - $48.3K
|
5.5K
$1.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-244- 99.59% |
$32.9K - $48.7K
|
1
$342
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-249- 14.56% |
$33.6K - $49.7K
|
1.46K
$499K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-250- 17.46% |
$33.7K - $49.9K
|
1.18K
$404K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-252- 8.43% |
$34K - $50.3K
|
2.74K
$935K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-254- 15.94% |
$34.2K - $50.7K
|
1.34K
$458K
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-255- 2.65% |
$34.4K - $50.9K
|
9.37K
$3.2M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-256- 5.2% |
$34.5K - $51.1K
|
4.67K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-260- 15.77% |
$35K - $51.9K
|
1.39K
$475K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-261- 7.82% |
$35.2K - $52.1K
|
3.08K
$1.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Milestone Resources Group LTD
|
SELL
|
- |
-264- 0.08% |
$35.6K - $52.7K
|
325K
$111M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-264- 4.43% |
$35.6K - $52.7K
|
5.7K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-266- 2.55% |
$35.9K - $53.1K
|
10.2K
$3.47M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-268- 1.82% |
$36.1K - $53.5K
|
14.5K
$4.95M
|