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
|
Lincoln National Corp
|
SELL
|
- |
-438- 2.22% |
$59K - $87.5K
|
19.3K
$6.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-443- 4.65% |
$59.7K - $88.5K
|
9.09K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-446- 4.83% |
$60.1K - $89.1K
|
8.78K
$3M
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-451- 5.68% |
$60.8K - $90.1K
|
7.49K
$2.56M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-455- 45.96% |
$61.3K - $90.9K
|
535
$183K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-457- 5.0% |
$61.6K - $91.3K
|
8.69K
$2.97M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-458- 12.11% |
$61.7K - $91.5K
|
3.33K
$1.14M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-459- 6.71% |
$61.9K - $91.7K
|
6.38K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-461- 14.91% |
$62.1K - $92.1K
|
2.63K
$899K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-462- 6.27% |
$62.3K - $92.3K
|
6.91K
$2.36M
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-463- 2.21% |
$62.4K - $92.5K
|
20.5K
$7M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-463- 2.21% |
$62.4K - $92.5K
|
20.5K
$7M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-467- 21.59% |
$63K - $93.3K
|
1.7K
$580K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-468- 25.74% |
$63.1K - $93.5K
|
1.35K
$461K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-472- 10.31% |
$63.6K - $94.3K
|
4.1K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-485- 20.65% |
$65.4K - $96.9K
|
1.86K
$637K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-491- 61.3% |
$66.2K - $98.1K
|
310
$106K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-493- 2.63% |
$66.5K - $98.5K
|
18.3K
$6.24M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-494- 1.19% |
$66.6K - $98.7K
|
40.9K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-500- 19.02% |
$67.4K - $99.9K
|
2.13K
$728K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-500- 90.09% |
$67.4K - $99.9K
|
55
$18.8K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-503- 72.9% |
$67.8K - $100K
|
187
$63.9K
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-507- 7.78% |
$68.3K - $101K
|
6.01K
$2.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-510- 1.83% |
$68.7K - $102K
|
27.4K
$9.36M
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-511- 30.49% |
$68.9K - $102K
|
1.17K
$398K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-513- 20.18% |
$69.2K - $102K
|
2.03K
$693K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-515- 26.68% |
$69.4K - $103K
|
1.42K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-517- 6.04% |
$69.7K - $103K
|
8.04K
$2.75M
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-520- 3.22% |
$70.1K - $104K
|
15.6K
$5.33M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-523- 25.66% |
$70.5K - $104K
|
1.52K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-525- 18.77% |
$70.8K - $105K
|
2.27K
$776K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-526- 22.93% |
$70.9K - $105K
|
1.77K
$604K
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-532- 18.08% |
$71.7K - $106K
|
2.41K
$824K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-533- 3.99% |
$71.8K - $106K
|
12.8K
$4.39M
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-536- 2.94% |
$72.3K - $107K
|
17.7K
$6.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-537- 32.1% |
$72.4K - $107K
|
1.14K
$388K
|
|
|
Apr 14, 2023
Q1 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-540- 3.69% |
$72.8K - $108K
|
14.1K
$4.81M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-542- 3.93% |
$73.1K - $108K
|
13.2K
$4.52M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-545- 1.01% |
$73.5K - $109K
|
53.2K
$18.2M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-550- 9.96% |
$74.1K - $110K
|
4.97K
$1.7M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-550- 2.51% |
$74.1K - $110K
|
21.3K
$7.3M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-554- 2.96% |
$74.7K - $111K
|
18.2K
$6.2M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-561- 7.78% |
$75.6K - $112K
|
6.65K
$2.27M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
SELL
|
- |
-568- 4.07% |
$76.6K - $113K
|
13.4K
$4.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-578- 2.59% |
$77.9K - $115K
|
21.8K
$7.44M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-583- 18.5% |
$78.6K - $116K
|
2.57K
$878K
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-593- 3.66% |
$79.9K - $118K
|
15.6K
$5.33M
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-595- 6.08% |
$80.2K - $119K
|
9.19K
$3.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-600- 5.5% |
$80.9K - $120K
|
10.3K
$3.52M
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-600- 12.0% |
$80.9K - $120K
|
4.4K
$1.5M
|