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 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-604- 5.09% |
$81.4K - $121K
|
11.3K
$3.85M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-606- 21.32% |
$81.7K - $121K
|
2.24K
$764K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-608- 18.18% |
$82K - $121K
|
2.74K
$935K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-615- 5.41% |
$82.9K - $123K
|
10.7K
$3.67M
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-624- 2.18% |
$84.1K - $125K
|
28K
$9.55M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-625- 10.87% |
$84.3K - $125K
|
5.13K
$1.75M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-626- 31.24% |
$84.4K - $125K
|
1.38K
$471K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-628- 6.04% |
$84.7K - $125K
|
9.77K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-630- 8.26% |
$84.9K - $126K
|
6.99K
$2.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-638- 6.45% |
$86K - $127K
|
9.26K
$3.16M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-638- 8.85% |
$86K - $127K
|
6.57K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-650- 35.14% |
$87.6K - $130K
|
1.2K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-652- 24.92% |
$87.9K - $130K
|
1.96K
$671K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-652- 24.92% |
$87.9K - $130K
|
1.96K
$671K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-655- 21.29% |
$88.3K - $131K
|
2.42K
$827K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-656- 2.36% |
$88.4K - $131K
|
27.1K
$9.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-666- 4.56% |
$89.8K - $133K
|
13.9K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-671- 7.4% |
$90.5K - $134K
|
8.4K
$2.87M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-675- 1.27% |
$91K - $135K
|
52.3K
$17.9M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-676- 11.27% |
$91.1K - $135K
|
5.32K
$1.82M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-681- 18.63% |
$91.8K - $136K
|
2.98K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-682- 6.54% |
$91.9K - $136K
|
9.75K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-683- 4.72% |
$92.1K - $136K
|
13.8K
$4.71M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-686- 25.69% |
$92.5K - $137K
|
1.98K
$678K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-695- 5.1% |
$93.7K - $139K
|
12.9K
$4.42M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-710- 7.18% |
$95.7K - $142K
|
9.18K
$3.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-718- 0.26% |
$96.8K - $143K
|
273K
$93.4M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-722- 1.15% |
$97.3K - $144K
|
62.3K
$21.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-727- 9.14% |
$98K - $145K
|
7.22K
$2.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-728- 24.35% |
$98.1K - $145K
|
2.26K
$773K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-757- 19.31% |
$102K - $151K
|
3.16K
$1.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-758- 14.05% |
$102K - $151K
|
4.64K
$1.58M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-763- 18.9% |
$103K - $152K
|
3.27K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-775- 0.41% |
$104K - $155K
|
187K
$63.8M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-776- 5.93% |
$105K - $155K
|
12.3K
$4.21M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-785- 80.02% |
$106K - $157K
|
196
$67K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-789- 81.51% |
$106K - $158K
|
179
$61.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-799- 14.56% |
$108K - $160K
|
4.69K
$1.6M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-815- 6.03% |
$110K - $163K
|
12.7K
$4.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-816- 0.22% |
$110K - $163K
|
363K
$124M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-818- 6.61% |
$110K - $163K
|
11.6K
$3.95M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-837- 8.08% |
$113K - $167K
|
9.53K
$3.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-846- 15.81% |
$114K - $169K
|
4.5K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-850- 12.41% |
$115K - $170K
|
6K
$2.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-851- 43.51% |
$115K - $170K
|
1.11K
$378K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-851- 10.29% |
$115K - $170K
|
7.42K
$2.54M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-861- 3.51% |
$116K - $172K
|
23.7K
$8.08M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-879- 34.48% |
$118K - $176K
|
1.67K
$571K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-890- 6.36% |
$120K - $178K
|
13.1K
$4.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-891- 30.06% |
$120K - $178K
|
2.07K
$708K
|