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
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.33K- 18.88% |
$179K - $265K
|
5.7K
$1.96M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1.34K- 28.17% |
$181K - $268K
|
3.42K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.37K- 85.87% |
$184K - $273K
|
225
$77.5K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.39K- 0.8% |
$187K - $277K
|
172K
$59.3M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.39K- 26.94% |
$187K - $277K
|
3.76K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.39K- 15.26% |
$187K - $277K
|
7.71K
$2.66M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.39K- 5.82% |
$188K - $278K
|
22.5K
$7.75M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.4K- 3.72% |
$188K - $279K
|
36.2K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-1.4K- 1.59% |
$189K - $280K
|
86.5K
$29.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.41K- 4.91% |
$190K - $282K
|
27.3K
$9.4M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.42KClosed |
$192K - $284K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.43K- 31.29% |
$192K - $285K
|
3.13K
$1.08M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.46K- 18.57% |
$197K - $292K
|
6.41K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.46K- 28.88% |
$197K - $292K
|
3.6K
$1.24M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.48K- 73.73% |
$199K - $295K
|
527
$182K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.49K- 1.06% |
$201K - $297K
|
138K
$47.6M
|
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-1.49K- 21.71% |
$201K - $297K
|
5.37K
$1.85M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.49K- 2.12% |
$201K - $298K
|
69K
$23.8M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.5K- 3.14% |
$202K - $300K
|
46.3K
$15.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.54K- 9.59% |
$208K - $308K
|
14.5K
$5.01M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.55K- 4.32% |
$209K - $310K
|
34.4K
$11.9M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.56K- 39.76% |
$210K - $312K
|
2.37K
$815K
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.6K- 51.2% |
$216K - $320K
|
1.53K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.6K- 27.97% |
$216K - $320K
|
4.13K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.61K- 28.83% |
$216K - $321K
|
3.96K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.62K- 23.31% |
$219K - $324K
|
5.34K
$1.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.63K- 6.95% |
$220K - $326K
|
21.8K
$7.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.63K- 26.71% |
$220K - $326K
|
4.48K
$1.54M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.69K- 30.33% |
$227K - $337K
|
3.87K
$1.33M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.7K- 20.82% |
$229K - $339K
|
6.46K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.7K- 35.16% |
$230K - $340K
|
3.14K
$1.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.71K- 24.22% |
$230K - $341K
|
5.34K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1.71K- 22.5% |
$231K - $342K
|
5.89K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.75K- 9.05% |
$236K - $349K
|
17.6K
$6.05M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.77K- 21.84% |
$239K - $354K
|
6.35K
$2.19M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.8K- 5.35% |
$243K - $360K
|
31.9K
$11M
|
|
|
May 12, 2023
Q1 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-1.82K- 6.48% |
$245K - $363K
|
26.2K
$9.03M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.83K- 1.44% |
$247K - $366K
|
126K
$43.4M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.85K- 0.71% |
$249K - $369K
|
259K
$89.1M
|
|
|
May 15, 2023
Q1 2023
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-1.87K- 49.95% |
$251K - $373K
|
1.87K
$644K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.88K- 59.05% |
$254K - $376K
|
1.31K
$449K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.89K- 10.03% |
$255K - $377K
|
16.9K
$5.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.9K- 7.53% |
$255K - $379K
|
23.3K
$8.01M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.9KClosed |
$255K - $379K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.91K- 85.07% |
$258K - $382K
|
336
$116K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.92K- 16.83% |
$258K - $383K
|
9.47K
$3.26M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.92K- 3.3% |
$259K - $384K
|
56.2K
$19.4M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 5.98% |
$262K - $389K
|
30.6K
$10.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.96K- 13.04% |
$264K - $391K
|
13K
$4.49M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.98K- 5.3% |
$267K - $396K
|
35.4K
$12.2M
|