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 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.98K- 4.78% |
$267K - $396K
|
39.5K
$13.6M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.98K- 4.4% |
$267K - $396K
|
43.1K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.99K- 1.67% |
$268K - $397K
|
117K
$40.2M
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.99K- 1.39% |
$268K - $397K
|
141K
$48.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.99K- 10.87% |
$268K - $398K
|
16.3K
$5.62M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2K- 56.95% |
$270K - $400K
|
1.51K
$521K
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2K- 40.74% |
$270K - $400K
|
2.91K
$1M
|
|
|
Apr 26, 2023
Q1 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-2.01K- 1.69% |
$271K - $401K
|
117K
$40.3M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-2.02K- 0.34% |
$273K - $404K
|
599K
$206M
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-2.03K- 45.03% |
$274K - $406K
|
2.48K
$855K
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.09K- 3.16% |
$281K - $417K
|
63.9K
$22M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.09K- 12.75% |
$281K - $417K
|
14.3K
$4.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-2.12K- 24.84% |
$285K - $423K
|
6.41K
$2.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.15K- 62.5% |
$290K - $430K
|
1.29K
$444K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.15K- 6.21% |
$290K - $430K
|
32.5K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.16K- 4.25% |
$292K - $432K
|
48.7K
$16.8M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.19K- 1.56% |
$295K - $438K
|
138K
$47.5M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.21K- 20.54% |
$297K - $441K
|
8.53K
$2.94M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.33K- 23.31% |
$314K - $465K
|
7.67K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-2.33K- 7.21% |
$315K - $466K
|
30K
$10.3M
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-2.37K- 40.0% |
$319K - $473K
|
3.56K
$1.22M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.43K- 49.03% |
$328K - $486K
|
2.53K
$871K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2.44K- 75.11% |
$329K - $487K
|
808
$278K
|
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-2.45K- 3.26% |
$330K - $488K
|
72.5K
$25M
|
|
|
Apr 18, 2023
Q1 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-2.47K- 16.13% |
$332K - $493K
|
12.8K
$4.42M
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-2.47K- 47.87% |
$333K - $493K
|
2.69K
$927K
|
|
|
May 15, 2023
Q1 2023
|
Light Street Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-2.49K- 2.08% |
$335K - $497K
|
117K
$40.2M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-2.49K- 60.58% |
$336K - $498K
|
1.62K
$559K
|
|
|
May 15, 2023
Q1 2023
|
Islet Management, LP
New York, NY |
SELL
|
- |
-2.5K- 25.0% |
$337K - $499K
|
7.5K
$2.58M
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-2.5K- 37.31% |
$337K - $499K
|
4.2K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
SELL
|
- |
-2.5K- 55.8% |
$337K - $500K
|
1.98K
$682K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.56K- 48.95% |
$345K - $512K
|
2.67K
$920K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.57K- 1.31% |
$347K - $514K
|
194K
$66.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.65K- 9.22% |
$357K - $529K
|
26.1K
$8.97M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-2.72K- 55.84% |
$366K - $543K
|
2.15K
$740K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.79K- 22.41% |
$376K - $557K
|
9.66K
$3.33M
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.82K- 6.26% |
$380K - $563K
|
42.2K
$14.5M
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-2.82K- 0.43% |
$380K - $564K
|
655K
$226M
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.9K- 1.68% |
$391K - $579K
|
170K
$58.5M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.93K- 54.74% |
$396K - $586K
|
2.43K
$836K
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-2.95K- 74.59% |
$398K - $589K
|
1.01K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-3K- 18.99% |
$404K - $599K
|
12.8K
$4.41M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3K- 8.93% |
$405K - $600K
|
30.6K
$10.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-3.01K- 11.47% |
$405K - $601K
|
23.2K
$7.99M
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-3.05K- 52.03% |
$412K - $610K
|
2.82K
$970K
|
|
|
May 10, 2023
Q1 2023
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-3.06K- 3.0% |
$412K - $611K
|
98.8K
$34M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.07K- 1.14% |
$414K - $614K
|
266K
$91.5M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.18K- 3.27% |
$428K - $634K
|
94K
$32.4M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.19K- 18.3% |
$430K - $638K
|
14.3K
$4.91M
|
|
|
May 15, 2023
Q1 2023
|
Rdst Capital LLC
Seattle, WA |
SELL
|
- |
-3.2K- 3.78% |
$431K - $639K
|
81.5K
$28.1M
|