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
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3K- 8.93% |
$405K - $600K
|
30.6K
$7.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-3.01K- 11.47% |
$405K - $601K
|
23.2K
$5.65M
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-3.05K- 52.03% |
$412K - $610K
|
2.82K
$685K
|
|
|
May 10, 2023
Q1 2023
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-3.06K- 3.0% |
$412K - $611K
|
98.8K
$24M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.07K- 1.14% |
$414K - $614K
|
266K
$64.6M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.18K- 3.27% |
$428K - $634K
|
94K
$22.9M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.19K- 18.3% |
$430K - $638K
|
14.3K
$3.47M
|
|
|
May 15, 2023
Q1 2023
|
Rdst Capital LLC
Seattle, WA |
SELL
|
- |
-3.2K- 3.78% |
$431K - $639K
|
81.5K
$19.8M
|
|
|
Apr 10, 2025
Q1 2023
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-3.27K- 62.08% |
$441K - $654K
|
2K
$487K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.28K- 75.03% |
$441K - $654K
|
1.09K
$265K
|
|
|
May 12, 2023
Q1 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-3.29K- 26.7% |
$443K - $657K
|
9.03K
$2.2M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3.29K- 3.09% |
$444K - $658K
|
103K
$25.1M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.3K- 38.19% |
$445K - $659K
|
5.34K
$1.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.32K- 0.44% |
$447K - $663K
|
745K
$181M
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-3.36K- 50.88% |
$453K - $671K
|
3.24K
$789K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.4K- 23.12% |
$458K - $679K
|
11.3K
$2.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-3.45K- 51.45% |
$465K - $689K
|
3.26K
$792K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.47K- 3.96% |
$468K - $694K
|
84.2K
$20.5M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.54K- 3.5% |
$477K - $707K
|
97.5K
$23.7M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.65K- 19.31% |
$493K - $730K
|
15.3K
$3.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.66K- 29.57% |
$493K - $731K
|
8.71K
$2.12M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.71K- 19.29% |
$501K - $742K
|
15.5K
$3.78M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.77K- 1.57% |
$508K - $753K
|
236K
$57.4M
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-3.86K- 75.12% |
$520K - $770K
|
1.28K
$311K
|
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-3.88K- 76.79% |
$523K - $775K
|
1.17K
$285K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-3.92K- 50.44% |
$529K - $783K
|
3.85K
$938K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.99K- 23.84% |
$538K - $798K
|
12.8K
$3.1M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.03K- 15.26% |
$544K - $806K
|
22.4K
$5.45M
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-4.08K- 19.82% |
$549K - $814K
|
16.5K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-4.09K- 68.84% |
$551K - $817K
|
1.85K
$451K
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-4.19K- 11.22% |
$565K - $837K
|
33.2K
$8.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-4.19K- 28.16% |
$565K - $837K
|
10.7K
$2.6M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.28K- 38.98% |
$577K - $855K
|
6.7K
$1.63M
|
|
|
May 17, 2023
Q1 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-4.3K- 24.4% |
$580K - $859K
|
13.3K
$3.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.31K- 36.57% |
$580K - $860K
|
7.47K
$1.82M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-4.44K- 9.51% |
$599K - $887K
|
42.3K
$10.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-4.56K- 18.13% |
$614K - $910K
|
20.6K
$5.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-4.66K- 94.56% |
$628K - $931K
|
268
$65.2K
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-4.72K- 62.18% |
$637K - $943K
|
2.87K
$699K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.84K- 3.28% |
$652K - $966K
|
142K
$34.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-4.85K- 34.98% |
$653K - $968K
|
9.01K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.87K- 51.75% |
$656K - $973K
|
4.54K
$1.11M
|
|
|
Apr 10, 2023
Q1 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-4.91K- 34.51% |
$662K - $981K
|
9.32K
$2.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.91K- 6.21% |
$662K - $982K
|
74.2K
$18.1M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.11K- 1.18% |
$689K - $1.02M
|
427K
$104M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-5.18K- 45.57% |
$698K - $1.03M
|
6.18K
$1.5M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-5.23K- 22.74% |
$705K - $1.05M
|
17.8K
$4.33M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-5.26K- 13.96% |
$709K - $1.05M
|
32.4K
$7.89M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.28K- 8.02% |
$712K - $1.05M
|
60.5K
$14.7M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.29K- 30.92% |
$712K - $1.06M
|
11.8K
$2.87M
|