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 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-5.4K- 33.43% |
$728K - $1.08M
|
10.8K
$2.62M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.53K- 33.63% |
$745K - $1.1M
|
10.9K
$2.65M
|
|
|
May 08, 2023
Q1 2023
|
Long Path Partners LP
Stamford, CT |
SELL
|
- |
-5.53K- 2.75% |
$746K - $1.11M
|
196K
$47.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-5.53K- 10.24% |
$746K - $1.11M
|
48.5K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-5.54K- 0.43% |
$747K - $1.11M
|
1.28M
$311M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-5.75K- 8.63% |
$775K - $1.15M
|
60.8K
$14.8M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.97K- 62.52% |
$805K - $1.19M
|
3.58K
$872K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-6K- 89.04% |
$809K - $1.2M
|
739
$180K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-6.02K- 10.42% |
$811K - $1.2M
|
51.7K
$12.6M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.08K- 18.43% |
$819K - $1.21M
|
26.9K
$6.55M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-6.08K- 31.66% |
$820K - $1.21M
|
13.1K
$3.19M
|
|
|
Apr 12, 2023
Q1 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-6.13K- 31.65% |
$826K - $1.22M
|
13.2K
$3.22M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6.23K- 15.52% |
$840K - $1.24M
|
33.9K
$8.26M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.68K- 8.11% |
$901K - $1.33M
|
75.7K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Barrier Capital Management, LLC
San Francisco, CA |
SELL
|
- |
-6.9K- 19.89% |
$930K - $1.38M
|
27.8K
$6.76M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.93K- 24.39% |
$934K - $1.38M
|
21.5K
$5.23M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-6.93K- 3.27% |
$934K - $1.38M
|
205K
$49.9M
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-6.93K- 33.96% |
$934K - $1.38M
|
13.5K
$3.28M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6.99K- 32.55% |
$943K - $1.4M
|
14.5K
$3.53M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-7.02K- 2.92% |
$946K - $1.4M
|
233K
$56.8M
|
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-7.14K- 9.49% |
$963K - $1.43M
|
68.1K
$16.6M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.21K- 0.47% |
$972K - $1.44M
|
1.54M
$375M
|
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-7.23K- 4.44% |
$974K - $1.44M
|
156K
$37.9M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-7.41K- 58.42% |
$999K - $1.48M
|
5.28K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-7.45K- 32.55% |
$1M - $1.49M
|
15.4K
$3.76M
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-7.48K- 21.32% |
$1.01M - $1.49M
|
27.6K
$6.72M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.5K- 11.76% |
$1.01M - $1.5M
|
56.2K
$13.7M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-7.65K- 5.27% |
$1.03M - $1.53M
|
138K
$33.5M
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-7.66K- 18.97% |
$1.03M - $1.53M
|
32.7K
$7.96M
|
|
|
May 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-7.72K- 7.26% |
$1.04M - $1.54M
|
98.6K
$24M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.74K- 16.91% |
$1.04M - $1.55M
|
38K
$9.25M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-7.86K- 15.41% |
$1.06M - $1.57M
|
43.1K
$10.5M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.92K- 1.05% |
$1.07M - $1.58M
|
744K
$181M
|
|
|
Mar 13, 2025
Q1 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-8K- 44.44% |
$1.08M - $1.6M
|
10K
$2.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.25K- 63.0% |
$1.11M - $1.65M
|
4.85K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-8.47K- 0.8% |
$1.14M - $1.69M
|
1.05M
$256M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-8.47K- 0.8% |
$1.14M - $1.69M
|
1.05M
$256M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.58K- 12.36% |
$1.16M - $1.71M
|
60.8K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Ten Core Partners, LP
New York, NY |
SELL
|
- |
-8.59K- 3.85% |
$1.16M - $1.72M
|
214K
$52.2M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.92K- 83.79% |
$1.2M - $1.78M
|
1.73K
$420K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-8.93K- 3.36% |
$1.2M - $1.78M
|
257K
$62.5M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-9.12K- 9.91% |
$1.23M - $1.82M
|
83K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-9.2K- 25.65% |
$1.24M - $1.84M
|
26.7K
$6.49M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-9.23K- 99.97% |
$1.24M - $1.84M
|
3
$730
|
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-9.26K- 16.65% |
$1.25M - $1.85M
|
46.3K
$11.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-9.3K- 88.57% |
$1.25M - $1.86M
|
1.2K
$292K
|
|
|
May 05, 2023
Q1 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-9.46K- 2.63% |
$1.28M - $1.89M
|
351K
$85.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-9.89K- 8.7% |
$1.33M - $1.98M
|
104K
$25.3M
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-10K- 50.42% |
$1.35M - $2M
|
9.83K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
SELL
|
- |
-10K- 3.33% |
$1.35M - $2M
|
290K
$70.6M
|