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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
27.9K+ 30.25% |
$3.76M - $5.57M
|
120K
$41.4M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
27.2K+ 8.18% |
$3.67M - $5.44M
|
360K
$124M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
26.8K+ 84.19% |
$3.61M - $5.36M
|
58.6K
$20.2M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
26.5K+ 3.27% |
$3.57M - $5.29M
|
837K
$288M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
26.3K+ 76.87% |
$3.55M - $5.26M
|
60.5K
$20.9M
|
|
|
May 15, 2023
Q1 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
26.2KNew |
$3.53M - $5.23M
|
26.2K
$9.02M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
26.1K+ 38.39% |
$3.52M - $5.21M
|
94.1K
$32.4M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
26.1K+ 276.66% |
$3.52M - $5.21M
|
35.5K
$12.2M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
26K+ 42.86% |
$3.5M - $5.19M
|
86.5K
$29.8M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
25.7K+ 39.57% |
$3.46M - $5.13M
|
90.6K
$31.2M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
25.6K+ 324.09% |
$3.45M - $5.11M
|
33.5K
$11.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.3K+ 40.03% |
$3.41M - $5.06M
|
88.6K
$30.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25.3K+ 501.37% |
$3.41M - $5.06M
|
30.4K
$10.5M
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
25.3K+ 26.08% |
$3.41M - $5.05M
|
122K
$42.1M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
25.1K+ 7.16% |
$3.39M - $5.02M
|
376K
$129M
|
|
|
May 15, 2023
Q1 2023
|
Metavasi Capital LP
Larchmont, NY |
BUY
|
- |
25KNew |
$3.37M - $4.99M
|
25K
$8.61M
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
24.3K+ 797.08% |
$3.28M - $4.86M
|
27.4K
$9.43M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
23.6K+ 321.94% |
$3.17M - $4.7M
|
30.9K
$10.6M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
23.4K+ 13.22% |
$3.16M - $4.68M
|
201K
$69.2M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
22.8K+ 60.8% |
$3.07M - $4.55M
|
60.3K
$20.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
22.4K+ 8.03% |
$3.03M - $4.48M
|
302K
$104M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
22.2K+ 444.99% |
$3M - $4.44M
|
27.2K
$9.38M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
22.1K+ 66.7% |
$2.98M - $4.42M
|
55.3K
$19M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
21.5K+ 13.67% |
$2.9M - $4.3M
|
179K
$61.7M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
21.1K+ 3.46% |
$2.84M - $4.21M
|
631K
$217M
|
|
|
May 12, 2023
Q1 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
21KNew |
$2.83M - $4.2M
|
21K
$7.23M
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
20.1K+ 10.88% |
$2.71M - $4.02M
|
205K
$70.6M
|
|
|
May 02, 2023
Q1 2023
|
Lannebo Fonder Ab
|
BUY
|
- |
20K+ 13.79% |
$2.7M - $4M
|
165K
$56.8M
|
|
|
May 15, 2023
Q1 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
20KNew |
$2.7M - $4M
|
20K
$6.89M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
19.6K+ 1.09% |
$2.64M - $3.91M
|
1.82M
$626M
|
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
19.5KNew |
$2.63M - $3.89M
|
19.5K
$6.71M
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
19.2KNew |
$2.59M - $3.84M
|
19.2K
$6.62M
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
19.1K+ 168.0% |
$2.58M - $3.82M
|
30.5K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
19K+ 33.89% |
$2.56M - $3.79M
|
74.9K
$25.8M
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
19KNew |
$2.55M - $3.79M
|
19K
$6.53M
|
|
|
May 09, 2023
Q1 2023
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
18.5KNew |
$2.49M - $3.69M
|
18.5K
$6.37M
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
BUY
|
- |
18.4K+ 2.08% |
$2.48M - $3.68M
|
903K
$311M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
18.3K+ 338.23% |
$2.46M - $3.65M
|
23.7K
$8.15M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
17.7K+ 5.89% |
$2.39M - $3.54M
|
319K
$110M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
17.6K+ 209.63% |
$2.37M - $3.51M
|
25.9K
$8.93M
|
|
|
May 15, 2023
Q1 2023
|
Selkirk Management LLC
Chatham, NJ |
BUY
|
- |
17KNew |
$2.29M - $3.4M
|
17K
$5.86M
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
16.4KNew |
$2.21M - $3.27M
|
16.4K
$5.64M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
16.3K+ 1.99% |
$2.2M - $3.26M
|
836K
$288M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.1K+ 15.54% |
$2.17M - $3.22M
|
120K
$41.2M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
15.4K+ 6.57% |
$2.07M - $3.07M
|
249K
$85.9M
|
|
|
May 15, 2023
Q1 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
15.1KNew |
$2.03M - $3.01M
|
15.1K
$5.19M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
15.1K+ 39.38% |
$2.03M - $3.01M
|
53.3K
$18.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
15.1K+ 40.77% |
$2.03M - $3.01M
|
52K
$17.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
14.9K+ 2.27% |
$2.01M - $2.98M
|
674K
$232M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
14.8K+ 46.53% |
$2M - $2.96M
|
46.7K
$16.1M
|