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 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
9.58K+ 9.9% |
$1.29M - $1.91M
|
106K
$36.6M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.3K+ 68.7% |
$1.25M - $1.86M
|
22.8K
$7.87M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
9.22K+ 39.26% |
$1.24M - $1.84M
|
32.7K
$11.3M
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
9.12K+ 5.34% |
$1.23M - $1.82M
|
180K
$62M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.88K+ 4.14% |
$1.2M - $1.77M
|
223K
$76.8M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.88K+ 4.14% |
$1.2M - $1.77M
|
223K
$76.8M
|
|
|
May 15, 2023
Q1 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
8.84KNew |
$1.19M - $1.77M
|
8.84K
$3.05M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
8.83K+ 2.07% |
$1.19M - $1.76M
|
436K
$150M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.79K+ 41.65% |
$1.18M - $1.76M
|
29.9K
$10.3M
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
8.75K+ 52.49% |
$1.18M - $1.75M
|
25.4K
$8.75M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
8.74K+ 58.41% |
$1.18M - $1.75M
|
23.7K
$8.17M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
8.45K+ 143.91% |
$1.14M - $1.69M
|
14.3K
$4.93M
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
8.4KNew |
$1.13M - $1.68M
|
8.4K
$2.89M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8.32K+ 699.5% |
$1.12M - $1.66M
|
9.51K
$3.28M
|
|
|
May 01, 2023
Q1 2023
|
F
|
BUY
|
- |
8.32KNew |
$1.12M - $1.66M
|
8.32K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.26K+ 9.32% |
$1.11M - $1.65M
|
97K
$33.4M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
8.06K+ 29.23% |
$1.09M - $1.61M
|
35.6K
$12.3M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8.05K+ 105.84% |
$1.09M - $1.61M
|
15.7K
$5.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
7.99K+ 16.04% |
$1.08M - $1.6M
|
57.8K
$19.9M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.93K+ 4.35% |
$1.07M - $1.58M
|
190K
$65.5M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.84K+ 4.67% |
$1.06M - $1.57M
|
176K
$60.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
7.81K+ 20.5% |
$1.05M - $1.56M
|
45.9K
$15.8M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.8K+ 19.73% |
$1.05M - $1.56M
|
47.3K
$16.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7.69K+ 64.14% |
$1.04M - $1.54M
|
19.7K
$6.78M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.65KNew |
$1.03M - $1.53M
|
7.65K
$2.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
7.55KNew |
$1.02M - $1.51M
|
7.55K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
7.51KNew |
$1.01M - $1.5M
|
7.51K
$2.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
7.48KNew |
$1.01M - $1.49M
|
7.48K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
7.34K+ 47.67% |
$989K - $1.47M
|
22.7K
$7.83M
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
7.19K+ 4.74% |
$970K - $1.44M
|
159K
$54.7M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.12K+ 32.88% |
$959K - $1.42M
|
28.8K
$9.91M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.05K+ 28.56% |
$950K - $1.41M
|
31.7K
$10.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.03K+ 31.32% |
$948K - $1.41M
|
29.5K
$10.2M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
7.02KNew |
$946K - $1.4M
|
7.02K
$2.42M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
7.02K+ 2.1% |
$946K - $1.4M
|
341K
$117M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.01K+ 10.04% |
$945K - $1.4M
|
76.8K
$26.5M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
6.99KNew |
$942K - $1.4M
|
6.99K
$2.41M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
6.98K+ 20.92% |
$940K - $1.39M
|
40.3K
$13.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
6.96K+ 28.88% |
$939K - $1.39M
|
31.1K
$10.7M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
6.96KNew |
$939K - $1.39M
|
6.96K
$2.4M
|
|
|
Apr 05, 2023
Q1 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
6.86K+ 12.13% |
$925K - $1.37M
|
63.4K
$21.8M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
6.86KNew |
$924K - $1.37M
|
6.86K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.81K+ 131.37% |
$918K - $1.36M
|
12K
$4.13M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6.77K+ 5.86% |
$913K - $1.35M
|
122K
$42.2M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
6.77K+ 62.46% |
$912K - $1.35M
|
17.6K
$6.06M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.62K+ 6.21% |
$893K - $1.32M
|
113K
$39M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.56K+ 19.13% |
$884K - $1.31M
|
40.9K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.5KNew |
$876K - $1.3M
|
6.5K
$2.24M
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
6.42KNew |
$865K - $1.28M
|
6.42K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
6.4K+ 6.78% |
$863K - $1.28M
|
101K
$34.7M
|