Purchases and Sales Made in Q1 2023 in Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
6.5K
New
$876K - $1.3M
6.5K $1.69M
May 12, 2023 Q1 2023
Ray Dalio Bridgewater Associates, LP | Westport, Ct
BUY
 -
6.42K
New
$865K - $1.28M
6.42K $1.67M
May 12, 2023 Q1 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
6.4K
+ 6.78%
$863K - $1.28M
101K $26.3M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
6.37K
New
$859K - $1.27M
6.37K $1.66M
Apr 20, 2023 Q1 2023
Howard Capital Management Group, LLC

BUY
 -
6.37K
+ 5.97%
$858K - $1.27M
113K $29.5M
Sep 15, 2023 Q1 2023
Oversea Chinese Banking Corp LTD

Great Eastern Centre, U0
BUY
 -
6.36K
+ 2.0%
$858K - $1.27M
325K $84.8M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
6.33K
+ 7.05%
$853K - $1.26M
96.1K $25M
May 10, 2023 Q1 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
6.27K
New
$845K - $1.25M
6.27K $1.63M
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
6.2K
+ 799.87%
$836K - $1.24M
6.97K $1.82M
Apr 24, 2023 Q1 2023
V Square Quantitative Management LLC

Chicago, IL
BUY
 -
6.2K
New
$835K - $1.24M
6.2K $1.62M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
6.02K
New
$812K - $1.2M
6.02K $1.57M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
6K
+ 43.48%
$809K - $1.2M
19.8K $5.16M
May 03, 2023 Q1 2023
Vision Capital Management, Inc.

Portland, OR
BUY
 -
5.97K
+ 40.38%
$805K - $1.19M
20.8K $5.41M
Apr 20, 2023 Q1 2023
Banque Cantonale Vaudoise

BUY
 -
5.87K
+ 13.67%
$791K - $1.17M
48.8K $12.7M
Apr 21, 2023 Q1 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
5.85K
+ 142.83%
$789K - $1.17M
9.95K $2.59M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
5.84K
+ 22.08%
$787K - $1.17M
32.3K $8.41M
May 09, 2023 Q1 2023
River & Mercantile Asset Management LLP

London, X0
BUY
 -
5.8K
New
$782K - $1.16M
5.8K $1.51M
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
5.75K
+ 9.94%
$775K - $1.15M
63.6K $16.6M
Apr 28, 2023 Q1 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
5.74K
+ 54.48%
$773K - $1.15M
16.3K $4.24M
May 12, 2023 Q1 2023
Cibc Asset Management Inc

Toronto, A6
BUY
 -
5.7K
+ 3.17%
$768K - $1.14M
186K $48.3M
May 08, 2023 Q1 2023
Front Barnett Associates LLC

Chicago, IL
BUY
 -
5.68K
+ 6.6%
$765K - $1.13M
91.7K $23.9M
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
5.51K
+ 31.0%
$743K - $1.1M
23.3K $6.07M
Apr 27, 2023 Q1 2023
China Universal Asset Management Co., Ltd.

Shanghai, F4
BUY
 -
5.5K
+ 26.32%
$741K - $1.1M
26.4K $6.88M
May 21, 2024 Q1 2023
China Universal Asset Management Co., Ltd.

Shanghai, F4
BUY
 -
5.5K
+ 26.32%
$741K - $1.1M
26.4K $6.88M
May 09, 2023 Q1 2023
Wealth Advisors Of Iowa, LLC

BUY
 -
5.45K
New
$734K - $1.09M
5.45K $1.42M
May 17, 2023 Q1 2023
Ccm Investment Advisers LLC

BUY
 -
5.37K
+ 7.46%
$724K - $1.07M
77.3K $20.2M
May 10, 2023 Q1 2023
Sepio Capital, LP

BUY
 -
5.36K
+ 51.34%
$723K - $1.07M
15.8K $4.12M
May 04, 2023 Q1 2023
Joseph Group Capital Management

Columbus, OH
BUY
 -
5.3K
New
$715K - $1.06M
5.3K $1.38M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
5.12K
+ 32.59%
$690K - $1.02M
20.8K $5.43M
May 15, 2023 Q1 2023
Royal London Asset Management LTD

United Kingdom, X0
BUY
 -
5.09K
+ 1.51%
$686K - $1.02M
342K $89M
Apr 28, 2023 Q1 2023
Sg Americas Securities, LLC

BUY
 -
5.04K
+ 9.37%
$679K - $1.01M
58.8K $15.3M
Apr 28, 2023 Q1 2023
Aia Group LTD

Hong Kong, K3
BUY
 -
5.03K
+ 58.53%
$679K - $1.01M
13.6K $3.55M
May 04, 2023 Q1 2023
Achmea Investment Management B.V.

BUY
 -
5.02K
+ 11.11%
$677K - $1M
50.2K $13.1M
Apr 25, 2023 Q1 2023
Bedrijfstakpensioenfonds Voor De Media Pno

BUY
 -
5K
+ 7.41%
$674K - $999K
72.5K $18.9M
May 15, 2023 Q1 2023
Alight Capital Management LP

New York, NY
BUY
 -
5K
+ 25.0%
$674K - $999K
25K $6.52M
May 17, 2023 Q1 2023
Ilmarinen Mutual Pension Insurance CO

Helsinki, H9
BUY
 -
5K
+ 6.67%
$674K - $999K
80K $20.9M
May 11, 2023 Q1 2023
M&T Bank Corp

BUY
 -
4.85K
+ 3.71%
$654K - $969K
136K $35.4M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
4.82K
+ 44.79%
$649K - $962K
15.6K $4.06M
May 11, 2023 Q1 2023
Ifm Investors Pty LTD

BUY
 -
4.8K
+ 2.62%
$647K - $959K
188K $49M
May 11, 2023 Q1 2023
Thompson Siegel & Walmsley LLC

BUY
 -
4.79K
+ 53233.33%
$646K - $957K
4.8K $1.25M
May 15, 2023 Q1 2023
Old Well Partners, LLC

Charlotte, NC
BUY
 -
4.7K
New
$634K - $939K
4.7K $1.22M
Aug 19, 2024 Q1 2023
Old Well Partners, LLC

Charlotte, NC
BUY
 -
4.7K
New
$634K - $939K
4.7K $1.22M
Apr 18, 2023 Q1 2023
First Hawaiian Bank

BUY
 -
4.7K
+ 46.61%
$633K - $938K
14.8K $3.85M
May 02, 2023 Q1 2023
Dillon & Associates Inc

BUY
 -
4.68K
+ 28.39%
$631K - $935K
21.2K $5.51M
Apr 26, 2023 Q1 2023
Wright Investors Service Inc

BUY
 -
4.67K
New
$630K - $934K
4.67K $1.22M
Apr 24, 2023 Q1 2023
Rothschild Investment Corp

BUY
 -
4.66K
+ 10.96%
$627K - $930K
47.1K $12.3M
May 10, 2023 Q1 2023
Motley Fool Wealth Management, LLC

Alexandria, VA
BUY
 -
4.63K
+ 2.06%
$624K - $924K
229K $59.8M
Apr 24, 2023 Q1 2023
Db Fitzpatrick & Co, Inc

BUY
 -
4.59K
+ 92.97%
$618K - $917K
9.52K $2.48M
May 02, 2023 Q1 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
4.58K
+ 25.93%
$617K - $915K
22.2K $5.79M

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