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 27, 2023
Q1 2023
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
4.42K+ 8.34% |
$595K - $882K
|
57.4K
$19.8M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.4K+ 54.28% |
$593K - $879K
|
12.5K
$4.31M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
4.35K+ 138.1% |
$586K - $869K
|
7.5K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.3KNew |
$580K - $860K
|
4.3K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
4.3KNew |
$580K - $859K
|
4.3K
$1.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
4.22K+ 43.43% |
$569K - $843K
|
13.9K
$4.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.15KNew |
$560K - $830K
|
4.15K
$1.43M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.12K+ 258.51% |
$555K - $823K
|
5.71K
$1.97M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.11K+ 5.88% |
$554K - $822K
|
74K
$25.5M
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4.1KNew |
$553K - $819K
|
4.1K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.06K+ 26.99% |
$547K - $811K
|
19.1K
$6.58M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.01KNew |
$540K - $801K
|
4.01K
$1.38M
|
|
|
Apr 27, 2023
Q1 2023
|
Eulav Asset Management
|
BUY
|
- |
4K+ 1.7% |
$539K - $799K
|
239K
$82.5M
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
4KNew |
$539K - $799K
|
4K
$1.38M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.97K+ 2.31% |
$535K - $793K
|
176K
$60.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.94KNew |
$531K - $787K
|
3.94K
$1.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.9KNew |
$526K - $779K
|
3.9K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
3.84KNew |
$518K - $768K
|
3.84K
$1.32M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.82K+ 34.86% |
$515K - $763K
|
14.8K
$5.09M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.71KNew |
$500K - $741K
|
3.71K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.71KNew |
$500K - $740K
|
3.71K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.64K+ 17.26% |
$491K - $727K
|
24.7K
$8.52M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.59K+ 1.63% |
$483K - $716K
|
224K
$77.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.52KNew |
$474K - $703K
|
3.52K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.5K+ 1.33% |
$472K - $700K
|
267K
$92.1M
|
|
|
May 09, 2023
Q1 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
3.5KNew |
$472K - $699K
|
3.5K
$1.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
3.49K+ 11.83% |
$471K - $698K
|
33K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
3.48K+ 1.24% |
$469K - $694K
|
283K
$97.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3.47K+ 37.99% |
$468K - $694K
|
12.6K
$4.35M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.47K+ 269.88% |
$467K - $693K
|
4.75K
$1.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.46K+ 43.17% |
$467K - $692K
|
11.5K
$3.96M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.45K+ 23.05% |
$465K - $688K
|
18.4K
$6.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.44K+ 27.5% |
$464K - $687K
|
15.9K
$5.49M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.42K+ 24.1% |
$461K - $683K
|
17.6K
$6.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Capital Management CO
|
BUY
|
- |
3.4K+ 1.64% |
$459K - $680K
|
211K
$72.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.4K+ 22.97% |
$459K - $680K
|
18.2K
$6.27M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.4K+ 68.63% |
$458K - $679K
|
8.35K
$2.87M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.38K+ 209.17% |
$455K - $674K
|
4.99K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.37KNew |
$454K - $673K
|
3.37K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.36K+ 42.12% |
$453K - $672K
|
11.4K
$3.91M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.34K+ 20.97% |
$450K - $667K
|
19.3K
$6.64M
|
|
|
May 15, 2023
Q1 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
3.34K+ 147.14% |
$450K - $667K
|
5.61K
$1.93M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.31K+ 13.84% |
$446K - $661K
|
27.2K
$9.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
3.29K+ 2.24% |
$443K - $657K
|
150K
$51.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.29KNew |
$443K - $657K
|
3.29K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.27K+ 51.29% |
$441K - $654K
|
9.65K
$3.32M
|
|
|
May 08, 2023
Q1 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
3.26KNew |
$440K - $651K
|
3.26K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
3.25K+ 85.4% |
$439K - $650K
|
7.06K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.24K+ 1.09% |
$436K - $646K
|
300K
$103M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.2K+ 1778.89% |
$432K - $640K
|
3.38K
$1.16M
|