Purchases and Sales Made in Q2 2022 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2022
Q2 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.38K+ 2.13% |
$370K - $521K
|
114K
$39.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
2.37K+ 0.3% |
$369K - $520K
|
801K
$275M
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.37K+ 100.0% |
$369K - $519K
|
4.74K
$1.63M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.31K+ 209.52% |
$360K - $506K
|
3.41K
$1.17M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.29K+ 15.94% |
$357K - $502K
|
16.7K
$5.72M
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.29KNew |
$356K - $500K
|
2.29K
$785K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2.28K+ 68.49% |
$355K - $499K
|
5.61K
$1.92M
|
|
|
Aug 08, 2022
Q2 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.27K+ 3.58% |
$353K - $496K
|
65.6K
$22.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.22K+ 20.89% |
$346K - $486K
|
12.9K
$4.41M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.22K+ 12.97% |
$345K - $486K
|
19.3K
$6.63M
|
|
|
Jul 20, 2022
Q2 2022
|
First Pacific Financial
|
BUY
|
- |
2.22K+ 65.17% |
$345K - $485K
|
5.61K
$1.93M
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
2.21K+ 5.77% |
$343K - $483K
|
40.4K
$13.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.19K+ 41.91% |
$341K - $480K
|
7.43K
$2.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
2.17K+ 50.23% |
$337K - $474K
|
6.48K
$2.22M
|
|
|
Jul 28, 2022
Q2 2022
|
Verde Capital Management
|
BUY
|
- |
2.16K+ 16.55% |
$336K - $473K
|
15.2K
$5.22M
|
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.16K+ 1.07% |
$336K - $472K
|
203K
$69.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Asio Capital, LLC
|
BUY
|
- |
2.15K+ 13.75% |
$335K - $471K
|
17.8K
$6.11M
|
|
|
Aug 12, 2022
Q2 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
2.15K+ 2.29% |
$334K - $470K
|
95.9K
$32.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.14K+ 5.12% |
$333K - $468K
|
43.9K
$15.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.12K+ 9.86% |
$329K - $463K
|
23.6K
$8.09M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.11K+ 5.17% |
$329K - $462K
|
43K
$14.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.1K+ 10.11% |
$327K - $460K
|
22.9K
$7.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2.08K+ 8.36% |
$324K - $456K
|
27K
$9.26M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.07K+ 94.21% |
$322K - $452K
|
4.26K
$1.46M
|
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.06KNew |
$321K - $452K
|
2.06K
$708K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.06KNew |
$320K - $451K
|
2.06K
$707K
|
|
|
Aug 01, 2022
Q2 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.05K+ 1.81% |
$319K - $449K
|
116K
$39.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.05K+ 22.17% |
$319K - $449K
|
11.3K
$3.88M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2.05K+ 27.46% |
$319K - $449K
|
9.52K
$3.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.05K+ 0.93% |
$318K - $448K
|
222K
$76.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.04K+ 16.23% |
$317K - $446K
|
14.6K
$5.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.02K+ 181.53% |
$314K - $441K
|
3.13K
$1.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.01K+ 1.92% |
$312K - $439K
|
107K
$36.6M
|
|
|
Jul 21, 2022
Q2 2022
|
Lynch Asset Management, Inc.
|
BUY
|
- |
2K+ 66.67% |
$311K - $438K
|
5K
$1.72M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.98KNew |
$308K - $434K
|
1.98K
$680K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.97K+ 35.01% |
$306K - $430K
|
7.58K
$2.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.96K+ 10.56% |
$305K - $429K
|
20.5K
$7.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.95K+ 40.76% |
$304K - $427K
|
6.74K
$2.31M
|
|
|
Aug 05, 2022
Q2 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.95KNew |
$303K - $427K
|
1.95K
$669K
|
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
BUY
|
- |
1.95K+ 24.81% |
$303K - $426K
|
9.8K
$3.36M
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
1.92K+ 3.72% |
$299K - $421K
|
53.6K
$18.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.9KNew |
$296K - $416K
|
1.9K
$652K
|
|
|
Aug 15, 2022
Q2 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
1.9K+ 27.14% |
$296K - $416K
|
8.9K
$3.05M
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.89KNew |
$294K - $413K
|
1.89K
$648K
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.89K+ 7.21% |
$294K - $413K
|
28.1K
$9.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.85K+ 4.68% |
$287K - $404K
|
41.3K
$14.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.85K+ 7.69% |
$287K - $404K
|
25.8K
$8.87M
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
1.84K+ 8761.9% |
$286K - $403K
|
1.86K
$639K
|
|
|
Aug 12, 2022
Q2 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.82KNew |
$284K - $399K
|
1.82K
$625K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.8K+ 3.35% |
$281K - $395K
|
55.6K
$19.1M
|