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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
715+ 61.9% |
$111K - $156K
|
1.87K
$642K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
714+ 9.45% |
$111K - $156K
|
8.27K
$2.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
710+ 0.51% |
$110K - $155K
|
141K
$48.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
700+ 0.42% |
$109K - $153K
|
166K
$56.8M
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 1.13% |
$109K - $153K
|
62.9K
$21.6M
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
700+ 43.75% |
$109K - $153K
|
2.3K
$789K
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
698+ 31.63% |
$109K - $153K
|
2.91K
$997K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
692+ 19.67% |
$108K - $151K
|
4.21K
$1.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
692+ 5.83% |
$108K - $151K
|
12.6K
$4.31M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
691+ 7.6% |
$108K - $151K
|
9.78K
$3.36M
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
685+ 40.34% |
$107K - $150K
|
2.38K
$818K
|
|
|
Aug 02, 2022
Q2 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
680+ 0.72% |
$106K - $149K
|
94.8K
$32.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
677+ 16.98% |
$105K - $148K
|
4.67K
$1.6M
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
674+ 4.2% |
$105K - $148K
|
16.7K
$5.74M
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
663+ 1.81% |
$103K - $145K
|
37.4K
$12.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
657+ 28.11% |
$102K - $144K
|
2.99K
$1.03M
|
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
653+ 9.64% |
$102K - $143K
|
7.43K
$2.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
638+ 11.56% |
$99.3K - $140K
|
6.16K
$2.11M
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
629+ 3.57% |
$97.9K - $138K
|
18.2K
$6.26M
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
629+ 5.1% |
$97.9K - $138K
|
13K
$4.45M
|
|
|
Aug 04, 2022
Q2 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
615+ 6.13% |
$95.7K - $135K
|
10.6K
$3.65M
|
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
611+ 4.61% |
$95.1K - $134K
|
13.9K
$4.76M
|
|
|
Jul 13, 2022
Q2 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
608+ 3.95% |
$94.6K - $133K
|
16K
$5.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
607+ 3.9% |
$94.4K - $133K
|
16.2K
$5.55M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
604+ 0.87% |
$94K - $132K
|
70.3K
$24.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
604+ 8.22% |
$94K - $132K
|
7.95K
$2.73M
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
602+ 17.47% |
$93.7K - $132K
|
4.05K
$1.39M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
602+ 4.64% |
$93.7K - $132K
|
13.6K
$4.66M
|
|
|
Aug 04, 2022
Q2 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
600+ 75.0% |
$93.4K - $131K
|
1.4K
$480K
|
|
|
Aug 15, 2022
Q2 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
600+ 15.22% |
$93.4K - $131K
|
4.54K
$1.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
600+ 0.03% |
$93.4K - $131K
|
1.76M
$604M
|
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
599+ 10.22% |
$93.2K - $131K
|
6.46K
$2.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
597+ 3.16% |
$92.9K - $131K
|
19.5K
$6.69M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
583+ 42.8% |
$90.7K - $128K
|
1.95K
$667K
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
577+ 9.89% |
$89.8K - $126K
|
6.41K
$2.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Ns Partners LTD
|
BUY
|
- |
576+ 0.59% |
$89.6K - $126K
|
97.8K
$33.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
569+ 6.88% |
$88.5K - $125K
|
8.84K
$3.03M
|
|
|
Aug 01, 2022
Q2 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
566+ 59.21% |
$88.1K - $124K
|
1.52K
$522K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
566+ 8.71% |
$88.1K - $124K
|
7.06K
$2.42M
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
562+ 2.29% |
$87.4K - $123K
|
25.1K
$8.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
554+ 2.77% |
$86.2K - $121K
|
20.5K
$7.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
552+ 8.19% |
$85.9K - $121K
|
7.29K
$2.5M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
550+ 24.67% |
$85.6K - $120K
|
2.78K
$954K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
550+ 18.52% |
$85.6K - $120K
|
3.52K
$1.21M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
547+ 19.82% |
$85.1K - $120K
|
3.31K
$1.13M
|
|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
BUY
|
- |
545+ 17.18% |
$84.8K - $119K
|
3.72K
$1.28M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
544New |
$84.6K - $119K
|
544
$187K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
BUY
|
- |
542+ 36.57% |
$84.3K - $119K
|
2.02K
$695K
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
540+ 29.9% |
$84K - $118K
|
2.35K
$805K
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
534+ 31.1% |
$83.1K - $117K
|
2.25K
$772K
|