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 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
540+ 29.9% |
$84K - $118K
|
2.35K
$630K
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
534+ 31.1% |
$83.1K - $117K
|
2.25K
$604K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
534+ 17.48% |
$83.1K - $117K
|
3.59K
$963K
|
|
|
Aug 12, 2022
Q2 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
532+ 0.27% |
$82.8K - $116K
|
195K
$52.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
531+ 3.36% |
$82.6K - $116K
|
16.4K
$4.39M
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
529+ 23.05% |
$82.3K - $116K
|
2.82K
$758K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
528+ 12.54% |
$82.2K - $116K
|
4.74K
$1.27M
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
515+ 3.35% |
$80.1K - $113K
|
15.9K
$4.27M
|
|
|
Aug 03, 2022
Q2 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
515+ 8.75% |
$80.1K - $113K
|
6.4K
$1.72M
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
508+ 31.73% |
$79K - $111K
|
2.11K
$566K
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
504+ 51.43% |
$78.4K - $110K
|
1.48K
$398K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
498+ 24.57% |
$77.5K - $109K
|
2.53K
$678K
|
|
|
Aug 15, 2022
Q2 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
498+ 16.67% |
$77.5K - $109K
|
3.49K
$936K
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
497+ 12.08% |
$77.3K - $109K
|
4.61K
$1.24M
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
496New |
$77.2K - $109K
|
496
$133K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
494+ 30.55% |
$76.9K - $108K
|
2.11K
$567K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
488+ 3.77% |
$75.9K - $107K
|
13.4K
$3.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
487+ 8.73% |
$75.8K - $107K
|
6.06K
$1.63M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
484+ 25.69% |
$75.3K - $106K
|
2.37K
$635K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
483+ 6.47% |
$75.2K - $106K
|
7.94K
$2.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
483+ 14.52% |
$75.2K - $106K
|
3.81K
$1.02M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
479+ 31.08% |
$74.5K - $105K
|
2.02K
$542K
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
475+ 9.95% |
$73.9K - $104K
|
5.25K
$1.41M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
473New |
$73.6K - $104K
|
473
$127K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
466+ 8.3% |
$72.5K - $102K
|
6.08K
$1.63M
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
465+ 3.49% |
$72.4K - $102K
|
13.8K
$3.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
461+ 3.38% |
$71.7K - $101K
|
14.1K
$3.79M
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
455+ 19.61% |
$70.8K - $99.6K
|
2.78K
$745K
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
454+ 45.86% |
$70.6K - $99.4K
|
1.44K
$388K
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
448+ 5.18% |
$69.7K - $98K
|
9.1K
$2.44M
|
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
446+ 1.14% |
$69.4K - $97.6K
|
39.6K
$10.6M
|
|
|
Jul 26, 2022
Q2 2022
|
Dillon & Associates Inc
|
BUY
|
- |
437+ 2.4% |
$68K - $95.6K
|
18.6K
$5M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
436+ 9.96% |
$67.8K - $95.4K
|
4.82K
$1.29M
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
435+ 4.48% |
$67.7K - $95.2K
|
10.2K
$2.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
433+ 8.73% |
$67.4K - $94.8K
|
5.39K
$1.45M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
433+ 9.65% |
$67.4K - $94.8K
|
4.92K
$1.32M
|
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
431+ 12.85% |
$67.1K - $94.3K
|
3.79K
$1.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
424New |
$66K - $92.8K
|
424
$114K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Management CO
|
BUY
|
- |
421+ 1.9% |
$65.5K - $92.1K
|
22.6K
$6.07M
|
|
|
Aug 10, 2022
Q2 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
419+ 3.94% |
$65.2K - $91.7K
|
11.1K
$2.97M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
416+ 3.78% |
$64.7K - $91K
|
11.4K
$3.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Baxter Bros Inc
|
BUY
|
- |
413+ 13.19% |
$64.3K - $90.4K
|
3.54K
$951K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
410+ 2.86% |
$63.8K - $89.7K
|
14.7K
$3.95M
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
409+ 3.78% |
$63.6K - $89.5K
|
11.2K
$3.01M
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
406+ 6.46% |
$63.2K - $88.9K
|
6.69K
$1.8M
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
405+ 19.94% |
$63K - $88.6K
|
2.44K
$654K
|
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
405+ 3.24% |
$63K - $88.6K
|
12.9K
$3.46M
|
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
400+ 25.69% |
$62.2K - $87.5K
|
1.96K
$525K
|
|
|
Aug 10, 2022
Q2 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
400+ 3.41% |
$62.2K - $87.5K
|
12.1K
$3.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
400+ 9.22% |
$62.2K - $87.5K
|
4.74K
$1.27M
|