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 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
398+ 1.18% |
$61.9K - $87.1K
|
34.1K
$11.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
395+ 2.15% |
$61.5K - $86.4K
|
18.8K
$6.14M
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
394+ 13.46% |
$61.3K - $86.2K
|
3.32K
$1.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
393+ 5.94% |
$61.2K - $86K
|
7.01K
$2.29M
|
|
|
Jul 13, 2022
Q2 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
392+ 5.47% |
$61K - $85.8K
|
7.56K
$2.47M
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
392+ 8.27% |
$61K - $85.8K
|
5.13K
$1.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
389+ 3.01% |
$60.5K - $85.1K
|
13.3K
$4.35M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
389+ 9.78% |
$60.5K - $85.1K
|
4.37K
$1.43M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
388+ 11.74% |
$60.4K - $84.9K
|
3.69K
$1.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
383+ 0.48% |
$59.6K - $83.8K
|
80.1K
$26.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
381+ 0.14% |
$59.3K - $83.4K
|
275K
$89.9M
|
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
381+ 0.14% |
$59.3K - $83.4K
|
275K
$89.9M
|
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
381+ 0.14% |
$59.3K - $83.4K
|
275K
$89.9M
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
379+ 15.12% |
$59K - $82.9K
|
2.89K
$942K
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
BUY
|
- |
376+ 31.2% |
$58.5K - $82.3K
|
1.58K
$516K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
375+ 3.75% |
$58.4K - $82.1K
|
10.4K
$3.39M
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
373+ 3.2% |
$58K - $81.6K
|
12K
$3.92M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
372+ 35.5% |
$57.9K - $81.4K
|
1.42K
$464K
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
370+ 3.54% |
$57.6K - $81K
|
10.8K
$3.53M
|
|
|
Aug 03, 2022
Q2 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
370+ 4.07% |
$57.6K - $81K
|
9.45K
$3.09M
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
368+ 1.66% |
$57.3K - $80.5K
|
22.5K
$7.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
368+ 24.86% |
$57.3K - $80.5K
|
1.85K
$603K
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
368+ 10.15% |
$57.3K - $80.5K
|
3.99K
$1.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
365+ 17.9% |
$56.8K - $79.9K
|
2.4K
$785K
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
363+ 15.39% |
$56.5K - $79.4K
|
2.72K
$889K
|
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
BUY
|
- |
363+ 3.25% |
$56.5K - $79.4K
|
11.5K
$3.76M
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
359+ 23.79% |
$55.9K - $78.6K
|
1.87K
$610K
|
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
355+ 11.85% |
$55.2K - $77.7K
|
3.35K
$1.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
355+ 2.64% |
$55.2K - $77.7K
|
13.8K
$4.51M
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
BUY
|
- |
350+ 2.94% |
$54.5K - $76.6K
|
12.3K
$4.01M
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
350+ 12.35% |
$54.5K - $76.6K
|
3.18K
$1.04M
|
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
349+ 6.0% |
$54.3K - $76.4K
|
6.16K
$2.01M
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
348+ 44.62% |
$54.1K - $76.2K
|
1.13K
$368K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
347+ 1.65% |
$54K - $75.9K
|
21.3K
$6.97M
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
345+ 24.36% |
$53.7K - $75.5K
|
1.76K
$575K
|
|
|
Jul 25, 2022
Q2 2022
|
Security National Bank
|
BUY
|
- |
344+ 1.77% |
$53.5K - $75.3K
|
19.8K
$6.48M
|
|
|
Aug 02, 2023
Q2 2022
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
340+ 4.69% |
$52.9K - $74.4K
|
7.59K
$2.48M
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
339+ 25.9% |
$52.7K - $74.2K
|
1.65K
$538K
|
|
|
Jul 18, 2022
Q2 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
339+ 1.06% |
$52.7K - $74.2K
|
32.4K
$10.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
333+ 10.11% |
$51.8K - $72.9K
|
3.63K
$1.18M
|
|
|
Jul 19, 2022
Q2 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
331+ 1.76% |
$51.5K - $72.4K
|
19.2K
$6.27M
|
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
327+ 2.01% |
$50.9K - $71.6K
|
16.6K
$5.43M
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
324+ 1.21% |
$50.4K - $70.9K
|
27.2K
$8.87M
|
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
324+ 1.35% |
$50.4K - $70.9K
|
24.3K
$7.93M
|
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
324+ 6.24% |
$50.4K - $70.9K
|
5.52K
$1.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
317+ 2.83% |
$49.3K - $69.4K
|
11.5K
$3.76M
|
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
315+ 14.08% |
$49K - $68.9K
|
2.55K
$834K
|
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
313+ 29.2% |
$48.7K - $68.5K
|
1.39K
$452K
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
310+ 13.6% |
$48.2K - $67.8K
|
2.59K
$846K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
306+ 0.23% |
$47.6K - $67K
|
133K
$43.5M
|