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
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
300+ 68.81% |
$46.7K - $65.7K
|
736
$253K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
298+ 5.06% |
$46.4K - $65.2K
|
6.19K
$2.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
296+ 17.75% |
$46.1K - $64.8K
|
1.96K
$674K
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
295+ 28.12% |
$45.9K - $64.6K
|
1.34K
$461K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
292+ 20.65% |
$45.4K - $63.9K
|
1.71K
$585K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
292+ 26.74% |
$45.4K - $63.9K
|
1.38K
$475K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
292+ 3.5% |
$45.4K - $63.9K
|
8.62K
$2.96M
|
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
286+ 16.6% |
$44.5K - $62.6K
|
2.01K
$689K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
286New |
$44.5K - $62.6K
|
286
$98.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
283+ 2.68% |
$44K - $61.9K
|
10.8K
$3.72M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
282+ 12.52% |
$43.9K - $61.7K
|
2.53K
$870K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
281+ 3.6% |
$43.7K - $61.5K
|
8.08K
$2.77M
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
279+ 13.17% |
$43.4K - $61.1K
|
2.4K
$823K
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
BUY
|
- |
279+ 0.76% |
$43.4K - $61.1K
|
36.9K
$12.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
275+ 4.53% |
$42.8K - $60.2K
|
6.35K
$2.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
275+ 1.73% |
$42.8K - $60.2K
|
16.1K
$5.53M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
273+ 16.97% |
$42.5K - $59.7K
|
1.88K
$646K
|
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
272+ 11.58% |
$42.3K - $59.5K
|
2.62K
$899K
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
272+ 1.63% |
$42.3K - $59.5K
|
17K
$5.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
269+ 2.89% |
$41.9K - $58.9K
|
9.59K
$3.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
268+ 3.14% |
$41.7K - $58.7K
|
8.82K
$3.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
268+ 10.48% |
$41.7K - $58.7K
|
2.83K
$969K
|
|
|
Aug 12, 2022
Q2 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
267+ 16.24% |
$41.5K - $58.4K
|
1.91K
$656K
|
|
|
Aug 09, 2022
Q2 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
267+ 16.24% |
$41.5K - $58.4K
|
1.91K
$656K
|
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
263+ 1.71% |
$40.9K - $57.6K
|
15.7K
$5.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
263+ 1.0% |
$40.9K - $57.6K
|
26.4K
$9.07M
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
262+ 26.84% |
$40.8K - $57.3K
|
1.24K
$425K
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
261+ 5.27% |
$40.6K - $57.1K
|
5.21K
$1.79M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
259+ 16.27% |
$40.3K - $56.7K
|
1.85K
$635K
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
254+ 8.08% |
$39.5K - $55.6K
|
3.4K
$1.17M
|
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
253+ 7.25% |
$39.4K - $55.4K
|
3.74K
$1.28M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
251+ 0.65% |
$39.1K - $54.9K
|
38.9K
$13.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
250New |
$38.9K - $54.7K
|
250
$85.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
247+ 2.43% |
$38.4K - $54.1K
|
10.4K
$3.58M
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
244+ 4.65% |
$38K - $53.4K
|
5.49K
$1.88M
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
242+ 2.31% |
$37.7K - $53K
|
10.7K
$3.68M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
238+ 3.17% |
$37K - $52.1K
|
7.74K
$2.65M
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
237+ 0.29% |
$36.9K - $51.9K
|
82.7K
$28.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
237+ 5.85% |
$36.9K - $51.9K
|
4.29K
$1.47M
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
BUY
|
- |
235+ 1.01% |
$36.6K - $51.4K
|
23.4K
$8.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
233+ 20.33% |
$36.3K - $51K
|
1.38K
$473K
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
232+ 0.03% |
$36.1K - $50.8K
|
824K
$283M
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
230+ 15.86% |
$35.8K - $50.3K
|
1.68K
$577K
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
226+ 8.98% |
$35.2K - $49.5K
|
2.74K
$942K
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
225+ 6.22% |
$35K - $49.2K
|
3.84K
$1.32M
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
225+ 4.6% |
$35K - $49.2K
|
5.11K
$1.75M
|
|
|
Jul 19, 2022
Q2 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
217+ 1.56% |
$33.8K - $47.5K
|
14.2K
$4.86M
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
212+ 7.27% |
$33K - $46.4K
|
3.13K
$1.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
211+ 8.33% |
$32.8K - $46.2K
|
2.74K
$942K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
211+ 4.61% |
$32.8K - $46.2K
|
4.79K
$1.64M
|