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 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
211+ 8.33% |
$32.8K - $46.2K
|
2.74K
$736K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
211+ 4.61% |
$32.8K - $46.2K
|
4.79K
$1.29M
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
206+ 20.26% |
$32.1K - $45.1K
|
1.22K
$328K
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
205+ 9.5% |
$31.9K - $44.9K
|
2.36K
$634K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
202+ 6.71% |
$31.4K - $44.2K
|
3.21K
$863K
|
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
200+ 8.33% |
$31.1K - $43.8K
|
2.6K
$698K
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
200+ 17.23% |
$31.1K - $43.8K
|
1.36K
$365K
|
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200+ 4.1% |
$31.1K - $43.8K
|
5.08K
$1.36M
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
200+ 9.51% |
$31.1K - $43.8K
|
2.3K
$618K
|
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
200+ 1.85% |
$31.1K - $43.8K
|
11K
$2.95M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
196+ 8.59% |
$30.5K - $42.9K
|
2.48K
$665K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
195+ 4.86% |
$30.3K - $42.7K
|
4.21K
$1.13M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
195+ 4.86% |
$30.3K - $42.7K
|
4.21K
$1.13M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
194+ 0.86% |
$30.2K - $42.5K
|
22.8K
$6.12M
|
|
|
Aug 03, 2022
Q2 2022
|
Gs Investments, Inc.
|
BUY
|
- |
192+ 2.03% |
$29.9K - $42K
|
9.66K
$2.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
192+ 5.94% |
$29.9K - $42K
|
3.43K
$920K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
192+ 8.82% |
$29.9K - $42K
|
2.37K
$636K
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
190+ 4.77% |
$29.6K - $41.6K
|
4.17K
$1.12M
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
187+ 16.5% |
$29.1K - $40.9K
|
1.32K
$354K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
184+ 12.87% |
$28.6K - $40.3K
|
1.61K
$433K
|
|
|
Aug 12, 2022
Q2 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
184+ 0.95% |
$28.6K - $40.3K
|
19.6K
$5.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
182+ 15.83% |
$28.3K - $39.8K
|
1.33K
$357K
|
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
180+ 15.0% |
$28K - $39.4K
|
1.38K
$370K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
175+ 5.34% |
$27.2K - $38.3K
|
3.46K
$927K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
175+ 350.0% |
$27.2K - $38.3K
|
225
$60.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
175+ 10.95% |
$27.2K - $38.3K
|
1.77K
$476K
|
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
175+ 0.69% |
$27.2K - $38.3K
|
25.4K
$6.82M
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
175+ 13.0% |
$27.2K - $38.3K
|
1.52K
$408K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
174+ 2.65% |
$27.1K - $38.1K
|
6.74K
$1.81M
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
168+ 1.05% |
$26.1K - $36.8K
|
16.2K
$4.35M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
167+ 5.55% |
$26K - $36.5K
|
3.17K
$852K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
165+ 16.35% |
$25.7K - $36.1K
|
1.17K
$315K
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
165+ 3.6% |
$25.7K - $36.1K
|
4.75K
$1.28M
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
164+ 6.84% |
$25.5K - $35.9K
|
2.56K
$688K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
162+ 4.61% |
$25.2K - $35.5K
|
3.68K
$987K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
162+ 7.29% |
$25.2K - $35.5K
|
2.38K
$640K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
157+ 11.98% |
$24.4K - $34.4K
|
1.47K
$394K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
157+ 10.61% |
$24.4K - $34.4K
|
1.64K
$439K
|
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
157+ 9.27% |
$24.4K - $34.4K
|
1.85K
$496K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
154+ 8.8% |
$24K - $33.7K
|
1.9K
$511K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
150+ 9.55% |
$23.3K - $32.8K
|
1.72K
$462K
|
|
|
Aug 01, 2022
Q2 2022
|
Mathes Company, Inc.
|
BUY
|
- |
150+ 0.89% |
$23.3K - $32.8K
|
17K
$4.56M
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
149+ 0.96% |
$23.2K - $32.6K
|
15.6K
$4.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
149+ 1.26% |
$23.2K - $32.6K
|
12K
$3.22M
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
147+ 0.97% |
$22.9K - $32.2K
|
15.3K
$4.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
145+ 34.86% |
$22.6K - $31.7K
|
561
$151K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
144+ 1.47% |
$22.4K - $31.5K
|
9.93K
$2.66M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
143+ 63.56% |
$22.3K - $31.3K
|
368
$98.8K
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
142+ 6.18% |
$22.1K - $31.1K
|
2.44K
$655K
|
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
141+ 5.76% |
$21.9K - $30.9K
|
2.59K
$695K
|