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
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
140+ 4.87% |
$21.8K - $30.6K
|
3.02K
$1.04M
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
140+ 280.0% |
$21.8K - $30.6K
|
190
$65.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
139+ 12.44% |
$21.6K - $30.4K
|
1.26K
$431K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
138+ 5.33% |
$21.5K - $30.2K
|
2.73K
$935K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
135+ 16.81% |
$21K - $29.5K
|
938
$322K
|
|
|
Aug 05, 2022
Q2 2022
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
134+ 14.6% |
$20.9K - $29.3K
|
1.05K
$361K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
133+ 2.8% |
$20.7K - $29.1K
|
4.89K
$1.68M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
132+ 34.46% |
$20.5K - $28.9K
|
515
$177K
|
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
BUY
|
- |
130+ 4.88% |
$20.2K - $28.5K
|
2.8K
$960K
|
|
|
Aug 12, 2022
Q2 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
130+ 7.3% |
$20.2K - $28.5K
|
1.91K
$655K
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
125+ 10.2% |
$19.5K - $27.4K
|
1.35K
$463K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
125+ 0.62% |
$19.5K - $27.4K
|
20.4K
$7.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
125+ 1.86% |
$19.5K - $27.4K
|
6.84K
$2.35M
|
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
124+ 6.44% |
$19.3K - $27.1K
|
2.05K
$704K
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
123+ 2.52% |
$19.1K - $26.9K
|
5K
$1.72M
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
122+ 1.02% |
$19K - $26.7K
|
12K
$4.13M
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
122+ 7.26% |
$19K - $26.7K
|
1.8K
$619K
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
BUY
|
- |
120+ 2.15% |
$18.7K - $26.3K
|
5.7K
$1.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
120+ 1.35% |
$18.7K - $26.3K
|
9.02K
$3.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
117+ 7.18% |
$18.2K - $25.6K
|
1.75K
$599K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
117+ 5.12% |
$18.2K - $25.6K
|
2.4K
$824K
|
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
117+ 2.15% |
$18.2K - $25.6K
|
5.56K
$1.91M
|
|
|
Jul 18, 2022
Q2 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
116+ 1.07% |
$18K - $25.4K
|
11K
$3.77M
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
115+ 9.95% |
$17.9K - $25.2K
|
1.27K
$436K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
114+ 180.95% |
$17.7K - $24.9K
|
177
$60.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
BUY
|
- |
113+ 0.07% |
$17.6K - $24.7K
|
165K
$56.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
113+ 1.59% |
$17.6K - $24.7K
|
7.21K
$2.47M
|
|
|
Aug 09, 2022
Q2 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
110+ 1.33% |
$17.1K - $24.1K
|
8.4K
$2.88M
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
108+ 2.35% |
$16.8K - $23.6K
|
4.69K
$1.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
108+ 0.58% |
$16.8K - $23.6K
|
18.8K
$6.44M
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
107+ 9.53% |
$16.6K - $23.4K
|
1.23K
$422K
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
106+ 2.13% |
$16.5K - $23.2K
|
5.09K
$1.75M
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
105+ 7.18% |
$16.3K - $23K
|
1.57K
$538K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
105+ 8.94% |
$16.3K - $23K
|
1.28K
$439K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
104+ 5.0% |
$16.2K - $22.8K
|
2.19K
$750K
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
103+ 8.8% |
$16K - $22.5K
|
1.27K
$437K
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
102+ 2.46% |
$15.9K - $22.3K
|
4.25K
$1.46M
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
102+ 7.02% |
$15.9K - $22.3K
|
1.56K
$534K
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
100+ 6.95% |
$15.6K - $21.9K
|
1.54K
$528K
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
BUY
|
- |
100+ 2.25% |
$15.6K - $21.9K
|
4.54K
$1.56M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 48.54% |
$15.6K - $21.9K
|
306
$105K
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
100+ 22.94% |
$15.6K - $21.9K
|
536
$184K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
98+ 6.8% |
$15.2K - $21.4K
|
1.54K
$528K
|
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
97+ 6.45% |
$15.1K - $21.2K
|
1.6K
$549K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
96+ 15.38% |
$14.9K - $21K
|
720
$247K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
95+ 20.39% |
$14.8K - $20.8K
|
561
$193K
|
|
|
Aug 12, 2022
Q2 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
95+ 3.17% |
$14.8K - $20.8K
|
3.1K
$1.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
95+ 0.98% |
$14.8K - $20.8K
|
9.83K
$3.37M
|
|
|
Jul 12, 2022
Q2 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
94+ 0.85% |
$14.6K - $20.6K
|
11.1K
$3.81M
|
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
BUY
|
- |
94+ 0.82% |
$14.6K - $20.6K
|
11.5K
$3.96M
|