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 03, 2022
Q2 2022
|
Lgt Group Foundation
|
BUY
|
- |
16+ 0.06% |
$2.49K - $3.5K
|
27.8K
$9.52M
|
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
BUY
|
- |
15New |
$2.33K - $3.28K
|
15
$5.15K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
BUY
|
- |
15+ 1.17% |
$2.33K - $3.28K
|
1.3K
$446K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
15+ 0.59% |
$2.33K - $3.28K
|
2.54K
$872K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
15New |
$2.33K - $3.28K
|
15
$5.15K
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
15+ 0.65% |
$2.33K - $3.28K
|
2.33K
$801K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
13+ 3.76% |
$2.02K - $2.85K
|
359
$123K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13New |
$2.02K - $2.85K
|
13
$4.46K
|
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.22% |
$1.87K - $2.63K
|
5.47K
$1.88M
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
11+ 11.0% |
$1.71K - $2.41K
|
111
$38.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
11+ 0.38% |
$1.71K - $2.41K
|
2.87K
$985K
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
11+ 1.76% |
$1.71K - $2.41K
|
637
$219K
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
10+ 0.27% |
$1.56K - $2.19K
|
3.7K
$1.27M
|
|
|
Aug 01, 2022
Q2 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
10+ 0.68% |
$1.56K - $2.19K
|
1.49K
$512K
|
|
|
Aug 15, 2022
Q2 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
10+ 0.73% |
$1.56K - $2.19K
|
1.39K
$476K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 0.57% |
$1.56K - $2.19K
|
1.76K
$603K
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
10+ 1.59% |
$1.56K - $2.19K
|
640
$220K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
9New |
$1.4K - $1.97K
|
9
$3.09K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$1.4K - $1.97K
|
9
$3.09K
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
9+ 0.26% |
$1.4K - $1.97K
|
3.44K
$1.18M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 8.18% |
$1.4K - $1.97K
|
119
$40.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
9+ 0.2% |
$1.4K - $1.97K
|
4.5K
$1.54M
|
|
|
Aug 09, 2022
Q2 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
8+ 0.28% |
$1.24K - $1.75K
|
2.83K
$971K
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
7+ 0.17% |
$1.09K - $1.53K
|
4.14K
$1.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7New |
$1.09K - $1.53K
|
7
$2.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
6+ 0.13% |
$934 - $1.31K
|
4.6K
$1.58M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 15.79% |
$934 - $1.31K
|
44
$15.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
5+ 0.79% |
$778 - $1.09K
|
635
$218K
|
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
5+ 0.22% |
$778 - $1.09K
|
2.3K
$791K
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4+ 0.27% |
$622 - $875
|
1.48K
$508K
|
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
4+ 0.3% |
$622 - $875
|
1.33K
$456K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.2% |
$622 - $875
|
338
$116K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4+ 20.0% |
$622 - $875
|
24
$8.24K
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.1% |
$467 - $657
|
3.01K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.24% |
$467 - $657
|
1.26K
$431K
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3+ 2.78% |
$467 - $657
|
111
$38.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
2+ 0.03% |
$311 - $438
|
6.17K
$2.12M
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.09% |
$156 - $219
|
1.08K
$370K
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1- 0.07% |
$156 - $219
|
1.5K
$516K
|
|
|
Aug 15, 2022
Q2 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-1- 0.02% |
$156 - $219
|
6.32K
$2.17M
|
|
|
Aug 17, 2022
Q2 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1- 0.01% |
$156 - $219
|
9.16K
$3.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2- 28.57% |
$311 - $438
|
5
$1.72K
|
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-2- 0.05% |
$311 - $438
|
3.99K
$1.37M
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2- 0.07% |
$311 - $438
|
2.81K
$965K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 0.47% |
$311 - $438
|
421
$144K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3- 0.07% |
$467 - $657
|
4.32K
$1.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3- 0.15% |
$467 - $657
|
2.02K
$694K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-4- 0.19% |
$622 - $875
|
2.12K
$727K
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4- 0.72% |
$622 - $875
|
550
$189K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5- 0.04% |
$778 - $1.09K
|
12.7K
$4.37M
|