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 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-5- 0.38% |
$778 - $1.09K
|
1.32K
$435K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7- 2.99% |
$1.09K - $1.53K
|
227
$74.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-7- 0.24% |
$1.09K - $1.53K
|
2.92K
$964K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-8- 66.67% |
$1.24K - $1.75K
|
4
$1.32K
|
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-10- 0.59% |
$1.56K - $2.19K
|
1.69K
$559K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10- 0.13% |
$1.56K - $2.19K
|
7.78K
$2.57M
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12- 0.77% |
$1.87K - $2.63K
|
1.55K
$510K
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-12- 0.06% |
$1.87K - $2.63K
|
21.2K
$7M
|
|
|
Jun 07, 2022
Q2 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-12- 3.1% |
$1.87K - $2.63K
|
375
$124K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-14- 1.34% |
$2.18K - $3.06K
|
1.03K
$340K
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-14- 0.81% |
$2.18K - $3.06K
|
1.71K
$565K
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-14- 0.47% |
$2.18K - $3.06K
|
2.96K
$978K
|
|
|
Sep 02, 2022
Q2 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-14- 0.61% |
$2.18K - $3.06K
|
2.27K
$750K
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-15- 4.76% |
$2.33K - $3.28K
|
300
$99K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-16- 11.51% |
$2.49K - $3.5K
|
123
$40.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-16- 0.61% |
$2.49K - $3.5K
|
2.62K
$866K
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-16- 1.09% |
$2.49K - $3.5K
|
1.45K
$478K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-17- 19.77% |
$2.65K - $3.72K
|
69
$22.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-17- 0.23% |
$2.65K - $3.72K
|
7.36K
$2.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17- 0.28% |
$2.65K - $3.72K
|
6.08K
$2.01M
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-17- 1.83% |
$2.65K - $3.72K
|
913
$301K
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-18- 1.21% |
$2.8K - $3.94K
|
1.47K
$485K
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-18- 0.93% |
$2.8K - $3.94K
|
1.91K
$631K
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-19- 0.43% |
$2.96K - $4.16K
|
4.35K
$1.44M
|
|
|
Jul 12, 2022
Q2 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-20- 0.39% |
$3.11K - $4.38K
|
5.13K
$1.69M
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
SELL
|
- |
-20- 1.62% |
$3.11K - $4.38K
|
1.22K
$401K
|
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-20- 1.27% |
$3.11K - $4.38K
|
1.56K
$513K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-20- 20.62% |
$3.11K - $4.38K
|
77
$25.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-20Closed |
$3.11K - $4.38K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-20- 0.97% |
$3.11K - $4.38K
|
2.04K
$673K
|
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-20- 0.24% |
$3.11K - $4.38K
|
8.26K
$2.73M
|
|
|
Aug 10, 2022
Q2 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-21- 0.04% |
$3.27K - $4.6K
|
50.2K
$16.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-21- 0.07% |
$3.27K - $4.6K
|
29.9K
$9.87M
|
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-22- 1.56% |
$3.42K - $4.81K
|
1.39K
$458K
|
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-24- 8.05% |
$3.73K - $5.25K
|
274
$90.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-27- 4.35% |
$4.2K - $5.91K
|
594
$196K
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-29- 0.63% |
$4.51K - $6.35K
|
4.54K
$1.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-29- 3.0% |
$4.51K - $6.35K
|
937
$309K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30- 6.04% |
$4.67K - $6.57K
|
467
$154K
|
|
|
Jul 21, 2022
Q2 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-30- 0.61% |
$4.67K - $6.57K
|
4.85K
$1.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-30- 1.38% |
$4.67K - $6.57K
|
2.15K
$709K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-30- 2.69% |
$4.67K - $6.57K
|
1.09K
$359K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-31- 2.23% |
$4.82K - $6.78K
|
1.36K
$449K
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-31- 1.65% |
$4.82K - $6.78K
|
1.85K
$610K
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-31- 1.37% |
$4.82K - $6.78K
|
2.23K
$737K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-32- 91.43% |
$4.98K - $7K
|
3
$990
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-33- 1.72% |
$5.13K - $7.22K
|
1.88K
$622K
|
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-33- 0.31% |
$5.13K - $7.22K
|
10.5K
$3.45M
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
SELL
|
- |
-35- 1.31% |
$5.45K - $7.66K
|
2.63K
$867K
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-35- -0.0% |
$5.45K - $7.66K
|
902K
$298M
|