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 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-79- 6.11% |
$12.3K - $17.3K
|
1.22K
$417K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-80- 19.37% |
$12.4K - $17.5K
|
333
$114K
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-81- 1.37% |
$12.6K - $17.7K
|
5.82K
$2M
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-81- 0.07% |
$12.6K - $17.7K
|
109K
$37.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-82- 4.57% |
$12.8K - $17.9K
|
1.71K
$588K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-83- 8.53% |
$12.9K - $18.2K
|
890
$305K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-86- 3.81% |
$13.4K - $18.8K
|
2.17K
$745K
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-88Closed |
$13.7K - $19.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-89- 3.28% |
$13.8K - $19.5K
|
2.63K
$901K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-90- 1.29% |
$14K - $19.7K
|
6.89K
$2.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-90- 0.11% |
$14K - $19.7K
|
78.5K
$26.9M
|
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-90- 0.53% |
$14K - $19.7K
|
16.7K
$5.74M
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-91Closed |
$14.2K - $19.9K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-91- 2.15% |
$14.2K - $19.9K
|
4.14K
$1.42M
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-91- 77.12% |
$14.2K - $19.9K
|
27
$9.27K
|
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-92- 10.3% |
$14.3K - $20.1K
|
801
$275K
|
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-94- 4.52% |
$14.6K - $20.6K
|
1.98K
$681K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-96- 2.94% |
$14.9K - $21K
|
3.17K
$1.09M
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-96- 0.4% |
$14.9K - $21K
|
23.8K
$8.16M
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-96- 2.1% |
$14.9K - $21K
|
4.48K
$1.54M
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-97- 2.24% |
$15.1K - $21.2K
|
4.23K
$1.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-98- 4.74% |
$15.2K - $21.4K
|
1.97K
$675K
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 5.19% |
$15.2K - $21.4K
|
1.79K
$615K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-100- 9.29% |
$15.6K - $21.9K
|
976
$335K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
SELL
|
- |
-100- 3.14% |
$15.6K - $21.9K
|
3.09K
$1.06M
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-100- 5.32% |
$15.6K - $21.9K
|
1.78K
$611K
|
|
|
May 10, 2024
Q2 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-100- 3.28% |
$15.6K - $21.9K
|
2.95K
$1.01M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-103- 28.3% |
$16K - $22.5K
|
261
$89.6K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-103- 0.62% |
$16K - $22.5K
|
16.5K
$5.68M
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-107- 2.12% |
$16.6K - $23.4K
|
4.94K
$1.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-108Closed |
$16.8K - $23.6K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-110- 5.11% |
$17.1K - $24.1K
|
2.04K
$700K
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-110- 2.81% |
$17.1K - $24.1K
|
3.8K
$1.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-113- 15.27% |
$17.6K - $24.7K
|
627
$215K
|
|
|
Jul 15, 2022
Q2 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-115- 4.17% |
$17.9K - $25.2K
|
2.64K
$907K
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-115- 8.27% |
$17.9K - $25.2K
|
1.28K
$438K
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-117- 1.94% |
$18.2K - $25.6K
|
5.93K
$2.03M
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-117- 7.07% |
$18.2K - $25.6K
|
1.54K
$528K
|
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-117- 0.48% |
$18.2K - $25.6K
|
24.3K
$8.33M
|
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-120- 1.52% |
$18.7K - $26.3K
|
7.76K
$2.66M
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-120- 1.21% |
$18.7K - $26.3K
|
9.78K
$3.36M
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-122- 7.76% |
$19K - $26.7K
|
1.45K
$498K
|
|
|
Aug 12, 2022
Q2 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-122- 2.39% |
$19K - $26.7K
|
4.99K
$1.71M
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-123- 3.83% |
$19.1K - $26.9K
|
3.09K
$1.06M
|
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-123Closed |
$19.1K - $26.9K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-124- 9.37% |
$19.3K - $27.1K
|
1.2K
$412K
|
|
|
Jul 25, 2022
Q2 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-125- 0.8% |
$19.5K - $27.4K
|
15.6K
$5.34M
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-125- 12.82% |
$19.5K - $27.4K
|
850
$292K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-126- 15.46% |
$19.6K - $27.6K
|
689
$236K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-127- 8.26% |
$19.8K - $27.8K
|
1.41K
$484K
|