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 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-126- 15.46% |
$19.6K - $27.6K
|
689
$185K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-127- 8.26% |
$19.8K - $27.8K
|
1.41K
$378K
|
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-130- 3.24% |
$20.2K - $28.5K
|
3.89K
$1.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-134- 7.66% |
$20.9K - $29.3K
|
1.62K
$434K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-135- 3.28% |
$21K - $29.5K
|
3.98K
$1.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-136- 10.01% |
$21.2K - $29.8K
|
1.22K
$328K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-137- 2.52% |
$21.3K - $30K
|
5.3K
$1.42M
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-138- 9.27% |
$21.5K - $30.2K
|
1.35K
$362K
|
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-139- 1.85% |
$21.6K - $30.4K
|
7.38K
$1.98M
|
|
|
Jul 22, 2022
Q2 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-140- 0.32% |
$21.8K - $30.6K
|
44.2K
$11.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-140- 30.84% |
$21.8K - $30.6K
|
314
$84.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-140- 4.26% |
$21.8K - $30.6K
|
3.15K
$845K
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-142- 2.64% |
$22.1K - $31.1K
|
5.23K
$1.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-144- 7.41% |
$22.4K - $31.5K
|
1.8K
$483K
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-144- 5.14% |
$22.4K - $31.5K
|
2.66K
$713K
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-145- 9.56% |
$22.6K - $31.7K
|
1.37K
$368K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-146- 4.09% |
$22.7K - $32K
|
3.42K
$918K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-147- 10.24% |
$22.9K - $32.2K
|
1.29K
$346K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-149- 30.91% |
$23.2K - $32.6K
|
333
$89.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-150- 6.32% |
$23.3K - $32.8K
|
2.22K
$597K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-151- 6.45% |
$23.5K - $33K
|
2.19K
$588K
|
|
|
Aug 02, 2022
Q2 2022
|
Geneva Capital Management LLC
|
SELL
|
- |
-151- 1.09% |
$23.5K - $33K
|
13.6K
$3.66M
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-151- 26.44% |
$23.5K - $33K
|
420
$113K
|
|
|
Jul 12, 2022
Q2 2022
|
Bay Rivers Group
|
SELL
|
- |
-152- 2.05% |
$23.7K - $33.3K
|
7.27K
$1.95M
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-155- 1.43% |
$24.1K - $33.9K
|
10.7K
$2.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-155- 43.66% |
$24.1K - $33.9K
|
200
$53.7K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-156- 2.37% |
$24.3K - $34.1K
|
6.43K
$1.72M
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-158- 2.68% |
$24.6K - $34.6K
|
5.73K
$1.54M
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-164- 6.51% |
$25.5K - $35.9K
|
2.35K
$632K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-164- 6.85% |
$25.5K - $35.9K
|
2.23K
$599K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-164- 19.2% |
$25.5K - $35.9K
|
690
$185K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-165Closed |
$25.7K - $36.1K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-167- 3.12% |
$26K - $36.5K
|
5.19K
$1.39M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-167- 7.05% |
$26K - $36.5K
|
2.2K
$591K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-168- 9.37% |
$26.1K - $36.8K
|
1.63K
$436K
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-170- 2.62% |
$26.5K - $37.2K
|
6.32K
$1.69M
|
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-170- 9.66% |
$26.5K - $37.2K
|
1.59K
$426K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-173- 2.17% |
$26.9K - $37.9K
|
7.79K
$2.09M
|
|
|
Aug 01, 2022
Q2 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-173- 1.04% |
$26.9K - $37.9K
|
16.5K
$4.42M
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-175- 30.28% |
$27.2K - $38.3K
|
403
$108K
|
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-175- 11.51% |
$27.2K - $38.3K
|
1.35K
$361K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-175- 1.16% |
$27.2K - $38.3K
|
14.9K
$4M
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
SELL
|
- |
-177- 2.55% |
$27.5K - $38.7K
|
6.78K
$1.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-178- 1.39% |
$27.7K - $39K
|
12.7K
$3.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-179- 12.88% |
$27.9K - $39.2K
|
1.21K
$325K
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-179- 7.94% |
$27.9K - $39.2K
|
2.07K
$557K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-182- 8.52% |
$28.3K - $39.8K
|
1.95K
$524K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-184- 5.15% |
$28.6K - $40.3K
|
3.39K
$910K
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-184- 5.77% |
$28.6K - $40.3K
|
3K
$806K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-185- 9.68% |
$28.8K - $40.5K
|
1.73K
$463K
|