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 05, 2022
Q2 2022
|
Northeast Investment Management
|
SELL
|
- |
-188- 12.51% |
$29.3K - $41.1K
|
1.32K
$451K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-194- 2.26% |
$30.2K - $42.5K
|
8.39K
$2.88M
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-200- 92.59% |
$31.1K - $43.8K
|
16
$5.49K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-206- 8.88% |
$32.1K - $45.1K
|
2.11K
$725K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-206- 2.36% |
$32.1K - $45.1K
|
8.51K
$2.92M
|
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-207- 0.37% |
$32.2K - $45.3K
|
56.5K
$19.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-207- 1.48% |
$32.2K - $45.3K
|
13.8K
$4.72M
|
|
|
Jul 15, 2022
Q2 2022
|
Shikiar Asset Management Inc
|
SELL
|
- |
-212- 0.79% |
$33K - $46.4K
|
26.6K
$9.11M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-212- 1.52% |
$33K - $46.4K
|
13.8K
$4.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-212- 4.57% |
$33K - $46.4K
|
4.43K
$1.52M
|
|
|
Jul 22, 2022
Q2 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-213- 0.83% |
$33.1K - $46.6K
|
25.5K
$8.74M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-215- 44.15% |
$33.5K - $47.1K
|
272
$93.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-215- 2.83% |
$33.5K - $47.1K
|
7.4K
$2.54M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-215- 0.75% |
$33.5K - $47.1K
|
28.3K
$9.71M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-216- 14.18% |
$33.6K - $47.3K
|
1.31K
$449K
|
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-221- 3.41% |
$34.4K - $48.4K
|
6.25K
$2.15M
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-222- 0.9% |
$34.5K - $48.6K
|
24.4K
$8.37M
|
|
|
Aug 08, 2022
Q2 2022
|
Weybosset Research & Management LLC
|
SELL
|
- |
-225- 13.43% |
$35K - $49.2K
|
1.45K
$498K
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-229- 10.5% |
$35.6K - $50.1K
|
1.95K
$670K
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-232- 0.96% |
$36.1K - $50.8K
|
24K
$8.23M
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-234- 4.49% |
$36.4K - $51.2K
|
4.98K
$1.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-237- 7.45% |
$36.9K - $51.9K
|
2.95K
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-238- 4.57% |
$37K - $52.1K
|
4.97K
$1.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-244- 3.03% |
$38K - $53.4K
|
7.8K
$2.68M
|
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-254- 1.64% |
$39.5K - $55.6K
|
15.2K
$5.21M
|
|
|
Jul 22, 2022
Q2 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-255- 0.48% |
$39.7K - $55.8K
|
52.7K
$18.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-256- 0.15% |
$39.8K - $56K
|
166K
$57.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-257- 1.11% |
$40K - $56.2K
|
22.9K
$7.87M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-258- 1.36% |
$40.1K - $56.5K
|
18.7K
$6.42M
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-259Closed |
$40.3K - $56.7K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-259- 0.42% |
$40.3K - $56.7K
|
60.8K
$20.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
SELL
|
- |
-261- 15.54% |
$40.6K - $57.1K
|
1.42K
$487K
|
|
|
Aug 02, 2022
Q2 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-262- 1.16% |
$40.8K - $57.3K
|
22.2K
$7.64M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-264- 0.68% |
$41.1K - $57.8K
|
38.7K
$13.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-272- 16.31% |
$42.3K - $59.5K
|
1.4K
$479K
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-272- 9.83% |
$42.3K - $59.5K
|
2.5K
$857K
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-274- 4.4% |
$42.6K - $60K
|
5.95K
$2.04M
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-275- 1.15% |
$42.8K - $60.2K
|
23.6K
$8.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-279- 8.56% |
$43.4K - $61.1K
|
2.98K
$1.02M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-283- 14.09% |
$44K - $61.9K
|
1.73K
$592K
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-285- 2.33% |
$44.3K - $62.4K
|
11.9K
$4.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-287- 17.36% |
$44.7K - $62.8K
|
1.37K
$469K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-290- 6.76% |
$45.1K - $63.5K
|
4K
$1.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-290- 2.28% |
$45.1K - $63.5K
|
12.4K
$4.26M
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-295- 11.49% |
$45.9K - $64.6K
|
2.27K
$780K
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-297- 14.21% |
$46.2K - $65K
|
1.79K
$615K
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-300- 2.75% |
$46.7K - $65.7K
|
10.6K
$3.64M
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-300Closed |
$46.7K - $65.7K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-300- 17.4% |
$46.7K - $65.7K
|
1.42K
$489K
|
|
|
Aug 03, 2022
Q2 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-302- 0.09% |
$47K - $66.1K
|
336K
$115M
|