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 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-463- 2.78% |
$72K - $101K
|
16.2K
$5.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-463- 14.09% |
$72K - $101K
|
2.82K
$969K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-464- 27.07% |
$72.2K - $102K
|
1.25K
$429K
|
|
|
Aug 01, 2022
Q2 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-465- 1.9% |
$72.4K - $102K
|
24K
$8.24M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-466- 0.75% |
$72.5K - $102K
|
61.6K
$21.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-468- 27.61% |
$72.8K - $102K
|
1.23K
$421K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-475- 83.04% |
$73.9K - $104K
|
97
$33.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-478- 8.8% |
$74.4K - $105K
|
4.95K
$1.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-480- 13.84% |
$74.7K - $105K
|
2.99K
$1.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-482- 8.76% |
$75K - $105K
|
5.02K
$1.72M
|
|
|
Jul 22, 2022
Q2 2022
|
Sitrin Capital Management LLC
|
SELL
|
- |
-485- 1.92% |
$75.5K - $106K
|
24.7K
$8.48M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-485- 11.28% |
$75.5K - $106K
|
3.81K
$1.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-485- 22.48% |
$75.5K - $106K
|
1.67K
$574K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-486- 21.91% |
$75.6K - $106K
|
1.73K
$594K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-487- 1.23% |
$75.8K - $107K
|
39K
$13.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-493- 5.03% |
$76.7K - $108K
|
9.31K
$3.19M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-498- 1.21% |
$77.5K - $109K
|
40.5K
$13.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-500- 8.28% |
$77.8K - $109K
|
5.54K
$1.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-502- 10.86% |
$78.1K - $110K
|
4.12K
$1.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-503- 18.11% |
$78.3K - $110K
|
2.27K
$780K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-505- 3.7% |
$78.6K - $111K
|
13.1K
$4.51M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-511- 1.39% |
$79.5K - $112K
|
36.2K
$12.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-514- 16.09% |
$80K - $112K
|
2.68K
$920K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-525- 3.58% |
$81.7K - $115K
|
14.2K
$4.86M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-528- 15.8% |
$82.2K - $116K
|
2.81K
$965K
|
|
|
Jul 08, 2022
Q2 2022
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-528- 9.93% |
$82.2K - $116K
|
4.79K
$1.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-531- 4.72% |
$82.6K - $116K
|
10.7K
$3.68M
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-537Closed |
$83.6K - $118K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-540- 0.73% |
$84K - $118K
|
73.2K
$25.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-541Closed |
$84.2K - $118K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-547- 10.16% |
$85.1K - $120K
|
4.84K
$1.66M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-551- 8.09% |
$85.7K - $121K
|
6.26K
$2.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-556- 7.71% |
$86.5K - $122K
|
6.65K
$2.28M
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-560- 1.84% |
$87.1K - $123K
|
29.9K
$10.3M
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-564- 1.51% |
$87.8K - $123K
|
36.8K
$12.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-564- 6.51% |
$87.8K - $123K
|
8.09K
$2.78M
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-565- 15.4% |
$87.9K - $124K
|
3.1K
$1.06M
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-565- 4.16% |
$87.9K - $124K
|
13K
$4.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-570- 10.96% |
$88.7K - $125K
|
4.63K
$1.59M
|
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-571- 0.74% |
$88.8K - $125K
|
76.2K
$26.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-575- 5.87% |
$89.5K - $126K
|
9.22K
$3.17M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-590- 16.26% |
$91.8K - $129K
|
3.04K
$1.04M
|
|
|
Jul 27, 2022
Q2 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-593- 30.22% |
$92.3K - $130K
|
1.37K
$470K
|
|
|
Jul 25, 2022
Q2 2022
|
Westwood Management Corp
|
SELL
|
- |
-600- 1.35% |
$93.4K - $131K
|
43.7K
$15M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-600- 17.21% |
$93.4K - $131K
|
2.89K
$990K
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-600- 15.51% |
$93.4K - $131K
|
3.27K
$1.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-600- 9.23% |
$93.4K - $131K
|
5.9K
$2.02M
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-603- 25.21% |
$93.8K - $132K
|
1.79K
$614K
|
|
|
Jul 15, 2022
Q2 2022
|
Bradley Mark J.
|
SELL
|
- |
-605- 5.84% |
$94.1K - $132K
|
9.76K
$3.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-606- 13.94% |
$94.3K - $133K
|
3.74K
$1.28M
|