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 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-606- 18.54% |
$94.3K - $133K
|
2.66K
$914K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-609- 0.09% |
$94.8K - $133K
|
688K
$236M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-617- 3.04% |
$96K - $135K
|
19.7K
$6.76M
|
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-619- 10.32% |
$96.3K - $135K
|
5.38K
$1.85M
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-620- 5.24% |
$96.5K - $136K
|
11.2K
$3.85M
|
|
|
Jul 12, 2022
Q2 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-626- 5.87% |
$97.4K - $137K
|
10K
$3.45M
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-626- 5.61% |
$97.4K - $137K
|
10.5K
$3.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-626- 20.8% |
$97.4K - $137K
|
2.38K
$818K
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-632- 5.05% |
$98.3K - $138K
|
11.9K
$4.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-642- 34.24% |
$99.9K - $141K
|
1.23K
$423K
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-654- 11.29% |
$102K - $143K
|
5.14K
$1.76M
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-662- 7.79% |
$103K - $145K
|
7.83K
$2.69M
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-675- 15.49% |
$105K - $148K
|
3.68K
$1.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-680- 4.64% |
$106K - $149K
|
14K
$4.79M
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-682- 24.38% |
$106K - $149K
|
2.12K
$726K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-682- 2.81% |
$106K - $149K
|
23.6K
$8.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-685- 6.41% |
$107K - $150K
|
10K
$3.43M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-692Closed |
$108K - $151K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-693- 14.04% |
$108K - $152K
|
4.24K
$1.46M
|
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-696- 1.54% |
$108K - $152K
|
44.4K
$15.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-700- 30.43% |
$109K - $153K
|
1.6K
$549K
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-701- 4.34% |
$109K - $153K
|
15.4K
$5.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-702- 6.49% |
$109K - $154K
|
10.1K
$3.47M
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-704- 71.69% |
$110K - $154K
|
278
$95.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-711- 12.43% |
$111K - $156K
|
5.01K
$1.72M
|
|
|
Aug 10, 2022
Q2 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-714- 6.44% |
$111K - $156K
|
10.4K
$3.56M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-721- 20.71% |
$112K - $158K
|
2.76K
$947K
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-722- 2.4% |
$112K - $158K
|
29.4K
$10.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-724- 19.98% |
$113K - $158K
|
2.9K
$995K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-725- 17.48% |
$113K - $159K
|
3.42K
$1.17M
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-736- 9.15% |
$115K - $161K
|
7.31K
$2.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-738- 2.51% |
$115K - $162K
|
28.6K
$9.82M
|
|
|
Jul 11, 2022
Q2 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-755- 4.62% |
$117K - $165K
|
15.6K
$5.35M
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-756- 35.36% |
$118K - $165K
|
1.38K
$474K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-761- 8.69% |
$118K - $167K
|
8K
$2.74M
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
SELL
|
- |
-761- 9.81% |
$118K - $167K
|
6.99K
$2.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-765- 36.39% |
$119K - $167K
|
1.34K
$459K
|
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-770- 81.74% |
$120K - $169K
|
172
$59K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-787- 19.36% |
$122K - $172K
|
3.28K
$1.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-787- 3.12% |
$122K - $172K
|
24.4K
$8.37M
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-792- 36.7% |
$123K - $173K
|
1.37K
$469K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-795- 12.65% |
$124K - $174K
|
5.49K
$1.88M
|
|
|
Apr 05, 2024
Q2 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-800- 1.78% |
$124K - $175K
|
44.1K
$15.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-808- 1.77% |
$126K - $177K
|
44.8K
$15.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-825- 28.74% |
$128K - $181K
|
2.05K
$702K
|
|
|
Aug 15, 2022
Q2 2022
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-837- 7.55% |
$130K - $183K
|
10.2K
$3.52M
|
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-837- 36.23% |
$130K - $183K
|
1.47K
$506K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-844- 2.69% |
$131K - $185K
|
30.6K
$10.5M
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-862- 28.94% |
$134K - $189K
|
2.12K
$727K
|
|
|
Jul 20, 2022
Q2 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-862- 9.32% |
$134K - $189K
|
8.38K
$2.88M
|