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 |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-837- 36.23% |
$130K - $183K
|
1.47K
$454K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-844- 2.69% |
$131K - $185K
|
30.6K
$9.42M
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-862- 28.94% |
$134K - $189K
|
2.12K
$653K
|
|
Jul 20, 2022
Q2 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-862- 9.32% |
$134K - $189K
|
8.38K
$2.58M
|
|
Aug 12, 2022
Q2 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-863- 5.5% |
$134K - $189K
|
14.8K
$4.57M
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-864- 1.59% |
$134K - $189K
|
53.6K
$16.5M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-876- 19.95% |
$136K - $192K
|
3.52K
$1.08M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-882- 4.55% |
$137K - $193K
|
18.5K
$5.71M
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-887- 19.36% |
$138K - $194K
|
3.69K
$1.14M
|
|
Aug 15, 2022
Q2 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-900Closed |
$140K - $197K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-906- 15.65% |
$141K - $198K
|
4.88K
$1.51M
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-907Closed |
$141K - $198K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-914- 4.31% |
$142K - $200K
|
20.3K
$6.25M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-916- 11.97% |
$143K - $200K
|
6.74K
$2.08M
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-917Closed |
$143K - $201K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-919- 20.51% |
$143K - $201K
|
3.56K
$1.1M
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-922- 12.04% |
$143K - $202K
|
6.74K
$2.08M
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-937- 29.85% |
$146K - $205K
|
2.2K
$679K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-941- 36.14% |
$146K - $206K
|
1.66K
$513K
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-945- 0.1% |
$147K - $207K
|
926K
$286M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-946Closed |
$147K - $207K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-954Closed |
$148K - $209K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-958Closed |
$149K - $210K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-958- 1.61% |
$149K - $210K
|
58.6K
$18.1M
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-958- 1.61% |
$149K - $210K
|
58.6K
$18.1M
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-959- 23.01% |
$149K - $210K
|
3.21K
$989K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-961- 2.98% |
$150K - $210K
|
31.3K
$9.65M
|
|
Aug 10, 2022
Q2 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-961- 1.89% |
$150K - $210K
|
49.9K
$15.4M
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-963- 6.85% |
$150K - $211K
|
13.1K
$4.03M
|
|
Jul 11, 2022
Q2 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-971Closed |
$151K - $213K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-975- 11.51% |
$152K - $213K
|
7.5K
$2.31M
|
|
Jul 19, 2022
Q2 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-975Closed |
$152K - $213K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-979Closed |
$152K - $214K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-979Closed |
$152K - $214K
|
0
$0
|
|
Apr 24, 2024
Q2 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-979Closed |
$152K - $214K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-980Closed |
$152K - $214K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-983- 46.32% |
$153K - $215K
|
1.14K
$351K
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-983Closed |
$153K - $215K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-987Closed |
$154K - $216K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-988- 1.98% |
$154K - $216K
|
49K
$15.1M
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-992Closed |
$154K - $217K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Chelsea Counsel CO
|
SELL
|
- |
-994Closed |
$155K - $218K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-1K- 8.98% |
$156K - $219K
|
10.1K
$3.12M
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1KClosed |
$156K - $219K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1KClosed |
$156K - $219K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1K- 11.54% |
$156K - $220K
|
7.69K
$2.37M
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1KClosed |
$156K - $220K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.01KClosed |
$157K - $220K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sora Investors LLC
Bryn Mawr, PA |
SELL
|
- |
-1.01KClosed |
$157K - $220K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.01KClosed |
$157K - $221K
|
0
$0
|