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
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-1.02K- 6.96% |
$158K - $223K
|
13.6K
$4.49M
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-1.02KClosed |
$159K - $223K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.02KClosed |
$159K - $223K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.02KClosed |
$159K - $223K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.02K- 26.78% |
$159K - $224K
|
2.79K
$922K
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.03KClosed |
$159K - $224K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.03KClosed |
$160K - $225K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.03KClosed |
$160K - $225K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.04KClosed |
$161K - $227K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.04KClosed |
$161K - $227K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-1.04KClosed |
$162K - $227K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-1.04KClosed |
$162K - $228K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.04KClosed |
$162K - $228K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-1.05KClosed |
$163K - $229K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-1.05KClosed |
$163K - $230K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.05KClosed |
$164K - $230K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.06K- 23.51% |
$165K - $232K
|
3.44K
$1.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.06KClosed |
$165K - $232K
|
0
$0
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.06KClosed |
$165K - $233K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Ttp Investments, Inc.
|
SELL
|
- |
-1.07KClosed |
$166K - $234K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.07KClosed |
$167K - $234K
|
0
$0
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.07KClosed |
$167K - $235K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.07K- 37.96% |
$167K - $235K
|
1.76K
$579K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.07K- 64.5% |
$167K - $235K
|
591
$195K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.08KClosed |
$167K - $235K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.08K- 8.08% |
$168K - $236K
|
12.3K
$4.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-1.08K- 28.7% |
$168K - $236K
|
2.68K
$885K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.09KClosed |
$169K - $237K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.09KClosed |
$169K - $237K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.09KClosed |
$169K - $238K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.09KClosed |
$169K - $238K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.1KClosed |
$171K - $240K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-1.1KClosed |
$171K - $241K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.1K- 30.45% |
$171K - $241K
|
2.51K
$829K
|
|
|
Aug 10, 2022
Q2 2022
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-1.1KClosed |
$171K - $241K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.1K- 13.17% |
$171K - $241K
|
7.25K
$2.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.1K- 29.52% |
$171K - $241K
|
2.63K
$868K
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.1KClosed |
$171K - $241K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.11K- 42.26% |
$172K - $242K
|
1.51K
$499K
|
|
|
Jul 07, 2022
Q2 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-1.11KClosed |
$172K - $242K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.11KClosed |
$173K - $243K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.11KClosed |
$173K - $244K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.12KClosed |
$174K - $244K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.12KClosed |
$174K - $244K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.12K- 33.69% |
$174K - $245K
|
2.2K
$727K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.12KClosed |
$175K - $246K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.13KClosed |
$175K - $246K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.13KClosed |
$176K - $248K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.14KClosed |
$177K - $248K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.14KClosed |
$177K - $249K
|
0
$0
|