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 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.34K- 12.36% |
$208K - $292K
|
9.48K
$3.25M
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.34K- 7.43% |
$209K - $293K
|
16.7K
$5.73M
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.34KClosed |
$209K - $294K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.35KClosed |
$209K - $294K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-1.35KClosed |
$210K - $295K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.35KClosed |
$210K - $295K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.35KClosed |
$211K - $296K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.37KClosed |
$213K - $300K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-1.38K- 32.49% |
$215K - $302K
|
2.87K
$985K
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.39K- 8.98% |
$216K - $304K
|
14.1K
$4.83M
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.39K- 69.53% |
$217K - $305K
|
610
$209K
|
|
Aug 02, 2022
Q2 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.4KClosed |
$217K - $306K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.42K- 4.39% |
$221K - $311K
|
30.9K
$10.6M
|
|
Aug 11, 2022
Q2 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.43K- 3.17% |
$222K - $312K
|
43.6K
$14.9M
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.44K- 30.42% |
$223K - $314K
|
3.28K
$1.13M
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.44K- 32.63% |
$224K - $316K
|
2.98K
$1.02M
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-1.44K- 10.56% |
$225K - $316K
|
12.2K
$4.2M
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-1.45K- 11.42% |
$225K - $316K
|
11.2K
$3.85M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.45K- 30.15% |
$225K - $317K
|
3.36K
$1.15M
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.45KClosed |
$226K - $318K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.46KClosed |
$227K - $319K
|
0
$0
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.47KClosed |
$229K - $321K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.48K- 16.0% |
$230K - $323K
|
7.75K
$2.66M
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-1.48KClosed |
$230K - $323K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.48KClosed |
$231K - $324K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.5KClosed |
$233K - $328K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.52KClosed |
$236K - $332K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
SELL
|
- |
-1.52K- 1.74% |
$236K - $332K
|
85.9K
$29.5M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.53KClosed |
$238K - $335K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.53K- 28.23% |
$238K - $335K
|
3.89K
$1.34M
|
|
Aug 08, 2022
Q2 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.54KClosed |
$240K - $338K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-1.54K- 2.43% |
$240K - $338K
|
61.9K
$21.2M
|
|
Aug 11, 2022
Q2 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.56K- 6.33% |
$242K - $340K
|
23K
$7.9M
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.57K- 31.53% |
$244K - $343K
|
3.4K
$1.17M
|
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.58K- 9.74% |
$245K - $345K
|
14.6K
$5.01M
|
|
Jul 26, 2022
Q2 2022
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.6K- 5.69% |
$249K - $351K
|
26.5K
$9.11M
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.6K- 11.72% |
$249K - $351K
|
12.1K
$4.14M
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.61K- 37.35% |
$250K - $351K
|
2.69K
$924K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.61KClosed |
$250K - $351K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.61K- 2.02% |
$250K - $352K
|
77.9K
$26.7M
|
|
Jul 25, 2022
Q2 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-1.61K- 44.54% |
$251K - $353K
|
2.01K
$688K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.61K- 90.47% |
$251K - $353K
|
170
$58.3K
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.63KClosed |
$253K - $357K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.65KClosed |
$256K - $360K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.65K- 19.48% |
$257K - $361K
|
6.82K
$2.34M
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1.7K- 8.85% |
$265K - $372K
|
17.5K
$6.01M
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-1.71K- 3.88% |
$265K - $373K
|
42.3K
$14.5M
|
|
Aug 15, 2022
Q2 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-1.72KClosed |
$267K - $375K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.73K- 9.12% |
$270K - $379K
|
17.3K
$5.93M
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.73KClosed |
$270K - $379K
|
0
$0
|