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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.22K- 47.08% |
$501K - $705K
|
3.62K
$1.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-3.23KClosed |
$502K - $706K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-3.23KClosed |
$502K - $706K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.25K- 51.38% |
$506K - $711K
|
3.07K
$1.01M
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.25K- 59.22% |
$506K - $712K
|
2.24K
$739K
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-3.29KClosed |
$513K - $721K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.3K- 3.49% |
$514K - $722K
|
91.4K
$30.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-3.32K- 8.34% |
$516K - $725K
|
36.4K
$12M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.36K- 26.15% |
$522K - $735K
|
9.48K
$3.13M
|
|
|
Aug 12, 2022
Q2 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.37KClosed |
$524K - $737K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-3.39K- 18.53% |
$528K - $742K
|
14.9K
$4.92M
|
|
|
Aug 10, 2022
Q2 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.43K- 27.57% |
$534K - $751K
|
9.02K
$2.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.48K- 58.57% |
$541K - $761K
|
2.46K
$811K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-3.48K- 27.78% |
$541K - $762K
|
9.05K
$2.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-3.5KClosed |
$544K - $765K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Boulder Hill Capital Management LP
New York, NY |
SELL
|
- |
-3.5KClosed |
$545K - $766K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.5K- 18.71% |
$545K - $767K
|
15.2K
$5.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-3.52KClosed |
$548K - $771K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.53K- 13.48% |
$549K - $773K
|
22.7K
$7.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.6K- 1.41% |
$560K - $787K
|
251K
$82.9M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.6K- 7.4% |
$560K - $788K
|
45K
$14.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Ims Capital Management
|
SELL
|
- |
-3.6KClosed |
$560K - $788K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-3.61K- 69.49% |
$562K - $790K
|
1.59K
$523K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.68K- 43.8% |
$573K - $806K
|
4.72K
$1.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.7K- 9.46% |
$575K - $809K
|
35.4K
$11.7M
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.79K- 13.06% |
$589K - $828K
|
25.2K
$8.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.8K- 44.68% |
$592K - $832K
|
4.71K
$1.55M
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.83KClosed |
$597K - $839K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.96K- 4.9% |
$616K - $866K
|
76.8K
$25.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.97K- 42.47% |
$618K - $869K
|
5.38K
$1.78M
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.97K- 42.47% |
$618K - $869K
|
5.38K
$1.78M
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.99K- 14.41% |
$621K - $874K
|
23.7K
$7.83M
|
|
|
Aug 09, 2022
Q2 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-4.05K- 2.04% |
$631K - $887K
|
194K
$64.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-4.13KClosed |
$642K - $903K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.13K- 30.73% |
$643K - $904K
|
9.32K
$3.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.16K- 9.68% |
$647K - $910K
|
38.8K
$12.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-4.17K- 11.48% |
$648K - $912K
|
32.1K
$10.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.23KClosed |
$658K - $925K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-4.33K- 21.57% |
$673K - $947K
|
15.7K
$5.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.33KClosed |
$674K - $948K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-4.36KClosed |
$678K - $954K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-4.37KClosed |
$680K - $957K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.4K- 15.89% |
$684K - $963K
|
23.3K
$7.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.43K- 26.06% |
$689K - $969K
|
12.6K
$4.14M
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-4.48KClosed |
$697K - $980K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.49K- 48.13% |
$699K - $983K
|
4.84K
$1.6M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-4.5K- 2.32% |
$699K - $984K
|
189K
$62.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-4.5K- 3.04% |
$700K - $985K
|
143K
$47.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-4.53K- 14.21% |
$705K - $992K
|
27.4K
$9.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-4.55K- 24.07% |
$708K - $996K
|
14.3K
$4.74M
|