Purchases and Sales Made in Q2 2023 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q2 2023. 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 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
468+ 0.56% |
$88.4K - $105K
|
83.4K
$28.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
466+ 12.7% |
$88K - $104K
|
4.14K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
464New |
$87.6K - $104K
|
464
$159K
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
462+ 0.72% |
$87.3K - $103K
|
64.4K
$22M
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
460+ 7.81% |
$86.9K - $103K
|
6.35K
$2.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
458+ 25.8% |
$86.5K - $102K
|
2.23K
$763K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
458+ 1.61% |
$86.5K - $102K
|
28.9K
$9.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
455+ 7.5% |
$85.9K - $102K
|
6.52K
$2.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
450+ 2.75% |
$85K - $101K
|
16.8K
$5.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
442New |
$83.5K - $98.7K
|
442
$151K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
441+ 10.24% |
$83.3K - $98.5K
|
4.75K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
441+ 8.32% |
$83.3K - $98.5K
|
5.74K
$1.96M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
439+ 36.95% |
$82.9K - $98.1K
|
1.63K
$556K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
431+ 14.39% |
$81.4K - $96.3K
|
3.43K
$1.17M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
422New |
$79.7K - $94.3K
|
422
$144K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
421+ 14.19% |
$79.5K - $94K
|
3.39K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
421+ 24.39% |
$79.5K - $94K
|
2.15K
$734K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
418+ 8.48% |
$79K - $93.4K
|
5.35K
$1.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
417+ 9.82% |
$78.8K - $93.1K
|
4.67K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
415+ 38.46% |
$78.4K - $92.7K
|
1.49K
$511K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
414+ 7.12% |
$78.2K - $92.5K
|
6.23K
$2.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
411+ 9.89% |
$77.6K - $91.8K
|
4.57K
$1.56M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
409+ 9.47% |
$77.3K - $91.4K
|
4.73K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
407+ 1.53% |
$76.9K - $90.9K
|
27.1K
$9.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
403+ 5.47% |
$76.1K - $90K
|
7.78K
$2.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
402+ 2.82% |
$75.9K - $89.8K
|
14.7K
$5.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
400New |
$75.6K - $89.4K
|
400
$137K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
392+ 5.95% |
$74K - $87.6K
|
6.98K
$2.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
391+ 0.63% |
$73.9K - $87.3K
|
62.7K
$21.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
390+ 14.08% |
$73.7K - $87.1K
|
3.16K
$1.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
389+ 2.79% |
$73.5K - $86.9K
|
14.3K
$4.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
380+ 1.82% |
$71.8K - $84.9K
|
21.2K
$7.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
380+ 1.66% |
$71.8K - $84.9K
|
23.3K
$7.95M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
377+ 1.97% |
$71.2K - $84.2K
|
19.5K
$6.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
377+ 7.24% |
$71.2K - $84.2K
|
5.58K
$1.91M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
376+ 8.25% |
$71K - $84K
|
4.93K
$1.69M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
375+ 29.83% |
$70.8K - $83.8K
|
1.63K
$558K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
373+ 8.33% |
$70.5K - $83.3K
|
4.85K
$1.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
370+ 6.41% |
$69.9K - $82.7K
|
6.15K
$2.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
365+ 7.78% |
$68.9K - $81.5K
|
5.06K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
364+ 10.38% |
$68.8K - $81.3K
|
3.87K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
364+ 1.11% |
$68.8K - $81.3K
|
33.1K
$11.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
359+ 6.95% |
$67.8K - $80.2K
|
5.53K
$1.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
353+ 21.43% |
$66.7K - $78.9K
|
2K
$683K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
352+ 355.56% |
$66.5K - $78.6K
|
451
$154K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
350+ 14.63% |
$66.1K - $78.2K
|
2.74K
$937K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
346+ 19.79% |
$65.4K - $77.3K
|
2.09K
$716K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
345+ 30.91% |
$65.2K - $77.1K
|
1.46K
$499K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
343+ 2.21% |
$64.8K - $76.6K
|
15.9K
$5.43M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
339+ 7.26% |
$64K - $75.7K
|
5.01K
$1.71M
|