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 10, 2023
Q2 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
150+ 3.3% |
$28.3K - $33.5K
|
4.7K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
150New |
$28.3K - $33.5K
|
150
$39.7K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
150New |
$28.3K - $33.5K
|
150
$39.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
149+ 354.76% |
$28.1K - $33.3K
|
191
$50.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
148+ 0.84% |
$28K - $33.1K
|
17.8K
$4.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
148+ 66.07% |
$28K - $33.1K
|
372
$98.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
146+ 7.05% |
$27.6K - $32.6K
|
2.22K
$587K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
146+ 10.72% |
$27.6K - $32.6K
|
1.51K
$399K
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
145+ 1.82% |
$27.4K - $32.4K
|
8.13K
$2.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
145+ 12.03% |
$27.4K - $32.4K
|
1.35K
$357K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
145+ 5.04% |
$27.4K - $32.4K
|
3.02K
$800K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
143+ 3.85% |
$27K - $31.9K
|
3.86K
$1.02M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
142+ 0.79% |
$26.8K - $31.7K
|
18.1K
$4.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
141+ 0.05% |
$26.6K - $31.5K
|
285K
$75.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
141+ 7.12% |
$26.6K - $31.5K
|
2.12K
$562K
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
141+ 1.32% |
$26.6K - $31.5K
|
10.8K
$2.85M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
140+ 13.04% |
$26.4K - $31.3K
|
1.21K
$321K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
139+ 0.78% |
$26.3K - $31K
|
18K
$4.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
139+ 5.59% |
$26.3K - $31K
|
2.63K
$695K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
138+ 3.78% |
$26.1K - $30.8K
|
3.79K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
138+ 9.21% |
$26.1K - $30.8K
|
1.64K
$433K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
137+ 5.52% |
$25.9K - $30.6K
|
2.62K
$694K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
137+ 5.94% |
$25.9K - $30.6K
|
2.45K
$647K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
137+ 10.29% |
$25.9K - $30.6K
|
1.47K
$389K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
137+ 2.29% |
$25.9K - $30.6K
|
6.12K
$1.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
136+ 85.0% |
$25.7K - $30.4K
|
296
$78.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
135+ 11.19% |
$25.5K - $30.2K
|
1.34K
$355K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
134+ 2.29% |
$25.3K - $29.9K
|
5.97K
$1.58M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
133+ 6.44% |
$25.1K - $29.7K
|
2.2K
$582K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
132+ 3.56% |
$24.9K - $29.5K
|
3.84K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
130+ 1.85% |
$24.6K - $29K
|
7.17K
$1.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
130+ 7.55% |
$24.6K - $29K
|
1.85K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
130+ 12.33% |
$24.6K - $29K
|
1.18K
$313K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
129+ 3.82% |
$24.4K - $28.8K
|
3.51K
$929K
|
|
|
Aug 14, 2023
Q2 2023
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
128+ 7.8% |
$24.2K - $28.6K
|
1.77K
$468K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
126+ 0.48% |
$23.8K - $28.1K
|
26.6K
$7.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
126+ 4.25% |
$23.8K - $28.1K
|
3.09K
$817K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
125+ 2.58% |
$23.6K - $27.9K
|
4.97K
$1.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
125+ 11.12% |
$23.6K - $27.9K
|
1.25K
$331K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
125+ 11.2% |
$23.6K - $27.9K
|
1.24K
$328K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
125+ 4.27% |
$23.6K - $27.9K
|
3.05K
$808K
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
125+ 4.45% |
$23.6K - $27.9K
|
2.93K
$777K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
120New |
$22.7K - $26.8K
|
120
$31.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
118+ 4.5% |
$22.3K - $26.4K
|
2.74K
$726K
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
118+ 1.28% |
$22.3K - $26.4K
|
9.3K
$2.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
116+ 2.93% |
$21.9K - $25.9K
|
4.08K
$1.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
115+ 0.9% |
$21.7K - $25.7K
|
12.9K
$3.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
115+ 6.67% |
$21.7K - $25.7K
|
1.84K
$487K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
114+ 1.79% |
$21.5K - $25.5K
|
6.5K
$1.72M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
113+ 1.98% |
$21.3K - $25.2K
|
5.81K
$1.54M
|