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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
78+ 0.72% |
$14.7K - $17.4K
|
10.9K
$2.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
77+ 2.63% |
$14.5K - $17.2K
|
3.01K
$805K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
77+ 4.5% |
$14.5K - $17.2K
|
1.79K
$479K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
77+ 1.7% |
$14.5K - $17.2K
|
4.62K
$1.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
75New |
$14.2K - $16.8K
|
75
$20.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
73+ 1.37% |
$13.8K - $16.3K
|
5.41K
$1.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
71+ 1.21% |
$13.4K - $15.9K
|
5.94K
$1.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
70+ 6.9% |
$13.2K - $15.6K
|
1.08K
$290K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
70+ 179.49% |
$13.2K - $15.6K
|
109
$29.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
68+ 2.65% |
$12.8K - $15.2K
|
2.64K
$706K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
68+ 2.68% |
$12.8K - $15.2K
|
2.61K
$699K
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
66+ 1.41% |
$12.5K - $14.7K
|
4.73K
$1.27M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
64+ 3.36% |
$12.1K - $14.3K
|
1.97K
$527K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
63+ 2.21% |
$11.9K - $14.1K
|
2.91K
$780K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
61+ 4.65% |
$11.5K - $13.6K
|
1.37K
$368K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
61+ 7.7% |
$11.5K - $13.6K
|
853
$228K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
61+ 406.67% |
$11.5K - $13.6K
|
76
$20.4K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
60+ 1.6% |
$11.3K - $13.4K
|
3.82K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
60+ 22.22% |
$11.3K - $13.4K
|
330
$88.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
60+ 2.39% |
$11.3K - $13.4K
|
2.57K
$688K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
60+ 5.35% |
$11.3K - $13.4K
|
1.18K
$317K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
59+ 33.33% |
$11.1K - $13.2K
|
236
$63.2K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
58New |
$11K - $13K
|
58
$15.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
57+ 4.57% |
$10.8K - $12.7K
|
1.3K
$349K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
57+ 1.69% |
$10.8K - $12.7K
|
3.43K
$917K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
55+ 0.62% |
$10.4K - $12.3K
|
8.97K
$2.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
55+ 2.85% |
$10.4K - $12.3K
|
1.99K
$532K
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
53+ 3.3% |
$10K - $11.8K
|
1.66K
$445K
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
53+ 0.94% |
$10K - $11.8K
|
5.67K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
53+ 23.98% |
$10K - $11.8K
|
274
$73.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
53+ 0.5% |
$10K - $11.8K
|
10.6K
$2.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
53+ 3.92% |
$10K - $11.8K
|
1.41K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
53+ 0.7% |
$10K - $11.8K
|
7.61K
$2.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
51+ 0.18% |
$9.63K - $11.4K
|
28.4K
$7.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
51+ 3.71% |
$9.63K - $11.4K
|
1.43K
$382K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
50+ 0.87% |
$9.44K - $11.2K
|
5.78K
$1.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
50+ 3.97% |
$9.44K - $11.2K
|
1.31K
$351K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
50+ 4.84% |
$9.44K - $11.2K
|
1.08K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
50+ 0.34% |
$9.44K - $11.2K
|
14.8K
$3.97M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
50+ 100.0% |
$9.44K - $11.2K
|
100
$26.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
47+ 2.09% |
$8.88K - $10.5K
|
2.3K
$615K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
47+ 1.28% |
$8.88K - $10.5K
|
3.71K
$993K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
46+ 3.3% |
$8.69K - $10.3K
|
1.44K
$386K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
45+ 1.0% |
$8.5K - $10.1K
|
4.54K
$1.22M
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
45+ 3.57% |
$8.5K - $10.1K
|
1.3K
$349K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
44+ 0.71% |
$8.31K - $9.83K
|
6.24K
$1.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
44+ 2.99% |
$8.31K - $9.83K
|
1.52K
$406K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
44+ 1.82% |
$8.31K - $9.83K
|
2.46K
$659K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
44+ 1.24% |
$8.31K - $9.83K
|
3.58K
$959K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
42+ 0.34% |
$7.93K - $9.38K
|
12.3K
$3.31M
|