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
|
Apexium Financial, LP
|
BUY
|
- |
22+ 1.33% |
$4.16K - $4.91K
|
1.68K
$569K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21+ 0.28% |
$3.97K - $4.69K
|
7.65K
$2.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 0.82% |
$3.97K - $4.69K
|
2.59K
$876K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
21+ 1.24% |
$3.97K - $4.69K
|
1.71K
$579K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
20+ 1.64% |
$3.78K - $4.47K
|
1.24K
$421K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
20+ 0.35% |
$3.78K - $4.47K
|
5.73K
$1.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
20+ 1.66% |
$3.78K - $4.47K
|
1.22K
$414K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
19+ 0.68% |
$3.59K - $4.24K
|
2.8K
$946K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
19+ 0.71% |
$3.59K - $4.24K
|
2.69K
$911K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.03% |
$3.59K - $4.24K
|
68.4K
$23.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
19+ 0.09% |
$3.59K - $4.24K
|
20.8K
$7.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
18+ 1.26% |
$3.4K - $4.02K
|
1.45K
$491K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
18+ 0.56% |
$3.4K - $4.02K
|
3.21K
$1.09M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
18+ 1.43% |
$3.4K - $4.02K
|
1.28K
$433K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
17+ 1.57% |
$3.21K - $3.8K
|
1.1K
$372K
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
17+ 0.13% |
$3.21K - $3.8K
|
12.6K
$4.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
16+ 0.19% |
$3.02K - $3.57K
|
8.28K
$2.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
15+ 0.85% |
$2.83K - $3.35K
|
1.77K
$600K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 3.5% |
$2.83K - $3.35K
|
443
$150K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
15+ 1.06% |
$2.83K - $3.35K
|
1.43K
$484K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
14+ 0.41% |
$2.64K - $3.13K
|
3.46K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
14+ 0.66% |
$2.64K - $3.13K
|
2.13K
$721K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
14+ 0.97% |
$2.64K - $3.13K
|
1.46K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
14+ 2.25% |
$2.64K - $3.13K
|
636
$215K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
13+ 0.06% |
$2.46K - $2.9K
|
20.5K
$6.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
13+ 0.54% |
$2.46K - $2.9K
|
2.44K
$825K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13+ 0.69% |
$2.46K - $2.9K
|
1.89K
$639K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13+ 0.34% |
$2.46K - $2.9K
|
3.81K
$1.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
12+ 0.08% |
$2.27K - $2.68K
|
14.5K
$4.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12+ 0.57% |
$2.27K - $2.68K
|
2.12K
$716K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
12New |
$2.27K - $2.68K
|
12
$4.06K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12+ 0.14% |
$2.27K - $2.68K
|
8.79K
$2.98M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11+ 12.94% |
$2.08K - $2.46K
|
96
$32.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
11+ 0.89% |
$2.08K - $2.46K
|
1.24K
$421K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
11+ 3.5% |
$2.08K - $2.46K
|
325
$110K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11+ 2.53% |
$2.08K - $2.46K
|
445
$151K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 1.47% |
$1.89K - $2.23K
|
688
$233K
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.34% |
$1.89K - $2.23K
|
2.92K
$988K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
10+ 0.95% |
$1.89K - $2.23K
|
1.06K
$358K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 16.95% |
$1.89K - $2.23K
|
69
$23.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
10+ 0.72% |
$1.89K - $2.23K
|
1.4K
$473K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
10+ 0.3% |
$1.89K - $2.23K
|
3.3K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
8+ 0.71% |
$1.51K - $1.79K
|
1.14K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
8+ 0.22% |
$1.51K - $1.79K
|
3.62K
$1.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7+ 87.5% |
$1.32K - $1.56K
|
15
$5.08K
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
7+ 0.14% |
$1.32K - $1.56K
|
5.05K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7+ 0.05% |
$1.32K - $1.56K
|
14.6K
$4.94M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
6+ 0.15% |
$1.13K - $1.34K
|
3.96K
$1.34M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
5+ 0.05% |
$944 - $1.12K
|
10.5K
$3.56M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 2.63% |
$944 - $1.12K
|
195
$66K
|