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 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
5+ 0.13% |
$944 - $1.12K
|
3.87K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
5+ 0.23% |
$944 - $1.12K
|
2.15K
$729K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
5+ 0.42% |
$944 - $1.12K
|
1.18K
$400K
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
4+ 0.18% |
$756 - $894
|
2.23K
$756K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4New |
$756 - $894
|
4
$1.35K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4+ 0.09% |
$756 - $894
|
4.55K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 2.09% |
$756 - $894
|
195
$66K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4+ 3.85% |
$756 - $894
|
108
$36.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.04% |
$756 - $894
|
10.9K
$3.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.25% |
$567 - $670
|
1.19K
$403K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3+ 0.18% |
$567 - $670
|
1.71K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$567 - $670
|
1.05K
$355K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 1.44% |
$378 - $447
|
141
$47.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
2+ 0.18% |
$378 - $447
|
1.14K
$386K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 33.33% |
$378 - $447
|
8
$2.71K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2New |
$378 - $447
|
2
$677
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2+ 0.14% |
$378 - $447
|
1.43K
$485K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
1+ 0.08% |
$189 - $223
|
1.22K
$414K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.04% |
$189 - $223
|
2.28K
$770K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 33.33% |
$189 - $223
|
4
$1.35K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$189 - $223
|
1
$338
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.13% |
$189 - $223
|
759
$257K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1+ 0.04% |
$189 - $223
|
2.53K
$856K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1- 0.01% |
$189 - $223
|
18.2K
$6.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1- 0.08% |
$189 - $223
|
1.33K
$449K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1- 0.02% |
$189 - $223
|
4.31K
$1.46M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 0.07% |
$189 - $223
|
1.44K
$487K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2- 0.04% |
$378 - $447
|
5.13K
$1.74M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.01% |
$378 - $447
|
21.1K
$7.15M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 18.18% |
$378 - $447
|
9
$3.05K
|
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2- 0.07% |
$378 - $447
|
2.79K
$944K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3- 0.3% |
$567 - $670
|
1K
$338K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 6.82% |
$567 - $670
|
41
$13.9K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3- 6.0% |
$567 - $670
|
47
$15.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-4- 0.06% |
$756 - $894
|
7.13K
$2.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-5- 0.44% |
$944 - $1.12K
|
1.12K
$380K
|
|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-5- 0.02% |
$944 - $1.12K
|
30.4K
$10.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 25.0% |
$1.13K - $1.34K
|
18
$6.09K
|
|
|
Aug 07, 2023
Q2 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-6- 0.02% |
$1.13K - $1.34K
|
24.4K
$8.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 1.91% |
$1.13K - $1.34K
|
308
$104K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6- 1.8% |
$1.13K - $1.34K
|
327
$111K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 1.57% |
$1.13K - $1.34K
|
375
$127K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-6- 0.1% |
$1.13K - $1.34K
|
6.27K
$2.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 0.25% |
$1.32K - $1.56K
|
2.76K
$933K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-8- 0.34% |
$1.51K - $1.79K
|
2.38K
$806K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-9- 0.15% |
$1.7K - $2.01K
|
5.91K
$2M
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-9- 0.27% |
$1.7K - $2.01K
|
3.27K
$1.11M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-10- 0.96% |
$1.89K - $2.23K
|
1.03K
$348K
|