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 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-10- 0.18% |
$1.89K - $2.23K
|
5.57K
$1.89M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-10- 0.31% |
$1.89K - $2.23K
|
3.23K
$1.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-10- 0.71% |
$1.89K - $2.23K
|
1.4K
$472K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 0.72% |
$1.89K - $2.23K
|
1.38K
$467K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-10- 0.57% |
$1.89K - $2.23K
|
1.73K
$586K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-11- 0.49% |
$2.08K - $2.46K
|
2.22K
$751K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-11- 0.68% |
$2.08K - $2.46K
|
1.61K
$543K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-11- 0.9% |
$2.08K - $2.46K
|
1.21K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 2.09% |
$2.08K - $2.46K
|
516
$175K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-11- 0.37% |
$2.08K - $2.46K
|
2.96K
$1M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 2.09% |
$2.08K - $2.46K
|
516
$175K
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-12- 0.51% |
$2.27K - $2.68K
|
2.34K
$791K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 1.28% |
$2.27K - $2.68K
|
925
$313K
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
SELL
|
- |
-12- 0.14% |
$2.27K - $2.68K
|
8.3K
$2.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-13- 23.64% |
$2.46K - $2.9K
|
42
$14.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-13- 0.1% |
$2.46K - $2.9K
|
13.5K
$4.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-13- 0.19% |
$2.46K - $2.9K
|
6.86K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-13- 61.9% |
$2.46K - $2.9K
|
8
$2.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-13- 0.41% |
$2.46K - $2.9K
|
3.13K
$1.06M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-14- 0.67% |
$2.64K - $3.13K
|
2.09K
$706K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-14- 1.14% |
$2.64K - $3.13K
|
1.21K
$411K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-14- 0.91% |
$2.64K - $3.13K
|
1.52K
$515K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-14- 0.31% |
$2.64K - $3.13K
|
4.53K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.84% |
$2.64K - $3.13K
|
1.66K
$561K
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-15- 0.99% |
$2.83K - $3.35K
|
1.5K
$507K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-15- 62.5% |
$2.83K - $3.35K
|
9
$3.05K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-16- 0.91% |
$3.02K - $3.57K
|
1.75K
$592K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-16- 0.19% |
$3.02K - $3.57K
|
8.53K
$2.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-17- 0.21% |
$3.21K - $3.8K
|
8.08K
$2.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-20- 0.55% |
$3.78K - $4.47K
|
3.6K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-20- 1.55% |
$3.78K - $4.47K
|
1.27K
$429K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-20- 22.22% |
$3.78K - $4.47K
|
70
$23.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-20- 16.67% |
$3.78K - $4.47K
|
100
$33.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-21- 0.67% |
$3.97K - $4.69K
|
3.1K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-22- 1.87% |
$4.16K - $4.91K
|
1.15K
$391K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-22- 23.16% |
$4.16K - $4.91K
|
73
$24.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-22- 1.77% |
$4.16K - $4.91K
|
1.22K
$413K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-23- 0.18% |
$4.34K - $5.14K
|
12.8K
$4.35M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-23- 0.41% |
$4.34K - $5.14K
|
5.53K
$1.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-23- 1.99% |
$4.34K - $5.14K
|
1.13K
$383K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-23- 1.13% |
$4.34K - $5.14K
|
2.01K
$679K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-23- 26.44% |
$4.34K - $5.14K
|
64
$21.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-24- 1.64% |
$4.53K - $5.36K
|
1.44K
$488K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-25- 0.61% |
$4.72K - $5.58K
|
4.08K
$1.38M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-25- 0.07% |
$4.72K - $5.58K
|
36.2K
$12.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.37% |
$4.72K - $5.58K
|
6.82K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-25- 78.13% |
$4.72K - $5.58K
|
7
$2.37K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-26- 22.81% |
$4.91K - $5.81K
|
88
$29.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-26- 0.25% |
$4.91K - $5.81K
|
10.2K
$3.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-27- 0.11% |
$5.1K - $6.03K
|
23.6K
$8M
|