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 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.37% |
$4.72K - $5.58K
|
6.82K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-25- 78.13% |
$4.72K - $5.58K
|
7
$1.86K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-26- 22.81% |
$4.91K - $5.81K
|
88
$23.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-26- 0.25% |
$4.91K - $5.81K
|
10.2K
$2.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-27- 0.11% |
$5.1K - $6.03K
|
23.6K
$6.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-27- 1.85% |
$5.1K - $6.03K
|
1.43K
$381K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-28- 0.41% |
$5.29K - $6.25K
|
6.86K
$1.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-29- 13.68% |
$5.48K - $6.48K
|
183
$48.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-30- 2.58% |
$5.67K - $6.7K
|
1.14K
$302K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-30- 0.88% |
$5.67K - $6.7K
|
3.37K
$894K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-30- 50.85% |
$5.67K - $6.7K
|
29
$7.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-31- 0.85% |
$5.86K - $6.92K
|
3.62K
$961K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-32- 5.62% |
$6.04K - $7.15K
|
537
$143K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-33- 0.38% |
$6.23K - $7.37K
|
8.57K
$2.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-33- 9.51% |
$6.23K - $7.37K
|
314
$83.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-34- 2.0% |
$6.42K - $7.59K
|
1.67K
$443K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-35- 1.2% |
$6.61K - $7.82K
|
2.88K
$765K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-35- 1.48% |
$6.61K - $7.82K
|
2.34K
$621K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-36- 0.77% |
$6.8K - $8.04K
|
4.63K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-36- 2.22% |
$6.8K - $8.04K
|
1.59K
$422K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-38- 3.66% |
$7.18K - $8.49K
|
1K
$266K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-38- 0.76% |
$7.18K - $8.49K
|
4.96K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-38- 1.26% |
$7.18K - $8.49K
|
2.98K
$791K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-39- 2.1% |
$7.37K - $8.71K
|
1.82K
$484K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-40- 0.97% |
$7.56K - $8.94K
|
4.09K
$1.09M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-40- 1.54% |
$7.56K - $8.94K
|
2.56K
$680K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-40- 1.05% |
$7.56K - $8.94K
|
3.76K
$999K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-40- 0.46% |
$7.56K - $8.94K
|
8.69K
$2.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-41- 1.92% |
$7.74K - $9.16K
|
2.09K
$556K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-41- 1.09% |
$7.74K - $9.16K
|
3.72K
$988K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-42- 2.5% |
$7.93K - $9.38K
|
1.64K
$435K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-44- 1.85% |
$8.31K - $9.83K
|
2.33K
$619K
|
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-44- 3.24% |
$8.31K - $9.83K
|
1.32K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-44- 2.87% |
$8.31K - $9.83K
|
1.49K
$395K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-44- 3.56% |
$8.31K - $9.83K
|
1.19K
$316K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-46- 22.44% |
$8.69K - $10.3K
|
159
$42.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-46- 1.18% |
$8.69K - $10.3K
|
3.85K
$1.02M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-46- 0.22% |
$8.69K - $10.3K
|
21.1K
$5.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-47- 0.3% |
$8.88K - $10.5K
|
15.4K
$4.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-47- 0.06% |
$8.88K - $10.5K
|
84.1K
$22.4M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-48- 3.17% |
$9.07K - $10.7K
|
1.46K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48- 0.6% |
$9.07K - $10.7K
|
7.93K
$2.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-50- 1.25% |
$9.44K - $11.2K
|
3.95K
$1.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-50- 1.3% |
$9.44K - $11.2K
|
3.8K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-50- 0.26% |
$9.44K - $11.2K
|
19.4K
$5.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-50- 0.48% |
$9.44K - $11.2K
|
10.3K
$2.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-50- 1.5% |
$9.44K - $11.2K
|
3.29K
$874K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-51- 12.41% |
$9.63K - $11.4K
|
360
$95.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-52- 2.48% |
$9.82K - $11.6K
|
2.05K
$544K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-52- 0.2% |
$9.82K - $11.6K
|
25.8K
$6.85M
|