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 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-53- 3.17% |
$10K - $11.8K
|
1.62K
$547K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-53- 3.58% |
$10K - $11.8K
|
1.43K
$484K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-54- 22.69% |
$10.2K - $12.1K
|
184
$62.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-55- 3.0% |
$10.4K - $12.3K
|
1.78K
$601K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-55- 4.59% |
$10.4K - $12.3K
|
1.14K
$387K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-55- 0.37% |
$10.4K - $12.3K
|
14.7K
$4.98M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-55- 0.37% |
$10.4K - $12.3K
|
14.7K
$4.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-59- 1.41% |
$11.1K - $13.2K
|
4.12K
$1.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-59- 0.19% |
$11.1K - $13.2K
|
31K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-59- 0.92% |
$11.1K - $13.2K
|
6.34K
$2.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-60- 26.91% |
$11.3K - $13.4K
|
163
$55.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-60- 1.27% |
$11.3K - $13.4K
|
4.67K
$1.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-60- 19.29% |
$11.3K - $13.4K
|
251
$85K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-61- 1.85% |
$11.5K - $13.6K
|
3.24K
$1.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-62- 2.51% |
$11.7K - $13.8K
|
2.41K
$814K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-62- 2.73% |
$11.7K - $13.8K
|
2.21K
$748K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-63- 0.94% |
$11.9K - $14.1K
|
6.62K
$2.24M
|
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-65- 0.13% |
$12.3K - $14.5K
|
51.1K
$17.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-67- 4.13% |
$12.7K - $15K
|
1.56K
$527K
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-68- 1.04% |
$12.8K - $15.2K
|
6.44K
$2.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-69- 5.74% |
$13K - $15.4K
|
1.13K
$384K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-69- 1.0% |
$13K - $15.4K
|
6.84K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-70- 2.24% |
$13.2K - $15.6K
|
3.05K
$1.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-71- 2.2% |
$13.4K - $15.9K
|
3.16K
$1.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-71- 1.88% |
$13.4K - $15.9K
|
3.71K
$1.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-71- 1.43% |
$13.4K - $15.9K
|
4.89K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-71- 0.67% |
$13.4K - $15.9K
|
10.5K
$3.54M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-72- 1.68% |
$13.6K - $16.1K
|
4.22K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-72- 1.96% |
$13.6K - $16.1K
|
3.6K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-72- 0.34% |
$13.6K - $16.1K
|
21.1K
$7.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-72- 13.21% |
$13.6K - $16.1K
|
473
$160K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-72- 0.34% |
$13.6K - $16.1K
|
21.4K
$7.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-73- 2.58% |
$13.8K - $16.3K
|
2.75K
$931K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-73- 9.14% |
$13.8K - $16.3K
|
726
$246K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-75- 1.06% |
$14.2K - $16.8K
|
7.02K
$2.38M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-75- 50.34% |
$14.2K - $16.8K
|
74
$25K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-75- 7.65% |
$14.2K - $16.8K
|
906
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-76- 0.78% |
$14.4K - $17K
|
9.69K
$3.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-77- 4.79% |
$14.5K - $17.2K
|
1.53K
$519K
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
SELL
|
- |
-78- 1.07% |
$14.7K - $17.4K
|
7.22K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-78- 3.49% |
$14.7K - $17.4K
|
2.16K
$731K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-78- 1.2% |
$14.7K - $17.4K
|
6.42K
$2.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-79- 0.86% |
$14.9K - $17.6K
|
9.06K
$3.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-79- 5.26% |
$14.9K - $17.6K
|
1.42K
$481K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-79- 0.43% |
$14.9K - $17.6K
|
18.3K
$6.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-79- 1.48% |
$14.9K - $17.6K
|
5.28K
$1.79M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-80- 0.42% |
$15.1K - $17.9K
|
19K
$6.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-80- 1.71% |
$15.1K - $17.9K
|
4.59K
$1.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-80- 4.26% |
$15.1K - $17.9K
|
1.8K
$609K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-82- 0.91% |
$15.5K - $18.3K
|
8.93K
$3.02M
|