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 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-79- 1.48% |
$14.9K - $17.6K
|
5.28K
$1.4M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-80- 0.42% |
$15.1K - $17.9K
|
19K
$5.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-80- 1.71% |
$15.1K - $17.9K
|
4.59K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-80- 4.26% |
$15.1K - $17.9K
|
1.8K
$478K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-82- 0.91% |
$15.5K - $18.3K
|
8.93K
$2.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-83- 1.46% |
$15.7K - $18.5K
|
5.61K
$1.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-83- 2.16% |
$15.7K - $18.5K
|
3.76K
$999K
|
|
|
Jul 31, 2023
Q2 2023
|
Account Management LLC
|
SELL
|
- |
-85- 7.8% |
$16.1K - $19K
|
1.01K
$267K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-87- 3.74% |
$16.4K - $19.4K
|
2.24K
$595K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-87- 6.35% |
$16.4K - $19.4K
|
1.28K
$341K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-88- 12.19% |
$16.6K - $19.7K
|
634
$168K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-90- 7.01% |
$17K - $20.1K
|
1.19K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-90- 1.02% |
$17K - $20.1K
|
8.75K
$2.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-91- 16.37% |
$17.2K - $20.3K
|
465
$124K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-94- 1.08% |
$17.8K - $21K
|
8.64K
$2.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-95- 12.96% |
$17.9K - $21.2K
|
638
$169K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-95- 1.52% |
$17.9K - $21.2K
|
6.15K
$1.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-95- 16.16% |
$17.9K - $21.2K
|
493
$131K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-96- 0.84% |
$18.1K - $21.4K
|
11.4K
$3.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-98- 0.78% |
$18.5K - $21.9K
|
12.4K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-98- 0.19% |
$18.5K - $21.9K
|
52.2K
$13.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-99- 9.27% |
$18.7K - $22.1K
|
969
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-99- 1.3% |
$18.7K - $22.1K
|
7.5K
$1.99M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100- 37.88% |
$18.9K - $22.3K
|
164
$43.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-100- 1.98% |
$18.9K - $22.3K
|
4.95K
$1.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-100- 1.13% |
$18.9K - $22.3K
|
8.79K
$2.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-100- 27.93% |
$18.9K - $22.3K
|
258
$68.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 15.75% |
$18.9K - $22.3K
|
535
$142K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-100- 10.45% |
$18.9K - $22.3K
|
857
$228K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-100- 0.45% |
$18.9K - $22.3K
|
22.1K
$5.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-101- 2.73% |
$19.1K - $22.6K
|
3.6K
$957K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-101- 5.53% |
$19.1K - $22.6K
|
1.73K
$458K
|
|
|
Jul 10, 2023
Q2 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-102- 0.72% |
$19.3K - $22.8K
|
14K
$3.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-102- 2.36% |
$19.3K - $22.8K
|
4.23K
$1.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-103- 1.34% |
$19.5K - $23K
|
7.61K
$2.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-103- 5.24% |
$19.5K - $23K
|
1.86K
$495K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-103- 1.62% |
$19.5K - $23K
|
6.27K
$1.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-104- 0.38% |
$19.6K - $23.2K
|
27.3K
$7.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-104- 4.14% |
$19.6K - $23.2K
|
2.41K
$640K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-105- 7.85% |
$19.8K - $23.5K
|
1.23K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-106- 53.0% |
$20K - $23.7K
|
94
$25K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-107- 0.81% |
$20.2K - $23.9K
|
13.1K
$3.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-108- 10.98% |
$20.4K - $24.1K
|
876
$233K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-109- 4.52% |
$20.6K - $24.3K
|
2.3K
$612K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-109- 0.53% |
$20.6K - $24.3K
|
20.4K
$5.41M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-109- 0.53% |
$20.6K - $24.3K
|
20.4K
$5.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-110- 4.92% |
$20.8K - $24.6K
|
2.12K
$564K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-111- 7.82% |
$21K - $24.8K
|
1.31K
$348K
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-115- 0.43% |
$21.7K - $25.7K
|
26.6K
$7.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-115- 5.49% |
$21.7K - $25.7K
|
1.98K
$526K
|