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 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-125- 0.6% |
$23.6K - $27.9K
|
20.7K
$6.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-125- 39.18% |
$23.6K - $27.9K
|
194
$65.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-125- 46.47% |
$23.6K - $27.9K
|
144
$48.7K
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-125- 0.11% |
$23.6K - $27.9K
|
113K
$38.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-126- 1.54% |
$23.8K - $28.1K
|
8.07K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-129- 7.82% |
$24.4K - $28.8K
|
1.52K
$515K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-129- 3.03% |
$24.4K - $28.8K
|
4.13K
$1.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-129- 0.44% |
$24.4K - $28.8K
|
29.1K
$9.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-132- 5.3% |
$24.9K - $29.5K
|
2.36K
$799K
|
|
|
Aug 10, 2023
Q2 2023
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-132- 8.39% |
$24.9K - $29.5K
|
1.44K
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-135- 1.45% |
$25.5K - $30.2K
|
9.2K
$3.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-136- 6.39% |
$25.7K - $30.4K
|
1.99K
$674K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-140- 0.73% |
$26.4K - $31.3K
|
19.1K
$6.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-140- 7.12% |
$26.4K - $31.3K
|
1.83K
$618K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-142- 7.74% |
$26.8K - $31.7K
|
1.69K
$573K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-143- 0.87% |
$27K - $31.9K
|
16.3K
$5.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-143- 6.99% |
$27K - $31.9K
|
1.9K
$644K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-144- 7.11% |
$27.2K - $32.2K
|
1.88K
$636K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-145- 2.71% |
$27.4K - $32.4K
|
5.2K
$1.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-146- 4.76% |
$27.6K - $32.6K
|
2.92K
$988K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-146- 0.37% |
$27.6K - $32.6K
|
39.8K
$13.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-147- 2.98% |
$27.8K - $32.8K
|
4.78K
$1.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-150- 4.61% |
$28.3K - $33.5K
|
3.11K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-150- 5.42% |
$28.3K - $33.5K
|
2.62K
$886K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-151- 0.9% |
$28.5K - $33.7K
|
16.6K
$5.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-151- 3.64% |
$28.5K - $33.7K
|
4K
$1.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-151- 27.66% |
$28.5K - $33.7K
|
395
$134K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-156- 23.78% |
$29.5K - $34.8K
|
500
$169K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-157- 22.95% |
$29.7K - $35.1K
|
527
$178K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-158- 2.19% |
$29.8K - $35.3K
|
7.07K
$2.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-159- 1.64% |
$30K - $35.5K
|
9.51K
$3.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-161- 2.74% |
$30.4K - $36K
|
5.72K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-161- 10.41% |
$30.4K - $36K
|
1.39K
$469K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-162- 14.59% |
$30.6K - $36.2K
|
948
$321K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-164- 4.6% |
$31K - $36.6K
|
3.4K
$1.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-165- 10.78% |
$31.2K - $36.9K
|
1.37K
$462K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-170- 7.96% |
$32.1K - $38K
|
1.97K
$665K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-173- 5.57% |
$32.7K - $38.6K
|
2.93K
$992K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-175- 6.78% |
$33.1K - $39.1K
|
2.41K
$815K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-175- 5.58% |
$33.1K - $39.1K
|
2.96K
$1M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-176- 3.72% |
$33.2K - $39.3K
|
4.56K
$1.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-178- 0.1% |
$33.6K - $39.8K
|
176K
$59.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-178- 1.0% |
$33.6K - $39.8K
|
17.7K
$5.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-179- 15.44% |
$33.8K - $40K
|
980
$332K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-182- 7.13% |
$34.4K - $40.7K
|
2.37K
$802K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-184- 6.1% |
$34.8K - $41.1K
|
2.83K
$958K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-185- 5.14% |
$34.9K - $41.3K
|
3.42K
$1.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-186- 15.15% |
$35.1K - $41.5K
|
1.04K
$353K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-187- 9.9% |
$35.3K - $41.8K
|
1.7K
$576K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-190- 7.62% |
$35.9K - $42.4K
|
2.3K
$779K
|