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
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-191- 7.32% |
$36.1K - $42.7K
|
2.42K
$826K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-192- 12.24% |
$36.3K - $42.9K
|
1.38K
$471K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-199- 16.47% |
$37.6K - $44.5K
|
1.01K
$345K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 2.93% |
$37.8K - $44.7K
|
6.62K
$2.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-200- 13.25% |
$37.8K - $44.7K
|
1.31K
$448K
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-200- 17.32% |
$37.8K - $44.7K
|
955
$326K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-200- 1.18% |
$37.8K - $44.7K
|
16.7K
$5.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-201- 0.54% |
$38K - $44.9K
|
36.9K
$12.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-202- 0.12% |
$38.2K - $45.1K
|
161K
$55.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-203- 2.74% |
$38.3K - $45.3K
|
7.22K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-203- 3.56% |
$38.3K - $45.3K
|
5.5K
$1.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-205- 6.36% |
$38.7K - $45.8K
|
3.02K
$1.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-206- 6.22% |
$38.9K - $46K
|
3.11K
$1.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-206- 3.13% |
$38.9K - $46K
|
6.37K
$2.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-208- 2.23% |
$39.3K - $46.5K
|
9.13K
$3.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-212- 3.0% |
$40K - $47.4K
|
6.86K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-212- 2.56% |
$40K - $47.4K
|
8.06K
$2.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-214- 9.09% |
$40.4K - $47.8K
|
2.14K
$731K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-215- 9.98% |
$40.6K - $48K
|
1.94K
$663K
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-215- 1.02% |
$40.6K - $48K
|
20.9K
$7.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-216- 3.93% |
$40.8K - $48.3K
|
5.28K
$1.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-219- 1.85% |
$41.4K - $48.9K
|
11.6K
$3.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-222- 5.33% |
$41.9K - $49.6K
|
3.94K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-223- 7.12% |
$42.1K - $49.8K
|
2.91K
$994K
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-225- 8.0% |
$42.5K - $50.3K
|
2.59K
$884K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-228- 1.72% |
$43.1K - $50.9K
|
13K
$4.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-229- 1.39% |
$43.3K - $51.2K
|
16.3K
$5.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-229- 15.9% |
$43.3K - $51.2K
|
1.21K
$414K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-230- 3.94% |
$43.4K - $51.4K
|
5.61K
$1.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-231- 1.79% |
$43.6K - $51.6K
|
12.7K
$4.33M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-232- 3.31% |
$43.8K - $51.8K
|
6.79K
$2.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-233- 7.98% |
$44K - $52K
|
2.69K
$918K
|
|
|
Aug 02, 2023
Q2 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-236- 15.71% |
$44.6K - $52.7K
|
1.27K
$433K
|
|
|
Aug 04, 2023
Q2 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-238- 1.28% |
$45K - $53.2K
|
18.3K
$6.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-239- 33.76% |
$45.1K - $53.4K
|
469
$160K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-240- 7.81% |
$45.3K - $53.6K
|
2.83K
$968K
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-243- 11.71% |
$45.9K - $54.3K
|
1.83K
$626K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-246- 10.83% |
$46.5K - $55K
|
2.03K
$692K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-248- 15.51% |
$46.8K - $55.4K
|
1.35K
$462K
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-249- 8.05% |
$47K - $55.6K
|
2.85K
$973K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-250- 19.46% |
$47.2K - $55.8K
|
1.04K
$354K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-251- 12.06% |
$47.4K - $56.1K
|
1.83K
$626K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-252- 1.3% |
$47.6K - $56.3K
|
19.1K
$6.53M
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-253- 1.17% |
$47.8K - $56.5K
|
21.5K
$7.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-256- 0.72% |
$48.4K - $57.2K
|
35.4K
$12.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-256- 18.48% |
$48.4K - $57.2K
|
1.13K
$386K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-257- 2.49% |
$48.5K - $57.4K
|
10K
$3.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-257- 20.96% |
$48.5K - $57.4K
|
969
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-263- 14.88% |
$49.7K - $58.7K
|
1.51K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-263- 15.02% |
$49.7K - $58.7K
|
1.49K
$508K
|