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 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-256- 0.72% |
$48.4K - $57.2K
|
35.4K
$9.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-256- 18.48% |
$48.4K - $57.2K
|
1.13K
$300K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-257- 2.49% |
$48.5K - $57.4K
|
10K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-257- 20.96% |
$48.5K - $57.4K
|
969
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-263- 14.88% |
$49.7K - $58.7K
|
1.51K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-263- 15.02% |
$49.7K - $58.7K
|
1.49K
$395K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-265- 11.72% |
$50.1K - $59.2K
|
2K
$530K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-268- 3.14% |
$50.6K - $59.9K
|
8.26K
$2.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-271- 6.58% |
$51.2K - $60.5K
|
3.85K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-272- 7.05% |
$51.4K - $60.8K
|
3.59K
$952K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-279- 4.21% |
$52.7K - $62.3K
|
6.35K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-280- 2.17% |
$52.9K - $62.5K
|
12.6K
$3.35M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-281- 1.86% |
$53.1K - $62.8K
|
14.8K
$3.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-281- 1.95% |
$53.1K - $62.8K
|
14.1K
$3.75M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-282- 11.34% |
$53.3K - $63K
|
2.21K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-282- 1.19% |
$53.3K - $63K
|
23.4K
$6.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-284- 6.08% |
$53.6K - $63.4K
|
4.39K
$1.17M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-284- 2.82% |
$53.6K - $63.4K
|
9.78K
$2.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-286- 1.12% |
$54K - $63.9K
|
25.2K
$6.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-287- 2.5% |
$54.2K - $64.1K
|
11.2K
$2.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-288- 4.27% |
$54.4K - $64.3K
|
6.46K
$1.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-289- 1.35% |
$54.6K - $64.6K
|
21.1K
$5.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-300- 21.13% |
$56.7K - $67K
|
1.12K
$298K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-300- 93.46% |
$56.7K - $67K
|
21
$5.58K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-308- 43.5% |
$58.2K - $68.8K
|
400
$106K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-309- 19.69% |
$58.4K - $69K
|
1.26K
$335K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-309- 15.82% |
$58.4K - $69K
|
1.64K
$437K
|
|
|
Aug 07, 2023
Q2 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-313- 3.46% |
$59.1K - $69.9K
|
8.73K
$2.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-315- 1.74% |
$59.5K - $70.4K
|
17.8K
$4.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-315- 16.9% |
$59.5K - $70.4K
|
1.55K
$411K
|
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-315- 4.14% |
$59.5K - $70.4K
|
7.3K
$1.94M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-315- 80.15% |
$59.5K - $70.4K
|
78
$20.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-316- 5.25% |
$59.7K - $70.6K
|
5.71K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-324- 5.38% |
$61.2K - $72.4K
|
5.7K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-325- 6.93% |
$61.4K - $72.6K
|
4.37K
$1.16M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-329- 3.06% |
$62.1K - $73.5K
|
10.4K
$2.77M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-330- 1.42% |
$62.3K - $73.7K
|
22.9K
$6.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-330- 13.63% |
$62.3K - $73.7K
|
2.09K
$555K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-331- 10.46% |
$62.5K - $73.9K
|
2.83K
$752K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-337- 48.35% |
$63.7K - $75.3K
|
360
$95.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-338- 0.24% |
$63.8K - $75.5K
|
142K
$37.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-342- 8.03% |
$64.6K - $76.4K
|
3.92K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-346- 17.88% |
$65.4K - $77.3K
|
1.59K
$422K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-347- 1.68% |
$65.5K - $77.5K
|
20.3K
$5.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-348- 0.21% |
$65.7K - $77.7K
|
167K
$44.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-350- 3.15% |
$66.1K - $78.2K
|
10.8K
$2.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-351- 0.44% |
$66.3K - $78.4K
|
78.7K
$20.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-352- 1.23% |
$66.5K - $78.6K
|
28.2K
$7.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Verde Capital Management
|
SELL
|
- |
-354- 2.72% |
$66.9K - $79.1K
|
12.7K
$3.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-354- 0.05% |
$66.9K - $79.1K
|
740K
$197M
|