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 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-356- 3.43% |
$67.2K - $79.5K
|
10K
$2.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-358- 2.82% |
$67.6K - $80K
|
12.3K
$3.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-363- 1.66% |
$68.6K - $81.1K
|
21.5K
$5.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-367- 4.04% |
$69.3K - $82K
|
8.73K
$2.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-368- 9.34% |
$69.5K - $82.2K
|
3.57K
$949K
|
|
|
Aug 01, 2023
Q2 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-368- 4.08% |
$69.5K - $82.2K
|
8.66K
$2.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-371- 27.48% |
$70.1K - $82.9K
|
979
$260K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-382- 0.39% |
$72.2K - $85.3K
|
97.6K
$25.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-384- 1.72% |
$72.5K - $85.8K
|
21.9K
$5.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-389- 1.2% |
$73.5K - $86.9K
|
32K
$8.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-390- 12.5% |
$73.7K - $87.1K
|
2.73K
$725K
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-391- 15.45% |
$73.9K - $87.3K
|
2.14K
$568K
|
|
|
Aug 10, 2023
Q2 2023
|
Ns Partners LTD
|
SELL
|
- |
-396- 0.39% |
$74.8K - $88.5K
|
101K
$26.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-397- 3.09% |
$75K - $88.7K
|
12.4K
$3.31M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-397- 7.44% |
$75K - $88.7K
|
4.94K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-397- 0.86% |
$75K - $88.7K
|
45.9K
$12.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-398- 7.51% |
$75.2K - $88.9K
|
4.9K
$1.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-399- 21.67% |
$75.4K - $89.1K
|
1.44K
$383K
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-400- 14.37% |
$75.6K - $89.4K
|
2.38K
$633K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-400- 7.63% |
$75.6K - $89.4K
|
4.84K
$1.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-402- 2.57% |
$75.9K - $89.8K
|
15.3K
$4.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-406- 7.55% |
$76.7K - $90.7K
|
4.97K
$1.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-407- 2.95% |
$76.9K - $90.9K
|
13.4K
$3.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-424- 17.46% |
$80.1K - $94.7K
|
2.01K
$533K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-427- 98.61% |
$80.7K - $95.4K
|
6
$1.59K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-438- 1.23% |
$82.7K - $97.8K
|
35.1K
$9.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-442- 9.89% |
$83.5K - $98.7K
|
4.03K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-447- 2.8% |
$84.4K - $99.9K
|
15.5K
$4.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-448- 22.81% |
$84.6K - $100K
|
1.52K
$403K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-448- 22.81% |
$84.6K - $100K
|
1.52K
$403K
|
|
|
Feb 05, 2025
Q2 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-450- 5.66% |
$85K - $101K
|
7.5K
$1.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-453- 7.07% |
$85.6K - $101K
|
5.96K
$1.58M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-453- 7.53% |
$85.6K - $101K
|
5.56K
$1.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-454- 21.01% |
$85.8K - $101K
|
1.71K
$453K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-460- 6.0% |
$86.9K - $103K
|
7.21K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-461- 3.57% |
$87.1K - $103K
|
12.5K
$3.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-465- 2.35% |
$87.8K - $104K
|
19.3K
$5.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-470- 8.99% |
$88.8K - $105K
|
4.76K
$1.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-471- 1.99% |
$89K - $105K
|
23.2K
$6.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-473- 5.98% |
$89.3K - $106K
|
7.43K
$1.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-477- 8.35% |
$90.1K - $107K
|
5.23K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-478- 1.59% |
$90.3K - $107K
|
29.6K
$7.85M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-495- 24.21% |
$93.5K - $111K
|
1.55K
$412K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-496- 12.87% |
$93.7K - $111K
|
3.36K
$892K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-498- 4.75% |
$94.1K - $111K
|
9.98K
$2.65M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-498- 4.75% |
$94.1K - $111K
|
9.98K
$2.65M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-501- 7.24% |
$94.6K - $112K
|
6.42K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-504- 4.13% |
$95.2K - $113K
|
11.7K
$3.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-508- 16.34% |
$96K - $113K
|
2.6K
$691K
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
SELL
|
- |
-510- 1.5% |
$96.3K - $114K
|
33.5K
$8.89M
|