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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q2 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-512- 9.06% |
$96.7K - $114K
|
5.14K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-522- 20.67% |
$98.6K - $117K
|
2K
$532K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-525- 8.62% |
$99.2K - $117K
|
5.57K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-525- 34.47% |
$99.2K - $117K
|
998
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-530- 0.88% |
$100K - $118K
|
59.8K
$15.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-545- 6.9% |
$103K - $122K
|
7.35K
$1.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-546- 4.42% |
$103K - $122K
|
11.8K
$3.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-547- 11.23% |
$103K - $122K
|
4.33K
$1.15M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-548- 1.7% |
$104K - $122K
|
31.7K
$8.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-549- 11.84% |
$104K - $123K
|
4.09K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-550- 2.19% |
$104K - $123K
|
24.5K
$6.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-550- 34.55% |
$104K - $123K
|
1.04K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-551- 1.75% |
$104K - $123K
|
30.9K
$8.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-555- 12.32% |
$105K - $124K
|
3.95K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-559- 5.21% |
$106K - $125K
|
10.2K
$2.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-563- 0.76% |
$106K - $126K
|
73.9K
$19.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-566- 82.75% |
$107K - $126K
|
118
$31.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-570- 5.84% |
$108K - $127K
|
9.19K
$2.44M
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-572- 3.59% |
$108K - $128K
|
15.4K
$4.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-575- 7.71% |
$109K - $128K
|
6.89K
$1.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-580- 1.56% |
$110K - $130K
|
36.6K
$9.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-581- 0.88% |
$110K - $130K
|
65.8K
$17.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-585- 10.63% |
$111K - $131K
|
4.92K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-590- 3.94% |
$111K - $132K
|
14.4K
$3.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-594- 9.33% |
$112K - $133K
|
5.77K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-594- 24.98% |
$112K - $133K
|
1.78K
$474K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-596- 6.99% |
$113K - $133K
|
7.93K
$2.11M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-596- 6.99% |
$113K - $133K
|
7.93K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-597- 20.79% |
$113K - $133K
|
2.27K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-600- 13.64% |
$113K - $134K
|
3.8K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-602- 11.05% |
$114K - $134K
|
4.84K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-603- 24.29% |
$114K - $135K
|
1.88K
$499K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-614- 1.4% |
$116K - $137K
|
43.4K
$11.5M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-615- 14.97% |
$116K - $137K
|
3.49K
$928K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-619- 2.56% |
$117K - $138K
|
23.6K
$6.27M
|
|
|
Jul 12, 2023
Q2 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-620- 38.39% |
$117K - $138K
|
995
$264K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-624- 5.22% |
$118K - $139K
|
11.3K
$3.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-626- 21.26% |
$118K - $140K
|
2.32K
$616K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-628- 10.89% |
$119K - $140K
|
5.14K
$1.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-631- 0.36% |
$119K - $141K
|
175K
$46.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-634- 3.58% |
$120K - $142K
|
17.1K
$4.54M
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-636- 22.02% |
$120K - $142K
|
2.25K
$598K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-638- 32.01% |
$121K - $143K
|
1.36K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-640- 4.49% |
$121K - $143K
|
13.6K
$3.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-642- 2.3% |
$121K - $143K
|
27.3K
$7.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-650- 3.41% |
$123K - $145K
|
18.4K
$4.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-654- 8.52% |
$124K - $146K
|
7.03K
$1.87M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-673- 24.17% |
$127K - $150K
|
2.11K
$561K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-674- 5.13% |
$127K - $151K
|
12.5K
$3.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-676- 22.03% |
$128K - $151K
|
2.39K
$636K
|