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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-738- 29.73% |
$139K - $165K
|
1.74K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-739- 23.98% |
$140K - $165K
|
2.34K
$801K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-746- 31.16% |
$141K - $167K
|
1.65K
$563K
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-765- 8.03% |
$145K - $171K
|
8.76K
$2.99M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-766- 17.23% |
$145K - $171K
|
3.68K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-767- 19.97% |
$145K - $171K
|
3.07K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-769- 2.02% |
$145K - $172K
|
37.4K
$12.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-772- 32.64% |
$146K - $172K
|
1.59K
$544K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-789- 81.51% |
$149K - $176K
|
179
$61.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
SELL
|
- |
-794- 3.23% |
$150K - $177K
|
23.8K
$8.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-797- 19.61% |
$151K - $178K
|
3.27K
$1.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-800- 15.29% |
$151K - $179K
|
4.43K
$1.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-830- 19.04% |
$157K - $185K
|
3.53K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-837- 2.05% |
$158K - $187K
|
40.1K
$13.7M
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-837- 2.31% |
$158K - $187K
|
35.4K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-840- 48.05% |
$159K - $188K
|
908
$310K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-847- 25.75% |
$160K - $189K
|
2.44K
$834K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-848- 1.2% |
$160K - $189K
|
70K
$23.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-858- 2.91% |
$162K - $192K
|
28.7K
$9.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-859- 11.5% |
$162K - $192K
|
6.61K
$2.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-860- 12.64% |
$162K - $192K
|
5.95K
$2.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-866- 10.31% |
$164K - $193K
|
7.53K
$2.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-876- 1.65% |
$165K - $196K
|
52.4K
$17.9M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-877- 10.77% |
$166K - $196K
|
7.27K
$2.48M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-890- 3.02% |
$168K - $199K
|
28.6K
$9.77M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-898- 6.78% |
$170K - $201K
|
12.3K
$4.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-901- 5.12% |
$170K - $201K
|
16.7K
$5.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-911- 43.57% |
$172K - $203K
|
1.18K
$403K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-919- 2.9% |
$174K - $205K
|
30.8K
$10.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
SELL
|
- |
-929- 0.44% |
$175K - $208K
|
210K
$71.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-931- 40.29% |
$176K - $208K
|
1.38K
$472K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-942- 2.23% |
$178K - $210K
|
41.4K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-955- 26.55% |
$180K - $213K
|
2.64K
$903K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-960- 4.53% |
$181K - $214K
|
20.2K
$6.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-972- 19.02% |
$184K - $217K
|
4.14K
$1.41M
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-992- 22.67% |
$187K - $222K
|
3.38K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-995- 27.99% |
$188K - $222K
|
2.56K
$875K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1K- 7.38% |
$189K - $224K
|
12.6K
$4.29M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.01K- 10.76% |
$191K - $225K
|
8.36K
$2.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.01K- 83.89% |
$191K - $226K
|
194
$66.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-1.01K- 92.0% |
$191K - $226K
|
88
$30.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.02K- 3.7% |
$193K - $228K
|
26.6K
$9.09M
|
|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.02K- 3.7% |
$193K - $228K
|
26.6K
$9.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-1.03K- 27.97% |
$194K - $230K
|
2.65K
$905K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 49.66% |
$195K - $231K
|
1.05K
$358K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.05K- 1.21% |
$197K - $233K
|
85.6K
$29.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.06K- 23.28% |
$200K - $236K
|
3.48K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 7.51% |
$202K - $239K
|
13.2K
$4.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.09K- 28.81% |
$205K - $243K
|
2.68K
$917K
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 27.45% |
$206K - $244K
|
2.88K
$986K
|