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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.02K- 3.7% |
$193K - $228K
|
26.6K
$7.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-1.03K- 27.97% |
$194K - $230K
|
2.65K
$703K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 49.66% |
$195K - $231K
|
1.05K
$278K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.05K- 1.21% |
$197K - $233K
|
85.6K
$22.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.06K- 23.28% |
$200K - $236K
|
3.48K
$925K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 7.51% |
$202K - $239K
|
13.2K
$3.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.09K- 28.81% |
$205K - $243K
|
2.68K
$713K
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 27.45% |
$206K - $244K
|
2.88K
$766K
|
|
|
Jul 06, 2023
Q2 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.1K- 8.43% |
$208K - $246K
|
12K
$3.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.11K- 0.74% |
$210K - $248K
|
149K
$39.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.11K- 8.64% |
$210K - $248K
|
11.7K
$3.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-1.11K- 16.27% |
$210K - $249K
|
5.73K
$1.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-1.12K- 17.88% |
$211K - $250K
|
5.14K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.14K- 2.44% |
$214K - $254K
|
45.3K
$12M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.15K- 26.63% |
$216K - $256K
|
3.16K
$839K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-1.18K- 24.69% |
$222K - $263K
|
3.59K
$953K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.18K- 3.68% |
$224K - $264K
|
31K
$8.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.2KClosed |
$227K - $268K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Tran Capital Management, L.P.
|
SELL
|
- |
-1.21K- 2.69% |
$228K - $270K
|
43.7K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-1.22K- 17.28% |
$230K - $273K
|
5.84K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.25K- 18.73% |
$235K - $278K
|
5.4K
$1.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.25K- 15.41% |
$236K - $279K
|
6.85K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.25K- 39.06% |
$236K - $279K
|
1.95K
$518K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.25K- 8.53% |
$236K - $279K
|
13.4K
$3.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.25K- 1.62% |
$237K - $280K
|
76.2K
$20.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1.26K- 4.22% |
$239K - $282K
|
28.7K
$7.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.27K- 17.4% |
$239K - $283K
|
6.01K
$1.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-1.27K- 9.33% |
$240K - $284K
|
12.3K
$3.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.28K- 19.93% |
$241K - $285K
|
5.13K
$1.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.28K- 8.8% |
$242K - $286K
|
13.3K
$3.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.3K- 96.5% |
$245K - $289K
|
47
$12.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.3K- 0.48% |
$245K - $290K
|
266K
$70.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.33K- 49.04% |
$250K - $296K
|
1.38K
$366K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 12.11% |
$252K - $298K
|
9.7K
$2.58M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-1.34K- 14.57% |
$253K - $299K
|
7.84K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.34K- 4.95% |
$253K - $300K
|
25.8K
$6.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-1.37K- 3.04% |
$259K - $306K
|
43.6K
$11.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.38K- 75.33% |
$261K - $308K
|
452
$120K
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.4K- 7.13% |
$265K - $314K
|
18.3K
$4.86M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.41K- 13.03% |
$266K - $314K
|
9.39K
$2.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.41K- 5.22% |
$267K - $316K
|
25.7K
$6.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.44K- 4.35% |
$271K - $321K
|
31.6K
$8.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 53.12% |
$275K - $325K
|
1.29K
$342K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.48K- 21.13% |
$279K - $330K
|
5.52K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.5K- 56.61% |
$284K - $336K
|
1.15K
$306K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.54K- 98.59% |
$291K - $344K
|
22
$5.84K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.55K- 11.2% |
$292K - $345K
|
12.3K
$3.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.56K- 17.2% |
$294K - $348K
|
7.5K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.56K- 18.44% |
$294K - $348K
|
6.89K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.56K- 13.75% |
$295K - $349K
|
9.79K
$2.6M
|