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 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.56K- 56.91% |
$295K - $349K
|
1.18K
$315K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.57K- 13.06% |
$297K - $351K
|
10.5K
$2.78M
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1.58K- 2.12% |
$298K - $352K
|
72.7K
$19.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-1.58K- 9.77% |
$299K - $354K
|
14.6K
$3.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.58K- 1.73% |
$299K - $354K
|
90.1K
$23.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-1.59K- 13.34% |
$301K - $356K
|
10.4K
$2.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.6K- 7.22% |
$301K - $356K
|
20.5K
$5.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-1.61K- 0.61% |
$305K - $360K
|
264K
$70.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.63K- 20.2% |
$308K - $365K
|
6.45K
$1.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-1.64K- 44.88% |
$310K - $366K
|
2.01K
$535K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-1.64K- 4.64% |
$310K - $367K
|
33.8K
$8.97M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.64K- 25.78% |
$310K - $367K
|
4.73K
$1.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.69K- 18.22% |
$319K - $377K
|
7.57K
$2.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.69K- 7.16% |
$320K - $378K
|
21.9K
$5.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.7K- 17.89% |
$322K - $381K
|
7.82K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-1.71K- 6.17% |
$323K - $382K
|
26K
$6.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.72K- 4.99% |
$325K - $384K
|
32.7K
$8.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-1.72K- 13.64% |
$325K - $384K
|
10.9K
$2.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-1.74K- 1.0% |
$328K - $388K
|
172K
$45.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.8K- 5.74% |
$340K - $403K
|
29.6K
$7.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.81K- 41.41% |
$342K - $404K
|
2.56K
$680K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.88K- 16.72% |
$355K - $420K
|
9.37K
$2.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.88K- 42.52% |
$355K - $420K
|
2.54K
$676K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1.94K- 1.64% |
$366K - $432K
|
116K
$30.8M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.94K- 3.69% |
$367K - $434K
|
50.7K
$13.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.95K- 7.5% |
$369K - $436K
|
24.1K
$6.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.96K- 4.95% |
$369K - $437K
|
37.6K
$9.98M
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.01K- 62.13% |
$379K - $449K
|
1.22K
$325K
|
|
|
Jul 24, 2023
Q2 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-2.01K- 0.84% |
$380K - $449K
|
238K
$63.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.06K- 12.66% |
$389K - $460K
|
14.2K
$3.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-2.06K- 28.61% |
$389K - $460K
|
5.14K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.06K- 4.61% |
$389K - $461K
|
42.7K
$11.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-2.1K- 22.41% |
$397K - $469K
|
7.27K
$1.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-2.12K- 32.21% |
$400K - $473K
|
4.46K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.12K- 24.4% |
$401K - $474K
|
6.57K
$1.75M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.13K- 22.08% |
$403K - $476K
|
7.52K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.14K- 0.95% |
$404K - $478K
|
222K
$59M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.14K- 9.84% |
$405K - $479K
|
19.6K
$5.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.15K- 15.81% |
$405K - $479K
|
11.4K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-2.16K- 13.68% |
$407K - $482K
|
13.6K
$3.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.17K- 3.11% |
$410K - $485K
|
67.6K
$18M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 2.94% |
$412K - $488K
|
72K
$19.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Akaris Global Partners, LP
New York, NY |
SELL
|
- |
-2.2K- 2.01% |
$416K - $491K
|
108K
$28.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.2K- 15.19% |
$416K - $492K
|
12.3K
$3.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.22K- 0.86% |
$420K - $497K
|
257K
$68.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.24K- 1.57% |
$423K - $501K
|
141K
$37.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.3K- 57.27% |
$434K - $513K
|
1.71K
$455K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.34K- 1.96% |
$442K - $523K
|
117K
$31.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-2.36K- 22.0% |
$447K - $528K
|
8.38K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.45K- 2.7% |
$462K - $547K
|
88.4K
$23.5M
|