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 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.72K- 7.3% |
$513K - $607K
|
34.5K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.79K- 25.21% |
$526K - $623K
|
8.27K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.84K- 1.96% |
$536K - $634K
|
142K
$48.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.88K- 12.35% |
$543K - $642K
|
20.4K
$7.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.97K- 3.58% |
$560K - $663K
|
79.9K
$27.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.97K- 0.98% |
$561K - $663K
|
300K
$103M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-3K- 36.36% |
$567K - $670K
|
5.25K
$1.81M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.06K- 14.28% |
$577K - $683K
|
18.3K
$6.32M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.16K- 2.63% |
$597K - $705K
|
117K
$40.3M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.16K- 93.44% |
$597K - $706K
|
222
$76.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-3.17K- 1.52% |
$600K - $709K
|
205K
$70.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-3.21K- 14.25% |
$606K - $717K
|
19.3K
$6.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-3.21K- 1.57% |
$606K - $717K
|
202K
$69.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-3.24K- 1.39% |
$611K - $723K
|
230K
$79.2M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.3K- 2.1% |
$623K - $737K
|
154K
$53.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.35K- 36.18% |
$632K - $747K
|
5.9K
$2.03M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.36K- 18.23% |
$634K - $749K
|
15.1K
$5.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-3.38K- 34.63% |
$639K - $756K
|
6.39K
$2.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-3.39K- 21.76% |
$641K - $758K
|
12.2K
$4.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-3.4K- 80.95% |
$642K - $759K
|
800
$276K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3.46K- 76.02% |
$654K - $773K
|
1.09K
$376K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.53K- 11.47% |
$668K - $789K
|
27.3K
$9.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.54K- 4.44% |
$668K - $790K
|
76.1K
$26.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.65K- 11.93% |
$690K - $816K
|
27K
$9.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-3.68K- 2.32% |
$695K - $821K
|
155K
$53.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-3.68K- 19.58% |
$695K - $822K
|
15.1K
$5.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-3.74K- 2.17% |
$707K - $836K
|
169K
$58.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-3.77K- 10.79% |
$712K - $842K
|
31.2K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-3.8K- 23.53% |
$718K - $849K
|
12.4K
$4.25M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-3.86K- 46.34% |
$729K - $862K
|
4.47K
$1.54M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.88K- 5.09% |
$733K - $867K
|
72.3K
$24.9M
|
|
|
Aug 09, 2023
Q2 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-3.91K- 0.2% |
$738K - $873K
|
1.98M
$683M
|
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-3.92K- 28.29% |
$740K - $875K
|
9.93K
$3.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.15K- 5.81% |
$784K - $927K
|
67.3K
$23.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-4.25K- 31.14% |
$802K - $948K
|
9.39K
$3.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.29K- 51.75% |
$810K - $958K
|
4K
$1.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.38K- 11.51% |
$826K - $977K
|
33.6K
$11.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-4.39K- 33.08% |
$829K - $981K
|
8.88K
$3.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.4K- 6.77% |
$831K - $983K
|
60.6K
$20.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-4.41K- 3.52% |
$833K - $985K
|
121K
$41.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.46K- 13.17% |
$843K - $996K
|
29.4K
$10.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.49K- 10.45% |
$849K - $1M
|
38.5K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-4.59K- 10.86% |
$866K - $1.02M
|
37.6K
$13M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.6K- 73.14% |
$869K - $1.03M
|
1.69K
$582K
|
|
|
Jul 12, 2023
Q2 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-4.64K- 75.58% |
$877K - $1.04M
|
1.5K
$517K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.65K- 27.44% |
$878K - $1.04M
|
12.3K
$4.24M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.67K- 2.25% |
$882K - $1.04M
|
203K
$69.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
SELL
|
- |
-4.7K- 1.55% |
$888K - $1.05M
|
299K
$103M
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-4.7K- 35.27% |
$888K - $1.05M
|
8.63K
$2.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-4.74K- 2.07% |
$895K - $1.06M
|
225K
$77.4M
|