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 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.79K- 14.75% |
$905K - $1.07M
|
27.7K
$9.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-5.03K- 8.0% |
$950K - $1.12M
|
57.9K
$19.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-5.06K- 13.53% |
$956K - $1.13M
|
32.3K
$11.1M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-5.06K- 3.73% |
$956K - $1.13M
|
131K
$45M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-5.08K- 46.89% |
$959K - $1.13M
|
5.75K
$1.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-5.15K- 31.9% |
$972K - $1.15M
|
11K
$3.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-5.35K- 16.6% |
$1.01M - $1.2M
|
26.9K
$9.26M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-5.4K- 1.97% |
$1.02M - $1.21M
|
269K
$92.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
SELL
|
- |
-5.5K- 5.79% |
$1.04M - $1.23M
|
89.5K
$30.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.54K- 18.42% |
$1.05M - $1.24M
|
24.5K
$8.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.6K- 8.8% |
$1.06M - $1.25M
|
58K
$20M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-5.76K- 17.77% |
$1.09M - $1.29M
|
26.6K
$9.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-5.82K- 38.47% |
$1.1M - $1.3M
|
9.31K
$3.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-5.99K- 77.1% |
$1.13M - $1.34M
|
1.78K
$613K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.04K- 5.63% |
$1.14M - $1.35M
|
101K
$34.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-6.06K- 3.25% |
$1.15M - $1.35M
|
181K
$62.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.14K- 9.51% |
$1.16M - $1.37M
|
58.4K
$20.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-6.2K- 54.51% |
$1.17M - $1.38M
|
5.17K
$1.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.39K- 5.65% |
$1.21M - $1.43M
|
107K
$36.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.44K- 16.46% |
$1.22M - $1.44M
|
32.7K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.45K- 82.25% |
$1.22M - $1.44M
|
1.39K
$479K
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-6.51K- 3.63% |
$1.23M - $1.45M
|
173K
$59.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-6.52K- 9.41% |
$1.23M - $1.46M
|
62.7K
$21.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6.56K- 23.95% |
$1.24M - $1.47M
|
20.8K
$7.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-6.6K- 1.51% |
$1.25M - $1.47M
|
430K
$148M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-6.61K- 23.5% |
$1.25M - $1.48M
|
21.5K
$7.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6.62K- 32.63% |
$1.25M - $1.48M
|
13.7K
$4.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-6.71K- 25.86% |
$1.27M - $1.5M
|
19.2K
$6.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-6.71K- 4.76% |
$1.27M - $1.5M
|
134K
$46.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-6.9K- 25.33% |
$1.3M - $1.54M
|
20.3K
$7M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-6.94K- 48.88% |
$1.31M - $1.55M
|
7.26K
$2.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7K- 8.81% |
$1.32M - $1.56M
|
72.5K
$25M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-7.17K- 15.71% |
$1.35M - $1.6M
|
38.5K
$13.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-7.27K- 7.45% |
$1.37M - $1.62M
|
90.3K
$31.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-7.3K- 2.05% |
$1.38M - $1.63M
|
348K
$120M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-7.32K- 2.47% |
$1.38M - $1.63M
|
289K
$99.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-7.37K- 12.11% |
$1.39M - $1.65M
|
53.5K
$18.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-7.6K- 63.19% |
$1.43M - $1.7M
|
4.43K
$1.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-7.74K- 6.32% |
$1.46M - $1.73M
|
115K
$39.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-7.78K- 13.56% |
$1.47M - $1.74M
|
49.6K
$17.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-8.15K- 31.08% |
$1.54M - $1.82M
|
18.1K
$6.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-8.18K- 7.89% |
$1.55M - $1.83M
|
95.6K
$32.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.24K- 0.84% |
$1.56M - $1.84M
|
976K
$336M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.25K- 61.51% |
$1.56M - $1.84M
|
5.17K
$1.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.5K- 6.88% |
$1.6M - $1.9M
|
115K
$39.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.83K- 2.0% |
$1.67M - $1.97M
|
433K
$149M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-9K- 5.25% |
$1.7M - $2.01M
|
163K
$56M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-9.09K- 6.94% |
$1.72M - $2.03M
|
122K
$42M
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-9.23K- 2.41% |
$1.74M - $2.06M
|
374K
$129M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.25K- 1.12% |
$1.75M - $2.07M
|
815K
$281M
|