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 11, 2023
Q2 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-9.34K- 9.43% |
$1.76M - $2.09M
|
89.7K
$30.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Sycomore Asset Management
|
SELL
|
- |
-9.37K- 8.26% |
$1.77M - $2.09M
|
104K
$35.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-9.75K- 10.41% |
$1.84M - $2.18M
|
83.9K
$28.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-9.83K- 33.96% |
$1.86M - $2.19M
|
19.1K
$6.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-9.86K- 68.84% |
$1.86M - $2.2M
|
4.47K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-9.87K- 77.45% |
$1.86M - $2.2M
|
2.87K
$990K
|
|
|
Aug 02, 2023
Q2 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-9.9K- 35.18% |
$1.87M - $2.21M
|
18.2K
$6.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-9.92K- 14.57% |
$1.87M - $2.22M
|
58.2K
$20M
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-9.95K- 2.74% |
$1.88M - $2.22M
|
353K
$122M
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-10.3K- 44.12% |
$1.94M - $2.29M
|
13K
$4.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-10.4K- 57.14% |
$1.97M - $2.33M
|
7.81K
$2.69M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-10.5K- 8.11% |
$1.98M - $2.34M
|
119K
$40.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-10.7K- 3.36% |
$2.02M - $2.39M
|
307K
$106M
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-10.7K- 11.37% |
$2.02M - $2.39M
|
83.3K
$28.7M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-10.7K- 25.31% |
$2.02M - $2.39M
|
31.6K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.4K- 13.86% |
$2.15M - $2.54M
|
70.7K
$24.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-11.7K- 77.69% |
$2.21M - $2.61M
|
3.36K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Ten Core Partners, LP
New York, NY |
SELL
|
- |
-11.9K- 5.57% |
$2.25M - $2.67M
|
202K
$69.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-12.4K- 14.4% |
$2.34M - $2.77M
|
73.7K
$25.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-12.4K- 1.89% |
$2.35M - $2.78M
|
643K
$222M
|
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-12.8K- 2.24% |
$2.41M - $2.85M
|
557K
$192M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-12.9K- 98.39% |
$2.44M - $2.88M
|
211
$72.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-13K- 42.74% |
$2.45M - $2.9M
|
17.4K
$5.99M
|
|
|
Jul 27, 2023
Q2 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-13K- 72.22% |
$2.46M - $2.9M
|
5K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-13K- 34.82% |
$2.46M - $2.91M
|
24.4K
$8.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-13.1K- 31.63% |
$2.48M - $2.93M
|
28.3K
$9.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-13.6K- 73.38% |
$2.56M - $3.03M
|
4.92K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-13.6K- 4.79% |
$2.56M - $3.03M
|
269K
$92.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-13.8K- 24.77% |
$2.6M - $3.07M
|
41.8K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-13.8K- 84.71% |
$2.61M - $3.09M
|
2.5K
$860K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-14.1K- 2.35% |
$2.65M - $3.14M
|
584K
$201M
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
SELL
|
- |
-14.2K- 3.28% |
$2.69M - $3.18M
|
420K
$145M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-14.5K- 35.58% |
$2.75M - $3.25M
|
26.3K
$9.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-15K- 10.71% |
$2.83M - $3.35M
|
125K
$43.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-15K- 3.01% |
$2.84M - $3.36M
|
485K
$167M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-15.1K- 28.25% |
$2.85M - $3.36M
|
38.2K
$13.2M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-15.1K- 28.25% |
$2.85M - $3.36M
|
38.2K
$13.2M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-15.1K- 41.57% |
$2.85M - $3.37M
|
21.2K
$7.31M
|
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-15.5K- 17.85% |
$2.93M - $3.47M
|
71.5K
$24.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-16K- 16.21% |
$3.02M - $3.57M
|
82.6K
$28.4M
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-16.5K- 11.95% |
$3.11M - $3.68M
|
121K
$41.8M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-16.5K- 19.12% |
$3.12M - $3.7M
|
70K
$24.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-17K- 18.1% |
$3.22M - $3.8M
|
77.1K
$26.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-17.2K- 23.29% |
$3.26M - $3.85M
|
56.8K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-17.8K- 1.85% |
$3.36M - $3.97M
|
940K
$324M
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-18K- 17.44% |
$3.4M - $4.02M
|
85.1K
$29.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Light Street Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-18.3K- 15.67% |
$3.46M - $4.09M
|
98.5K
$33.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-18.3K- 3.14% |
$3.46M - $4.09M
|
565K
$195M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-18.6K- 78.41% |
$3.51M - $4.15M
|
5.11K
$1.76M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-18.9K- 2.93% |
$3.57M - $4.22M
|
626K
$216M
|