Purchases and Sales Made in Q4 2021 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.1KNew |
$767K - $962K
|
3.1K
$1.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
3.07K+ 43.49% |
$760K - $953K
|
10.1K
$3.47M
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.07KNew |
$759K - $951K
|
3.07K
$1.05M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3.06KNew |
$757K - $950K
|
3.06K
$1.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.05K+ 47.98% |
$755K - $947K
|
9.42K
$3.22M
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
3.03K+ 2.18% |
$749K - $939K
|
142K
$48.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
3.01K+ 7.58% |
$744K - $933K
|
42.8K
$14.6M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.01KNew |
$744K - $932K
|
3.01K
$1.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3KNew |
$741K - $930K
|
3K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.99K+ 1.88% |
$739K - $927K
|
162K
$55.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
2.99KNew |
$738K - $926K
|
2.99K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.95KNew |
$730K - $916K
|
2.95K
$1.01M
|
|
|
Jan 27, 2022
Q4 2021
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
2.95K+ 14.75% |
$729K - $914K
|
23K
$7.85M
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
2.95K+ 37.2% |
$729K - $914K
|
10.9K
$3.72M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.92K+ 9.25% |
$721K - $904K
|
34.5K
$11.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.92KNew |
$721K - $904K
|
2.92K
$997K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.9K+ 3.06% |
$716K - $898K
|
97.7K
$33.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2.85K+ 20.95% |
$705K - $883K
|
16.5K
$5.63M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
2.84KNew |
$701K - $879K
|
2.84K
$970K
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
2.83K+ 2.93% |
$700K - $877K
|
99.5K
$34M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.82KNew |
$698K - $875K
|
2.82K
$965K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.82K+ 14.66% |
$696K - $873K
|
22K
$7.53M
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
2.81K+ 25.08% |
$694K - $870K
|
14K
$4.79M
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
2.8K+ 15.51% |
$693K - $869K
|
20.9K
$7.14M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
2.8K+ 8.45% |
$692K - $868K
|
36K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
2.78K+ 11.12% |
$687K - $862K
|
27.8K
$9.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.78K+ 3.86% |
$687K - $861K
|
74.7K
$25.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.75K+ 130.79% |
$679K - $852K
|
4.85K
$1.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
2.73KNew |
$675K - $847K
|
2.73K
$934K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.72K+ 9.33% |
$671K - $842K
|
31.8K
$10.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
2.72K+ 0.95% |
$671K - $842K
|
289K
$98.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.71KNew |
$670K - $840K
|
2.71K
$927K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
2.69K+ 813.94% |
$664K - $833K
|
3.02K
$1.03M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$660K - $828K
|
2.67K
$914K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.66K+ 365.61% |
$657K - $824K
|
3.39K
$1.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.65K+ 2.06% |
$655K - $821K
|
131K
$44.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.65K+ 447.88% |
$654K - $820K
|
3.24K
$1.11M
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.64K+ 24.49% |
$653K - $818K
|
13.4K
$4.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.63K+ 2.45% |
$651K - $816K
|
110K
$37.7M
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
2.62KNew |
$647K - $811K
|
2.62K
$895K
|
|
|
Feb 14, 2022
Q4 2021
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
- |
2.6KNew |
$643K - $806K
|
2.6K
$889K
|
|
|
Feb 08, 2022
Q4 2021
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
2.6K+ 6.13% |
$642K - $805K
|
45K
$15.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.59K+ 157.4% |
$641K - $804K
|
4.24K
$1.45M
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.58K+ 7.46% |
$638K - $800K
|
37.2K
$12.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.58K+ 15.61% |
$637K - $798K
|
19.1K
$6.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.57K+ 205.27% |
$635K - $797K
|
3.82K
$1.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
2.55KNew |
$631K - $792K
|
2.55K
$874K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.54KNew |
$627K - $786K
|
2.54K
$867K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.53K+ 6.65% |
$625K - $784K
|
40.6K
$13.9M
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
BUY
|
- |
2.53K+ 31.21% |
$625K - $784K
|
10.6K
$3.64M
|