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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
2.5K+ 0.44% |
$618K - $775K
|
570K
$196M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
2.49K+ 52.43% |
$616K - $772K
|
7.24K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
2.48K+ 25.69% |
$612K - $767K
|
12.1K
$4.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.47K+ 16.67% |
$609K - $764K
|
17.3K
$5.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.45KNew |
$606K - $759K
|
2.45K
$841K
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.45KNew |
$605K - $758K
|
2.45K
$840K
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
2.41KNew |
$596K - $748K
|
2.41K
$828K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
2.41K+ 1.85% |
$596K - $747K
|
132K
$45.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.4K+ 20.15% |
$594K - $744K
|
14.3K
$4.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.4K+ 257.13% |
$593K - $744K
|
3.33K
$1.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.4KNew |
$593K - $744K
|
2.4K
$823K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.4K+ 66.68% |
$593K - $743K
|
5.99K
$2.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.4KNew |
$592K - $742K
|
2.4K
$822K
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.35KNew |
$580K - $728K
|
2.35K
$806K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.35K+ 12.99% |
$580K - $727K
|
20.4K
$7M
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.34K+ 5.46% |
$578K - $725K
|
45.2K
$15.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Riverstone Advisors, LLC
|
BUY
|
- |
2.31KNew |
$571K - $716K
|
2.31K
$792K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.3K+ 19.51% |
$569K - $714K
|
14.1K
$4.84M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
2.3KNew |
$569K - $713K
|
2.3K
$790K
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
2.3KNew |
$569K - $713K
|
2.3K
$789K
|
|
|
Feb 08, 2022
Q4 2021
|
Becker Capital Management Inc
|
BUY
|
- |
2.29K+ 1.86% |
$567K - $711K
|
125K
$43M
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2.29K+ 58.86% |
$566K - $709K
|
6.18K
$2.12M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.28KNew |
$563K - $705K
|
2.28K
$781K
|
|
|
Feb 11, 2022
Q4 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.26KNew |
$559K - $701K
|
2.26K
$776K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.25K+ 957.45% |
$556K - $697K
|
2.49K
$853K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.25K+ 9.7% |
$555K - $696K
|
25.4K
$8.72M
|
|
|
Feb 03, 2022
Q4 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.24K+ 3.96% |
$553K - $693K
|
58.7K
$20.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
2.21K+ 21.15% |
$545K - $683K
|
12.6K
$4.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Finance, LLC
|
BUY
|
- |
2.18KNew |
$539K - $676K
|
2.18K
$748K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.15K+ 23.06% |
$532K - $668K
|
11.5K
$3.95M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.13KNew |
$527K - $661K
|
2.13K
$731K
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
2.12K+ 28.72% |
$524K - $657K
|
9.5K
$3.26M
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
BUY
|
- |
2.12KNew |
$523K - $656K
|
2.12K
$726K
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.1K+ 22.31% |
$520K - $652K
|
11.5K
$3.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.09K+ 37.13% |
$517K - $648K
|
7.73K
$2.65M
|
|
|
Jan 20, 2022
Q4 2021
|
Sciencast Management LP
|
BUY
|
- |
2.09KNew |
$516K - $647K
|
2.09K
$716K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.07K+ 107.97% |
$512K - $643K
|
3.99K
$1.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.07KNew |
$512K - $643K
|
2.07K
$711K
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.05K+ 13.68% |
$507K - $636K
|
17K
$5.85M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
2.02KNew |
$499K - $626K
|
2.02K
$693K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.02K+ 124.85% |
$498K - $625K
|
3.63K
$1.25M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.01K+ 7.28% |
$498K - $624K
|
29.7K
$10.2M
|
|
|
Mar 14, 2022
Q4 2021
|
Merlin Capital LLC
|
BUY
|
- |
2.01KNew |
$497K - $623K
|
2.01K
$690K
|
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
2K+ 2.35% |
$495K - $621K
|
87.3K
$29.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Glynn Capital Management LLC
|
BUY
|
- |
1.99K+ 19.44% |
$491K - $615K
|
12.2K
$4.19M
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.99K+ 23.91% |
$491K - $615K
|
10.3K
$3.53M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.97KNew |
$488K - $612K
|
1.97K
$677K
|
|
|
Jan 27, 2022
Q4 2021
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
1.97KNew |
$487K - $611K
|
1.97K
$676K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.95K+ 10.07% |
$481K - $603K
|
21.3K
$7.29M
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.93K+ 24.78% |
$476K - $597K
|
9.7K
$3.33M
|