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 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.92K+ 8.19% |
$475K - $595K
|
25.4K
$8.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
1.88KNew |
$465K - $583K
|
1.88K
$643K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.88K+ 14.86% |
$464K - $582K
|
14.5K
$4.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.88K+ 5.98% |
$464K - $581K
|
33.3K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.87KNew |
$461K - $578K
|
1.87K
$638K
|
|
|
Feb 07, 2022
Q4 2021
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.86K+ 10.04% |
$460K - $577K
|
20.4K
$6.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.85K+ 58.58% |
$457K - $573K
|
5.01K
$1.71M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.84K+ 7.69% |
$456K - $572K
|
25.8K
$8.84M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.84KNew |
$455K - $570K
|
1.84K
$629K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.82K+ 1.68% |
$449K - $564K
|
110K
$37.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.81K+ 1.42% |
$446K - $560K
|
129K
$44.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.8K+ 147.54% |
$445K - $558K
|
3.02K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Fosun International LTD
|
BUY
|
- |
1.8KNew |
$445K - $558K
|
1.8K
$616K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.78K+ 60.84% |
$439K - $550K
|
4.7K
$1.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.74KNew |
$431K - $540K
|
1.74K
$596K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.74K+ 8.2% |
$430K - $540K
|
23K
$7.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Unio Capital LLC
|
BUY
|
- |
1.74K+ 6.13% |
$430K - $539K
|
30.1K
$10.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.74K+ 14.67% |
$429K - $538K
|
13.6K
$4.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.72KNew |
$426K - $534K
|
1.72K
$589K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.71K+ 18977.78% |
$422K - $529K
|
1.72K
$587K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.71K+ 2.6% |
$422K - $529K
|
67.3K
$23M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.71K+ 12.01% |
$422K - $529K
|
15.9K
$5.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.71KNew |
$421K - $528K
|
1.71K
$583K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1.7K+ 12.07% |
$420K - $526K
|
15.8K
$5.39M
|
|
|
Feb 18, 2022
Q4 2021
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
1.7KNew |
$420K - $526K
|
1.7K
$580K
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.69KNew |
$418K - $524K
|
1.69K
$579K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.69K+ 28.44% |
$417K - $523K
|
7.61K
$2.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.67KNew |
$412K - $517K
|
1.67K
$570K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
1.65K+ 2.47% |
$407K - $510K
|
68.4K
$23.4M
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.65K+ 11.73% |
$407K - $510K
|
15.7K
$5.36M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
1.64K+ 3.85% |
$406K - $509K
|
44.3K
$15.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.64KNew |
$406K - $509K
|
1.64K
$562K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.64K+ 13.29% |
$404K - $507K
|
13.9K
$4.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.63K+ 2.51% |
$403K - $506K
|
66.6K
$22.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.63K+ 8.87% |
$402K - $505K
|
20K
$6.84M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.63K+ 8.87% |
$402K - $505K
|
20K
$6.84M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.63KNew |
$402K - $504K
|
1.63K
$556K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.59K+ 8.63% |
$393K - $493K
|
20K
$6.84M
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.57KNew |
$389K - $488K
|
1.57K
$538K
|
|
|
Feb 01, 2022
Q4 2021
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
1.57K+ 42.73% |
$388K - $486K
|
5.24K
$1.79M
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
1.57K+ 5.5% |
$387K - $486K
|
30.1K
$10.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
1.57K+ 3.65% |
$387K - $485K
|
44.5K
$15.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.56K+ 3.19% |
$384K - $482K
|
50.3K
$17.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.56K+ 6.21% |
$384K - $482K
|
26.6K
$9.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.55K+ 63.82% |
$384K - $481K
|
3.98K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.55K+ 11.88% |
$383K - $481K
|
14.6K
$5M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.55KNew |
$383K - $481K
|
1.55K
$530K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.54K+ 4.91% |
$381K - $478K
|
32.9K
$11.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.53K+ 143.49% |
$378K - $475K
|
2.6K
$889K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.5K+ 6.55% |
$372K - $466K
|
24.5K
$8.37M
|