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 26, 2022
Q4 2021
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
1.5K+ 57.85% |
$371K - $465K
|
4.09K
$1.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Cortland Associates Inc
|
BUY
|
- |
1.48K+ 1.9% |
$366K - $459K
|
79.5K
$27.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.48K+ 9.52% |
$366K - $458K
|
17K
$5.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.48K+ 28.22% |
$365K - $458K
|
6.71K
$2.3M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.46K+ 2.93% |
$361K - $453K
|
51.3K
$17.5M
|
|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.46KNew |
$360K - $452K
|
1.46K
$498K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.45K+ 3.58% |
$359K - $450K
|
42K
$14.4M
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.45KNew |
$357K - $448K
|
1.45K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 43.2% |
$357K - $448K
|
4.79K
$1.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
1.43K+ 24.34% |
$354K - $444K
|
7.31K
$2.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.42KNew |
$352K - $441K
|
1.42K
$487K
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.41KNew |
$347K - $435K
|
1.41K
$481K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.4K+ 0.35% |
$346K - $434K
|
399K
$136M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.4KNew |
$346K - $433K
|
1.4K
$478K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.39K+ 2.99% |
$344K - $431K
|
47.8K
$16.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
1.38KNew |
$342K - $428K
|
1.38K
$473K
|
|
|
Feb 14, 2022
Q4 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.38KNew |
$342K - $428K
|
1.38K
$473K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 170.46% |
$341K - $427K
|
2.19K
$748K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.38K+ 10.12% |
$341K - $427K
|
15K
$5.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.37K+ 1.95% |
$339K - $425K
|
71.8K
$24.6M
|
|
|
Jan 14, 2022
Q4 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
1.37K+ 69.72% |
$339K - $425K
|
3.34K
$1.14M
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 10.28% |
$338K - $424K
|
14.7K
$5.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.36K+ 181.14% |
$337K - $423K
|
2.12K
$724K
|
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.36KNew |
$336K - $422K
|
1.36K
$465K
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.36KNew |
$336K - $421K
|
1.36K
$465K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.35K+ 8.85% |
$335K - $420K
|
16.7K
$5.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
BUY
|
- |
1.35K+ 11.26% |
$333K - $418K
|
13.3K
$4.56M
|
|
|
Jan 31, 2022
Q4 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.34K+ 0.23% |
$332K - $416K
|
573K
$196M
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.34K+ 2.73% |
$331K - $415K
|
50.3K
$17.2M
|
|
|
Jan 05, 2022
Q4 2021
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.34K+ 2.66% |
$331K - $415K
|
51.6K
$17.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
1.33K+ 1.82% |
$328K - $411K
|
74.3K
$25.4M
|
|
|
Mar 07, 2022
Q4 2021
|
Bradley Mark J.
|
BUY
|
- |
1.33K+ 15.1% |
$328K - $411K
|
10.1K
$3.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.32K+ 3.2% |
$327K - $409K
|
42.7K
$14.6M
|
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
1.31KNew |
$325K - $407K
|
1.31K
$449K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
BUY
|
- |
1.31K+ 17.88% |
$324K - $406K
|
8.64K
$2.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.31K+ 9.98% |
$324K - $406K
|
14.4K
$4.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.31KNew |
$324K - $406K
|
1.31K
$448K
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
1.31KNew |
$323K - $405K
|
1.31K
$447K
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.29KNew |
$320K - $401K
|
1.29K
$443K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.29K+ 14.05% |
$320K - $401K
|
10.5K
$3.59M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.29KNew |
$319K - $400K
|
1.29K
$441K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.28K+ 41.57% |
$317K - $397K
|
4.37K
$1.49M
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.28KNew |
$316K - $396K
|
1.28K
$437K
|
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.28K+ 8.31% |
$315K - $396K
|
16.6K
$5.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.27K+ 11.68% |
$313K - $392K
|
12.1K
$4.14M
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.26K+ 53.28% |
$311K - $391K
|
3.63K
$1.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
1.26K+ 3.39% |
$311K - $391K
|
38.4K
$13.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Lynch Asset Management, Inc.
|
BUY
|
- |
1.25KNew |
$309K - $387K
|
1.25K
$428K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.25KNew |
$308K - $386K
|
1.25K
$426K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$305K - $383K
|
1.24K
$422K
|