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 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
1.26K+ 3.39% |
$311K - $391K
|
38.4K
$10.2M
|
|
|
Feb 20, 2025
Q4 2021
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.26K+ 57.05% |
$310K - $389K
|
3.46K
$915K
|
|
|
Feb 02, 2022
Q4 2021
|
Lynch Asset Management, Inc.
|
BUY
|
- |
1.25KNew |
$309K - $387K
|
1.25K
$331K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.25KNew |
$308K - $386K
|
1.25K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.24K+ 33.88% |
$306K - $383K
|
4.88K
$1.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$305K - $383K
|
1.24K
$327K
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.23KNew |
$304K - $381K
|
1.23K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.23KNew |
$303K - $380K
|
1.23K
$325K
|
|
|
Mar 09, 2022
Q4 2021
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.22KNew |
$303K - $379K
|
1.22K
$324K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 10.26% |
$302K - $379K
|
13.1K
$3.48M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.21KNew |
$300K - $376K
|
1.21K
$321K
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
1.21KNew |
$300K - $376K
|
1.21K
$321K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 58.18% |
$300K - $376K
|
3.3K
$873K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.21K+ 44.63% |
$299K - $374K
|
3.92K
$1.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
1.2K+ 8.94% |
$297K - $373K
|
14.7K
$3.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.2K+ 55.57% |
$297K - $373K
|
3.37K
$892K
|
|
|
May 03, 2022
Q4 2021
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.2KNew |
$297K - $372K
|
1.2K
$318K
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.19K+ 3.63% |
$295K - $369K
|
34K
$9M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$292K - $366K
|
1.18K
$313K
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.17KNew |
$289K - $362K
|
1.17K
$309K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.17K+ 40.59% |
$288K - $361K
|
4.04K
$1.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
1.16K+ 5.19% |
$287K - $360K
|
23.5K
$6.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.16KNew |
$286K - $358K
|
1.16K
$306K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
1.16KNew |
$286K - $358K
|
1.16K
$306K
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
BUY
|
- |
1.15K+ 17.53% |
$284K - $356K
|
7.71K
$2.04M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.15K+ 8.8% |
$284K - $356K
|
14.2K
$3.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.14K+ 7.23% |
$283K - $354K
|
16.9K
$4.48M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.14K+ 3.47% |
$282K - $354K
|
34K
$8.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.13K+ 0.93% |
$280K - $351K
|
123K
$32.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.13K+ 14.19% |
$279K - $350K
|
9.09K
$2.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.13K+ 22.83% |
$279K - $350K
|
6.07K
$1.61M
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.13KNew |
$279K - $350K
|
1.13K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.13KNew |
$279K - $350K
|
1.13K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.13K+ 5.01% |
$279K - $350K
|
23.7K
$6.26M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.12K+ 1.38% |
$277K - $347K
|
82.5K
$21.8M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.12KNew |
$276K - $346K
|
1.12K
$296K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.11K+ 5.27% |
$275K - $345K
|
22.3K
$5.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.11K+ 38.27% |
$274K - $344K
|
4.01K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.11K+ 0.76% |
$274K - $343K
|
147K
$39M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
1.11K+ 26.34% |
$273K - $343K
|
5.31K
$1.4M
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.11K+ 36.18% |
$273K - $343K
|
4.16K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
1.1K+ 4.6% |
$273K - $342K
|
25.1K
$6.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.1K+ 1.77% |
$272K - $341K
|
63.1K
$16.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 23.39% |
$272K - $341K
|
5.81K
$1.54M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.1KNew |
$272K - $341K
|
1.1K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
1.1KNew |
$272K - $341K
|
1.1K
$291K
|
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.1KNew |
$272K - $341K
|
1.1K
$291K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.08K+ 8.54% |
$267K - $335K
|
13.8K
$3.64M
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.08K+ 4.76% |
$267K - $335K
|
23.8K
$6.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.08K+ 15.33% |
$267K - $335K
|
8.13K
$2.15M
|