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 21, 2022
Q4 2021
|
Threadgill Financial, LLC
|
BUY
|
- |
1.05K+ 9.93% |
$260K - $325K
|
11.6K
$3.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.05KNew |
$258K - $324K
|
1.05K
$359K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.04K+ 36.69% |
$258K - $323K
|
3.89K
$1.33M
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
1.04K+ 29.94% |
$258K - $323K
|
4.52K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.04KNew |
$258K - $323K
|
1.04K
$358K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.04K+ 30.28% |
$256K - $321K
|
4.46K
$1.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
1.04KNew |
$256K - $321K
|
1.04K
$356K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.04K+ 73.06% |
$256K - $321K
|
2.45K
$842K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 14.85% |
$255K - $320K
|
7.99K
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 26.33% |
$254K - $319K
|
4.93K
$1.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.03K+ 3.7% |
$254K - $318K
|
28.8K
$9.88M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.03KNew |
$253K - $318K
|
1.03K
$352K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.02K+ 3.68% |
$253K - $317K
|
28.8K
$9.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.02K+ 9.05% |
$253K - $317K
|
12.3K
$4.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.01K+ 3.16% |
$249K - $312K
|
32.9K
$11.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.01KNew |
$249K - $312K
|
1.01K
$346K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.01K+ 2.8% |
$248K - $312K
|
36.9K
$12.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.01K+ 43.98% |
$248K - $312K
|
3.29K
$1.13M
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
1K+ 18.88% |
$247K - $310K
|
6.3K
$2.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1K+ 100.5% |
$247K - $310K
|
2K
$685K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
996+ 5.43% |
$246K - $309K
|
19.3K
$6.63M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
993New |
$245K - $308K
|
993
$341K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
988+ 1.4% |
$244K - $306K
|
71.7K
$24.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
986+ 7.07% |
$244K - $306K
|
14.9K
$5.13M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
982New |
$243K - $304K
|
982
$337K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
981+ 21.93% |
$243K - $304K
|
5.45K
$1.87M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
979New |
$242K - $303K
|
979
$336K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
976New |
$241K - $303K
|
976
$335K
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
976+ 0.11% |
$241K - $303K
|
902K
$309M
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
975New |
$241K - $302K
|
975
$335K
|
|
|
Feb 10, 2022
Q4 2021
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
975+ 1.1% |
$241K - $302K
|
89.4K
$30.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
971New |
$240K - $301K
|
971
$333K
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
968+ 0.49% |
$239K - $300K
|
197K
$67.7M
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
965+ 10.7% |
$239K - $299K
|
9.98K
$3.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
963+ 4.67% |
$238K - $298K
|
21.6K
$7.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
962New |
$238K - $298K
|
962
$330K
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
959New |
$237K - $297K
|
959
$329K
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
958+ 6.91% |
$237K - $297K
|
14.8K
$5.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
958+ 35.46% |
$237K - $297K
|
3.66K
$1.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
953+ 191.37% |
$236K - $295K
|
1.45K
$498K
|
|
|
Jan 24, 2022
Q4 2021
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
950+ 0.44% |
$235K - $294K
|
217K
$74.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
949New |
$235K - $294K
|
949
$326K
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
948New |
$234K - $294K
|
948
$325K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
946New |
$234K - $293K
|
946
$325K
|
|
|
Mar 28, 2024
Q4 2021
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
943New |
$233K - $292K
|
943
$324K
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
942+ 15.41% |
$233K - $292K
|
7.05K
$2.42M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
939+ 13.18% |
$232K - $291K
|
8.07K
$2.77M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
935New |
$231K - $290K
|
935
$321K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
934+ 24.68% |
$231K - $290K
|
4.72K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
930+ 15.16% |
$230K - $288K
|
7.07K
$2.42M
|