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 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
930New |
$230K - $288K
|
930
$318K
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
929+ 11.58% |
$230K - $288K
|
8.95K
$3.06M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
926+ 2.95% |
$229K - $287K
|
32.3K
$11.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Sather Financial Group Inc
|
BUY
|
- |
924New |
$228K - $286K
|
924
$316K
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
924New |
$228K - $286K
|
924
$316K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
920New |
$227K - $285K
|
920
$315K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
909+ 192.18% |
$225K - $282K
|
1.38K
$473K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
908New |
$224K - $281K
|
908
$311K
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
908New |
$224K - $281K
|
908
$311K
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
908+ 8.26% |
$224K - $281K
|
11.9K
$4.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
905New |
$224K - $281K
|
905
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
903+ 1.66% |
$223K - $280K
|
55.2K
$18.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
900+ 1.49% |
$222K - $279K
|
61.4K
$21M
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
BUY
|
- |
900+ 8.97% |
$222K - $279K
|
10.9K
$3.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
900New |
$222K - $279K
|
900
$308K
|
|
|
Apr 25, 2022
Q4 2021
|
Manteio Capital LLC
|
BUY
|
- |
896New |
$222K - $278K
|
896
$306K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
885+ 56.12% |
$219K - $274K
|
2.46K
$842K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
883New |
$218K - $274K
|
883
$302K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
877+ 2.88% |
$217K - $272K
|
31.3K
$10.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
870New |
$215K - $270K
|
870
$298K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
870New |
$215K - $270K
|
870
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
868+ 2.76% |
$215K - $269K
|
32.4K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
867New |
$214K - $269K
|
867
$297K
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
866+ 12.78% |
$214K - $268K
|
7.64K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
863+ 13.84% |
$213K - $267K
|
7.1K
$2.43M
|
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
857New |
$212K - $266K
|
857
$293K
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
855+ 76.34% |
$211K - $265K
|
1.98K
$675K
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
854New |
$211K - $265K
|
854
$292K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
852+ 10.64% |
$211K - $264K
|
8.86K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
850+ 18.85% |
$210K - $263K
|
5.36K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
850+ 10.72% |
$210K - $263K
|
8.78K
$3M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
849New |
$210K - $263K
|
849
$290K
|
|
|
Feb 14, 2022
Q4 2021
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
846New |
$209K - $262K
|
846
$289K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
841+ 58.73% |
$208K - $261K
|
2.27K
$777K
|
|
|
Jan 31, 2022
Q4 2021
|
Ocean Capital Management, LLC
|
BUY
|
- |
836+ 4.24% |
$207K - $259K
|
20.6K
$7.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
835New |
$206K - $259K
|
835
$286K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
833+ 2.66% |
$206K - $258K
|
32.1K
$11M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
833+ 56.32% |
$206K - $258K
|
2.31K
$791K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
831+ 10.11% |
$205K - $258K
|
9.05K
$3.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
826New |
$204K - $256K
|
826
$283K
|
|
|
Feb 16, 2022
Q4 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
824+ 32.23% |
$204K - $255K
|
3.38K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
818New |
$202K - $254K
|
818
$280K
|
|
|
Feb 15, 2022
Q4 2021
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
817+ 4.18% |
$202K - $253K
|
20.4K
$6.97M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
816New |
$202K - $253K
|
816
$279K
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
815New |
$201K - $253K
|
815
$279K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
814+ 9.8% |
$201K - $252K
|
9.12K
$3.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
813+ 1.17% |
$201K - $252K
|
70.3K
$24.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
812+ 1.36% |
$201K - $252K
|
60.7K
$20.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
804New |
$199K - $249K
|
804
$275K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
803New |
$199K - $249K
|
803
$275K
|