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 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
801+ 14.94% |
$198K - $248K
|
6.16K
$2.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
800New |
$198K - $248K
|
800
$274K
|
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
800New |
$198K - $248K
|
800
$274K
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
797New |
$197K - $247K
|
797
$273K
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
794New |
$196K - $246K
|
794
$272K
|
|
|
Jan 28, 2022
Q4 2021
|
Everence Capital Management Inc
|
BUY
|
- |
790+ 2.9% |
$195K - $245K
|
28K
$9.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
790+ 12.96% |
$195K - $245K
|
6.89K
$2.35M
|
|
|
Jan 20, 2022
Q4 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
786+ 3.77% |
$194K - $244K
|
21.6K
$7.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
BUY
|
- |
783+ 8.29% |
$194K - $243K
|
10.2K
$3.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
773+ 3.21% |
$191K - $240K
|
24.9K
$8.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
769+ 18.95% |
$190K - $238K
|
4.83K
$1.65M
|
|
|
Jan 28, 2022
Q4 2021
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
768New |
$190K - $238K
|
768
$263K
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
768New |
$190K - $238K
|
768
$263K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
765+ 3.23% |
$189K - $237K
|
24.5K
$8.37M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
764+ 21.09% |
$189K - $237K
|
4.39K
$1.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
763+ 3.7% |
$189K - $236K
|
21.4K
$7.31M
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
761+ 3.24% |
$188K - $236K
|
24.2K
$8.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
761New |
$188K - $236K
|
761
$260K
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
760+ 49.93% |
$188K - $236K
|
2.28K
$780K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
758+ 492.21% |
$187K - $235K
|
912
$312K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
752+ 3.86% |
$186K - $233K
|
20.2K
$6.92M
|
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
BUY
|
- |
750+ 4.59% |
$185K - $232K
|
17.1K
$5.84M
|
|
|
Jan 26, 2022
Q4 2021
|
Birinyi Associates Inc
|
BUY
|
- |
750+ 7.56% |
$185K - $232K
|
10.7K
$3.65M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
745+ 15.21% |
$184K - $231K
|
5.64K
$1.93M
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
737+ 63.15% |
$182K - $228K
|
1.9K
$651K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
735+ 5.03% |
$182K - $228K
|
15.3K
$5.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
717+ 37.3% |
$177K - $222K
|
2.64K
$903K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
716New |
$177K - $222K
|
716
$245K
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
711+ 73.15% |
$176K - $220K
|
1.68K
$576K
|
|
|
Feb 14, 2022
Q4 2021
|
Mirova
Paris, I0 |
BUY
|
- |
709+ 4.92% |
$175K - $220K
|
15.1K
$5.17M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
702+ 4.37% |
$174K - $218K
|
16.8K
$5.74M
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
700New |
$173K - $217K
|
700
$239K
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
BUY
|
- |
700+ 62.67% |
$173K - $217K
|
1.82K
$621K
|
|
|
Feb 14, 2022
Q4 2021
|
Union Investments & Development Ltd.
|
BUY
|
- |
700New |
$173K - $217K
|
700
$239K
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
700New |
$173K - $217K
|
700
$239K
|
|
|
Feb 14, 2022
Q4 2021
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
697+ 50.8% |
$172K - $216K
|
2.07K
$708K
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
695+ 10.34% |
$172K - $215K
|
7.42K
$2.54M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
689+ 1.92% |
$170K - $214K
|
36.5K
$12.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
682+ 6.51% |
$169K - $211K
|
11.2K
$3.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
682+ 4.39% |
$169K - $211K
|
16.2K
$5.55M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
678New |
$168K - $210K
|
678
$232K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
674+ 15.04% |
$167K - $209K
|
5.15K
$1.76M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
673+ 22.46% |
$166K - $209K
|
3.67K
$1.25M
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
665+ 10.77% |
$164K - $206K
|
6.84K
$2.34M
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
662+ 2.74% |
$164K - $205K
|
24.8K
$8.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
658+ 4.43% |
$163K - $204K
|
15.5K
$5.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
657New |
$162K - $204K
|
657
$225K
|
|
|
Feb 07, 2022
Q4 2021
|
Parthenon LLC
|
BUY
|
- |
650+ 65.0% |
$161K - $201K
|
1.65K
$564K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
649+ 5.79% |
$160K - $201K
|
11.9K
$4.06M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
646+ 55.74% |
$160K - $200K
|
1.81K
$617K
|