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 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
657New |
$162K - $204K
|
657
$215K
|
|
|
Feb 07, 2022
Q4 2021
|
Parthenon LLC
|
BUY
|
- |
650+ 65.0% |
$161K - $201K
|
1.65K
$539K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
649+ 5.79% |
$160K - $201K
|
11.9K
$3.87M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
646+ 55.74% |
$160K - $200K
|
1.81K
$589K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
646+ 27.98% |
$160K - $200K
|
2.96K
$965K
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
640+ 10.29% |
$158K - $198K
|
6.86K
$2.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
640+ 17.26% |
$158K - $198K
|
4.35K
$1.42M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
639+ 1.78% |
$158K - $198K
|
36.6K
$12M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
633New |
$156K - $196K
|
633
$207K
|
|
|
Jan 18, 2022
Q4 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
631+ 3.11% |
$156K - $196K
|
20.9K
$6.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
626+ 4.63% |
$155K - $194K
|
14.1K
$4.62M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
615+ 38.22% |
$152K - $191K
|
2.22K
$726K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
606+ 6.81% |
$150K - $188K
|
9.51K
$3.11M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
603+ 53.7% |
$149K - $187K
|
1.73K
$564K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
601+ 39.1% |
$149K - $186K
|
2.14K
$698K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
600New |
$148K - $186K
|
600
$196K
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
600+ 32.88% |
$148K - $186K
|
2.43K
$792K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
599+ 9.53% |
$148K - $186K
|
6.89K
$2.25M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
598+ 63.89% |
$148K - $185K
|
1.53K
$501K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
598+ 17.55% |
$148K - $185K
|
4.01K
$1.31M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
598+ 17.55% |
$148K - $185K
|
4.01K
$1.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
590+ 2.93% |
$146K - $183K
|
20.7K
$6.77M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
590New |
$146K - $183K
|
590
$193K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
587+ 5.59% |
$145K - $182K
|
11.1K
$3.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
584+ 67.44% |
$144K - $181K
|
1.45K
$473K
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
582+ 12.86% |
$144K - $180K
|
5.11K
$1.67M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
581+ 6.77% |
$144K - $180K
|
9.17K
$2.99M
|
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
577+ 18.99% |
$143K - $179K
|
3.62K
$1.18M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
573+ 3.13% |
$142K - $178K
|
18.9K
$6.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Ns Partners LTD
|
BUY
|
- |
570+ 0.57% |
$141K - $177K
|
101K
$32.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
563+ 12.11% |
$139K - $175K
|
5.21K
$1.7M
|
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
563+ 0.05% |
$139K - $175K
|
1.12M
$365M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
562+ 0.68% |
$139K - $174K
|
83.3K
$27.2M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
561+ 0.39% |
$139K - $174K
|
143K
$46.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
557+ 12.16% |
$138K - $173K
|
5.14K
$1.68M
|
|
|
Feb 09, 2022
Q4 2021
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
553+ 15.54% |
$137K - $171K
|
4.11K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
553+ 0.39% |
$137K - $171K
|
142K
$46.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
551+ 8.89% |
$136K - $171K
|
6.75K
$2.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
546+ 18.92% |
$135K - $169K
|
3.43K
$1.12M
|
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
544+ 7.11% |
$134K - $169K
|
8.19K
$2.68M
|
|
|
Jan 20, 2022
Q4 2021
|
Ami Asset Management Corp
|
BUY
|
- |
539+ 0.27% |
$133K - $167K
|
202K
$65.9M
|
|
|
May 15, 2023
Q4 2021
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
537+ 1.11% |
$133K - $166K
|
49.1K
$16M
|
|
|
Feb 11, 2022
Q4 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
535+ 27.79% |
$132K - $166K
|
2.46K
$803K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
532+ 7.37% |
$132K - $165K
|
7.75K
$2.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
530+ 35.64% |
$131K - $164K
|
2.02K
$659K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
528+ 1.55% |
$131K - $164K
|
34.5K
$11.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
520+ 1.49% |
$129K - $161K
|
35.5K
$11.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
BUY
|
- |
513+ 6.38% |
$127K - $159K
|
8.55K
$2.79M
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
510+ 4.61% |
$126K - $158K
|
11.6K
$3.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
510+ 8.69% |
$126K - $158K
|
6.38K
$2.08M
|