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 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
506+ 1.96% |
$125K - $157K
|
26.3K
$8.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Ossiam
Paris, I0 |
BUY
|
- |
502+ 0.12% |
$124K - $156K
|
415K
$135M
|
|
|
Feb 14, 2022
Q4 2021
|
Hickory Lane Capital Management LP
New York, NY |
BUY
|
- |
500+ 1.64% |
$124K - $155K
|
31K
$10.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
495+ 35.74% |
$122K - $153K
|
1.88K
$614K
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
495+ 0.64% |
$122K - $153K
|
78.2K
$25.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
493+ 16.17% |
$122K - $153K
|
3.54K
$1.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
493+ 8.25% |
$122K - $153K
|
6.47K
$2.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
489+ 7.42% |
$121K - $152K
|
7.08K
$2.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
488+ 10.72% |
$121K - $151K
|
5.04K
$1.65M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
486+ 11.62% |
$120K - $151K
|
4.67K
$1.52M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
480+ 19.81% |
$119K - $149K
|
2.9K
$948K
|
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
480+ 1.51% |
$119K - $149K
|
32.4K
$10.6M
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
479+ 2.15% |
$118K - $148K
|
22.8K
$7.43M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
478+ 1.23% |
$118K - $148K
|
39.4K
$12.9M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
475New |
$117K - $147K
|
475
$155K
|
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
BUY
|
- |
473+ 6.58% |
$117K - $147K
|
7.67K
$2.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
471+ 5.77% |
$116K - $146K
|
8.64K
$2.82M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
465+ 3.0% |
$115K - $144K
|
15.9K
$5.21M
|
|
|
Feb 04, 2022
Q4 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
463+ 9.41% |
$114K - $144K
|
5.39K
$1.76M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
462+ 8.28% |
$114K - $143K
|
6.04K
$1.97M
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
457New |
$113K - $142K
|
457
$149K
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
456+ 1.96% |
$113K - $141K
|
23.8K
$7.76M
|
|
|
Jan 23, 2024
Q4 2021
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
447+ 1.92% |
$111K - $139K
|
23.7K
$7.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
444+ 4.28% |
$110K - $138K
|
10.8K
$3.53M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
442+ 23.07% |
$109K - $137K
|
2.36K
$770K
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
441+ 4.09% |
$109K - $137K
|
11.2K
$3.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
440+ 10.65% |
$109K - $136K
|
4.57K
$1.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
439+ 2.06% |
$109K - $136K
|
21.8K
$7.12M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
439New |
$109K - $136K
|
439
$143K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
437+ 2.3% |
$108K - $135K
|
19.4K
$6.35M
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
435+ 3.12% |
$108K - $135K
|
14.4K
$4.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Freemont Management S.A.
|
BUY
|
- |
435+ 93.95% |
$108K - $135K
|
898
$293K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
435New |
$108K - $135K
|
435
$142K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
434+ 1.92% |
$107K - $135K
|
23K
$7.51M
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
432+ 1.05% |
$107K - $134K
|
41.7K
$13.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
432+ 0.55% |
$107K - $134K
|
78.8K
$25.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
430+ 23.7% |
$106K - $133K
|
2.24K
$733K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
430New |
$106K - $133K
|
430
$140K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
429+ 21.64% |
$106K - $133K
|
2.41K
$787K
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
427+ 21.94% |
$106K - $132K
|
2.37K
$775K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
424+ 0.72% |
$105K - $131K
|
59.6K
$19.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
420+ 6.41% |
$104K - $130K
|
6.97K
$2.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
418+ 10.19% |
$103K - $130K
|
4.52K
$1.48M
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
416+ 1.41% |
$103K - $129K
|
30K
$9.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
416New |
$103K - $129K
|
416
$136K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
403+ 4.37% |
$99.6K - $125K
|
9.63K
$3.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
403+ 4.31% |
$99.6K - $125K
|
9.75K
$3.18M
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
400+ 8.12% |
$98.9K - $124K
|
5.33K
$1.74M
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
400New |
$98.9K - $124K
|
400
$131K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
398+ 4.77% |
$98.4K - $123K
|
8.74K
$2.85M
|