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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
400New |
$98.9K - $124K
|
400
$106K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
398+ 4.77% |
$98.4K - $123K
|
8.74K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
397+ 45.22% |
$98.1K - $123K
|
1.28K
$337K
|
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
396+ 39.96% |
$97.9K - $123K
|
1.39K
$367K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
395+ 1.43% |
$97.6K - $122K
|
27.9K
$7.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
395+ 40.14% |
$97.6K - $122K
|
1.38K
$365K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
394+ 5.6% |
$97.4K - $122K
|
7.43K
$1.97M
|
|
|
Jan 19, 2022
Q4 2021
|
Newfound Research LLC
|
BUY
|
- |
393New |
$97.2K - $122K
|
393
$104K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
390+ 0.42% |
$96.4K - $121K
|
94.2K
$24.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
390+ 1.6% |
$96.4K - $121K
|
24.7K
$6.54M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
388+ 2.79% |
$95.9K - $120K
|
14.3K
$3.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
385+ 0.36% |
$95.2K - $119K
|
108K
$28.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
385+ 15.73% |
$95.2K - $119K
|
2.83K
$750K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
384+ 12.46% |
$94.9K - $119K
|
3.47K
$917K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
384+ 26.76% |
$94.9K - $119K
|
1.82K
$481K
|
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
BUY
|
- |
382+ 10.01% |
$94.4K - $118K
|
4.2K
$1.11M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
382+ 3.5% |
$94.4K - $118K
|
11.3K
$2.99M
|
|
|
Jan 28, 2022
Q4 2021
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
381+ 10.35% |
$94.2K - $118K
|
4.06K
$1.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
380+ 2.37% |
$93.9K - $118K
|
16.4K
$4.35M
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
380+ 1.03% |
$93.9K - $118K
|
37.3K
$9.88M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
378+ 18.62% |
$93.4K - $117K
|
2.41K
$637K
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
375+ 10.16% |
$92.7K - $116K
|
4.07K
$1.08M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
366+ 10.35% |
$90.5K - $113K
|
3.9K
$1.03M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
365New |
$90.2K - $113K
|
365
$96.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
360+ 12.06% |
$89K - $112K
|
3.35K
$886K
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
BUY
|
- |
355+ 1.9% |
$87.8K - $110K
|
19K
$5.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
355+ 27.91% |
$87.8K - $110K
|
1.63K
$431K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
354+ 87.41% |
$87.5K - $110K
|
759
$201K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
353+ 14.25% |
$87.3K - $109K
|
2.83K
$749K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
352+ 8.03% |
$87K - $109K
|
4.73K
$1.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
352New |
$87K - $109K
|
352
$93.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
350+ 0.45% |
$86.5K - $108K
|
77.9K
$20.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
345+ 1.66% |
$85.3K - $107K
|
21.2K
$5.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
340+ 30.91% |
$84.1K - $105K
|
1.44K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
339+ 5.38% |
$83.8K - $105K
|
6.64K
$1.76M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
336+ 4.1% |
$83.1K - $104K
|
8.52K
$2.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Emerald Advisers, LLC
|
BUY
|
- |
335New |
$82.8K - $104K
|
335
$88.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
335+ 8.46% |
$82.8K - $104K
|
4.29K
$1.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
334+ 3.77% |
$82.6K - $104K
|
9.19K
$2.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
334+ 5.13% |
$82.6K - $104K
|
6.84K
$1.81M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
332+ 0.45% |
$82.1K - $103K
|
74.4K
$19.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
327+ 7.32% |
$80.8K - $101K
|
4.8K
$1.27M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
325+ 20.35% |
$80.3K - $101K
|
1.92K
$509K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
322+ 3.35% |
$79.6K - $99.8K
|
9.93K
$2.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
321+ 1.94% |
$79.4K - $99.5K
|
16.8K
$4.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
320+ 0.82% |
$79.1K - $99.2K
|
39.4K
$10.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
309+ 351.14% |
$76.4K - $95.8K
|
397
$105K
|
|
|
Feb 03, 2022
Q4 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
307+ 9.2% |
$75.9K - $95.2K
|
3.64K
$965K
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
306+ 1.47% |
$75.6K - $94.8K
|
21.2K
$5.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
302+ 9.49% |
$74.7K - $93.6K
|
3.48K
$922K
|