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 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
297+ 18.33% |
$73.4K - $92.1K
|
1.92K
$507K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
296+ 14.91% |
$73.2K - $91.7K
|
2.28K
$604K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
295+ 1.81% |
$72.9K - $91.4K
|
16.6K
$4.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
295+ 4.75% |
$72.9K - $91.4K
|
6.5K
$1.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
295+ 10.92% |
$72.9K - $91.4K
|
3K
$793K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
294+ 4.73% |
$72.7K - $91.1K
|
6.51K
$1.72M
|
|
|
Jan 19, 2022
Q4 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
292+ 21.04% |
$72.2K - $90.5K
|
1.68K
$445K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
291+ 5.71% |
$71.9K - $90.2K
|
5.38K
$1.42M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
290+ 1.5% |
$71.7K - $89.9K
|
19.7K
$5.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
289+ 4.69% |
$71.4K - $89.6K
|
6.45K
$1.71M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
287+ 229.6% |
$70.9K - $89K
|
412
$109K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
287+ 2.83% |
$70.9K - $89K
|
10.4K
$2.77M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
286+ 2.57% |
$70.7K - $88.6K
|
11.4K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
285+ 8.69% |
$70.5K - $88.3K
|
3.56K
$943K
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
284+ 6.38% |
$70.2K - $88K
|
4.74K
$1.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
281+ 12.31% |
$69.5K - $87.1K
|
2.56K
$679K
|
|
|
Jan 24, 2022
Q4 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
280+ 2.19% |
$69.2K - $86.8K
|
13K
$3.45M
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
280+ 19.49% |
$69.2K - $86.8K
|
1.72K
$454K
|
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
279+ 14.9% |
$69K - $86.5K
|
2.15K
$570K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
277+ 4.11% |
$68.5K - $85.9K
|
7.02K
$1.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
275+ 11.37% |
$68K - $85.2K
|
2.69K
$713K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
273+ 8.12% |
$67.5K - $84.6K
|
3.64K
$963K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
273+ 24.42% |
$67.5K - $84.6K
|
1.39K
$368K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
271+ 13.45% |
$67K - $84K
|
2.29K
$605K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
271+ 1.59% |
$67K - $84K
|
17.3K
$4.59M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
270+ 5.71% |
$66.7K - $83.7K
|
5K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
270+ 14.15% |
$66.7K - $83.7K
|
2.18K
$577K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
267+ 7.06% |
$66K - $82.8K
|
4.05K
$1.07M
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
262+ 3.95% |
$64.8K - $81.2K
|
6.89K
$1.82M
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
260+ 25.57% |
$64.3K - $80.6K
|
1.28K
$338K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
260+ 5.65% |
$64.3K - $80.6K
|
4.86K
$1.29M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
260New |
$64.3K - $80.6K
|
260
$68.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
258New |
$63.8K - $80K
|
258
$68.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
258+ 2.99% |
$63.8K - $80K
|
8.9K
$2.36M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
257+ 23.53% |
$63.5K - $79.7K
|
1.35K
$357K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
255+ 20.61% |
$63K - $79K
|
1.49K
$395K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
253+ 3.27% |
$62.5K - $78.4K
|
7.98K
$2.11M
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
250+ 0.69% |
$61.8K - $77.5K
|
36.7K
$9.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
250+ 3.09% |
$61.8K - $77.5K
|
8.35K
$2.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
247+ 19.12% |
$61.1K - $76.6K
|
1.54K
$407K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
246+ 4.25% |
$60.8K - $76.3K
|
6.03K
$1.6M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
245+ 44.46% |
$60.6K - $75.9K
|
796
$211K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
244+ 0.37% |
$60.3K - $75.6K
|
65.5K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
242+ 550.0% |
$59.8K - $75K
|
286
$75.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
242+ 3.73% |
$59.8K - $75K
|
6.73K
$1.78M
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
240+ 3.74% |
$59.3K - $74.4K
|
6.66K
$1.76M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
240+ 0.51% |
$59.3K - $74.4K
|
47.6K
$12.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
236+ 4.26% |
$58.3K - $73.2K
|
5.78K
$1.53M
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
236+ 11.53% |
$58.3K - $73.2K
|
2.28K
$604K
|
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
235+ 2.26% |
$58.1K - $72.8K
|
10.6K
$2.81M
|