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
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
231+ 231.0% |
$57.1K - $71.6K
|
331
$108K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
230+ 16.04% |
$56.9K - $71.3K
|
1.66K
$543K
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
228+ 25.5% |
$56.4K - $70.7K
|
1.12K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
227+ 150.33% |
$56.1K - $70.4K
|
378
$123K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
226+ 2.5% |
$55.9K - $70.1K
|
9.25K
$3.02M
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
226+ 2.97% |
$55.9K - $70.1K
|
7.84K
$2.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Dillon & Associates Inc
|
BUY
|
- |
225+ 1.38% |
$55.6K - $69.7K
|
16.5K
$5.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
225+ 292.21% |
$55.6K - $69.7K
|
302
$98.6K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
225+ 35.89% |
$55.6K - $69.7K
|
852
$278K
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
225+ 1.12% |
$55.6K - $69.7K
|
20.3K
$6.62M
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
225+ 1.55% |
$55.6K - $69.7K
|
14.7K
$4.8M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
223New |
$55.1K - $69.1K
|
223
$72.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
223+ 20.94% |
$55.1K - $69.1K
|
1.29K
$421K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
222+ 2.88% |
$54.9K - $68.8K
|
7.92K
$2.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
222+ 11.91% |
$54.9K - $68.8K
|
2.09K
$681K
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
220+ 2.59% |
$54.4K - $68.2K
|
8.72K
$2.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
220+ 4.4% |
$54.4K - $68.2K
|
5.23K
$1.71M
|
|
|
Feb 07, 2022
Q4 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
220+ 46.81% |
$54.4K - $68.2K
|
690
$225K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
219+ 2.15% |
$54.1K - $67.9K
|
10.4K
$3.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
216+ 6.29% |
$53.4K - $67K
|
3.65K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
215+ 5.0% |
$53.2K - $66.6K
|
4.52K
$1.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
215+ 1.78% |
$53.2K - $66.6K
|
12.3K
$4.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
212+ 8.28% |
$52.4K - $65.7K
|
2.77K
$905K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
210+ 0.33% |
$51.9K - $65.1K
|
63K
$20.6M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
210New |
$51.9K - $65.1K
|
210
$68.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
210+ 19.27% |
$51.9K - $65.1K
|
1.3K
$425K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
209+ 21.73% |
$51.7K - $64.8K
|
1.17K
$382K
|
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
206+ 1.28% |
$50.9K - $63.9K
|
16.3K
$5.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
206+ 5.71% |
$50.9K - $63.9K
|
3.81K
$1.24M
|
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
206+ 20.85% |
$50.9K - $63.9K
|
1.19K
$390K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
203+ 2.3% |
$50.2K - $62.9K
|
9.02K
$2.95M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
201+ 5.31% |
$49.7K - $62.3K
|
3.98K
$1.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
201+ 8.9% |
$49.7K - $62.3K
|
2.46K
$803K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
201+ 5.4% |
$49.7K - $62.3K
|
3.92K
$1.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
200+ 14.08% |
$49.4K - $62K
|
1.62K
$529K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
200+ 3.15% |
$49.4K - $62K
|
6.55K
$2.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
200+ 4.13% |
$49.4K - $62K
|
5.04K
$1.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
200+ 12.76% |
$49.4K - $62K
|
1.77K
$577K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
200+ 12.85% |
$49.4K - $62K
|
1.76K
$573K
|
|
|
Feb 10, 2022
Q4 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
200+ 5.8% |
$49.4K - $62K
|
3.65K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
200+ 8.97% |
$49.4K - $62K
|
2.43K
$793K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
200New |
$49.4K - $62K
|
200
$65.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
198+ 0.83% |
$48.9K - $61.4K
|
24.1K
$7.86M
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
198+ 7.58% |
$48.9K - $61.4K
|
2.81K
$917K
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
197+ 0.91% |
$48.7K - $61.1K
|
21.9K
$7.15M
|
|
|
Feb 15, 2022
Q4 2021
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
197+ 0.57% |
$48.7K - $61.1K
|
34.7K
$11.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
196+ 1.44% |
$48.5K - $60.8K
|
13.8K
$4.51M
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
195+ 0.95% |
$48.2K - $60.4K
|
20.8K
$6.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
194+ 3.44% |
$48K - $60.1K
|
5.84K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
192+ 2.32% |
$47.5K - $59.5K
|
8.49K
$2.77M
|