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 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
194+ 3.44% |
$48K - $60.1K
|
5.84K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
192+ 2.32% |
$47.5K - $59.5K
|
8.49K
$2.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
191+ 6.42% |
$47.2K - $59.2K
|
3.17K
$848K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
190+ 1.27% |
$47K - $58.9K
|
15.1K
$4.06M
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
189+ 5.58% |
$46.7K - $58.6K
|
3.57K
$957K
|
|
|
Feb 02, 2022
Q4 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
187+ 3.37% |
$46.2K - $58K
|
5.73K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
185+ 13.7% |
$45.7K - $57.3K
|
1.54K
$411K
|
|
|
Jan 14, 2022
Q4 2021
|
Baxter Bros Inc
|
BUY
|
- |
184+ 6.17% |
$45.5K - $57K
|
3.16K
$847K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
184+ 3.63% |
$45.5K - $57K
|
5.25K
$1.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
183+ 2.49% |
$45.2K - $56.7K
|
7.52K
$2.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
181+ 11.06% |
$44.7K - $56.1K
|
1.82K
$487K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
180+ 8.05% |
$44.5K - $55.8K
|
2.42K
$647K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
180+ 10.51% |
$44.5K - $55.8K
|
1.89K
$507K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
179+ 5.56% |
$44.3K - $55.5K
|
3.4K
$911K
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
179+ 13.72% |
$44.3K - $55.5K
|
1.48K
$397K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
179+ 2.54% |
$44.3K - $55.5K
|
7.22K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
177+ 17.54% |
$43.8K - $54.9K
|
1.19K
$318K
|
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
175+ 0.76% |
$43.3K - $54.2K
|
23.1K
$6.18M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
173+ 1.3% |
$42.8K - $53.6K
|
13.4K
$3.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
173+ 3.92% |
$42.8K - $53.6K
|
4.59K
$1.23M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
173+ 2.26% |
$42.8K - $53.6K
|
7.82K
$2.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
171+ 11.07% |
$42.3K - $53K
|
1.72K
$460K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
169+ 2.18% |
$41.8K - $52.4K
|
7.94K
$2.13M
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
168+ 9.36% |
$41.5K - $52.1K
|
1.96K
$526K
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
168+ 3.59% |
$41.5K - $52.1K
|
4.85K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
168+ 3.65% |
$41.5K - $52.1K
|
4.77K
$1.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
168New |
$41.5K - $52.1K
|
168
$45K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
167New |
$41.3K - $51.8K
|
167
$44.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
165+ 3.92% |
$40.8K - $51.1K
|
4.38K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
165+ 20.05% |
$40.8K - $51.1K
|
988
$265K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
164+ 6.88% |
$40.5K - $50.8K
|
2.55K
$683K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
163+ 3.79% |
$40.3K - $50.5K
|
4.46K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
163+ 2.26% |
$40.3K - $50.5K
|
7.37K
$1.97M
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
162+ 8.33% |
$40K - $50.2K
|
2.11K
$564K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
158+ 4.99% |
$39.1K - $49K
|
3.33K
$891K
|
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
BUY
|
- |
156+ 16.03% |
$38.6K - $48.4K
|
1.13K
$302K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
155+ 0.12% |
$38.3K - $48K
|
124K
$33.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
155+ 12.05% |
$38.3K - $48K
|
1.44K
$386K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
154+ 3.92% |
$38.1K - $47.7K
|
4.09K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
151+ 7.06% |
$37.3K - $46.8K
|
2.29K
$613K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
151+ 10.33% |
$37.3K - $46.8K
|
1.61K
$432K
|
|
|
Jan 25, 2022
Q4 2021
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
150+ 16.39% |
$37.1K - $46.5K
|
1.07K
$285K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
150+ 10.78% |
$37.1K - $46.5K
|
1.54K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
150+ 0.08% |
$37.1K - $46.5K
|
178K
$47.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
150+ 15.21% |
$37.1K - $46.5K
|
1.14K
$304K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
148+ 15.2% |
$36.6K - $45.9K
|
1.12K
$301K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
147+ 10.04% |
$36.3K - $45.6K
|
1.61K
$432K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
147+ 18.87% |
$36.3K - $45.6K
|
926
$248K
|
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
BUY
|
- |
146+ 1.98% |
$36.1K - $45.3K
|
7.5K
$2.01M
|
|
|
Jan 14, 2022
Q4 2021
|
Sawyer & Company, Inc
|
BUY
|
- |
145+ 1.52% |
$35.8K - $44.9K
|
9.66K
$2.59M
|