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
|
Northstar Asset Management LLC
|
BUY
|
- |
139+ 1.44% |
$34.4K - $43.1K
|
9.8K
$3.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
139New |
$34.4K - $43.1K
|
139
$45.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
138+ 7.17% |
$34.1K - $42.8K
|
2.06K
$681K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
138+ 18.09% |
$34.1K - $42.8K
|
901
$297K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
137+ 4.36% |
$33.9K - $42.5K
|
3.28K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
136+ 9.07% |
$33.6K - $42.2K
|
1.64K
$540K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
135+ 3.87% |
$33.4K - $41.8K
|
3.62K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
134+ 1.15% |
$33.1K - $41.5K
|
11.8K
$3.9M
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
133+ 0.78% |
$32.9K - $41.2K
|
17.2K
$5.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
130+ 0.76% |
$32.1K - $40.3K
|
17.2K
$5.66M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
129+ 76.33% |
$31.9K - $40K
|
298
$98.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
126+ 3.2% |
$31.1K - $39.1K
|
4.06K
$1.34M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
125+ 61.27% |
$30.9K - $38.7K
|
329
$109K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
123+ 2.63% |
$30.4K - $38.1K
|
4.8K
$1.59M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
123+ 0.2% |
$30.4K - $38.1K
|
60.9K
$20.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
121+ 0.86% |
$29.9K - $37.5K
|
14.3K
$4.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
120+ 16.26% |
$29.7K - $37.2K
|
858
$283K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
117+ 6.98% |
$28.9K - $36.3K
|
1.79K
$592K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
117+ 1.43% |
$28.9K - $36.3K
|
8.28K
$2.73M
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
115+ 1.13% |
$28.4K - $35.6K
|
10.3K
$3.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
114+ 1.89% |
$28.2K - $35.3K
|
6.14K
$2.03M
|
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
114New |
$28.2K - $35.3K
|
114
$37.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
113+ 0.51% |
$27.9K - $35K
|
22.1K
$7.29M
|
|
|
Jan 24, 2022
Q4 2021
|
Verde Capital Management
|
BUY
|
- |
112+ 0.96% |
$27.7K - $34.7K
|
11.8K
$3.88M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
112+ 589.47% |
$27.7K - $34.7K
|
131
$43.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
111+ 111.0% |
$27.4K - $34.4K
|
211
$69.6K
|
|
|
Jan 10, 2022
Q4 2021
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
110+ 8.01% |
$27.2K - $34.1K
|
1.48K
$490K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
110+ 7.06% |
$27.2K - $34.1K
|
1.67K
$550K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
110+ 7.06% |
$27.2K - $34.1K
|
1.67K
$550K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
108+ 41.54% |
$26.7K - $33.5K
|
368
$121K
|
|
|
Feb 11, 2022
Q4 2021
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
108+ 0.2% |
$26.7K - $33.5K
|
54K
$17.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
108New |
$26.7K - $33.5K
|
108
$35.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
108+ 2.28% |
$26.7K - $33.5K
|
4.84K
$1.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
105+ 1.85% |
$26K - $32.5K
|
5.79K
$1.91M
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
105+ 1.48% |
$26K - $32.5K
|
7.19K
$2.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
105+ 7.81% |
$26K - $32.5K
|
1.45K
$478K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
105+ 38.75% |
$26K - $32.5K
|
376
$124K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
104+ 11.5% |
$25.7K - $32.2K
|
1.01K
$333K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
104+ 7.6% |
$25.7K - $32.2K
|
1.47K
$486K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
104+ 2.95% |
$25.7K - $32.2K
|
3.63K
$1.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
104+ 9.01% |
$25.7K - $32.2K
|
1.26K
$415K
|
|
|
Feb 14, 2022
Q4 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
103+ 2.48% |
$25.5K - $31.9K
|
4.25K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
101New |
$25K - $31.3K
|
101
$33.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100+ 5.5% |
$24.7K - $31K
|
1.92K
$633K
|
|
|
Feb 09, 2022
Q4 2021
|
Congress Park Capital LLC
|
BUY
|
- |
100+ 2.86% |
$24.7K - $31K
|
3.6K
$1.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
BUY
|
- |
100+ 12.94% |
$24.7K - $31K
|
873
$288K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
100+ 4.38% |
$24.7K - $31K
|
2.38K
$786K
|
|
|
Feb 14, 2022
Q4 2021
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 1.12% |
$24.7K - $31K
|
9K
$2.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
99+ 0.68% |
$24.5K - $30.7K
|
14.6K
$4.83M
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
99+ 11.01% |
$24.5K - $30.7K
|
998
$329K
|