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 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
BUY
|
- |
100+ 12.94% |
$24.7K - $31K
|
873
$285K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
100+ 4.38% |
$24.7K - $31K
|
2.38K
$778K
|
|
|
Feb 14, 2022
Q4 2021
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 1.12% |
$24.7K - $31K
|
9K
$2.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
99+ 0.68% |
$24.5K - $30.7K
|
14.6K
$4.78M
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
99+ 11.01% |
$24.5K - $30.7K
|
998
$326K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
99+ 1.5% |
$24.5K - $30.7K
|
6.68K
$2.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
98+ 0.56% |
$24.2K - $30.4K
|
17.7K
$5.79M
|
|
|
Jan 18, 2022
Q4 2021
|
Sitrin Capital Management LLC
|
BUY
|
- |
97+ 0.39% |
$24K - $30.1K
|
25.1K
$8.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
96+ 1.22% |
$23.7K - $29.8K
|
7.96K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
93+ 6.51% |
$23K - $28.8K
|
1.52K
$497K
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
92+ 0.95% |
$22.7K - $28.5K
|
9.81K
$3.2M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
91New |
$22.5K - $28.2K
|
91
$29.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
89+ 0.04% |
$22K - $27.6K
|
207K
$67.5M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
89+ 4.36% |
$22K - $27.6K
|
2.13K
$696K
|
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
BUY
|
- |
86+ 2.76% |
$21.3K - $26.7K
|
3.21K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
85New |
$21K - $26.3K
|
85
$27.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
84+ 5.23% |
$20.8K - $26K
|
1.69K
$552K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
82+ 0.56% |
$20.3K - $25.4K
|
14.7K
$4.8M
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
80+ 7.66% |
$19.8K - $24.8K
|
1.12K
$367K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
80New |
$19.8K - $24.8K
|
80
$26.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
79+ 1.24% |
$19.5K - $24.5K
|
6.47K
$2.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
78+ 12.09% |
$19.3K - $24.2K
|
723
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
78+ 0.53% |
$19.3K - $24.2K
|
14.7K
$4.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
77+ 3.32% |
$19K - $23.9K
|
2.39K
$782K
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
77+ 9.38% |
$19K - $23.9K
|
898
$293K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
77New |
$19K - $23.9K
|
77
$25.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
76+ 3.13% |
$18.8K - $23.6K
|
2.5K
$817K
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
76+ 7.84% |
$18.8K - $23.6K
|
1.05K
$342K
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
76+ 3.53% |
$18.8K - $23.6K
|
2.23K
$728K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
74New |
$18.3K - $22.9K
|
74
$24.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
73+ 0.3% |
$18K - $22.6K
|
24.2K
$7.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
73New |
$18K - $22.6K
|
73
$23.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
72+ 0.51% |
$17.8K - $22.3K
|
14.3K
$4.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
70+ 1.54% |
$17.3K - $21.7K
|
4.63K
$1.51M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
70+ 3.03% |
$17.3K - $21.7K
|
2.38K
$777K
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
69+ 0.62% |
$17.1K - $21.4K
|
11.2K
$3.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
69+ 2.41% |
$17.1K - $21.4K
|
2.93K
$956K
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
67+ 1.83% |
$16.6K - $20.8K
|
3.73K
$1.22M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
66+ 2.34% |
$16.3K - $20.5K
|
2.89K
$942K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
66+ 0.05% |
$16.3K - $20.5K
|
142K
$46.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
65+ 0.79% |
$16.1K - $20.1K
|
8.33K
$2.72M
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
65+ 0.32% |
$16.1K - $20.1K
|
20.3K
$6.62M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
65+ 12.75% |
$16.1K - $20.1K
|
575
$188K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
64+ 3.4% |
$15.8K - $19.8K
|
1.95K
$635K
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
63+ 4.38% |
$15.6K - $19.5K
|
1.5K
$490K
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
63+ 3.38% |
$15.6K - $19.5K
|
1.93K
$629K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
62New |
$15.3K - $19.2K
|
62
$20.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
61+ 7.56% |
$15.1K - $18.9K
|
868
$283K
|
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
61+ 0.94% |
$15.1K - $18.9K
|
6.56K
$2.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
61+ 4.44% |
$15.1K - $18.9K
|
1.43K
$468K
|