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
|
Wealth Management Partners, LLC
|
BUY
|
- |
15+ 0.25% |
$3.71K - $4.65K
|
6K
$1.98M
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
BUY
|
- |
15+ 1.28% |
$3.71K - $4.65K
|
1.19K
$392K
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
15+ 0.95% |
$3.71K - $4.65K
|
1.6K
$526K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
15+ 45.45% |
$3.71K - $4.65K
|
48
$15.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
15+ 1.35% |
$3.71K - $4.65K
|
1.13K
$373K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
14+ 0.05% |
$3.46K - $4.34K
|
28.4K
$9.38M
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
14+ 1.76% |
$3.46K - $4.34K
|
811
$268K
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
14+ 0.24% |
$3.46K - $4.34K
|
5.79K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
14+ 2.83% |
$3.46K - $4.34K
|
509
$168K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14+ 21.54% |
$3.46K - $4.34K
|
79
$26.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
13+ 0.02% |
$3.21K - $4.03K
|
79.8K
$26.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
12New |
$2.97K - $3.72K
|
12
$3.96K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
11+ 8.46% |
$2.72K - $3.41K
|
141
$46.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
11+ 1.37% |
$2.72K - $3.41K
|
816
$269K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
11+ 0.43% |
$2.72K - $3.41K
|
2.59K
$855K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
11+ 0.45% |
$2.72K - $3.41K
|
2.48K
$817K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
10New |
$2.47K - $3.1K
|
10
$3.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
10+ 2.47% |
$2.47K - $3.1K
|
415
$137K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
10+ 0.7% |
$2.47K - $3.1K
|
1.44K
$476K
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
10+ 0.51% |
$2.47K - $3.1K
|
1.97K
$650K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
10+ 47.62% |
$2.47K - $3.1K
|
31
$10.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 300.0% |
$2.22K - $2.79K
|
12
$3.96K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9+ 0.43% |
$2.22K - $2.79K
|
2.09K
$691K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
8+ 0.9% |
$1.98K - $2.48K
|
893
$295K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
8+ 0.5% |
$1.98K - $2.48K
|
1.6K
$529K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
8New |
$1.98K - $2.48K
|
8
$2.64K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7+ 0.03% |
$1.73K - $2.17K
|
21.2K
$6.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
7New |
$1.73K - $2.17K
|
7
$2.31K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 1.68% |
$1.73K - $2.17K
|
423
$140K
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
7+ 2.57% |
$1.73K - $2.17K
|
279
$92.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
6+ 0.75% |
$1.48K - $1.86K
|
806
$266K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$1.24K - $1.55K
|
5.99K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
William Allan, LLC
|
BUY
|
- |
5New |
$1.24K - $1.55K
|
5
$1.65K
|
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
5+ 0.28% |
$1.24K - $1.55K
|
1.82K
$601K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
5New |
$1.24K - $1.55K
|
5
$1.65K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.79% |
$1.24K - $1.55K
|
636
$210K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4+ 0.26% |
$989 - $1.24K
|
1.55K
$511K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.15% |
$989 - $1.24K
|
2.64K
$872K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.13% |
$989 - $1.24K
|
2.99K
$987K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
3New |
$742 - $930
|
3
$990
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3+ 0.28% |
$742 - $930
|
1.07K
$352K
|
|
|
Feb 03, 2022
Q4 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.34% |
$742 - $930
|
873
$288K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.98% |
$494 - $620
|
103
$34K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
2+ 0.74% |
$494 - $620
|
273
$90.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.08% |
$494 - $620
|
2.52K
$830K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2New |
$494 - $620
|
2
$660
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$247 - $310
|
1.98K
$653K
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$247 - $310
|
3.77K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.07% |
$247 - $310
|
1.45K
$478K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|