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 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1- 0.01% |
$247 - $310
|
7.64K
$2.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 0.57% |
$247 - $310
|
174
$57.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1- 0.04% |
$247 - $310
|
2.26K
$745K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1- 0.1% |
$247 - $310
|
999
$330K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1- 0.09% |
$247 - $310
|
1.1K
$363K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 0.77% |
$494 - $620
|
257
$84.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 0.21% |
$494 - $620
|
958
$316K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2- 0.2% |
$494 - $620
|
1.01K
$332K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2- 0.04% |
$494 - $620
|
5K
$1.65M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 0.09% |
$494 - $620
|
2.34K
$771K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3- 0.1% |
$742 - $930
|
2.93K
$966K
|
|
|
Feb 14, 2022
Q4 2021
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-3- 0.06% |
$742 - $930
|
5.14K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3- 0.09% |
$742 - $930
|
3.3K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3- 0.36% |
$742 - $930
|
835
$276K
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
SELL
|
- |
-4- 0.06% |
$989 - $1.24K
|
7.01K
$2.31M
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$1.24K - $1.55K
|
14.5K
$4.79M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-5- 0.08% |
$1.24K - $1.55K
|
6.26K
$2.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5- 0.14% |
$1.24K - $1.55K
|
3.49K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.32% |
$1.24K - $1.55K
|
1.56K
$513K
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-6- 2.26% |
$1.48K - $1.86K
|
259
$85.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-6- 1.17% |
$1.48K - $1.86K
|
505
$167K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7- 0.09% |
$1.73K - $2.17K
|
7.46K
$2.46M
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-8- 0.12% |
$1.98K - $2.48K
|
6.9K
$2.28M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.93% |
$1.98K - $2.48K
|
853
$281K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-9- 0.75% |
$2.22K - $2.79K
|
1.2K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-9- 0.97% |
$2.22K - $2.79K
|
915
$302K
|
|
|
Jan 21, 2022
Q4 2021
|
Sequent Asset Management, LLC
|
SELL
|
- |
-10- 0.43% |
$2.47K - $3.1K
|
2.32K
$765K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-10- 0.1% |
$2.47K - $3.1K
|
10.5K
$3.45M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-10- 0.61% |
$2.47K - $3.1K
|
1.64K
$542K
|
|
|
Feb 10, 2022
Q4 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-10- 2.56% |
$2.47K - $3.1K
|
380
$125K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-10- 0.06% |
$2.47K - $3.1K
|
15.4K
$5.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-11- 1.03% |
$2.72K - $3.41K
|
1.05K
$347K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-11- 7.14% |
$2.72K - $3.41K
|
143
$47.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-11- 0.35% |
$2.72K - $3.41K
|
3.16K
$1.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-12- 1.31% |
$2.97K - $3.72K
|
902
$298K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-12- 0.54% |
$2.97K - $3.72K
|
2.23K
$735K
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-12- 0.17% |
$2.97K - $3.72K
|
7.1K
$2.34M
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-13- 4.53% |
$3.21K - $4.03K
|
274
$90.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Redwood Investments, LLC
|
SELL
|
- |
-13- 0.47% |
$3.21K - $4.03K
|
2.76K
$910K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-14- 0.3% |
$3.46K - $4.34K
|
4.61K
$1.52M
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-15- 0.67% |
$3.71K - $4.65K
|
2.23K
$736K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-15- 1.69% |
$3.71K - $4.65K
|
871
$287K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-15- 4.26% |
$3.71K - $4.65K
|
337
$111K
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
SELL
|
- |
-15- 0.33% |
$3.71K - $4.65K
|
4.48K
$1.48M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15- 6.25% |
$3.71K - $4.65K
|
225
$74.2K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-16- 7.08% |
$3.96K - $4.96K
|
210
$69.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-16- 0.34% |
$3.96K - $4.96K
|
4.75K
$1.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-16- 0.34% |
$3.96K - $4.96K
|
4.74K
$1.57M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
SELL
|
- |
-17- 0.17% |
$4.2K - $5.27K
|
9.91K
$3.27M
|
|
|
Jan 21, 2022
Q4 2021
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-17- 0.19% |
$4.2K - $5.27K
|
8.96K
$2.96M
|