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 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
SELL
|
- |
-15- 0.33% |
$3.71K - $4.65K
|
4.48K
$1.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15- 6.25% |
$3.71K - $4.65K
|
225
$60.3K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-16- 7.08% |
$3.96K - $4.96K
|
210
$56.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-16- 0.34% |
$3.96K - $4.96K
|
4.75K
$1.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-16- 0.34% |
$3.96K - $4.96K
|
4.74K
$1.27M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
SELL
|
- |
-17- 0.17% |
$4.2K - $5.27K
|
9.91K
$2.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-17- 0.19% |
$4.2K - $5.27K
|
8.96K
$2.4M
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-18- 0.11% |
$4.45K - $5.58K
|
16.9K
$4.51M
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-19- 1.62% |
$4.7K - $5.89K
|
1.15K
$309K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-20- 1.64% |
$4.94K - $6.2K
|
1.2K
$321K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-20Closed |
$4.94K - $6.2K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-20- 0.17% |
$4.94K - $6.2K
|
11.8K
$3.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-20- 0.37% |
$4.94K - $6.2K
|
5.42K
$1.45M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-21- 1.18% |
$5.19K - $6.51K
|
1.76K
$472K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-21- 1.1% |
$5.19K - $6.51K
|
1.89K
$506K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-21- 0.7% |
$5.19K - $6.51K
|
2.99K
$800K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-22- 0.25% |
$5.44K - $6.82K
|
8.76K
$2.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-22- 0.82% |
$5.44K - $6.82K
|
2.66K
$712K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-24- 19.83% |
$5.93K - $7.44K
|
97
$26K
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
SELL
|
- |
-26- 0.44% |
$6.43K - $8.06K
|
5.84K
$1.56M
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-28- 0.46% |
$6.92K - $8.68K
|
6.05K
$1.62M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-28- 3.47% |
$6.92K - $8.68K
|
778
$208K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-29- 1.99% |
$7.17K - $8.99K
|
1.43K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-29- 1.97% |
$7.17K - $8.99K
|
1.45K
$387K
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
SELL
|
- |
-31- 1.33% |
$7.66K - $9.61K
|
2.3K
$616K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-32- 5.75% |
$7.91K - $9.92K
|
525
$141K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-32- 1.58% |
$7.91K - $9.92K
|
2K
$534K
|
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-33- 0.43% |
$8.16K - $10.2K
|
7.57K
$2.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-33- 0.66% |
$8.16K - $10.2K
|
4.98K
$1.33M
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-34- 66.67% |
$8.41K - $10.5K
|
17
$4.55K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-34Closed |
$8.41K - $10.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-34- 1.42% |
$8.41K - $10.5K
|
2.36K
$631K
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-34- 1.0% |
$8.41K - $10.5K
|
3.37K
$901K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-34- 4.56% |
$8.41K - $10.5K
|
712
$191K
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
SELL
|
- |
-36- 2.53% |
$8.9K - $11.2K
|
1.39K
$371K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-38- 0.83% |
$9.39K - $11.8K
|
4.53K
$1.21M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-38Closed |
$9.39K - $11.8K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-38- 4.55% |
$9.39K - $11.8K
|
797
$213K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Investment Group LLC
|
SELL
|
- |
-40- 0.76% |
$9.89K - $12.4K
|
5.25K
$1.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-40- 1.26% |
$9.89K - $12.4K
|
3.13K
$839K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-40- 4.65% |
$9.89K - $12.4K
|
820
$220K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-42- 4.32% |
$10.4K - $13K
|
930
$249K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-44- 0.31% |
$10.9K - $13.6K
|
14.4K
$3.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-45- 3.41% |
$11.1K - $13.9K
|
1.27K
$341K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
SELL
|
- |
-45- 5.31% |
$11.1K - $13.9K
|
803
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-45- 0.5% |
$11.1K - $13.9K
|
8.97K
$2.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.97% |
$11.4K - $14.3K
|
2.29K
$613K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-46- 3.26% |
$11.4K - $14.3K
|
1.37K
$366K
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
SELL
|
- |
-48- 0.37% |
$11.9K - $14.9K
|
13K
$3.49M
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-48- 1.55% |
$11.9K - $14.9K
|
3.06K
$819K
|