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 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-50- 5.86% |
$12.4K - $15.5K
|
803
$265K
|
|
|
Feb 04, 2022
Q4 2021
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-51- 0.07% |
$12.6K - $15.8K
|
73.6K
$24.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-51- 4.55% |
$12.6K - $15.8K
|
1.07K
$353K
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
SELL
|
- |
-54- 2.51% |
$13.3K - $16.7K
|
2.1K
$692K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-54- 5.09% |
$13.3K - $16.7K
|
1.01K
$332K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-54- 0.64% |
$13.3K - $16.7K
|
8.32K
$2.75M
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-55- 3.18% |
$13.6K - $17K
|
1.67K
$552K
|
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-55- 1.92% |
$13.6K - $17K
|
2.81K
$928K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-56- 33.73% |
$13.8K - $17.4K
|
110
$36.3K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-57- 2.46% |
$14.1K - $17.7K
|
2.26K
$746K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
SELL
|
- |
-59- 0.66% |
$14.6K - $18.3K
|
8.91K
$2.94M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-59- 0.14% |
$14.6K - $18.3K
|
43K
$14.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-60- 4.51% |
$14.8K - $18.6K
|
1.27K
$419K
|
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-62- 0.44% |
$15.3K - $19.2K
|
13.9K
$4.59M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-63- 1.39% |
$15.6K - $19.5K
|
4.47K
$1.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-63- 3.62% |
$15.6K - $19.5K
|
1.68K
$553K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-63- 0.72% |
$15.6K - $19.5K
|
8.66K
$2.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-64- 7.01% |
$15.8K - $19.8K
|
849
$280K
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-64Closed |
$15.8K - $19.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-64- 5.3% |
$15.8K - $19.8K
|
1.14K
$377K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-66Closed |
$16.3K - $20.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-66- 1.14% |
$16.3K - $20.5K
|
5.73K
$1.89M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-67Closed |
$16.6K - $20.8K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-68- 6.01% |
$16.8K - $21.1K
|
1.06K
$351K
|
|
|
Jan 18, 2022
Q4 2021
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-69- 0.62% |
$17.1K - $21.4K
|
11K
$3.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-70- 0.53% |
$17.3K - $21.7K
|
13.1K
$4.33M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-72- 1.2% |
$17.8K - $22.3K
|
5.95K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-73- 4.18% |
$18K - $22.6K
|
1.67K
$552K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-74- 8.43% |
$18.3K - $22.9K
|
804
$265K
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-75- 0.21% |
$18.5K - $23.2K
|
35.7K
$11.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Weybosset Research & Management LLC
|
SELL
|
- |
-75- 4.29% |
$18.5K - $23.2K
|
1.68K
$553K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
SELL
|
- |
-76- 3.15% |
$18.8K - $23.6K
|
2.34K
$772K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-76- 1.82% |
$18.8K - $23.6K
|
4.09K
$1.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-76- 0.37% |
$18.8K - $23.6K
|
20.5K
$6.77M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-77- 4.39% |
$19K - $23.9K
|
1.68K
$553K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-78- 0.97% |
$19.3K - $24.2K
|
7.98K
$2.63M
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-79- 1.42% |
$19.5K - $24.5K
|
5.48K
$1.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-80- 27.97% |
$19.8K - $24.8K
|
206
$68K
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-82- 1.64% |
$20.3K - $25.4K
|
4.92K
$1.62M
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-83- 6.8% |
$20.5K - $25.7K
|
1.14K
$376K
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-85- 2.84% |
$21K - $26.3K
|
2.91K
$960K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-86- 4.33% |
$21.3K - $26.7K
|
1.9K
$627K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-86- 14.65% |
$21.3K - $26.7K
|
501
$165K
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-86- 5.08% |
$21.3K - $26.7K
|
1.61K
$530K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-87- 3.85% |
$21.5K - $27K
|
2.17K
$717K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-88- 9.85% |
$21.8K - $27.3K
|
805
$266K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-90- 0.58% |
$22.2K - $27.9K
|
15.6K
$5.13M
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-90- 43.9% |
$22.2K - $27.9K
|
115
$37.9K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-91- 0.69% |
$22.5K - $28.2K
|
13.1K
$4.31M
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-92- 1.27% |
$22.7K - $28.5K
|
7.13K
$2.35M
|