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 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-95- 6.53% |
$23.5K - $29.4K
|
1.36K
$449K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-96- 10.56% |
$23.7K - $29.8K
|
813
$268K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-98- 9.63% |
$24.2K - $30.4K
|
920
$304K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-99- 5.08% |
$24.5K - $30.7K
|
1.85K
$610K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-100- 1.96% |
$24.7K - $31K
|
5.02K
$1.65M
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
SELL
|
- |
-100- 8.0% |
$24.7K - $31K
|
1.15K
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-100- 10.37% |
$24.7K - $31K
|
864
$285K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 2.34% |
$24.7K - $31K
|
4.17K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 11.24% |
$24.7K - $31K
|
790
$261K
|
|
|
Jan 26, 2022
Q4 2021
|
Gam Holding Ag
|
SELL
|
- |
-101- 0.42% |
$25K - $31.3K
|
23.7K
$7.81M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-103- 8.27% |
$25.5K - $31.9K
|
1.14K
$377K
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-105- 2.11% |
$26K - $32.5K
|
4.88K
$1.61M
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-106- 8.77% |
$26.2K - $32.9K
|
1.1K
$364K
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-109- 9.03% |
$26.9K - $33.8K
|
1.1K
$362K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-110- 5.17% |
$27.2K - $34.1K
|
2.02K
$666K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-110Closed |
$27.2K - $34.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-111- 3.25% |
$27.4K - $34.4K
|
3.3K
$1.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-112Closed |
$27.7K - $34.7K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-113- 2.28% |
$27.9K - $35K
|
4.84K
$1.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-114- 2.87% |
$28.2K - $35.3K
|
3.86K
$1.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-115- 1.22% |
$28.4K - $35.6K
|
9.32K
$3.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-117- 1.93% |
$28.9K - $36.3K
|
5.93K
$1.96M
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-117- 12.75% |
$28.9K - $36.3K
|
801
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-118- 1.11% |
$29.2K - $36.6K
|
10.5K
$3.47M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-119- 9.79% |
$29.4K - $36.9K
|
1.1K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-119- 3.78% |
$29.4K - $36.9K
|
3.03K
$999K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-121- 15.22% |
$29.9K - $37.5K
|
674
$222K
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-122- 11.89% |
$30.2K - $37.8K
|
904
$298K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-123- 4.59% |
$30.4K - $38.1K
|
2.55K
$843K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-128- 1.07% |
$31.6K - $39.7K
|
11.9K
$3.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-134- 0.29% |
$33.1K - $41.5K
|
46.4K
$15.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-134- 1.75% |
$33.1K - $41.5K
|
7.54K
$2.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-134- 0.58% |
$33.1K - $41.5K
|
23.1K
$7.62M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-137- 4.09% |
$33.9K - $42.5K
|
3.21K
$1.06M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-138- 16.63% |
$34.1K - $42.8K
|
692
$228K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-139- 6.68% |
$34.4K - $43.1K
|
1.94K
$641K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-139- 2.73% |
$34.4K - $43.1K
|
4.96K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-140- 1.3% |
$34.6K - $43.4K
|
10.6K
$3.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
SELL
|
- |
-143- 1.88% |
$35.4K - $44.3K
|
7.46K
$2.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Progressive Investment Management Corp
|
SELL
|
- |
-143- 0.31% |
$35.4K - $44.3K
|
46.1K
$15.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-143- 8.65% |
$35.4K - $44.3K
|
1.51K
$499K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-143Closed |
$35.4K - $44.3K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-144- 11.66% |
$35.6K - $44.6K
|
1.09K
$360K
|
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-145- 13.18% |
$35.8K - $44.9K
|
955
$315K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-148- 5.92% |
$36.6K - $45.9K
|
2.35K
$776K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-149- 5.66% |
$36.8K - $46.2K
|
2.48K
$819K
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-150- 4.76% |
$37.1K - $46.5K
|
3K
$990K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-150- 3.79% |
$37.1K - $46.5K
|
3.81K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-150- 2.11% |
$37.1K - $46.5K
|
6.95K
$2.29M
|
|
|
Jan 12, 2022
Q4 2021
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-151- 0.38% |
$37.3K - $46.8K
|
39.3K
$13M
|