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 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-148- 5.92% |
$36.6K - $45.9K
|
2.35K
$725K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-149- 5.66% |
$36.8K - $46.2K
|
2.48K
$765K
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-150- 4.76% |
$37.1K - $46.5K
|
3K
$925K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-150- 3.79% |
$37.1K - $46.5K
|
3.81K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-150- 2.11% |
$37.1K - $46.5K
|
6.95K
$2.14M
|
|
|
Dec 02, 2024
Q4 2021
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-150- 5.54% |
$37.1K - $46.5K
|
2.56K
$789K
|
|
|
Jan 12, 2022
Q4 2021
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-151- 0.38% |
$37.3K - $46.8K
|
39.3K
$12.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-155- 66.81% |
$38.3K - $48K
|
77
$23.7K
|
|
|
Apr 01, 2024
Q4 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-159- 1.09% |
$39.3K - $49.3K
|
14.5K
$4.46M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-160- 1.43% |
$39.6K - $49.6K
|
11K
$3.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-160- 1.46% |
$39.6K - $49.6K
|
10.8K
$3.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-161- 10.04% |
$39.8K - $49.9K
|
1.44K
$445K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-161Closed |
$39.8K - $49.9K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
SELL
|
- |
-162- 1.56% |
$40K - $50.2K
|
10.2K
$3.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-162- 3.75% |
$40K - $50.2K
|
4.16K
$1.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-167- 5.63% |
$41.3K - $51.8K
|
2.8K
$863K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-170- 11.69% |
$42K - $52.7K
|
1.28K
$396K
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-171- 8.82% |
$42.3K - $53K
|
1.77K
$545K
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-173- 3.88% |
$42.8K - $53.6K
|
4.29K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-174- 2.08% |
$43K - $53.9K
|
8.2K
$2.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-177- 0.46% |
$43.8K - $54.9K
|
38.4K
$11.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-178- 1.29% |
$44K - $55.2K
|
13.7K
$4.21M
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-178- 78.76% |
$44K - $55.2K
|
48
$14.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-183- 1.79% |
$45.2K - $56.7K
|
10K
$3.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-183- 9.55% |
$45.2K - $56.7K
|
1.73K
$534K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-184- 0.64% |
$45.5K - $57K
|
28.6K
$8.81M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-185- 1.23% |
$45.7K - $57.3K
|
14.9K
$4.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-185- 4.31% |
$45.7K - $57.3K
|
4.11K
$1.27M
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-187- 1.29% |
$46.2K - $58K
|
14.3K
$4.4M
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-188- 3.37% |
$46.5K - $58.3K
|
5.39K
$1.66M
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-188- 5.78% |
$46.5K - $58.3K
|
3.07K
$945K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-190- 1.73% |
$47K - $58.9K
|
10.8K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-194- 2.78% |
$48K - $60.1K
|
6.79K
$2.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
SELL
|
- |
-197- 0.3% |
$48.7K - $61.1K
|
65.5K
$20.2M
|
|
|
Feb 07, 2022
Q4 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-200- 20.22% |
$49.4K - $62K
|
789
$243K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-200- 24.27% |
$49.4K - $62K
|
624
$192K
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-201- 4.73% |
$49.7K - $62.3K
|
4.05K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
SELL
|
- |
-202- 1.47% |
$49.9K - $62.6K
|
13.6K
$4.18M
|
|
|
Jan 10, 2022
Q4 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-203- 16.2% |
$50.2K - $62.9K
|
1.05K
$324K
|
|
|
Feb 15, 2022
Q4 2021
|
Tobam
|
SELL
|
- |
-205- 26.21% |
$50.7K - $63.5K
|
577
$178K
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-208- 1.7% |
$51.4K - $64.5K
|
12K
$3.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-208- 0.59% |
$51.4K - $64.5K
|
34.8K
$10.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-209- 27.98% |
$51.7K - $64.8K
|
538
$166K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-211- 16.68% |
$52.2K - $65.4K
|
1.05K
$325K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-211- 3.76% |
$52.2K - $65.4K
|
5.4K
$1.66M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-213- 13.04% |
$52.7K - $66K
|
1.42K
$438K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-216Closed |
$53.4K - $67K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-218- 6.03% |
$53.9K - $67.6K
|
3.4K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-226- 1.71% |
$55.9K - $70.1K
|
13K
$4M
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-228- 68.88% |
$56.4K - $70.7K
|
103
$31.8K
|