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 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-247- 0.95% |
$61.1K - $76.6K
|
25.9K
$8.54M
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
SELL
|
- |
-254- 14.97% |
$62.8K - $78.7K
|
1.44K
$476K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-254- 11.08% |
$62.8K - $78.7K
|
2.04K
$673K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
SELL
|
- |
-255- 22.37% |
$63K - $79K
|
885
$292K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-259- 16.79% |
$64K - $80.3K
|
1.28K
$424K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-261- 13.83% |
$64.5K - $80.9K
|
1.63K
$537K
|
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-265- 16.85% |
$65.5K - $82.1K
|
1.31K
$432K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-266- 1.99% |
$65.8K - $82.4K
|
13.1K
$4.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-267- 9.26% |
$66K - $82.8K
|
2.62K
$864K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-268- 1.72% |
$66.3K - $83.1K
|
15.3K
$5.05M
|
|
|
Jan 28, 2022
Q4 2021
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-269- 0.94% |
$66.5K - $83.4K
|
28.5K
$9.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-274- 0.56% |
$67.7K - $84.9K
|
48.6K
$16M
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-274- 13.48% |
$67.7K - $84.9K
|
1.76K
$580K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-278- 3.56% |
$68.7K - $86.2K
|
7.54K
$2.49M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-285- 10.85% |
$70.5K - $88.3K
|
2.34K
$773K
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-291- 3.61% |
$71.9K - $90.2K
|
7.78K
$2.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-295- 11.02% |
$72.9K - $91.4K
|
2.38K
$786K
|
|
|
Feb 07, 2022
Q4 2021
|
Hodges Capital Management Inc.
|
SELL
|
- |
-300- 15.0% |
$74.2K - $93K
|
1.7K
$561K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-306- 0.79% |
$75.6K - $94.8K
|
38.5K
$12.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-308- 10.44% |
$76.1K - $95.5K
|
2.64K
$872K
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-310- 27.26% |
$76.6K - $96.1K
|
827
$273K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-310- 0.39% |
$76.6K - $96.1K
|
78.7K
$26M
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-313- 20.74% |
$77.4K - $97K
|
1.2K
$395K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-314- 2.3% |
$77.6K - $97.3K
|
13.3K
$4.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-315- 11.14% |
$77.9K - $97.6K
|
2.51K
$829K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-315- 7.88% |
$77.9K - $97.6K
|
3.68K
$1.22M
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-315- 32.08% |
$77.9K - $97.6K
|
667
$220K
|
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
SELL
|
- |
-317- 8.1% |
$78.4K - $98.3K
|
3.6K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-317- 26.18% |
$78.4K - $98.3K
|
894
$295K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-318- 0.99% |
$78.6K - $98.6K
|
31.9K
$10.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-320- 11.9% |
$79.1K - $99.2K
|
2.37K
$782K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-321- 0.68% |
$79.4K - $99.5K
|
47.2K
$15.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-322- 10.77% |
$79.6K - $99.8K
|
2.67K
$880K
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
SELL
|
- |
-326- 24.02% |
$80.6K - $101K
|
1.03K
$340K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-327- 3.9% |
$80.8K - $101K
|
8.05K
$2.66M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-327- 6.88% |
$80.8K - $101K
|
4.43K
$1.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Geneva Capital Management LLC
|
SELL
|
- |
-329- 2.35% |
$81.3K - $102K
|
13.7K
$4.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-331- 0.84% |
$81.8K - $103K
|
39.1K
$12.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
SELL
|
- |
-334- 5.4% |
$82.6K - $104K
|
5.85K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-334- 14.42% |
$82.6K - $104K
|
1.98K
$654K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-336- 0.75% |
$83.1K - $104K
|
44.5K
$14.7M
|
|
|
Aug 02, 2023
Q4 2021
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-354- 4.66% |
$87.5K - $110K
|
7.25K
$2.39M
|
|
|
Jan 28, 2022
Q4 2021
|
Wd Rutherford LLC
|
SELL
|
- |
-355- 2.24% |
$87.8K - $110K
|
15.5K
$5.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-360- 14.8% |
$89K - $112K
|
2.07K
$684K
|
|
|
Feb 14, 2022
Q4 2021
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-360- 8.5% |
$89K - $112K
|
3.88K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-365Closed |
$90.2K - $113K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-367- 15.85% |
$90.7K - $114K
|
1.95K
$643K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-370- 0.93% |
$91.5K - $115K
|
39.5K
$13M
|
|
|
Feb 08, 2022
Q4 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-375- 0.44% |
$92.7K - $116K
|
85.1K
$28.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-376- 10.04% |
$93K - $117K
|
3.37K
$1.11M
|