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 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-379- 1.64% |
$93.7K - $117K
|
22.7K
$7.48M
|
|
Jan 28, 2022
Q4 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-380- 27.78% |
$93.9K - $118K
|
988
$326K
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-385- 24.29% |
$95.2K - $119K
|
1.2K
$396K
|
|
Feb 08, 2022
Q4 2021
|
S&Co Inc
Boston, MA |
SELL
|
- |
-385- 14.72% |
$95.2K - $119K
|
2.23K
$736K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-389Closed |
$96.2K - $121K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-394- 2.55% |
$97.4K - $122K
|
15.1K
$4.98M
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-395- 7.93% |
$97.6K - $122K
|
4.59K
$1.51M
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-399- 13.66% |
$98.6K - $124K
|
2.52K
$832K
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-400- 8.4% |
$98.9K - $124K
|
4.36K
$1.44M
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-403- 0.81% |
$99.6K - $125K
|
49.1K
$16.2M
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-420- 20.11% |
$104K - $130K
|
1.67K
$551K
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-421- 5.36% |
$104K - $130K
|
7.44K
$2.45M
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-426- 2.8% |
$105K - $132K
|
14.8K
$4.88M
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-429- 1.14% |
$106K - $133K
|
37.1K
$12.2M
|
|
Feb 14, 2022
Q4 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-441Closed |
$109K - $137K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-444Closed |
$110K - $138K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-461- 18.85% |
$114K - $143K
|
1.98K
$655K
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-462- 2.13% |
$114K - $143K
|
21.2K
$7M
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-462- 5.83% |
$114K - $143K
|
7.47K
$2.46M
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-462- 4.61% |
$114K - $143K
|
9.55K
$3.15M
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-466- 50.65% |
$115K - $144K
|
454
$150K
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-468- 25.81% |
$116K - $145K
|
1.35K
$444K
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-472- 0.42% |
$117K - $146K
|
112K
$36.9M
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-475- 5.13% |
$117K - $147K
|
8.79K
$2.9M
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-481- 24.78% |
$119K - $149K
|
1.46K
$482K
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-482- 3.94% |
$119K - $149K
|
11.7K
$3.88M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-498Closed |
$123K - $154K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-498- 37.0% |
$123K - $154K
|
848
$280K
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-499Closed |
$123K - $155K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-500- 1.62% |
$124K - $155K
|
30.4K
$10M
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-506- 2.97% |
$125K - $157K
|
16.5K
$5.46M
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-507- 1.38% |
$125K - $157K
|
36.1K
$11.9M
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-508- 28.78% |
$126K - $157K
|
1.26K
$415K
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-516- 3.63% |
$128K - $160K
|
13.7K
$4.52M
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-522- 2.45% |
$129K - $162K
|
20.8K
$6.85M
|
|
Feb 14, 2022
Q4 2021
|
Ten Core Partners, LP
New York, NY |
SELL
|
- |
-530- 0.12% |
$131K - $164K
|
460K
$152M
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-535- 13.12% |
$132K - $166K
|
3.54K
$1.17M
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-536- 3.95% |
$133K - $166K
|
13K
$4.3M
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-537- 21.44% |
$133K - $166K
|
1.97K
$649K
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-540- 0.65% |
$133K - $167K
|
82.7K
$27.3M
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-543- 5.7% |
$134K - $168K
|
8.99K
$2.97M
|
|
Jan 11, 2022
Q4 2021
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-545- 6.33% |
$135K - $169K
|
8.06K
$2.66M
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-547- 11.13% |
$135K - $170K
|
4.37K
$1.44M
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
SELL
|
- |
-547- 0.29% |
$135K - $170K
|
186K
$61.4M
|
|
Feb 14, 2022
Q4 2021
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-548- 7.75% |
$135K - $170K
|
6.52K
$2.15M
|
|
Nov 23, 2022
Q4 2021
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-548- 7.75% |
$135K - $170K
|
6.52K
$2.15M
|
|
Feb 08, 2022
Q4 2021
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-550- 35.03% |
$136K - $170K
|
1.02K
$337K
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-550- 38.81% |
$136K - $170K
|
867
$286K
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-556- 19.55% |
$137K - $172K
|
2.29K
$755K
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-558- 34.57% |
$138K - $173K
|
1.06K
$348K
|