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 14, 2022
Q4 2021
|
West End Advisors, LLC
|
SELL
|
- |
-547- 0.29% |
$135K - $170K
|
186K
$57.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-548- 7.75% |
$135K - $170K
|
6.52K
$2.01M
|
|
|
Nov 23, 2022
Q4 2021
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-548- 7.75% |
$135K - $170K
|
6.52K
$2.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-550- 35.03% |
$136K - $170K
|
1.02K
$314K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-550- 38.81% |
$136K - $170K
|
867
$267K
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-556- 19.55% |
$137K - $172K
|
2.29K
$705K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-558- 34.57% |
$138K - $173K
|
1.06K
$326K
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-560- 29.54% |
$138K - $174K
|
1.34K
$412K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-563- 35.03% |
$139K - $175K
|
1.04K
$322K
|
|
|
Jan 21, 2022
Q4 2021
|
Golden Green, Inc.
|
SELL
|
- |
-569- 16.46% |
$141K - $176K
|
2.89K
$890K
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-570- 3.29% |
$141K - $177K
|
16.7K
$5.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-582- 1.23% |
$144K - $180K
|
46.8K
$14.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-585- 9.3% |
$145K - $181K
|
5.71K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-587- 7.91% |
$145K - $182K
|
6.83K
$2.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Silvant Capital Management LLC
|
SELL
|
- |
-592- 4.07% |
$146K - $183K
|
13.9K
$4.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-606- 17.26% |
$150K - $188K
|
2.91K
$896K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
SELL
|
- |
-667- 2.1% |
$165K - $207K
|
31.1K
$9.59M
|
|
|
Jan 31, 2022
Q4 2021
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-670- 1.95% |
$166K - $208K
|
33.7K
$10.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-677- 2.37% |
$167K - $210K
|
27.8K
$8.58M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-678- 21.93% |
$168K - $210K
|
2.41K
$744K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-680- 44.77% |
$168K - $211K
|
839
$259K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-697- 57.04% |
$172K - $216K
|
525
$162K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-716- 17.94% |
$177K - $222K
|
3.27K
$1.01M
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-719- 1.19% |
$178K - $223K
|
59.9K
$18.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Jacobs & CO
|
SELL
|
- |
-741Closed |
$183K - $230K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-743Closed |
$184K - $230K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-746- 1.37% |
$184K - $231K
|
53.8K
$16.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-747Closed |
$185K - $232K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Sicart Associates LLC
|
SELL
|
- |
-750Closed |
$185K - $232K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-754Closed |
$186K - $234K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-755Closed |
$187K - $234K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-758- 28.96% |
$187K - $235K
|
1.86K
$573K
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-759Closed |
$188K - $235K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-760Closed |
$188K - $236K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-761Closed |
$188K - $236K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-761- 32.25% |
$188K - $236K
|
1.6K
$493K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-761- 6.37% |
$188K - $236K
|
11.2K
$3.45M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-763Closed |
$189K - $236K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-763Closed |
$189K - $236K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-768Closed |
$190K - $238K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-773- 14.08% |
$191K - $240K
|
4.72K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-779Closed |
$193K - $241K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-781Closed |
$193K - $242K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-783- 0.89% |
$194K - $243K
|
87.6K
$27M
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-783- 12.43% |
$194K - $243K
|
5.51K
$1.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-788Closed |
$195K - $244K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-788- 20.98% |
$195K - $244K
|
2.97K
$915K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-788Closed |
$195K - $244K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-790Closed |
$195K - $245K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
SELL
|
- |
-790Closed |
$195K - $245K
|
0
$0
|