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 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-788- 20.98% |
$195K - $244K
|
2.97K
$782K
|
|
|
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
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-795- 8.98% |
$197K - $246K
|
8.05K
$2.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-799- 41.7% |
$198K - $248K
|
1.12K
$294K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-799Closed |
$198K - $248K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-800Closed |
$198K - $248K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
SELL
|
- |
-800- 94.12% |
$198K - $248K
|
50
$13.2K
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-802- 7.75% |
$198K - $249K
|
9.55K
$2.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-809- 18.97% |
$200K - $251K
|
3.46K
$911K
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-835Closed |
$206K - $259K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-845Closed |
$209K - $262K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-854- 23.34% |
$211K - $265K
|
2.81K
$739K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
SELL
|
- |
-857- 33.08% |
$212K - $266K
|
1.73K
$457K
|
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-858Closed |
$212K - $266K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-863- 3.05% |
$213K - $267K
|
27.4K
$7.22M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-868Closed |
$215K - $269K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-870- 2.83% |
$215K - $270K
|
29.9K
$7.89M
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-880Closed |
$218K - $273K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-883- 2.33% |
$218K - $274K
|
37K
$9.75M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
SELL
|
- |
-911Closed |
$225K - $282K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
SELL
|
- |
-915- 15.81% |
$226K - $284K
|
4.87K
$1.28M
|
|
|
Feb 08, 2022
Q4 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-915- 15.15% |
$226K - $284K
|
5.13K
$1.35M
|
|
|
Feb 01, 2022
Q4 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-925- 4.48% |
$229K - $287K
|
19.7K
$5.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-925- 3.47% |
$229K - $287K
|
25.7K
$6.79M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-949- 10.09% |
$235K - $294K
|
8.45K
$2.23M
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-956- 1.8% |
$236K - $296K
|
52.1K
$13.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-957Closed |
$237K - $297K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-958- 13.11% |
$237K - $297K
|
6.35K
$1.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
SELL
|
- |
-960Closed |
$237K - $298K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-961- 0.67% |
$238K - $298K
|
142K
$37.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-973Closed |
$241K - $302K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Growth Investment Manager LP
San Francisco, CA |
SELL
|
- |
-1KClosed |
$247K - $310K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-1K- 20.0% |
$247K - $310K
|
4K
$1.05M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.02K- 0.49% |
$251K - $315K
|
207K
$54.6M
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.02K- 26.87% |
$253K - $317K
|
2.78K
$733K
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-1.03K- 7.67% |
$254K - $318K
|
12.4K
$3.26M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
SELL
|
- |
-1.04K- 2.53% |
$256K - $321K
|
39.9K
$10.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.05K- 22.26% |
$259K - $325K
|
3.66K
$964K
|
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.06KClosed |
$262K - $328K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.06K- 5.61% |
$263K - $330K
|
17.9K
$4.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.07K- 8.4% |
$264K - $330K
|
11.6K
$3.06M
|
|
|
Jan 25, 2022
Q4 2021
|
Meyer Handelman CO
|
SELL
|
- |
-1.07K- 4.65% |
$265K - $332K
|
22K
$5.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.08K- 7.56% |
$267K - $335K
|
13.2K
$3.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.08K- 8.99% |
$267K - $335K
|
10.9K
$2.88M
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.08KClosed |
$267K - $335K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.09K- 15.91% |
$268K - $336K
|
5.74K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-1.09KClosed |
$270K - $338K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.13K- 73.14% |
$280K - $351K
|
416
$110K
|