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
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 10.2% |
$290K - $364K
|
10.3K
$3.37M
|
|
|
Jan 24, 2022
Q4 2021
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.21KClosed |
$300K - $376K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.24K- 42.8% |
$306K - $384K
|
1.66K
$541K
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.25KClosed |
$309K - $387K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.27K- 5.02% |
$313K - $393K
|
24K
$7.83M
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.28K- 6.49% |
$317K - $397K
|
18.5K
$6.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-1.34K- 76.26% |
$332K - $416K
|
418
$136K
|
|
|
Feb 11, 2022
Q4 2021
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.35KClosed |
$333K - $417K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-1.4KClosed |
$347K - $435K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.41K- 4.45% |
$347K - $435K
|
30.2K
$9.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Brandywine Managers, LLC
Hockessin, DE |
SELL
|
- |
-1.45K- 17.34% |
$358K - $449K
|
6.91K
$2.26M
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
SELL
|
- |
-1.52K- 2.05% |
$376K - $471K
|
72.7K
$23.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.55K- 10.73% |
$382K - $479K
|
12.9K
$4.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.58K- 1.66% |
$390K - $489K
|
93.3K
$30.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-1.59K- 8.29% |
$392K - $491K
|
17.5K
$5.73M
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.6K- 2.93% |
$397K - $497K
|
53.1K
$17.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.61K- 6.23% |
$397K - $497K
|
24.2K
$7.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.62K- 6.12% |
$401K - $503K
|
24.9K
$8.12M
|
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.63K- 34.67% |
$403K - $505K
|
3.07K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-1.65K- 5.05% |
$408K - $511K
|
31K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.65K- 13.08% |
$408K - $512K
|
11K
$3.58M
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.66KClosed |
$409K - $513K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.71K- 14.55% |
$423K - $531K
|
10.1K
$3.28M
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.71KClosed |
$423K - $531K
|
0
$0
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 31.96% |
$425K - $533K
|
3.66K
$1.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Tom Gayner
Markel Corp
|
SELL
|
- |
-1.75KClosed |
$433K - $543K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.79K- 23.5% |
$442K - $554K
|
5.82K
$1.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.82K- 3.93% |
$449K - $564K
|
44.4K
$14.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-1.87K- 5.26% |
$462K - $580K
|
33.7K
$11M
|
|
|
Feb 09, 2022
Q4 2021
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-1.88K- 9.34% |
$464K - $581K
|
18.2K
$5.94M
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.9K- 0.73% |
$468K - $587K
|
257K
$84M
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
SELL
|
- |
-1.9K- 12.49% |
$469K - $589K
|
13.3K
$4.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1.9KClosed |
$470K - $589K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.92KClosed |
$475K - $596K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Pendal Group LTD
|
SELL
|
- |
-1.94K- 11.57% |
$478K - $600K
|
14.8K
$4.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.96KClosed |
$484K - $606K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.97KClosed |
$487K - $611K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.98KClosed |
$489K - $613K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.98K- 8.02% |
$489K - $613K
|
22.7K
$7.41M
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-1.98K- 7.47% |
$490K - $614K
|
24.6K
$8.02M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.99K- 8.81% |
$492K - $617K
|
20.6K
$6.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.02K- 3.11% |
$500K - $627K
|
63K
$20.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.03K- 9.13% |
$501K - $628K
|
20.2K
$6.58M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.03KClosed |
$502K - $629K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.05K- 3.47% |
$507K - $636K
|
57K
$18.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-2.06K- 58.43% |
$510K - $639K
|
1.47K
$479K
|
|
|
Feb 11, 2022
Q4 2021
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-2.1K- 41.62% |
$519K - $651K
|
2.95K
$962K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.1K- 4.71% |
$519K - $651K
|
42.5K
$13.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-2.16K- 22.78% |
$533K - $668K
|
7.31K
$2.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
SELL
|
- |
-2.17K- 3.76% |
$537K - $674K
|
55.6K
$18.2M
|