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 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7.73KNew |
$1.91M - $2.39M
|
7.73K
$2.65M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.66KNew |
$1.89M - $2.37M
|
7.66K
$2.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
7.57KNew |
$1.87M - $2.35M
|
7.57K
$2.6M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
7.53KNew |
$1.86M - $2.33M
|
7.53K
$2.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Dash Acquisitions Inc.
|
BUY
|
- |
7.43K+ 27.67% |
$1.84M - $2.3M
|
34.3K
$11.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
7.39KNew |
$1.83M - $2.29M
|
7.39K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
7.37KNew |
$1.82M - $2.29M
|
7.37K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.35K+ 12.75% |
$1.82M - $2.28M
|
65K
$22.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
7.32K+ 233.47% |
$1.81M - $2.27M
|
10.5K
$3.59M
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
7.11KNew |
$1.76M - $2.2M
|
7.11K
$2.44M
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
7.1K+ 35.92% |
$1.76M - $2.2M
|
26.9K
$9.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.04K+ 4.73% |
$1.74M - $2.18M
|
156K
$53.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6.94KNew |
$1.72M - $2.15M
|
6.94K
$2.38M
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.93K+ 4.74% |
$1.71M - $2.15M
|
153K
$52.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
6.92K+ 510.63% |
$1.71M - $2.14M
|
8.27K
$2.84M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.89K+ 10.37% |
$1.7M - $2.14M
|
73.4K
$25.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
6.77KNew |
$1.67M - $2.1M
|
6.77K
$2.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
6.71K+ 1.71% |
$1.66M - $2.08M
|
400K
$137M
|
|
|
Feb 14, 2022
Q4 2021
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
6.66K+ 0.97% |
$1.65M - $2.06M
|
690K
$237M
|
|
|
Nov 14, 2023
Q4 2021
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
6.6KNew |
$1.63M - $2.05M
|
6.6K
$2.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6.43K+ 5.35% |
$1.59M - $1.99M
|
127K
$43.5M
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
6.33KNew |
$1.57M - $1.96M
|
6.33K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.26K+ 230.14% |
$1.55M - $1.94M
|
8.98K
$3.08M
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
6.24K+ 47.4% |
$1.54M - $1.93M
|
19.4K
$6.65M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.15K+ 31.15% |
$1.52M - $1.91M
|
25.9K
$8.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
6.12K+ 9.05% |
$1.51M - $1.9M
|
73.8K
$25.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
6.1K+ 134.96% |
$1.51M - $1.89M
|
10.6K
$3.64M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.03K+ 3.5% |
$1.49M - $1.87M
|
178K
$61.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.02K+ 3.11% |
$1.49M - $1.87M
|
200K
$68.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
5.95KNew |
$1.47M - $1.84M
|
5.95K
$2.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Tredje Ap Fonden
|
BUY
|
- |
5.94K+ 6.13% |
$1.47M - $1.84M
|
103K
$35.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.91K+ 126.41% |
$1.46M - $1.83M
|
10.6K
$3.63M
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
5.87K+ 18.35% |
$1.45M - $1.82M
|
37.9K
$13M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
5.82KNew |
$1.44M - $1.8M
|
5.82K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.79K+ 9.13% |
$1.43M - $1.79M
|
69.2K
$23.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.7KNew |
$1.41M - $1.77M
|
5.7K
$1.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
5.69K+ 4.77% |
$1.41M - $1.76M
|
125K
$42.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
5.69K+ 25.73% |
$1.41M - $1.76M
|
27.8K
$9.54M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.67KNew |
$1.4M - $1.76M
|
5.67K
$1.94M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.65KNew |
$1.4M - $1.75M
|
5.65K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
5.61KNew |
$1.39M - $1.74M
|
5.61K
$1.92M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.46K+ 23.53% |
$1.35M - $1.69M
|
28.7K
$9.84M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
5.43K+ 60.02% |
$1.34M - $1.68M
|
14.5K
$4.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
5.43KNew |
$1.34M - $1.68M
|
5.43K
$1.86M
|
|
|
Feb 15, 2022
Q4 2021
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
5.4K+ 17.88% |
$1.33M - $1.67M
|
35.6K
$12.2M
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.37K+ 61.4% |
$1.33M - $1.66M
|
14.1K
$4.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.31K+ 16.45% |
$1.31M - $1.64M
|
37.5K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
5.3KNew |
$1.31M - $1.64M
|
5.3K
$1.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
5.28KNew |
$1.31M - $1.64M
|
5.28K
$1.81M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
5.27KNew |
$1.3M - $1.63M
|
5.27K
$1.81M
|