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 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
5.24KNew |
$1.3M - $1.62M
|
5.24K
$1.79M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5.16KNew |
$1.28M - $1.6M
|
5.16K
$1.77M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.16K+ 15.12% |
$1.27M - $1.6M
|
39.3K
$13.4M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
5.11KNew |
$1.26M - $1.58M
|
5.11K
$1.75M
|
|
|
Feb 07, 2022
Q4 2021
|
Ibex Investors LLC
|
BUY
|
- |
5.1K+ 38.64% |
$1.26M - $1.58M
|
18.3K
$6.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5.1KNew |
$1.26M - $1.58M
|
5.1K
$1.74M
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
5.09KNew |
$1.26M - $1.58M
|
5.09K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5.07K+ 6.5% |
$1.25M - $1.57M
|
83.1K
$28.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.07K+ 7.06% |
$1.25M - $1.57M
|
76.9K
$26.3M
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
5.06KNew |
$1.25M - $1.57M
|
5.06K
$1.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5KNew |
$1.24M - $1.55M
|
5K
$1.71M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
4.98K+ 1.88% |
$1.23M - $1.54M
|
270K
$92.2M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.98K+ 1.88% |
$1.23M - $1.54M
|
270K
$92.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
4.95K+ 329.01% |
$1.22M - $1.53M
|
6.45K
$2.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
4.92KNew |
$1.22M - $1.53M
|
4.92K
$1.68M
|
|
|
Feb 04, 2022
Q4 2021
|
New Century Advisors, LLC
|
BUY
|
- |
4.88KNew |
$1.21M - $1.51M
|
4.88K
$1.67M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.84K+ 63.1% |
$1.2M - $1.5M
|
12.5K
$4.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.81K+ 23.67% |
$1.19M - $1.49M
|
25.2K
$8.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.81K+ 20.09% |
$1.19M - $1.49M
|
28.8K
$9.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
4.8KNew |
$1.19M - $1.49M
|
4.8K
$1.64M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.79K+ 8.89% |
$1.18M - $1.49M
|
58.7K
$20.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.76K+ 4.91% |
$1.18M - $1.48M
|
102K
$34.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
4.73KNew |
$1.17M - $1.47M
|
4.73K
$1.62M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
4.71K+ 8.41% |
$1.16M - $1.46M
|
60.7K
$20.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.66K+ 17.14% |
$1.15M - $1.44M
|
31.8K
$10.9M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
4.65KNew |
$1.15M - $1.44M
|
4.65K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.6K+ 0.68% |
$1.14M - $1.43M
|
684K
$234M
|
|
|
Feb 14, 2022
Q4 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.58K+ 126.16% |
$1.13M - $1.42M
|
8.21K
$2.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.55K+ 0.92% |
$1.12M - $1.41M
|
499K
$171M
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.5KNew |
$1.11M - $1.39M
|
4.5K
$1.54M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
4.49K+ 11.43% |
$1.11M - $1.39M
|
43.8K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Akaris Global Partners, LP
New York, NY |
BUY
|
- |
4.47K+ 10.68% |
$1.11M - $1.39M
|
46.3K
$15.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
BUY
|
- |
4.45K+ 2.07% |
$1.1M - $1.38M
|
219K
$75M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4.43KNew |
$1.09M - $1.37M
|
4.43K
$1.51M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.42KNew |
$1.09M - $1.37M
|
4.42K
$1.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$1.09M - $1.36M
|
4.4K
$1.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.39K+ 124.83% |
$1.09M - $1.36M
|
7.91K
$2.71M
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
4.39K+ 297.83% |
$1.09M - $1.36M
|
5.86K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4.37K+ 11.62% |
$1.08M - $1.35M
|
41.9K
$14.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
4.36K+ 14.51% |
$1.08M - $1.35M
|
34.4K
$11.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4.35K+ 0.74% |
$1.08M - $1.35M
|
593K
$203M
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.34K+ 15.99% |
$1.07M - $1.34M
|
31.5K
$10.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.31K+ 39.88% |
$1.07M - $1.34M
|
15.1K
$5.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.31KNew |
$1.06M - $1.34M
|
4.31K
$1.47M
|
|
|
Jan 24, 2022
Q4 2021
|
New York State Teachers Retirement System
|
BUY
|
- |
4.26K+ 0.38% |
$1.05M - $1.32M
|
1.12M
$383M
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
4.24KNew |
$1.05M - $1.32M
|
4.24K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.23K+ 2.27% |
$1.05M - $1.31M
|
191K
$65.3M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
4.23K+ 25.06% |
$1.05M - $1.31M
|
21.1K
$7.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.22K+ 147.41% |
$1.04M - $1.31M
|
7.08K
$2.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
4.19K+ 7.98% |
$1.04M - $1.3M
|
56.8K
$19.4M
|