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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.18K+ 6.24% |
$1.03M - $1.29M
|
71.1K
$24.3M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
4.13KNew |
$1.02M - $1.28M
|
4.13K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
4.13KNew |
$1.02M - $1.28M
|
4.13K
$1.41M
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
4.13KNew |
$1.02M - $1.28M
|
4.13K
$1.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Parametrica Management LTD
|
BUY
|
- |
4.11KNew |
$1.01M - $1.27M
|
4.11K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.07K+ 71.96% |
$1.01M - $1.26M
|
9.72K
$3.32M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.04K+ 14.47% |
$997K - $1.25M
|
31.9K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3.99KNew |
$986K - $1.24M
|
3.99K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.96KNew |
$978K - $1.23M
|
3.96K
$1.35M
|
|
|
Jan 25, 2022
Q4 2021
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
3.95K+ 790.2% |
$977K - $1.22M
|
4.45K
$1.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
3.94K+ 345.83% |
$974K - $1.22M
|
5.08K
$1.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.92KNew |
$969K - $1.21M
|
3.92K
$1.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.91K+ 16.85% |
$967K - $1.21M
|
27.1K
$9.28M
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
BUY
|
- |
3.88K+ 13.11% |
$959K - $1.2M
|
33.5K
$11.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.85K+ 96150.0% |
$951K - $1.19M
|
3.85K
$1.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
3.83K+ 31.12% |
$947K - $1.19M
|
16.1K
$5.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
3.83K+ 42.21% |
$946K - $1.19M
|
12.9K
$4.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.8K+ 7.88% |
$940K - $1.18M
|
52.1K
$17.8M
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3.8KNew |
$940K - $1.18M
|
3.8K
$1.3M
|
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.8K+ 8.69% |
$939K - $1.18M
|
47.6K
$16.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.79K+ 37.83% |
$936K - $1.17M
|
13.8K
$4.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.71K+ 5537.31% |
$917K - $1.15M
|
3.78K
$1.29M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
3.71K+ 185.86% |
$916K - $1.15M
|
5.7K
$1.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
3.69K+ 399.67% |
$912K - $1.14M
|
4.61K
$1.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
3.66K+ 6.26% |
$905K - $1.13M
|
62.1K
$21.2M
|
|
|
Feb 28, 2022
Q4 2021
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.65KNew |
$902K - $1.13M
|
3.65K
$1.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
3.62KNew |
$895K - $1.12M
|
3.62K
$1.24M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.59K+ 79.65% |
$888K - $1.11M
|
8.1K
$2.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.58K+ 338.47% |
$885K - $1.11M
|
4.64K
$1.59M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
3.55K+ 9.08% |
$878K - $1.1M
|
42.7K
$14.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.55KNew |
$877K - $1.1M
|
3.55K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
3.55K+ 2.12% |
$877K - $1.1M
|
171K
$58.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3.53K+ 22.36% |
$873K - $1.09M
|
19.3K
$6.61M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.52K+ 11.78% |
$871K - $1.09M
|
33.4K
$11.4M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
3.51KNew |
$868K - $1.09M
|
3.51K
$1.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
3.5KNew |
$864K - $1.08M
|
3.5K
$1.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
3.48K+ 59.53% |
$860K - $1.08M
|
9.32K
$3.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.45KNew |
$853K - $1.07M
|
3.45K
$1.18M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.41KNew |
$844K - $1.06M
|
3.41K
$1.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.35KNew |
$828K - $1.04M
|
3.35K
$1.15M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.35K+ 36.64% |
$828K - $1.04M
|
12.5K
$4.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.25K+ 71.27% |
$803K - $1.01M
|
7.81K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
3.24K+ 8.88% |
$801K - $1M
|
39.7K
$13.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.23K+ 1.95% |
$799K - $1M
|
169K
$57.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
3.22KNew |
$796K - $998K
|
3.22K
$1.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
3.18K+ 75.44% |
$786K - $986K
|
7.4K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Harvest Volatility Management LLC
|
BUY
|
- |
3.17KNew |
$784K - $984K
|
3.17K
$1.09M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
3.15KNew |
$779K - $976K
|
3.15K
$1.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.13K+ 8.21% |
$775K - $971K
|
41.3K
$14.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.12K+ 2.0% |
$771K - $967K
|
159K
$54.4M
|