Purchases and Sales Made in Q4 2022 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q4 2022. 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 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
1.89KNew |
$242K - $312K
|
1.89K
$506K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.86K+ 83.59% |
$238K - $307K
|
4.08K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
1.85K+ 37.0% |
$237K - $306K
|
6.85K
$1.84M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.85K+ 1.34% |
$237K - $305K
|
140K
$37.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.84K+ 29.22% |
$236K - $304K
|
8.12K
$2.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.83K+ 93.31% |
$234K - $302K
|
3.78K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.81KNew |
$232K - $299K
|
1.81K
$485K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
1.8KNew |
$231K - $297K
|
1.8K
$483K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
1.8K+ 134.48% |
$231K - $297K
|
3.14K
$841K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.8KNew |
$230K - $297K
|
1.8K
$482K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.79K+ 15.31% |
$230K - $296K
|
13.5K
$3.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.79K+ 30.64% |
$229K - $296K
|
7.62K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.79K+ 99.55% |
$229K - $295K
|
3.58K
$961K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.78KNew |
$228K - $294K
|
1.78K
$478K
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
1.77K+ 21.53% |
$227K - $293K
|
10K
$2.68M
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
BUY
|
- |
1.77K+ 20.54% |
$226K - $292K
|
10.4K
$2.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.76KNew |
$226K - $291K
|
1.76K
$473K
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.76K+ 4.04% |
$225K - $290K
|
45.2K
$12.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.74K+ 45.11% |
$223K - $288K
|
5.6K
$1.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.71K+ 34.97% |
$220K - $283K
|
6.61K
$1.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.7K+ 24.64% |
$218K - $281K
|
8.6K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.68K+ 0.86% |
$216K - $278K
|
197K
$52.8M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.68KNew |
$216K - $278K
|
1.68K
$451K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.67K+ 12.5% |
$214K - $275K
|
15K
$4.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.65KNew |
$211K - $272K
|
1.65K
$442K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.63KNew |
$209K - $270K
|
1.63K
$439K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
1.63KNew |
$209K - $270K
|
1.63K
$438K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.62KNew |
$207K - $267K
|
1.62K
$434K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.62KNew |
$207K - $267K
|
1.62K
$434K
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.61KNew |
$207K - $267K
|
1.61K
$433K
|
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.61KNew |
$206K - $266K
|
1.61K
$432K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.6KNew |
$206K - $265K
|
1.6K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
1.6KNew |
$205K - $264K
|
1.6K
$429K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.59KNew |
$204K - $263K
|
1.59K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.59K+ 79500.0% |
$204K - $263K
|
1.59K
$427K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.58K+ 374.23% |
$203K - $262K
|
2.01K
$538K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.57KNew |
$202K - $260K
|
1.57K
$422K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 2.31% |
$201K - $260K
|
69.7K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.56K+ 11.36% |
$200K - $258K
|
15.3K
$4.1M
|
|
|
Feb 05, 2025
Q4 2022
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
1.55K+ 20.39% |
$199K - $257K
|
9.18K
$2.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
1.55K+ 45.28% |
$199K - $256K
|
4.98K
$1.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.55KNew |
$198K - $256K
|
1.55K
$415K
|
|
|
Jan 30, 2023
Q4 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.54KNew |
$198K - $255K
|
1.54K
$414K
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.54KNew |
$197K - $254K
|
1.54K
$412K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.53KNew |
$197K - $254K
|
1.53K
$412K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.51K+ 4.6% |
$193K - $249K
|
34.3K
$9.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.49K+ 14.03% |
$191K - $247K
|
12.1K
$3.26M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.49K+ 6.29% |
$191K - $246K
|
25.2K
$6.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.47K+ 13.28% |
$188K - $242K
|
12.5K
$3.35M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.45K+ 107.96% |
$186K - $240K
|
2.8K
$750K
|