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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
1.44K+ 60.83% |
$185K - $238K
|
3.81K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 15.06% |
$185K - $238K
|
11K
$2.95M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.42KNew |
$183K - $235K
|
1.42K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.41K+ 44.35% |
$180K - $232K
|
4.58K
$1.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.4K+ 1.21% |
$180K - $232K
|
117K
$31.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.39K+ 85.74% |
$178K - $230K
|
3.01K
$807K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.38K+ 9.6% |
$176K - $227K
|
15.7K
$4.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.36KNew |
$174K - $224K
|
1.36K
$364K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
1.35K+ 3.14% |
$172K - $222K
|
44.2K
$11.9M
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.34K+ 18.61% |
$171K - $221K
|
8.52K
$2.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.29K+ 0.92% |
$166K - $214K
|
142K
$38.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
1.27K+ 4.94% |
$163K - $210K
|
27.1K
$7.26M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.27KNew |
$163K - $210K
|
1.27K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
1.26K+ 47.62% |
$161K - $208K
|
3.9K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.26KNew |
$161K - $208K
|
1.26K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.23K+ 31.06% |
$158K - $203K
|
5.19K
$1.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.21K+ 1.11% |
$155K - $199K
|
110K
$29.5M
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
1.18K+ 0.11% |
$152K - $196K
|
1.13M
$302M
|
|
|
Feb 03, 2023
Q4 2022
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
1.18KNew |
$151K - $194K
|
1.18K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.18KNew |
$151K - $194K
|
1.18K
$316K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
1.17K+ 30.59% |
$150K - $194K
|
5K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.15K+ 4.28% |
$147K - $190K
|
28K
$7.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.12K+ 11.37% |
$144K - $185K
|
11K
$2.95M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.11K+ 3.16% |
$143K - $184K
|
36.3K
$9.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.11K+ 14.75% |
$142K - $183K
|
8.63K
$2.32M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
1.11K+ 0.73% |
$142K - $183K
|
153K
$41.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.09K+ 5.55% |
$139K - $180K
|
20.7K
$5.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.08K+ 6.56% |
$138K - $178K
|
17.5K
$4.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.06K+ 3.99% |
$136K - $175K
|
27.6K
$7.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.04K+ 41.09% |
$134K - $173K
|
3.59K
$962K
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.04K+ 5.25% |
$133K - $172K
|
20.8K
$5.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.04K+ 51.54% |
$133K - $172K
|
3.06K
$820K
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.04K+ 1.37% |
$133K - $172K
|
77.1K
$20.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.04K+ 13.32% |
$133K - $171K
|
8.81K
$2.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.01K+ 22.34% |
$129K - $167K
|
5.53K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
1.01K+ 25.74% |
$129K - $167K
|
4.93K
$1.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.01K+ 2341.86% |
$129K - $166K
|
1.05K
$282K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1K+ 33.19% |
$128K - $165K
|
4.02K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
1K+ 51.28% |
$128K - $165K
|
2.95K
$792K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
999+ 3.5% |
$128K - $165K
|
29.5K
$7.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
979+ 10.77% |
$126K - $162K
|
10.1K
$2.7M
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
972+ 42.97% |
$125K - $161K
|
3.23K
$868K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
960New |
$123K - $159K
|
960
$258K
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
960+ 0.28% |
$123K - $159K
|
347K
$93.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
950+ 27.83% |
$122K - $157K
|
4.36K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
934+ 18.91% |
$120K - $154K
|
5.87K
$1.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
913+ 129.5% |
$117K - $151K
|
1.62K
$434K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
900+ 1.41% |
$115K - $149K
|
64.6K
$17.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
892+ 43.7% |
$114K - $147K
|
2.93K
$787K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
883+ 47.04% |
$113K - $146K
|
2.76K
$741K
|