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 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
882+ 18.87% |
$113K - $146K
|
5.56K
$1.49M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
874+ 19.89% |
$112K - $144K
|
5.27K
$1.41M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
848+ 3.74% |
$109K - $140K
|
23.5K
$6.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
846+ 20.21% |
$108K - $140K
|
5.03K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
826New |
$106K - $137K
|
826
$222K
|
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
824+ 4.1% |
$106K - $136K
|
20.9K
$5.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Dillon & Associates Inc
|
BUY
|
- |
823+ 4.17% |
$106K - $136K
|
20.6K
$5.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
814+ 2.23% |
$104K - $135K
|
37.4K
$10M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
807+ 46.49% |
$103K - $133K
|
2.54K
$682K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
806+ 0.76% |
$103K - $133K
|
107K
$28.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
790+ 5.22% |
$101K - $131K
|
15.9K
$4.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
783+ 0.93% |
$100K - $129K
|
85.1K
$22.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
783+ 2.17% |
$100K - $129K
|
36.9K
$9.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
779+ 43.3% |
$99.9K - $129K
|
2.58K
$692K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
775New |
$99.4K - $128K
|
775
$208K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
768+ 15.69% |
$98.5K - $127K
|
5.66K
$1.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
764+ 37.05% |
$98K - $126K
|
2.83K
$758K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
764New |
$98K - $126K
|
764
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
760+ 3.0% |
$97.4K - $126K
|
26.1K
$7.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
758+ 26.16% |
$97.2K - $125K
|
3.66K
$981K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
746+ 11.12% |
$95.6K - $123K
|
7.46K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
746+ 15.92% |
$95.6K - $123K
|
5.43K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
742+ 10.31% |
$95.1K - $123K
|
7.94K
$2.13M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
742+ 23.3% |
$95.1K - $123K
|
3.93K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
740+ 0.43% |
$94.9K - $122K
|
172K
$46.2M
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
728+ 41.06% |
$93.3K - $120K
|
2.5K
$671K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
722+ 20.71% |
$92.6K - $119K
|
4.21K
$1.13M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
717+ 26.33% |
$91.9K - $118K
|
3.44K
$923K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
704+ 10.45% |
$90.3K - $116K
|
7.44K
$2M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
680New |
$87.2K - $112K
|
680
$182K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
675New |
$86.5K - $112K
|
675
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
658+ 30.75% |
$84.4K - $109K
|
2.8K
$751K
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
656+ 1.48% |
$84.1K - $108K
|
45K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
630+ 16.1% |
$80.8K - $104K
|
4.54K
$1.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
618+ 24.8% |
$79.2K - $102K
|
3.11K
$835K
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
613+ 2.35% |
$78.6K - $101K
|
26.7K
$7.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
598+ 115.44% |
$76.7K - $98.8K
|
1.12K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
594+ 35.44% |
$76.2K - $98.2K
|
2.27K
$609K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
588New |
$75.4K - $97.2K
|
588
$158K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
567+ 2.82% |
$72.7K - $93.7K
|
20.6K
$5.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
555New |
$71.2K - $91.7K
|
555
$149K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
554+ 5.55% |
$71K - $91.6K
|
10.5K
$2.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
551+ 2.8% |
$70.6K - $91.1K
|
20.3K
$5.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
547+ 31.58% |
$70.1K - $90.4K
|
2.28K
$612K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
534+ 0.79% |
$68.5K - $88.3K
|
68.5K
$18.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
532+ 22.07% |
$68.2K - $87.9K
|
2.94K
$790K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
520+ 22.48% |
$66.7K - $85.9K
|
2.83K
$760K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
519+ 9.78% |
$66.5K - $85.8K
|
5.83K
$1.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
506+ 11.9% |
$64.9K - $83.6K
|
4.76K
$1.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
492+ 3.61% |
$63.1K - $81.3K
|
14.1K
$3.79M
|