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
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
487+ 3.71% |
$62.4K - $80.5K
|
13.6K
$3.65M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
486+ 4.72% |
$62.3K - $80.3K
|
10.8K
$2.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
486New |
$62.3K - $80.3K
|
486
$130K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
485+ 6.81% |
$62.2K - $80.2K
|
7.61K
$2.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
485+ 89.32% |
$62.2K - $80.2K
|
1.03K
$276K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
475+ 1900.0% |
$60.9K - $78.5K
|
500
$134K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
468New |
$60K - $77.3K
|
468
$126K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
465+ 206.67% |
$59.6K - $76.9K
|
690
$185K
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
458+ 1.22% |
$58.7K - $75.7K
|
37.9K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
458+ 1.12% |
$58.7K - $75.7K
|
41.5K
$11.1M
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
449+ 7.49% |
$57.6K - $74.2K
|
6.45K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
449+ 6.92% |
$57.6K - $74.2K
|
6.94K
$1.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
440New |
$56.4K - $72.7K
|
440
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
433New |
$55.5K - $71.6K
|
433
$116K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
432+ 1.57% |
$55.4K - $71.4K
|
28K
$7.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
430New |
$55.1K - $71.1K
|
430
$115K
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
BUY
|
- |
428+ 6.82% |
$54.9K - $70.7K
|
6.71K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
421+ 5.37% |
$54K - $69.6K
|
8.26K
$2.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
419+ 5.83% |
$53.7K - $69.2K
|
7.61K
$2.04M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
418+ 4.45% |
$53.6K - $69.1K
|
9.8K
$2.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
417+ 2.8% |
$53.5K - $68.9K
|
15.3K
$4.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
417+ 19.62% |
$53.5K - $68.9K
|
2.54K
$682K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
416+ 16.12% |
$53.3K - $68.8K
|
3K
$804K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
415+ 6.61% |
$53.2K - $68.6K
|
6.7K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
415+ 4.51% |
$53.2K - $68.6K
|
9.63K
$2.58M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
410+ 12.63% |
$52.6K - $67.8K
|
3.66K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
405+ 1.63% |
$51.9K - $66.9K
|
25.3K
$6.79M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
403+ 9.48% |
$51.7K - $66.6K
|
4.66K
$1.25M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
395+ 3.86% |
$50.6K - $65.3K
|
10.6K
$2.85M
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
395+ 27.53% |
$50.6K - $65.3K
|
1.83K
$491K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
394+ 11.67% |
$50.5K - $65.1K
|
3.77K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
393+ 0.64% |
$50.4K - $65K
|
61.8K
$16.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
390+ 23.48% |
$50K - $64.5K
|
2.05K
$550K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
389+ 48.56% |
$49.9K - $64.3K
|
1.19K
$319K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
384+ 23.72% |
$49.2K - $63.5K
|
2K
$538K
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
BUY
|
- |
374+ 9.03% |
$48K - $61.8K
|
4.52K
$1.21M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
374New |
$48K - $61.8K
|
374
$100K
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
373+ 16.63% |
$47.8K - $61.6K
|
2.62K
$702K
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
373+ 16.63% |
$47.8K - $61.6K
|
2.62K
$702K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
370+ 5.32% |
$47.4K - $61.1K
|
7.32K
$1.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
361+ 5.82% |
$46.3K - $59.7K
|
6.57K
$1.76M
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
361+ 12.77% |
$46.3K - $59.7K
|
3.19K
$855K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
357+ 0.24% |
$45.8K - $59K
|
150K
$40.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
354+ 8.44% |
$45.4K - $58.5K
|
4.55K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
343+ 4.22% |
$44K - $56.7K
|
8.46K
$2.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
341+ 21.75% |
$43.7K - $56.4K
|
1.91K
$512K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
341+ 0.44% |
$43.7K - $56.4K
|
78.2K
$21M
|
|
|
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
341+ 5.45% |
$43.7K - $56.4K
|
6.6K
$1.77M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
337New |
$43.2K - $55.7K
|
337
$90.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
337New |
$43.2K - $55.7K
|
337
$90.4K
|