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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
329New |
$42.2K - $54.4K
|
329
$85.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
326+ 0.7% |
$41.8K - $53.9K
|
46.8K
$12.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
326+ 0.44% |
$41.8K - $53.9K
|
74.4K
$19.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
325+ 5.51% |
$41.7K - $53.7K
|
6.23K
$1.62M
|
|
|
Feb 17, 2023
Q4 2022
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
312+ 7.81% |
$40K - $51.6K
|
4.31K
$1.12M
|
|
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
311New |
$39.9K - $51.4K
|
311
$81.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
309+ 0.67% |
$39.6K - $51.1K
|
46.5K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
309+ 1.03% |
$39.6K - $51.1K
|
30.2K
$7.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
308+ 9.45% |
$39.5K - $50.9K
|
3.57K
$930K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
306+ 6.42% |
$39.2K - $50.6K
|
5.07K
$1.32M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
299+ 16.65% |
$38.3K - $49.4K
|
2.1K
$546K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
292New |
$37.4K - $48.3K
|
292
$76.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
292+ 6.14% |
$37.4K - $48.3K
|
5.05K
$1.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
291+ 16.66% |
$37.3K - $48.1K
|
2.04K
$531K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
287+ 7.25% |
$36.8K - $47.4K
|
4.25K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
284+ 14.81% |
$36.4K - $46.9K
|
2.2K
$574K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
284New |
$36.4K - $46.9K
|
284
$74K
|
|
|
Feb 10, 2023
Q4 2022
|
Ns Partners LTD
|
BUY
|
- |
282+ 0.28% |
$36.2K - $46.6K
|
102K
$26.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
280+ 6.88% |
$35.9K - $46.3K
|
4.35K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Elite Wealth Management, Inc.
|
BUY
|
- |
279+ 1.36% |
$35.8K - $46.1K
|
20.8K
$5.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
278+ 1.95% |
$35.6K - $45.9K
|
14.6K
$3.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
277+ 9.42% |
$35.5K - $45.8K
|
3.22K
$838K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
276+ 10.79% |
$35.4K - $45.6K
|
2.83K
$739K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
270New |
$34.6K - $44.6K
|
270
$70.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
268+ 10.43% |
$34.4K - $44.3K
|
2.84K
$739K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
267+ 17.67% |
$34.2K - $44.1K
|
1.78K
$463K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
266+ 1.6% |
$34.1K - $44K
|
16.9K
$4.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Stephens Investment Management Group LLC
|
BUY
|
- |
262+ 38.53% |
$33.6K - $43.3K
|
942
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
256+ 9.92% |
$32.8K - $42.3K
|
2.84K
$739K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
254+ 7.39% |
$32.6K - $42K
|
3.69K
$961K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
254+ 5.14% |
$32.6K - $42K
|
5.2K
$1.35M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
253New |
$32.4K - $41.8K
|
253
$65.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
251+ 10.92% |
$32.2K - $41.5K
|
2.55K
$664K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
251+ 11.4% |
$32.2K - $41.5K
|
2.45K
$639K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
250+ 15.02% |
$32.1K - $41.3K
|
1.91K
$499K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
250New |
$32.1K - $41.3K
|
250
$65.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
248+ 0.78% |
$31.8K - $41K
|
32.2K
$8.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
244+ 24400.0% |
$31.3K - $40.3K
|
245
$63.9K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
238+ 8.65% |
$30.5K - $39.3K
|
2.99K
$779K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
237+ 12.82% |
$30.4K - $39.2K
|
2.09K
$543K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
232New |
$29.7K - $38.3K
|
232
$60.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
232+ 0.89% |
$29.7K - $38.3K
|
26.4K
$6.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
230+ 8.32% |
$29.5K - $38K
|
2.99K
$780K
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
229+ 2.36% |
$29.4K - $37.8K
|
9.95K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
226+ 7.64% |
$29K - $37.4K
|
3.18K
$830K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
224+ 5.88% |
$28.7K - $37K
|
4.03K
$1.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
222+ 1.69% |
$28.5K - $36.7K
|
13.4K
$3.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
222+ 13.15% |
$28.5K - $36.7K
|
1.91K
$498K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
220+ 0.67% |
$28.2K - $36.4K
|
33K
$8.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
218+ 6.8% |
$27.9K - $36K
|
3.42K
$892K
|