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
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
216+ 8.37% |
$27.7K - $35.7K
|
2.8K
$729K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
210+ 488.37% |
$26.9K - $34.7K
|
253
$65.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
208New |
$26.7K - $34.4K
|
208
$54.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
205+ 10.83% |
$26.3K - $33.9K
|
2.1K
$547K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
200+ 4.59% |
$25.6K - $33.1K
|
4.56K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
200New |
$25.6K - $33.1K
|
200
$52.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
193+ 9.51% |
$24.7K - $31.9K
|
2.22K
$579K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
192+ 6.18% |
$24.6K - $31.7K
|
3.3K
$860K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
192+ 9.24% |
$24.6K - $31.7K
|
2.27K
$592K
|
|
|
Feb 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
185+ 2.62% |
$23.7K - $30.6K
|
7.23K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
183+ 2.83% |
$23.5K - $30.2K
|
6.65K
$1.73M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
180New |
$23.1K - $29.7K
|
180
$46.9K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
180New |
$23.1K - $29.7K
|
180
$46.9K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
179+ 54.24% |
$22.9K - $29.6K
|
509
$133K
|
|
|
Feb 08, 2023
Q4 2022
|
Birinyi Associates Inc
|
BUY
|
- |
175+ 2.84% |
$22.4K - $28.9K
|
6.34K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
175+ 1.93% |
$22.4K - $28.9K
|
9.23K
$2.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
174+ 2.23% |
$22.3K - $28.8K
|
7.99K
$2.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
173+ 1.87% |
$22.2K - $28.6K
|
9.41K
$2.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
171New |
$21.9K - $28.3K
|
171
$44.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
170+ 1.66% |
$21.8K - $28.1K
|
10.4K
$2.71M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
168+ 365.22% |
$21.5K - $27.8K
|
214
$55.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
165+ 5.85% |
$21.2K - $27.3K
|
2.99K
$778K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
161New |
$20.6K - $26.6K
|
161
$42K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
160+ 1.45% |
$20.5K - $26.4K
|
11.2K
$2.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
157+ 628.0% |
$20.1K - $25.9K
|
182
$47.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
154+ 10.33% |
$19.7K - $25.5K
|
1.65K
$429K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
153+ 10.74% |
$19.6K - $25.3K
|
1.58K
$411K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
151+ 3.48% |
$19.4K - $25K
|
4.49K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
151+ 5.75% |
$19.4K - $25K
|
2.78K
$724K
|
|
|
Feb 14, 2023
Q4 2022
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
151+ 2.01% |
$19.4K - $25K
|
7.66K
$2M
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
150+ 2.7% |
$19.2K - $24.8K
|
5.71K
$1.49M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
150New |
$19.2K - $24.8K
|
150
$39.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
150+ 4.11% |
$19.2K - $24.8K
|
3.8K
$991K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
150+ 61.22% |
$19.2K - $24.8K
|
395
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
149+ 8.9% |
$19.1K - $24.6K
|
1.82K
$475K
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
147+ 1.58% |
$18.8K - $24.3K
|
9.45K
$2.46M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
147+ 5.56% |
$18.8K - $24.3K
|
2.79K
$728K
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
139+ 2.73% |
$17.8K - $23K
|
5.23K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
138+ 6.73% |
$17.7K - $22.8K
|
2.19K
$570K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
135+ 58.7% |
$17.3K - $22.3K
|
365
$95.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
135+ 1.02% |
$17.3K - $22.3K
|
13.4K
$3.49M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
128+ 5.14% |
$16.4K - $21.2K
|
2.62K
$682K
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
127+ 2.61% |
$16.3K - $21K
|
4.99K
$1.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
125+ 5.63% |
$16K - $20.7K
|
2.35K
$612K
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
125+ 1.84% |
$16K - $20.7K
|
6.93K
$1.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
125+ 10.78% |
$16K - $20.7K
|
1.29K
$335K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
124+ 0.7% |
$15.9K - $20.5K
|
17.8K
$4.63M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
124+ 5.39% |
$15.9K - $20.5K
|
2.42K
$632K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
122+ 2.29% |
$15.6K - $20.2K
|
5.45K
$1.42M
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
121+ 3.75% |
$15.5K - $20K
|
3.35K
$873K
|