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 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
118+ 7.2% |
$15.1K - $19.5K
|
1.76K
$458K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
107+ 3.92% |
$13.7K - $17.7K
|
2.84K
$740K
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
105+ 1.34% |
$13.5K - $17.4K
|
7.97K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
105New |
$13.5K - $17.4K
|
105
$27.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100+ 16.67% |
$12.8K - $16.5K
|
700
$182K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
100+ 5.02% |
$12.8K - $16.5K
|
2.09K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
100+ 3.73% |
$12.8K - $16.5K
|
2.78K
$725K
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
BUY
|
- |
99+ 1.38% |
$12.7K - $16.4K
|
7.29K
$1.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
97+ 0.12% |
$12.4K - $16K
|
79.6K
$20.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
95+ 0.85% |
$12.2K - $15.7K
|
11.2K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
92New |
$11.8K - $15.2K
|
92
$24K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
91+ 2.76% |
$11.7K - $15K
|
3.39K
$883K
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
90+ 1.44% |
$11.5K - $14.9K
|
6.36K
$1.66M
|
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
BUY
|
- |
89+ 0.15% |
$11.4K - $14.7K
|
60.4K
$15.8M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
89New |
$11.4K - $14.7K
|
89
$23.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
87+ 22.14% |
$11.2K - $14.4K
|
480
$125K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
86New |
$11K - $14.2K
|
86
$22.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
82+ 0.85% |
$10.5K - $13.6K
|
9.77K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
82+ 2.7% |
$10.5K - $13.6K
|
3.12K
$813K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
81+ 2.23% |
$10.4K - $13.4K
|
3.72K
$969K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
79+ 1.47% |
$10.1K - $13.1K
|
5.46K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
78+ 14.18% |
$10K - $12.9K
|
628
$164K
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
76+ 2.55% |
$9.74K - $12.6K
|
3.06K
$798K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
76New |
$9.74K - $12.6K
|
76
$19.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
75New |
$9.62K - $12.4K
|
75
$19.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
75+ 44.38% |
$9.62K - $12.4K
|
244
$63.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
75New |
$9.62K - $12.4K
|
75
$19.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
75+ 1.29% |
$9.62K - $12.4K
|
5.87K
$1.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
72+ 0.4% |
$9.23K - $11.9K
|
18.2K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
71+ 1.2% |
$9.1K - $11.7K
|
5.98K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
68+ 3.69% |
$8.72K - $11.2K
|
1.91K
$498K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
65+ 144.44% |
$8.33K - $10.7K
|
110
$28.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
65+ 14.61% |
$8.33K - $10.7K
|
510
$133K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
64+ 4.32% |
$8.21K - $10.6K
|
1.55K
$403K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
64New |
$8.21K - $10.6K
|
64
$16.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
64+ 0.98% |
$8.21K - $10.6K
|
6.6K
$1.72M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
63+ 30.43% |
$8.08K - $10.4K
|
270
$70.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
60+ 300.0% |
$7.69K - $9.92K
|
80
$20.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
60+ 1.77% |
$7.69K - $9.92K
|
3.44K
$897K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
58+ 0.35% |
$7.44K - $9.59K
|
16.8K
$4.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
57New |
$7.31K - $9.42K
|
57
$14.9K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
57+ 0.97% |
$7.31K - $9.42K
|
5.94K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
55+ 0.28% |
$7.05K - $9.09K
|
19.9K
$5.18M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
50New |
$6.41K - $8.26K
|
50
$13K
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
49+ 2.2% |
$6.28K - $8.1K
|
2.27K
$592K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
45+ 0.43% |
$5.77K - $7.44K
|
10.5K
$2.74M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
45New |
$5.77K - $7.44K
|
45
$11.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45+ 4.43% |
$5.77K - $7.44K
|
1.06K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
45New |
$5.77K - $7.44K
|
45
$11.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
44+ 2.63% |
$5.64K - $7.27K
|
1.72K
$448K
|