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
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
43+ 2.52% |
$5.51K - $7.11K
|
1.75K
$456K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
42New |
$5.38K - $6.94K
|
42
$10.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
42+ 10.61% |
$5.38K - $6.94K
|
438
$114K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
42+ 1.84% |
$5.38K - $6.94K
|
2.33K
$606K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
40+ 2.49% |
$5.13K - $6.61K
|
1.64K
$428K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
40New |
$5.13K - $6.61K
|
40
$10.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
38+ 18.01% |
$4.87K - $6.28K
|
249
$64.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
36+ 1.09% |
$4.62K - $5.95K
|
3.33K
$868K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
35New |
$4.49K - $5.78K
|
35
$9.12K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.04% |
$4.36K - $5.62K
|
87.9K
$22.9M
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
33New |
$4.23K - $5.45K
|
33
$8.6K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
32+ 0.09% |
$4.1K - $5.29K
|
37.6K
$9.8M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
32New |
$4.1K - $5.29K
|
32
$8.34K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 6.68% |
$4.1K - $5.29K
|
511
$133K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
31+ 2.53% |
$3.97K - $5.12K
|
1.26K
$327K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
30+ 2.89% |
$3.85K - $4.96K
|
1.07K
$279K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30+ 0.04% |
$3.85K - $4.96K
|
69.8K
$18.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
29New |
$3.72K - $4.79K
|
29
$7.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
29+ 0.24% |
$3.72K - $4.79K
|
12K
$3.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 47.37% |
$3.46K - $4.46K
|
84
$21.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
27+ 0.47% |
$3.46K - $4.46K
|
5.76K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
26+ 1.77% |
$3.33K - $4.3K
|
1.5K
$391K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
25+ 0.32% |
$3.21K - $4.13K
|
7.87K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
25+ 0.39% |
$3.21K - $4.13K
|
6.39K
$1.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24+ 1.64% |
$3.08K - $3.97K
|
1.49K
$388K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
22+ 1.27% |
$2.82K - $3.64K
|
1.76K
$457K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
21+ 4.74% |
$2.69K - $3.47K
|
464
$121K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
21+ 0.63% |
$2.69K - $3.47K
|
3.34K
$872K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
21+ 19.81% |
$2.69K - $3.47K
|
127
$33.1K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
20+ 1.73% |
$2.56K - $3.31K
|
1.18K
$306K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
20+ 0.34% |
$2.56K - $3.31K
|
5.89K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
20+ 0.92% |
$2.56K - $3.31K
|
2.2K
$574K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
19New |
$2.44K - $3.14K
|
19
$4.95K
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
BUY
|
- |
17+ 0.38% |
$2.18K - $2.81K
|
4.54K
$1.18M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
17+ 1.25% |
$2.18K - $2.81K
|
1.38K
$359K
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
17+ 0.19% |
$2.18K - $2.81K
|
8.79K
$2.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17+ 1.09% |
$2.18K - $2.81K
|
1.58K
$411K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
16+ 2.1% |
$2.05K - $2.64K
|
778
$203K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
16+ 0.51% |
$2.05K - $2.64K
|
3.13K
$816K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.94% |
$2.05K - $2.64K
|
1.71K
$446K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.37% |
$1.92K - $2.48K
|
4.12K
$1.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
15New |
$1.92K - $2.48K
|
15
$3.91K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
15New |
$1.92K - $2.48K
|
15
$3.91K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
14+ 0.15% |
$1.79K - $2.31K
|
9.08K
$2.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
14New |
$1.79K - $2.31K
|
14
$3.65K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
14New |
$1.79K - $2.31K
|
14
$3.65K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
13New |
$1.67K - $2.15K
|
13
$3.39K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.1% |
$1.54K - $1.98K
|
11.8K
$3.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11+ 44.0% |
$1.41K - $1.82K
|
36
$9.38K
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
11+ 0.56% |
$1.41K - $1.82K
|
1.97K
$514K
|