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 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10New |
$1.28K - $1.65K
|
10
$2.61K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
10+ 0.5% |
$1.28K - $1.65K
|
2K
$521K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10+ 4.0% |
$1.28K - $1.65K
|
260
$67.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10+ 0.03% |
$1.28K - $1.65K
|
34.1K
$8.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
10+ 0.06% |
$1.28K - $1.65K
|
16.4K
$4.29M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9+ 150.0% |
$1.15K - $1.49K
|
15
$3.91K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
9New |
$1.15K - $1.49K
|
9
$2.35K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8+ 3.51% |
$1.03K - $1.32K
|
236
$61.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
8New |
$1.03K - $1.32K
|
8
$2.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8+ 0.34% |
$1.03K - $1.32K
|
2.37K
$618K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
7+ 0.42% |
$897 - $1.16K
|
1.66K
$432K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
6New |
$769 - $992
|
6
$1.56K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6New |
$769 - $992
|
6
$1.56K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
5+ 1.1% |
$641 - $826
|
461
$120K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
4+ 20.0% |
$513 - $661
|
24
$6.26K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3+ 0.22% |
$385 - $496
|
1.36K
$354K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.07% |
$256 - $331
|
2.76K
$719K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 25.0% |
$128 - $165
|
5
$1.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1+ 5.26% |
$128 - $165
|
20
$5.21K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1New |
$128 - $165
|
1
$261
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$128 - $165
|
3.23K
$841K
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1+ 0.03% |
$128 - $165
|
3.05K
$795K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 0.08% |
$128 - $165
|
1.2K
$314K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.98% |
$128 - $165
|
101
$26.3K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2- 0.01% |
$256 - $331
|
21.1K
$5.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-2- 0.02% |
$256 - $331
|
11.5K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 23.08% |
$385 - $496
|
10
$2.61K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 12.9% |
$513 - $661
|
27
$7.04K
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-5- 0.09% |
$641 - $826
|
5.52K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6- 0.02% |
$769 - $992
|
32.5K
$8.47M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7- 0.27% |
$897 - $1.16K
|
2.55K
$664K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-7- 0.66% |
$897 - $1.16K
|
1.05K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 2.8% |
$1.03K - $1.32K
|
278
$72.5K
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-8- 0.28% |
$1.03K - $1.32K
|
2.82K
$735K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-8- 1.05% |
$1.03K - $1.32K
|
757
$197K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-10- 6.45% |
$1.28K - $1.65K
|
145
$37.8K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-10- 0.39% |
$1.28K - $1.65K
|
2.54K
$661K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-11- 0.52% |
$1.41K - $1.82K
|
2.12K
$554K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 3.4% |
$1.41K - $1.82K
|
313
$81.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-12- 2.65% |
$1.54K - $1.98K
|
441
$115K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-13- 0.16% |
$1.67K - $2.15K
|
8.27K
$2.16M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13Closed |
$1.67K - $2.15K
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-14- 0.7% |
$1.79K - $2.31K
|
2K
$520K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-14- 0.67% |
$1.79K - $2.31K
|
2.08K
$542K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-17- 32.08% |
$2.18K - $2.81K
|
36
$9.38K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-20- 95.24% |
$2.56K - $3.31K
|
1
$261
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-20- 6.01% |
$2.56K - $3.31K
|
313
$81.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-22- 0.33% |
$2.82K - $3.64K
|
6.64K
$1.73M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-23- 15.03% |
$2.95K - $3.8K
|
130
$33.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-24- 29.63% |
$3.08K - $3.97K
|
57
$14.9K
|