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 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-25- 0.67% |
$3.21K - $4.13K
|
3.7K
$1.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-27- 0.75% |
$3.46K - $4.46K
|
3.58K
$1.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-28- 0.94% |
$3.59K - $4.63K
|
2.96K
$990K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-29- 0.65% |
$3.72K - $4.79K
|
4.46K
$1.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-30- 50.0% |
$3.85K - $4.96K
|
30
$10K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-31- 1.35% |
$3.97K - $5.12K
|
2.26K
$756K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-31- 1.43% |
$3.97K - $5.12K
|
2.14K
$716K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-31- 0.92% |
$3.97K - $5.12K
|
3.34K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-32- 0.31% |
$4.1K - $5.29K
|
10.2K
$3.39M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 7.95% |
$4.23K - $5.45K
|
382
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-34- 2.04% |
$4.36K - $5.62K
|
1.64K
$546K
|
|
|
Jan 27, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-35- 0.06% |
$4.49K - $5.78K
|
60.4K
$20.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-37- 22.16% |
$4.74K - $6.11K
|
130
$43.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-38- 18.81% |
$4.87K - $6.28K
|
164
$54.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-39- 1.74% |
$5K - $6.45K
|
2.21K
$737K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-39- 31.71% |
$5K - $6.45K
|
84
$28K
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-40- 1.03% |
$5.13K - $6.61K
|
3.83K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-40- 40.4% |
$5.13K - $6.61K
|
59
$19.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-40- 0.57% |
$5.13K - $6.61K
|
6.98K
$2.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-41- 6.55% |
$5.26K - $6.78K
|
585
$195K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-43- 1.7% |
$5.51K - $7.11K
|
2.48K
$829K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-43- 1.45% |
$5.51K - $7.11K
|
2.91K
$973K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-43- 2.86% |
$5.51K - $7.11K
|
1.46K
$488K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-46- 8.23% |
$5.9K - $7.6K
|
513
$171K
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-48- 2.02% |
$6.15K - $7.93K
|
2.33K
$776K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-48- 2.44% |
$6.15K - $7.93K
|
1.92K
$641K
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-50- 2.22% |
$6.41K - $8.26K
|
2.2K
$735K
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-50- 1.74% |
$6.41K - $8.26K
|
2.83K
$943K
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-50- 2.49% |
$6.41K - $8.26K
|
1.96K
$653K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-53- 14.25% |
$6.8K - $8.76K
|
319
$107K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-55- 0.39% |
$7.05K - $9.09K
|
14K
$4.67M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-55- 0.54% |
$7.05K - $9.09K
|
10.1K
$3.36M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-55- 0.69% |
$7.05K - $9.09K
|
7.97K
$2.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-57- 1.27% |
$7.31K - $9.42K
|
4.45K
$1.48M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-57- 3.25% |
$7.31K - $9.42K
|
1.7K
$567K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-57- 1.52% |
$7.31K - $9.42K
|
3.69K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-58- 1.45% |
$7.44K - $9.59K
|
3.94K
$1.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-58- 74.36% |
$7.44K - $9.59K
|
20
$6.68K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-62- 3.2% |
$7.95K - $10.2K
|
1.87K
$625K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-67- 3.05% |
$8.59K - $11.1K
|
2.13K
$710K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-67- 90.54% |
$8.59K - $11.1K
|
7
$2.34K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-67- 15.19% |
$8.59K - $11.1K
|
374
$125K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-70- 2.99% |
$8.97K - $11.6K
|
2.27K
$758K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-70- 1.26% |
$8.97K - $11.6K
|
5.5K
$1.84M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-71- 0.99% |
$9.1K - $11.7K
|
7.12K
$2.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-72- 2.33% |
$9.23K - $11.9K
|
3.02K
$1.01M
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
SELL
|
- |
-72- 1.27% |
$9.23K - $11.9K
|
5.59K
$1.87M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-73- 21.6% |
$9.36K - $12.1K
|
265
$88.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-74- 0.4% |
$9.49K - $12.2K
|
18.5K
$6.16M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-74- 2.41% |
$9.49K - $12.2K
|
2.99K
$999K
|