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 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-74- 51.75% |
$9.49K - $12.2K
|
69
$23K
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-74- 42.53% |
$9.49K - $12.2K
|
100
$33.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-75- 0.36% |
$9.62K - $12.4K
|
20.6K
$6.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-75- 20.49% |
$9.62K - $12.4K
|
291
$97.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-77- 53.1% |
$9.87K - $12.7K
|
68
$22.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-78- 1.53% |
$10K - $12.9K
|
5.02K
$1.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-80- 7.72% |
$10.3K - $13.2K
|
956
$319K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-80- 7.48% |
$10.3K - $13.2K
|
990
$331K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-82- 4.76% |
$10.5K - $13.6K
|
1.64K
$548K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-83- 4.35% |
$10.6K - $13.7K
|
1.83K
$610K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-83- 4.62% |
$10.6K - $13.7K
|
1.71K
$572K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-93- 3.19% |
$11.9K - $15.4K
|
2.82K
$942K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-98- 2.46% |
$12.6K - $16.2K
|
3.88K
$1.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-100- 5.09% |
$12.8K - $16.5K
|
1.87K
$623K
|
|
|
Feb 02, 2023
Q4 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.82% |
$12.8K - $16.5K
|
3.45K
$1.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-100- 92.59% |
$12.8K - $16.5K
|
8
$2.67K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-100- 6.11% |
$12.8K - $16.5K
|
1.54K
$513K
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-100- 3.36% |
$12.8K - $16.5K
|
2.88K
$961K
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-100- 3.65% |
$12.8K - $16.5K
|
2.64K
$882K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-100- 84.03% |
$12.8K - $16.5K
|
19
$6.34K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-102- 2.07% |
$13.1K - $16.9K
|
4.83K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-102- 1.01% |
$13.1K - $16.9K
|
10K
$3.34M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-103- 2.56% |
$13.2K - $17K
|
3.92K
$1.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-104- 1.15% |
$13.3K - $17.2K
|
8.93K
$2.98M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-105- 33.87% |
$13.5K - $17.4K
|
205
$68.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-105- 0.71% |
$13.5K - $17.4K
|
14.7K
$4.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
SELL
|
- |
-107- 0.82% |
$13.7K - $17.7K
|
13K
$4.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-108- 3.24% |
$13.8K - $17.8K
|
3.23K
$1.08M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-108- 87.8% |
$13.8K - $17.8K
|
15
$5.01K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-109- 3.38% |
$14K - $18K
|
3.12K
$1.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-109- 1.64% |
$14K - $18K
|
6.52K
$2.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-111- 11.21% |
$14.2K - $18.3K
|
879
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-111Closed |
$14.2K - $18.3K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-111- 0.64% |
$14.2K - $18.3K
|
17.1K
$5.72M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-114- 4.56% |
$14.6K - $18.8K
|
2.39K
$797K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-114- 1.07% |
$14.6K - $18.8K
|
10.5K
$3.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-115- 2.63% |
$14.7K - $19K
|
4.26K
$1.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-115- 4.39% |
$14.7K - $19K
|
2.5K
$835K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-115- 5.6% |
$14.7K - $19K
|
1.94K
$647K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-115- 0.2% |
$14.7K - $19K
|
57.8K
$19.3M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-115- 0.2% |
$14.7K - $19K
|
57.8K
$19.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-117- 6.6% |
$15K - $19.3K
|
1.66K
$553K
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-120- 1.24% |
$15.4K - $19.8K
|
9.55K
$3.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-120- 1.56% |
$15.4K - $19.8K
|
7.59K
$2.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-121- 4.59% |
$15.5K - $20K
|
2.51K
$839K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-122- 3.26% |
$15.6K - $20.2K
|
3.62K
$1.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-123- 2.33% |
$15.8K - $20.3K
|
5.15K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-123- 8.47% |
$15.8K - $20.3K
|
1.33K
$444K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-123- 8.47% |
$15.8K - $20.3K
|
1.33K
$444K
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-124- 55.36% |
$15.9K - $20.5K
|
100
$33.4K
|