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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-124- 5.22% |
$15.9K - $20.5K
|
2.25K
$715K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-126- 6.27% |
$16.2K - $20.8K
|
1.88K
$599K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-128- 4.2% |
$16.4K - $21.2K
|
2.92K
$929K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-129- 39.45% |
$16.5K - $21.3K
|
198
$62.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-130- 2.44% |
$16.7K - $21.5K
|
5.2K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-136- 0.85% |
$17.4K - $22.5K
|
15.9K
$5.06M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-143- 2.29% |
$18.3K - $23.6K
|
6.11K
$1.94M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-147- 1.37% |
$18.8K - $24.3K
|
10.6K
$3.36M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-148- 5.81% |
$19K - $24.5K
|
2.4K
$762K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-148- 3.58% |
$19K - $24.5K
|
3.99K
$1.27M
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-150- 22.22% |
$19.2K - $24.8K
|
525
$167K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-150- 33.33% |
$19.2K - $24.8K
|
300
$95.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-150- 39.06% |
$19.2K - $24.8K
|
234
$74.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-153- 1.88% |
$19.6K - $25.3K
|
7.97K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-154- 1.25% |
$19.7K - $25.5K
|
12.2K
$3.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-155- 1.67% |
$19.9K - $25.6K
|
9.14K
$2.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-155- 2.92% |
$19.9K - $25.6K
|
5.16K
$1.64M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-156- 2.53% |
$20K - $25.8K
|
6.01K
$1.91M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-156- 18.35% |
$20K - $25.8K
|
694
$221K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-158- 11.29% |
$20.3K - $26.1K
|
1.24K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-158- 34.65% |
$20.3K - $26.1K
|
298
$94.7K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-161- 2.67% |
$20.6K - $26.6K
|
5.88K
$1.87M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-162- 49.69% |
$20.8K - $26.8K
|
164
$52.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-164- 6.53% |
$21K - $27.1K
|
2.35K
$746K
|
|
|
Feb 14, 2023
Q4 2022
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-164- 3.45% |
$21K - $27.1K
|
4.59K
$1.46M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-166- 8.37% |
$21.3K - $27.4K
|
1.82K
$578K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-168- 9.86% |
$21.5K - $27.8K
|
1.54K
$488K
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-170- 1.39% |
$21.8K - $28.1K
|
12.1K
$3.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-170- 68.27% |
$21.8K - $28.1K
|
79
$25.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-171- 8.2% |
$21.9K - $28.3K
|
1.92K
$609K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-175- 17.93% |
$22.4K - $28.9K
|
801
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-176- 37.13% |
$22.6K - $29.1K
|
298
$94.7K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-176- 4.56% |
$22.6K - $29.1K
|
3.69K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-178- 4.83% |
$22.8K - $29.4K
|
3.51K
$1.11M
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-179- 4.77% |
$22.9K - $29.6K
|
3.57K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-180- 8.44% |
$23.1K - $29.7K
|
1.95K
$621K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-181- 4.28% |
$23.2K - $29.9K
|
4.05K
$1.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-184- 3.02% |
$23.6K - $30.4K
|
5.91K
$1.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-186- 3.28% |
$23.8K - $30.7K
|
5.49K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-188- 5.43% |
$24.1K - $31.1K
|
3.28K
$1.04M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-188- 8.58% |
$24.1K - $31.1K
|
2K
$636K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-189- 3.05% |
$24.2K - $31.2K
|
6K
$1.91M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-194- 1.57% |
$24.9K - $32.1K
|
12.2K
$3.88M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-194- 34.34% |
$24.9K - $32.1K
|
371
$118K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-194- 0.88% |
$24.9K - $32.1K
|
21.9K
$6.96M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-198- 3.02% |
$25.4K - $32.7K
|
6.36K
$2.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-200- 2.02% |
$25.6K - $33.1K
|
9.72K
$3.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-200- 10.82% |
$25.6K - $33.1K
|
1.65K
$524K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-200- 6.23% |
$25.6K - $33.1K
|
3.01K
$956K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-200- 16.93% |
$25.6K - $33.1K
|
981
$312K
|