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 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-201- 4.06% |
$25.8K - $33.2K
|
4.75K
$1.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-202- 3.36% |
$25.9K - $33.4K
|
5.81K
$1.85M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-203- 8.43% |
$26K - $33.5K
|
2.21K
$701K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-205- 9.58% |
$26.3K - $33.9K
|
1.93K
$615K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-207- 10.58% |
$26.5K - $34.2K
|
1.75K
$556K
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-209- 4.29% |
$26.8K - $34.5K
|
4.66K
$1.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-215- 3.8% |
$27.6K - $35.5K
|
5.44K
$1.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-216- 1.99% |
$27.7K - $35.7K
|
10.7K
$3.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-216- 3.09% |
$27.7K - $35.7K
|
6.77K
$2.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-218- 7.41% |
$27.9K - $36K
|
2.72K
$866K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-220- 3.9% |
$28.2K - $36.4K
|
5.42K
$1.72M
|
|
|
Jan 10, 2023
Q4 2022
|
Grassi Investment Management
|
SELL
|
- |
-225- 0.65% |
$28.8K - $37.2K
|
34.2K
$10.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-225- 10.47% |
$28.8K - $37.2K
|
1.92K
$611K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-226- 2.43% |
$29K - $37.4K
|
9.07K
$2.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-230- 11.22% |
$29.5K - $38K
|
1.82K
$578K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-230- 6.04% |
$29.5K - $38K
|
3.58K
$1.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Bradley Mark J.
|
SELL
|
- |
-230- 1.96% |
$29.5K - $38K
|
11.5K
$3.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-240- 12.36% |
$30.8K - $39.7K
|
1.7K
$541K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-242- 5.08% |
$31K - $40K
|
4.52K
$1.44M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-245- 32.67% |
$31.4K - $40.5K
|
505
$161K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-245- 32.67% |
$31.4K - $40.5K
|
505
$161K
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-245- 2.48% |
$31.4K - $40.5K
|
9.63K
$3.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-247- 9.28% |
$31.7K - $40.8K
|
2.42K
$768K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-249- 51.02% |
$31.9K - $41.2K
|
239
$76K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 6.24% |
$32.1K - $41.3K
|
3.76K
$1.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
SELL
|
- |
-250- 4.68% |
$32.1K - $41.3K
|
5.1K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-250- 0.95% |
$32.1K - $41.3K
|
26.2K
$8.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-250- 24.25% |
$32.1K - $41.3K
|
781
$248K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-251- 0.49% |
$32.2K - $41.5K
|
50.9K
$16.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-252- 0.26% |
$32.3K - $41.6K
|
97.2K
$30.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-253- 1.39% |
$32.4K - $41.8K
|
18K
$5.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-255- 12.4% |
$32.7K - $42.1K
|
1.8K
$573K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-259- 13.0% |
$33.2K - $42.8K
|
1.73K
$551K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-265- 10.36% |
$34K - $43.8K
|
2.29K
$729K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-266- 13.19% |
$34.1K - $44K
|
1.75K
$557K
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-266- 5.85% |
$34.1K - $44K
|
4.28K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-269- 2.37% |
$34.5K - $44.5K
|
11.1K
$3.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-270- 3.42% |
$34.6K - $44.6K
|
7.63K
$2.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-277- 2.85% |
$35.5K - $45.8K
|
9.44K
$3M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-278- 5.65% |
$35.6K - $45.9K
|
4.64K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-280- 5.33% |
$35.9K - $46.3K
|
4.98K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-281- 10.7% |
$36K - $46.4K
|
2.35K
$745K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-283- 8.71% |
$36.3K - $46.8K
|
2.97K
$942K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-284- 4.28% |
$36.4K - $46.9K
|
6.36K
$2.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-287- 19.39% |
$36.8K - $47.4K
|
1.19K
$379K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-290- 4.05% |
$37.2K - $47.9K
|
6.87K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-291- 11.89% |
$37.3K - $48.1K
|
2.16K
$686K
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-292- 0.61% |
$37.4K - $48.3K
|
47.6K
$15.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-295- 64.13% |
$37.8K - $48.8K
|
165
$52.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-297- 5.46% |
$38.1K - $49.1K
|
5.14K
$1.63M
|