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
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-298- 13.89% |
$38.2K - $49.3K
|
1.85K
$587K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-298- 5.78% |
$38.2K - $49.3K
|
4.86K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-298- 1.65% |
$38.2K - $49.3K
|
17.8K
$5.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-300- 16.43% |
$38.5K - $49.6K
|
1.53K
$485K
|
|
|
Feb 08, 2023
Q4 2022
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-300- 1.49% |
$38.5K - $49.6K
|
19.9K
$6.32M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-303- 6.4% |
$38.8K - $50.1K
|
4.43K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
SELL
|
- |
-305- 2.61% |
$39.1K - $50.4K
|
11.4K
$3.61M
|
|
|
Jan 10, 2023
Q4 2022
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-305- 3.97% |
$39.1K - $50.4K
|
7.38K
$2.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-306- 0.49% |
$39.2K - $50.6K
|
61.6K
$19.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-319- 1.76% |
$40.9K - $52.7K
|
17.9K
$5.67M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-319- 12.96% |
$40.9K - $52.7K
|
2.14K
$681K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-319- 10.37% |
$40.9K - $52.7K
|
2.76K
$877K
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-320- 0.4% |
$41K - $52.9K
|
79.5K
$25.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-320- 5.04% |
$41K - $52.9K
|
6.03K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-325- 1.64% |
$41.7K - $53.7K
|
19.4K
$6.18M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-326- 14.48% |
$41.8K - $53.9K
|
1.93K
$612K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-326- 10.3% |
$41.8K - $53.9K
|
2.84K
$903K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-328- 4.7% |
$42.1K - $54.2K
|
6.65K
$2.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-333- 12.84% |
$42.7K - $55K
|
2.26K
$718K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-333- 49.55% |
$42.7K - $55K
|
339
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-333- 34.47% |
$42.7K - $55K
|
633
$201K
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-340- 4.58% |
$43.6K - $56.2K
|
7.09K
$2.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-342- 9.44% |
$43.8K - $56.5K
|
3.28K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-355- 3.63% |
$45.5K - $58.7K
|
9.42K
$2.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-357- 13.61% |
$45.8K - $59K
|
2.27K
$721K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-369- 10.15% |
$47.3K - $61K
|
3.27K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-369- 12.22% |
$47.3K - $61K
|
2.65K
$842K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-373- 4.92% |
$47.8K - $61.6K
|
7.21K
$2.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-378- 5.15% |
$48.5K - $62.5K
|
6.96K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-379- 10.83% |
$48.6K - $62.6K
|
3.12K
$992K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-380- 10.76% |
$48.7K - $62.8K
|
3.15K
$1M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-382- 11.09% |
$49K - $63.1K
|
3.06K
$974K
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-383- 1.49% |
$49.1K - $63.3K
|
25.3K
$8.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-384- 83.12% |
$49.2K - $63.5K
|
78
$24.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-389- 9.32% |
$49.9K - $64.3K
|
3.79K
$1.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-389- 2.59% |
$49.9K - $64.3K
|
14.6K
$4.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-398- 20.12% |
$51K - $65.8K
|
1.58K
$502K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-400- 1.67% |
$51.3K - $66.1K
|
23.5K
$7.47M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-400- 1.49% |
$51.3K - $66.1K
|
26.4K
$8.4M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-407- 4.19% |
$52.2K - $67.3K
|
9.3K
$2.96M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-409- 2.24% |
$52.4K - $67.6K
|
17.8K
$5.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-412- 4.59% |
$52.8K - $68.1K
|
8.56K
$2.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-414- 14.43% |
$53.1K - $68.4K
|
2.46K
$781K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-415- 15.67% |
$53.2K - $68.6K
|
2.23K
$710K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-415- 28.41% |
$53.2K - $68.6K
|
1.05K
$332K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-419- 7.24% |
$53.7K - $69.2K
|
5.37K
$1.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-421- 0.66% |
$54K - $69.6K
|
63K
$20M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-423- 7.14% |
$54.2K - $69.9K
|
5.5K
$1.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-425- 5.72% |
$54.5K - $70.2K
|
7.01K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-426- 81.61% |
$54.6K - $70.4K
|
96
$30.5K
|