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
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-426- 7.91% |
$54.6K - $70.4K
|
4.96K
$1.58M
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-429- 3.0% |
$55K - $70.9K
|
13.9K
$4.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-430- 21.86% |
$55.1K - $71.1K
|
1.54K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-430- 2.87% |
$55.1K - $71.1K
|
14.6K
$4.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-432- 12.59% |
$55.4K - $71.4K
|
3K
$953K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-438- 20.97% |
$56.2K - $72.4K
|
1.65K
$525K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-439- 5.11% |
$56.3K - $72.6K
|
8.15K
$2.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-440- 0.05% |
$56.4K - $72.7K
|
901K
$286M
|
|
|
Jan 11, 2023
Q4 2022
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-445- 8.67% |
$57.1K - $73.5K
|
4.69K
$1.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-450- 17.69% |
$57.7K - $74.4K
|
2.09K
$666K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-464- 8.65% |
$59.5K - $76.7K
|
4.9K
$1.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-465- 16.1% |
$59.6K - $76.9K
|
2.42K
$770K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-470- 15.17% |
$60.3K - $77.7K
|
2.63K
$836K
|
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-470- 8.12% |
$60.3K - $77.7K
|
5.32K
$1.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-472- 12.94% |
$60.5K - $78K
|
3.18K
$1.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-476- 41.18% |
$61K - $78.7K
|
680
$216K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-478- 4.77% |
$61.3K - $79K
|
9.54K
$3.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-478- 2.88% |
$61.3K - $79K
|
16.1K
$5.13M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-484- 23.81% |
$62.1K - $80K
|
1.55K
$492K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-485- 9.76% |
$62.2K - $80.2K
|
4.48K
$1.42M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-491- 10.16% |
$63K - $81.1K
|
4.34K
$1.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-492- 7.51% |
$63.1K - $81.3K
|
6.06K
$1.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-494- 3.73% |
$63.3K - $81.6K
|
12.7K
$4.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-500- 65.27% |
$64.1K - $82.6K
|
266
$84.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 33.07% |
$64.1K - $82.6K
|
1.01K
$322K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-501- 14.99% |
$64.2K - $82.8K
|
2.84K
$903K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-504- 4.58% |
$64.6K - $83.3K
|
10.5K
$3.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-504- 1.72% |
$64.6K - $83.3K
|
28.8K
$9.15M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-507- 6.54% |
$65K - $83.8K
|
7.24K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-516- 19.33% |
$66.2K - $85.3K
|
2.15K
$685K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-520- 17.8% |
$66.7K - $85.9K
|
2.4K
$763K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-525- 17.46% |
$67.3K - $86.8K
|
2.48K
$789K
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-534- 1.27% |
$68.5K - $88.3K
|
41.4K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-540- 7.61% |
$69.2K - $89.2K
|
6.56K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-544- 1.34% |
$69.7K - $89.9K
|
39.9K
$12.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Ocean Capital Management, LLC
|
SELL
|
- |
-547- 2.75% |
$70.1K - $90.4K
|
19.4K
$6.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-550- 10.34% |
$70.5K - $90.9K
|
4.77K
$1.52M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-553- 3.27% |
$70.9K - $91.4K
|
16.4K
$5.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-553- 1.02% |
$70.9K - $91.4K
|
53.8K
$17.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-555- 1.1% |
$71.2K - $91.7K
|
49.9K
$15.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-557- 43.65% |
$71.4K - $92.1K
|
719
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-573- 3.74% |
$73.5K - $94.7K
|
14.7K
$4.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-574- 6.26% |
$73.6K - $94.9K
|
8.59K
$2.73M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-576- 10.28% |
$73.8K - $95.2K
|
5.03K
$1.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-584- 1.96% |
$74.9K - $96.5K
|
29.2K
$9.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-587- 4.29% |
$75.3K - $97K
|
13.1K
$4.16M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-588- 3.05% |
$75.4K - $97.2K
|
18.7K
$5.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-591- 6.49% |
$75.8K - $97.7K
|
8.52K
$2.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-594- 7.54% |
$76.2K - $98.2K
|
7.29K
$2.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-600- 10.71% |
$76.9K - $99.2K
|
5K
$1.59M
|