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 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-587- 4.29% |
$75.3K - $97K
|
13.1K
$3.41M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-588- 3.05% |
$75.4K - $97.2K
|
18.7K
$4.88M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-591- 6.49% |
$75.8K - $97.7K
|
8.52K
$2.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-594- 7.54% |
$76.2K - $98.2K
|
7.29K
$1.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-600- 10.71% |
$76.9K - $99.2K
|
5K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-600- 28.28% |
$76.9K - $99.2K
|
1.52K
$397K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-605- 0.33% |
$77.6K - $100K
|
185K
$48.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-608- 5.08% |
$78K - $100K
|
11.4K
$2.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-609- 19.17% |
$78.1K - $101K
|
2.57K
$669K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-611- 12.89% |
$78.3K - $101K
|
4.13K
$1.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-612- 19.86% |
$78.5K - $101K
|
2.47K
$643K
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-613- 5.11% |
$78.6K - $101K
|
11.4K
$2.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-614- 8.43% |
$78.7K - $101K
|
6.67K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-615- 11.98% |
$78.8K - $102K
|
4.52K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-630- 13.74% |
$80.8K - $104K
|
3.96K
$1.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-632- 13.65% |
$81K - $104K
|
4K
$1.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-634- 3.72% |
$81.3K - $105K
|
16.4K
$4.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-639- 4.33% |
$81.9K - $106K
|
14.1K
$3.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-647- 27.07% |
$83K - $107K
|
1.74K
$454K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-649- 4.36% |
$83.2K - $107K
|
14.2K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-650- 9.61% |
$83.3K - $107K
|
6.11K
$1.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-651- 2.28% |
$83.5K - $108K
|
27.9K
$7.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-659- 4.26% |
$84.5K - $109K
|
14.8K
$3.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-664- 40.99% |
$85.1K - $110K
|
956
$249K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-668- 9.67% |
$85.6K - $110K
|
6.24K
$1.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-684- 2.33% |
$87.7K - $113K
|
28.7K
$7.48M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-689- 39.71% |
$88.3K - $114K
|
1.05K
$273K
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-690- 14.32% |
$88.5K - $114K
|
4.13K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-695- 12.66% |
$89.1K - $115K
|
4.79K
$1.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Cortland Associates Inc
|
SELL
|
- |
-697- 1.06% |
$89.4K - $115K
|
64.8K
$16.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-699- 26.68% |
$89.6K - $116K
|
1.92K
$501K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-701- 3.5% |
$89.9K - $116K
|
19.3K
$5.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-701- 13.32% |
$89.9K - $116K
|
4.56K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-708- 6.17% |
$90.8K - $117K
|
10.8K
$2.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-710- 0.41% |
$91K - $117K
|
172K
$44.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-718- 49.97% |
$92.1K - $119K
|
719
$187K
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-718- 4.56% |
$92.1K - $119K
|
15K
$3.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-723- 4.67% |
$92.7K - $119K
|
14.8K
$3.85M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-733- 7.76% |
$94K - $121K
|
8.71K
$2.27M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-734- 5.83% |
$94.1K - $121K
|
11.9K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-737- 14.45% |
$94.5K - $122K
|
4.37K
$1.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-739- 3.21% |
$94.7K - $122K
|
22.3K
$5.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-745- 2.7% |
$95.5K - $123K
|
26.9K
$7M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-754- 7.24% |
$96.7K - $125K
|
9.66K
$2.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-757- 15.97% |
$97.1K - $125K
|
3.98K
$1.04M
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-772- 3.18% |
$99K - $128K
|
23.5K
$6.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-782- 13.12% |
$100K - $129K
|
5.18K
$1.35M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-789- 81.51% |
$101K - $130K
|
179
$46.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-790- 7.02% |
$101K - $131K
|
10.5K
$2.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-793- 17.02% |
$102K - $131K
|
3.87K
$1.01M
|