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
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-816- 25.78% |
$105K - $135K
|
2.35K
$747K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-817- 1.87% |
$105K - $135K
|
42.9K
$13.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-821- 10.09% |
$105K - $136K
|
7.32K
$2.33M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-822- 32.95% |
$105K - $136K
|
1.67K
$532K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-828- 1.91% |
$106K - $137K
|
42.5K
$13.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-836- 13.42% |
$107K - $138K
|
5.4K
$1.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-836- 35.07% |
$107K - $138K
|
1.55K
$492K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-845- 2.26% |
$108K - $140K
|
36.5K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-845- 11.5% |
$108K - $140K
|
6.5K
$2.07M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-858- 15.23% |
$110K - $142K
|
4.78K
$1.52M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-877- 5.15% |
$112K - $145K
|
16.2K
$5.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-881- 24.92% |
$113K - $146K
|
2.66K
$844K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-894- 8.6% |
$115K - $148K
|
9.5K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-901- 4.0% |
$116K - $149K
|
21.6K
$6.88M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-906- 27.83% |
$116K - $150K
|
2.35K
$747K
|
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-920- 18.76% |
$118K - $152K
|
3.99K
$1.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-922- 33.6% |
$118K - $152K
|
1.82K
$579K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-924- 4.8% |
$118K - $153K
|
18.3K
$5.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-928- 18.24% |
$119K - $153K
|
4.16K
$1.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-942- 10.4% |
$121K - $156K
|
8.12K
$2.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-946- 1.14% |
$121K - $156K
|
82.2K
$26.1M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-952- 27.86% |
$122K - $157K
|
2.47K
$784K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-957- 92.73% |
$123K - $158K
|
75
$23.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-958- 0.76% |
$123K - $158K
|
125K
$39.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-960- 15.89% |
$123K - $159K
|
5.08K
$1.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-974- 6.25% |
$125K - $161K
|
14.6K
$4.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-976- 48.46% |
$125K - $161K
|
1.04K
$330K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-983- 29.88% |
$126K - $162K
|
2.31K
$733K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-993- 10.27% |
$127K - $164K
|
8.67K
$2.76M
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-1K- 14.49% |
$129K - $166K
|
5.92K
$1.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.01K- 2.39% |
$129K - $167K
|
41.3K
$13.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.02K- 21.43% |
$130K - $168K
|
3.72K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.02K- 5.09% |
$130K - $168K
|
18.9K
$6.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1.02K- 33.04% |
$131K - $169K
|
2.07K
$658K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.02K- 11.4% |
$131K - $169K
|
7.95K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.03K- 24.9% |
$131K - $169K
|
3.09K
$982K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.03K- 27.44% |
$132K - $170K
|
2.72K
$863K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.03K- 4.49% |
$132K - $170K
|
21.9K
$6.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.03K- 12.79% |
$132K - $170K
|
7.03K
$2.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.07K- 5.43% |
$137K - $176K
|
18.6K
$5.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-1.07K- 7.61% |
$137K - $176K
|
12.9K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.07K- 15.11% |
$137K - $177K
|
6.01K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.09K- 26.27% |
$139K - $180K
|
3.05K
$970K
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.09K- 16.23% |
$140K - $180K
|
5.63K
$1.79M
|
|
|
Jan 30, 2023
Q4 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-1.09K- 7.13% |
$140K - $180K
|
14.2K
$4.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.09K- 10.58% |
$140K - $180K
|
9.23K
$2.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 1.14% |
$140K - $181K
|
94.4K
$30M
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.1K- 4.41% |
$140K - $181K
|
23.7K
$7.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.1K- 33.65% |
$141K - $181K
|
2.16K
$688K
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.1K- 12.25% |
$141K - $182K
|
7.87K
$2.5M
|