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 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.1K- 38.26% |
$141K - $182K
|
1.78K
$564K
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.1K- 14.25% |
$141K - $182K
|
6.63K
$2.11M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.11K- 5.55% |
$142K - $183K
|
18.8K
$5.97M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.11K- 12.05% |
$142K - $184K
|
8.11K
$2.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.12K- 4.77% |
$144K - $185K
|
22.4K
$7.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.12K- 44.51% |
$144K - $186K
|
1.4K
$445K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-1.13K- 15.78% |
$145K - $186K
|
6.02K
$1.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.13K- 10.74% |
$145K - $187K
|
9.4K
$2.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.13K- 8.37% |
$145K - $187K
|
12.4K
$3.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Resonate Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 9.84% |
$145K - $187K
|
10.4K
$3.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.14K- 11.3% |
$146K - $189K
|
8.96K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.14K- 1.94% |
$146K - $189K
|
57.8K
$18.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.15K- 28.39% |
$147K - $190K
|
2.9K
$920K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1.15K- 1.52% |
$147K - $190K
|
74.4K
$23.6M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.15K- 1.87% |
$148K - $191K
|
60.6K
$19.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.15K- 14.43% |
$148K - $191K
|
6.84K
$2.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.16K- 1.59% |
$149K - $192K
|
71.7K
$22.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.16K- 34.43% |
$149K - $192K
|
2.21K
$702K
|
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-1.19K- 38.51% |
$153K - $197K
|
1.9K
$604K
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.2K- 34.58% |
$153K - $198K
|
2.26K
$719K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-1.2K- 1.58% |
$154K - $198K
|
75K
$23.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-1.2K- 5.86% |
$154K - $199K
|
19.3K
$6.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.22K- 16.39% |
$156K - $201K
|
6.21K
$1.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.23K- 9.04% |
$158K - $203K
|
12.4K
$3.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.24K- 17.19% |
$159K - $205K
|
5.96K
$1.9M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.24K- 16.49% |
$159K - $205K
|
6.27K
$1.99M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
SELL
|
- |
-1.24K- 91.17% |
$159K - $205K
|
120
$38.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.24K- 4.12% |
$159K - $205K
|
28.9K
$9.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-1.25K- 23.44% |
$160K - $206K
|
4.07K
$1.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.25K- 2.84% |
$160K - $206K
|
42.6K
$13.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-1.25K- 18.32% |
$160K - $206K
|
5.56K
$1.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-1.25K- 15.63% |
$160K - $207K
|
6.75K
$2.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Harvest Volatility Management LLC
|
SELL
|
- |
-1.26K- 17.67% |
$162K - $208K
|
5.87K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.26K- 9.3% |
$162K - $209K
|
12.3K
$3.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-1.27K- 3.04% |
$162K - $209K
|
40.4K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.27K- 39.69% |
$163K - $210K
|
1.93K
$613K
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.28K- 31.22% |
$164K - $212K
|
2.82K
$896K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.29K- 19.34% |
$165K - $212K
|
5.36K
$1.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-1.29K- 14.88% |
$165K - $213K
|
7.36K
$2.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-1.3K- 37.54% |
$166K - $214K
|
2.16K
$685K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.3K- 31.96% |
$166K - $214K
|
2.76K
$877K
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.3K- 41.27% |
$167K - $215K
|
1.85K
$588K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.31K- 9.55% |
$168K - $216K
|
12.4K
$3.93M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.31KClosed |
$168K - $217K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Geneva Capital Management LLC
|
SELL
|
- |
-1.32K- 9.71% |
$170K - $219K
|
12.3K
$3.91M
|
|
|
Feb 03, 2023
Q4 2022
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-1.35K- 28.33% |
$173K - $223K
|
3.41K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.35K- 8.5% |
$173K - $223K
|
14.6K
$4.63M
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.36K- 4.46% |
$174K - $224K
|
29K
$9.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1.36K- 97.56% |
$174K - $225K
|
34
$10.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.37K- 46.22% |
$176K - $226K
|
1.59K
$506K
|