Purchases and Sales Made in Q4 2022 in Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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 09, 2023 Q4 2022
Trust CO Of Kansas

Wichita, KS
SELL
 -
-1.37K
- 6.85%
$176K - $226K
18.6K $5.92M
Feb 14, 2023 Q4 2022
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-1.38K
- 16.79%
$176K - $227K
6.82K $2.17M
Jan 31, 2023 Q4 2022
Ifg Advisory, LLC

SELL
 -
-1.38K
- 42.16%
$177K - $228K
1.89K $602K
Jan 27, 2023 Q4 2022
Aafmaa Wealth Management & Trust LLC

SELL
 -
-1.38K
- 4.92%
$177K - $229K
26.8K $8.51M
Feb 10, 2023 Q4 2022
Long Path Partners LP

Stamford, CT
SELL
 -
-1.41K
- 0.69%
$180K - $232K
201K $64M
Jan 25, 2023 Q4 2022
Alpha Cubed Investments, LLC

SELL
 -
-1.41K
- 30.9%
$181K - $233K
3.15K $1M
Jan 25, 2023 Q4 2022
Wespac Advisors So Cal, LLC

SELL
 -
-1.41K
- 37.31%
$181K - $233K
2.37K $753K
Jan 26, 2023 Q4 2022
Symphony Financial, Ltd. Co.

SELL
 -
-1.41K
- 8.33%
$181K - $233K
15.5K $4.94M
Feb 14, 2023 Q4 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-1.42K
- 17.93%
$182K - $234K
6.48K $2.06M
Feb 10, 2023 Q4 2022
Andesa Financial Management Inc.

SELL
 -
-1.42K
- 36.03%
$182K - $235K
2.52K $801K
Feb 02, 2023 Q4 2022
Guinness Atkinson Asset Management Inc

Pasadena, CA
SELL
 -
-1.46K
- 4.85%
$187K - $241K
28.6K $9.08M
Feb 13, 2023 Q4 2022
Uss Investment Management LTD

SELL
 -
-1.47K
- 0.96%
$188K - $242K
152K $48.2M
Jan 20, 2023 Q4 2022
Veriti Management LLC

SELL
 -
-1.47K
- 9.65%
$188K - $243K
13.8K $4.37M
Jan 23, 2023 Q4 2022
Paces Ferry Wealth Advisors, LLC

SELL
 -
-1.48K
- 27.15%
$189K - $244K
3.96K $1.26M
Jan 11, 2023 Q4 2022
Foundations Investment Advisors, LLC

SELL
 -
-1.49K
- 33.63%
$191K - $247K
2.95K $937K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

SELL
 -
-1.5K
- 4.27%
$192K - $247K
33.5K $10.7M
Feb 14, 2023 Q4 2022
Hoyle Cohen, LLC

SELL
 -
-1.51K
- 7.21%
$193K - $249K
19.4K $6.16M
Feb 10, 2023 Q4 2022
Checchi Capital Advisers, LLC

Beverly Hills, CA
SELL
 -
-1.51K
- 6.93%
$193K - $249K
20.2K $6.43M
Feb 08, 2023 Q4 2022
Jag Capital Management, LLC

SELL
 -
-1.52K
- 6.03%
$194K - $250K
23.6K $7.5M
Feb 06, 2023 Q4 2022
Navalign, LLC

SELL
 -
-1.52K
- 19.25%
$195K - $251K
6.38K $2.03M
Feb 14, 2023 Q4 2022
Icon Wealth Advisors, LLC

Houston, TX
SELL
 -
-1.54K
- 7.41%
$197K - $254K
19.2K $6.1M
Jan 27, 2023 Q4 2022
Baldwin Brothers LLC

SELL
 -
-1.55K
- 69.89%
$199K - $257K
669 $213K
Jan 31, 2023 Q4 2022
Bank Of The West

SELL
 -
-1.56K
- 4.97%
$199K - $257K
29.7K $9.45M
Jan 12, 2023 Q4 2022
Yhb Investment Advisors, Inc.

SELL
 -
-1.57K
- 20.91%
$201K - $259K
5.93K $1.88M
Feb 08, 2023 Q4 2022
Sentry Investment Management LLC

SELL
 -
-1.57K
- 22.65%
$201K - $259K
5.35K $1.7M
Feb 14, 2023 Q4 2022
Hillman Capital Management, Inc.

Bethesda, MD
SELL
 -
-1.58K
- 3.7%
$202K - $260K
41K $13M
Feb 02, 2023 Q4 2022
Waverton Investment Management LTD

SELL
 -
-1.58K
- 4.42%
$203K - $261K
34.2K $10.9M
Jan 31, 2023 Q4 2022
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-1.58K
- 4.52%
$203K - $261K
33.4K $10.6M
Jan 13, 2023 Q4 2022
Segment Wealth Management, LLC

SELL
 -
-1.58K
- 21.84%
$203K - $262K
5.67K $1.8M
Feb 08, 2023 Q4 2022
Abbrea Capital, LLC

SELL
 -
-1.59K
- 3.03%
$204K - $263K
51K $16.2M
Feb 15, 2023 Q4 2022
Utah Retirement Systems

Salt Lake City, UT
SELL
 -
-1.6K
- 0.93%
$205K - $264K
171K $54.4M
Feb 02, 2023 Q4 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-1.62K
- 29.44%
$207K - $267K
3.87K $1.23M
Feb 13, 2023 Q4 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-1.63K
- 23.7%
$208K - $269K
5.23K $1.66M
Jan 27, 2023 Q4 2022
Eads & Heald Wealth Management

SELL
 -
-1.64K
- 38.4%
$210K - $271K
2.63K $835K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-1.64K
- 17.75%
$210K - $271K
7.58K $2.41M
Jan 25, 2023 Q4 2022
Northstar Group, Inc.

SELL
 -
-1.65K
- 18.71%
$212K - $273K
7.17K $2.28M
Feb 14, 2023 Q4 2022
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-1.66K
- 13.72%
$212K - $274K
10.4K $3.31M
Feb 08, 2023 Q4 2022
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1.66K
- 35.73%
$213K - $275K
2.99K $950K
Feb 08, 2023 Q4 2022
Roanoke Asset Management Corp

Jersey City, NJ
SELL
 -
-1.67K
- 7.09%
$213K - $275K
21.8K $6.94M
Dec 02, 2024 Q4 2022
Conway Capital Management, Inc.

Burbank, CA
SELL
 -
-1.68K
Closed
$215K - $277K
0 $0
Feb 08, 2023 Q4 2022
Quilter PLC

SELL
 -
-1.68K
- 10.76%
$216K - $278K
13.9K $4.43M
Feb 06, 2023 Q4 2022
Transatlantique Private Wealth LLC

SELL
 -
-1.68K
- 13.32%
$216K - $278K
10.9K $3.48M
Jan 17, 2023 Q4 2022
Roffman Miller Associates Inc

Philadelphia, PA
SELL
 -
-1.68K
- 2.46%
$216K - $278K
66.6K $21.2M
Feb 03, 2023 Q4 2022
Dubuque Bank & Trust CO

SELL
 -
-1.71K
- 11.34%
$219K - $282K
13.3K $4.24M
Feb 07, 2023 Q4 2022
Gs Investments, Inc.

SELL
 -
-1.73K
- 18.35%
$221K - $285K
7.69K $2.44M
Jan 04, 2023 Q4 2022
Private Asset Management Inc

SELL
 -
-1.75K
- 3.6%
$224K - $288K
46.7K $14.8M
Feb 07, 2023 Q4 2022
Thoroughbred Financial Services, LLC

SELL
 -
-1.75K
- 9.95%
$224K - $289K
15.8K $5.03M
Feb 13, 2023 Q4 2022
Martingale Asset Management L P

Boston, MA
SELL
 -
-1.78K
- 41.34%
$228K - $295K
2.53K $804K
Feb 13, 2023 Q4 2022
Pinnacle Holdings, LLC

Tulsa, OK
SELL
 -
-1.79K
- 14.56%
$229K - $296K
10.5K $3.34M

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