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 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.79K- 19.57% |
$230K - $296K
|
7.37K
$2.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.8K- 6.29% |
$231K - $298K
|
26.8K
$8.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.83K- 41.24% |
$234K - $302K
|
2.6K
$827K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 29.95% |
$237K - $305K
|
4.32K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.85K- 2.76% |
$237K - $305K
|
65K
$20.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.86K- 20.44% |
$238K - $307K
|
7.23K
$2.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-1.89K- 10.46% |
$242K - $312K
|
16.1K
$5.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
SELL
|
- |
-1.9K- 0.62% |
$244K - $314K
|
303K
$96.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.91K- 40.22% |
$245K - $316K
|
2.84K
$904K
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.93K- 10.38% |
$247K - $319K
|
16.7K
$5.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.94K- 19.65% |
$249K - $321K
|
7.94K
$2.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-1.95K- 36.62% |
$249K - $321K
|
3.37K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1.95K- 20.42% |
$250K - $322K
|
7.6K
$2.42M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.95K- 17.18% |
$250K - $322K
|
9.41K
$2.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.96K- 35.91% |
$251K - $324K
|
3.49K
$1.11M
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.99K- 12.78% |
$255K - $328K
|
13.6K
$4.31M
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.99K- 32.64% |
$256K - $330K
|
4.12K
$1.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.01K- 85.26% |
$257K - $332K
|
347
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.01K- 11.13% |
$258K - $332K
|
16K
$5.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.01K- 0.33% |
$258K - $333K
|
603K
$192M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-2.03K- 50.51% |
$260K - $336K
|
1.99K
$633K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-2.04K- 12.58% |
$261K - $337K
|
14.2K
$4.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.04K- 8.37% |
$262K - $337K
|
22.3K
$7.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-2.04K- 13.2% |
$262K - $337K
|
13.4K
$4.27M
|
|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-2.08K- 17.54% |
$267K - $344K
|
9.78K
$3.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.09K- 0.22% |
$268K - $346K
|
932K
$296M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-2.12K- 24.31% |
$271K - $350K
|
6.59K
$2.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.12K- 30.07% |
$271K - $350K
|
4.92K
$1.57M
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.13K- 2.43% |
$273K - $352K
|
85.5K
$27.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-2.14K- 27.19% |
$274K - $353K
|
5.72K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.14K- 5.98% |
$274K - $353K
|
33.6K
$10.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.15K- 27.63% |
$275K - $355K
|
5.62K
$1.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-2.16K- 2.45% |
$277K - $357K
|
86K
$27.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.17K- 12.91% |
$278K - $358K
|
14.6K
$4.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.19K- 26.64% |
$280K - $361K
|
6.02K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-2.2K- 4.38% |
$282K - $364K
|
48K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.22K- 20.23% |
$285K - $367K
|
8.76K
$2.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.26K- 5.73% |
$289K - $373K
|
37.1K
$11.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.27K- 2.1% |
$291K - $375K
|
106K
$33.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-2.28K- 7.59% |
$292K - $377K
|
27.8K
$8.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-2.3K- 41.47% |
$295K - $380K
|
3.25K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.32K- 30.05% |
$298K - $384K
|
5.41K
$1.72M
|
|
|
Feb 22, 2023
Q4 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.37K- 0.72% |
$304K - $392K
|
328K
$104M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.4K- 5.98% |
$307K - $396K
|
37.7K
$12M
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-2.4K- 58.86% |
$307K - $396K
|
1.68K
$533K
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.41K- 0.29% |
$309K - $398K
|
820K
$261M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.42K- 13.96% |
$310K - $399K
|
14.9K
$4.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.44K- 2.62% |
$312K - $403K
|
90.6K
$28.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.47K- 40.17% |
$317K - $408K
|
3.68K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.48K- 10.47% |
$317K - $409K
|
21.2K
$6.73M
|